Customer experience is becoming increasingly intelligent. Marketing, sales, commerce, and service teams are no longer relying only on traditional CRM tools—they are beginning to use AI to understand customers more clearly, prioritize opportunities, automate repetitive work, predict future behavior, and provide more relevant experiences.
The Exploring Joule and Business AI in SAP Customer Experience learning journey introduces learners to the role of artificial intelligence across the SAP Customer Experience landscape and demonstrates how SAP Business AI, Joule, Joule Agents, and predictive capabilities can support modern customer-facing processes.
The journey begins by exploring how AI is changing Customer Experience and how Joule can support consultants and business users across marketing, sales, service, and commerce. Learners then move into the SAP Customer Data Platform AI Workbench, where they explore how customer data can be prepared for predictive analysis, how predictive models can be applied, and how AI-generated insights can be visualized.
The curriculum also includes three practical Interactive Value Journeys covering intelligent sales and service, integrated customer experience scenarios, and AI-enhanced workflows using Joule.
After completing Exploring Joule and Business AI in SAP Customer
Experience, learners will be able to:
The learning journey is
particularly relevant for professionals working with SAP Customer Experience
who want to understand how AI is changing both CX processes and the role of the
consultant.
The current official
learning journey lists Business User
and Consultant roles and spans
products across SAP's Customer Experience portfolio.
It is suitable for:
This module establishes the foundation for understanding AI
within SAP Customer Experience.
Learners explore how SAP
Business AI can enhance customer journeys and support business processes across
marketing, sales, and service. The module then introduces SAP Joule from the
perspective of SAP CX consultants, helping participants understand how AI can
support both customer-facing processes and consulting activities.
The source module
specifically aims to help learners understand SAP Business AI in Customer
Experience, work with AI-powered customer journeys, and use Joule to optimize
marketing, sales, and service processes.
SAP's current official course also emphasizes using Business AI and Joule to support intelligent end-to-end customer journeys and applying Joule Agents and Joule for Consultants to design, optimize, and automate CX processes.
After completing this module, you will be able to:
This unit explores how
artificial intelligence can help organizations meet those expectations.
Learners will understand how
AI can support customer experience processes by analyzing customer information,
generating relevant content, assisting users, identifying patterns, improving
decision-making, and automating selected activities.
The focus is not simply on AI
technology itself. Instead, learners examine where AI can create meaningful
value throughout the customer journey—from marketing engagement and sales
interactions to commerce and customer service.
SAP Business AI is designed to embed intelligence directly into business processes, while Joule provides a conversational experience through which users can access information, insights, and actions in context.
This unit explores how Joule can support consultants throughout these
activities.
Rather than replacing the
consultant's expertise, Joule can act as an AI-enabled assistant that helps
professionals find information, understand context, accelerate repetitive work,
and focus more of their time on higher-value customer conversations.
The uploaded learning journey
specifically identifies the use of Joule to accelerate solution design, configuration, troubleshooting, and customer
advisory conversations as an important learning objective.
Learners will also explore
the role of Joule Agents and
understand how agent-based capabilities can help automate business activities
and support users across SAP Customer Experience scenarios.
SAP currently describes Joule as an AI solution embedded into the flow of work, bringing together AI assistants and agents to provide contextual information, automate activities, and support connected enterprise workflows.
Learners will develop an understanding of how Joule can support:
This module introduces the AI Workbench within SAP Customer Data Platform
and focuses on transforming customer information into predictive insights.
Learners explore how customer
data is prepared and provided to AI Workbench, how predictive models are
applied, and how the resulting insights can be visualized through dashboards
and analytics.
The uploaded curriculum
identifies these three areas as the core outcomes of the module.
SAP's current official course further identifies capabilities such as predicting customer churn and customer lifetime value, using standard and custom model settings, and designing dashboards to present predictive insights.
After completing this module, you will be able to:
This unit focuses on
preparing and providing customer information that AI Workbench can use for
predictive analysis.
Learners will understand why
data quality, structure, relevance, and availability matter when creating
predictive customer models.
The objective is to help
participants understand the connection between the customer data stored within
SAP Customer Data Platform and the predictive indicators produced by AI
Workbench.
SAP describes AI Workbench as
a capability that can provide analytical insights into customer data and
generate predictive indicators that help organizations understand potential
customer behavior.
Learners will therefore begin
thinking beyond simply collecting customer data and toward preparing
information that can support practical business predictions.
This unit introduces
learners to the predictive capabilities available within AI Workbench.
Participants explore how
predictive models can be configured and executed using available settings and
how the resulting predictions can support CX decision-making.
Current SAP documentation
identifies predictive model types including Churn and Customer
Lifetime Value, with models available at profile and group level.
Additional scenarios may be available depending on the configured environment.
For example, churn
prediction can help organizations identify customers who may be at risk of
leaving, while Customer Lifetime Value can help teams better understand the
potential long-term value of different customer relationships.
The emphasis is on using
predictions to support better business decisions—not simply generating AI
scores.
This unit focuses on
turning AI Workbench results into meaningful visual information.
Learners explore how
predictive insights can be presented through dashboards and analytics so that
marketing, sales, service, and other stakeholders can more easily interpret
customer patterns and make informed decisions.
The official SAP course
specifically includes Visualize
Predictive Insights and Design
Dashboards to display predictive insights among its learning outcomes.
Learners will therefore
understand how to move through the complete analytical flow:
Customer Data → Predictive Model → Predictive Insight → Visualization
→ Business Action
This provides a practical
foundation for using AI-generated customer intelligence within day-to-day CX
decision-making.
The uploaded curriculum
describes the scenario around the SAP
CX AI Toolkit, showing how AI can help optimize workflows, prioritize
work, generate summaries, and assist users with more complex sales and service
activities.
Current SAP documentation describes the SAP CX AI Toolkit as an AI-powered assistant that can work with SAP Customer Experience data and provide capabilities such as customer and account summaries, opportunity and case summaries, AI-generated content, intelligent Q&A, scheduling, and other role-specific tools.
Using the From Farm to Consume scenario from the
uploaded curriculum, learners explore how connected SAP Customer Experience
solutions can help organizations operate as intelligent enterprises.
Rather than looking at sales, marketing, commerce, customer data, and service as disconnected activities, this exercise helps participants understand how customer information and business processes can work together across a broader customer journey.
The uploaded curriculum
describes the scenario as demonstrating Joule's conversational AI and service
agent capabilities within SAP Sales and Service Cloud, with an emphasis on
improving productivity and streamlining sales and support operations.
Learners can see how conversational AI changes the way users interact with customer information and business processes—from manually navigating applications toward asking questions, receiving contextual summaries, and obtaining assistance directly within the flow of work.