Getting Started with nsGPT
Your AI-powered NetSuite assistant is just a few steps away. Follow this guide to install and start using nsGPT in your NetSuite environment.
Before You Begin
Make sure your nsGPT account has been provisioned. You should have received a confirmation email with your account details and login credentials.
Bundle Installation
Follow these steps to install the nsGPT bundle in your NetSuite environment:
Navigate to SuiteBundler
In your NetSuite account, go to:
Customization > SuiteBundler > Search and Install BundlesSearch for nsGPT Bundle
In the Keywords box, type nsGPT and press Enter
Search for the nsGPT bundle using keywords
Locate the Bundle
Look for:
nsGPT - AI Assistant for NetSuite
Bundle ID: 585867
Install the Bundle
Click the Install button and follow the on-screen prompts to complete the installation.
Important
Once the installation is complete, you may need to log out and log back in to NetSuite for the changes to take effect.
Accessing nsGPT
After installation and logging back in, you'll find nsGPT in your NetSuite navigation:
Find the AI Center Tab
Look for the "AI" Center Tab in your navigation bar at the top of your NetSuite interface.
The AI tab will appear in your main navigation bar
Open nsGPT Chat
Navigate to:
AI > AI Tool > nsGPT ChatThis will open the nsGPT chat interface where you can start interacting with your AI assistant.
Start Using nsGPT
You're all set! Start asking nsGPT questions about your NetSuite data, request reports, generate charts, and automate your workflows.
You're Ready!
You're all set! Try asking nsGPT: "Show me sales trends for the last quarter" or "What are my top 10 customers?"
Quick Start Guide
Get familiar with the nsGPT interface and start asking questions in minutes.
The Interface
Here's an overview of the main nsGPT interface and its key components:
Your First Query
Try one of these example questions to see nsGPT in action:
"Show me our top 10 customers by revenue this year"
Get instant insights from your sales data
"What invoices are overdue more than 30 days?"
Monitor accounts receivable at a glance
"Create a chart of monthly sales for the last 6 months"
Visualize trends without building reports
"Look up customer Acme Corp and show their order history"
Quick customer lookups before calls
Pro Tips
Be Conversational
Ask questions naturally, like you would to a colleague. nsGPT understands context and follow-up questions.
Use Date Ranges
Specify timeframes like "last quarter", "this month", or "year to date" for more relevant results.
Enable Extended Thinking
For complex multi-step queries or large datasets, turn on extended thinking for more thorough analysis.
Ask for Charts
Request visualizations by saying "show me a chart of..." or "create a graph comparing..."
Features
Discover the powerful capabilities that make nsGPT your ultimate NetSuite assistant.
Charts & Visualizations
Turn your NetSuite data into stunning interactive charts with a simple request. nsGPT automatically generates visualizations from numeric data, making it easy to spot trends and patterns.
Interactive charts generated directly from your NetSuite data
Supported Chart Types
Try It
"Show me a bar chart of sales by region for this quarter"
Image Upload & Processing
Upload invoices, receipts, purchase orders, or any business document and let nsGPT extract the data for you. It can even create NetSuite records from uploaded images.
Upload documents and have nsGPT extract data automatically
What You Can Upload
Try It
Upload an invoice image and say "Create a vendor bill from this invoice"
Voice Input
Speak your questions hands-free instead of typing. Perfect for when you're multitasking or need quick answers without stopping your workflow.
How It Works
- Click the microphone button in the chat input
- Speak your question naturally
- nsGPT transcribes and processes your request
- Get your answer in seconds
Try It
Click the microphone and say "What are my open sales orders?"
Conversation History
All your conversations are automatically saved and easily searchable. Return to previous discussions, find past answers, and pick up right where you left off.
Browse and search your conversation history
History Features
Try It
Click the History button to browse your past conversations
Smart Code Generation
Stop hunting for field IDs and API documentation. nsGPT automatically discovers your custom fields, record types, and script IDs, then generates ready-to-use SuiteScript code with the correct identifiers already filled in.
Custom field IDs automatically discovered and included in your code
What Makes It Smart
Try It
"Write a user event script that sets the custom field values on a sales order"
Submitting Feedback
Your feedback helps make nsGPT better for everyone. Whether you've found a bug, have a feature request, or just want to share your experience, we want to hear from you.
How to Submit Feedback
- Click the Feedback button in the top-right corner of nsGPT
- Select the type of feedback: Bug Report, Feature Request, or General Feedback
- Describe your feedback in detail
- Click Submit to send it to our team
Types of Feedback
Your Feedback Matters
Every piece of feedback is reviewed by our team. Bug reports help us fix issues quickly, feature requests shape our roadmap, and your suggestions help us understand how to make nsGPT more valuable for your workflow.
Try It
Click the Feedback button and let us know how nsGPT is working for you!
Administration
Manage your nsGPT deployment, control access, and configure environments.
Admin Panel
The Admin Panel gives administrators full control over nsGPT settings, user management, and subscription details. Only users designated as nsGPT administrators can access this panel.
The Admin Settings panel - your central hub for managing nsGPT
Accessing the Admin Panel
Click the settings icon (gear) in the top-right corner of the nsGPT interface. If you're an administrator, you'll see the Admin Settings option. Non-administrators will not see this option.
Subscription & Billing
The top section shows your current subscription status and the number of users who have accessed nsGPT:
- Status - Shows whether you're on a Trial, Active subscription, or other plan status
- Users - The count of unique NetSuite users who have used nsGPT in your account
Managing Administrators
The Current Administrators section lists all users with admin privileges. Each entry shows:
- User's name and email address
- NetSuite internal ID
- A "You" badge next to your own entry
- Delete button to remove an administrator (you cannot remove yourself)
Adding New Administrators
To add a new administrator:
The user must first access nsGPT at least once from their NetSuite account
Once they've used nsGPT, their name will appear in the Add Administrator dropdown
Select their name and click Add to grant them administrator privileges
Default Administrator
The NetSuite user who installs the nsGPT bundle is automatically assigned as the first administrator. This ensures there's always at least one admin to manage the system.
What Administrators Can Do
Environment Switching
nsGPT can only be active in one NetSuite environment at a time - either Production or a Sandbox. Administrators control which environment is active, and this setting applies to all users across your organization.
Why Switch Environments?
- Testing - Try nsGPT features and queries safely in your Sandbox before using them in Production
- Development - Use nsGPT to help write and test SuiteScript in your Sandbox environment
- Training - Let new users learn nsGPT in Sandbox without affecting Production data
How to Switch Environments
There are two ways an environment switch can be triggered:
Option 1: From the Admin Panel
Open Admin Settings and use the environment controls to switch to a different environment.
Option 2: Accessing nsGPT from an Inactive Environment
If nsGPT is currently active in Production and an administrator opens nsGPT from a Sandbox, they'll see a prompt asking if they want to switch:
Administrators see this prompt when accessing nsGPT from an inactive environment
The prompt clearly shows:
- The currently active environment (e.g., Production)
- The environment you're trying to switch to (e.g., Sandbox 1)
- A warning that switching will deactivate nsGPT for users in the current environment
Important: Switching Interrupts Active Sessions
When you switch environments, all active conversations in the current environment are immediately interrupted. Users will see a notification and must refresh their browser to continue using nsGPT in the new environment. Coordinate with your team before switching during business hours.
What Users See When Environment Changes
When an administrator switches environments, users who were active in the now-deactivated environment will see this notification:
Users must refresh to continue using nsGPT in the new environment
The notification shows:
- Which environment nsGPT has been switched to
- Which administrator made the change
- A prompt to refresh the page to continue
Key Points to Remember
Best Practice
If you need to switch environments during business hours, consider notifying your team first via email or chat. This prevents frustration from unexpected session interruptions.
Need Help?
If you encounter any issues during installation or have questions about using nsGPT, we're here to help.