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 Bundles

Search 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 Chat

This 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:

1 History Access your previous conversations

2 Environment Switch between Production and Sandbox

3 Dark Mode Toggle light/dark theme

4 Feedback Send feedback or report issues

5 User Menu Account settings and sign out

6 Quick Start Cards Common queries to get you started

7 Image Upload Upload invoices, receipts, or documents

8 Voice Input Speak your questions hands-free

9 Chat Input Type your questions here

10 Send Submit your question

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

📊 Bar Charts

📈 Line Charts

🥧 Pie Charts

🍩 Doughnut Charts

🎯 Radar Charts

⚬ Scatter Plots

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

Vendor invoices and bills

Expense receipts

Purchase orders and quotes

Business cards and contacts

Screenshots of data tables

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

Search across all past conversations

Automatic conversation saving

Continue conversations where you left off

Quick access to recent discussions

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

Auto-discovers custom field IDs from your account

Generates code with correct record and field references

Built-in SuiteScript 2.x documentation and examples

No more Record Browser lookups or guessing

Copy-paste ready code for your customizations

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

Bug Reports - Something isn't working as expected or you encountered an error

Feature Requests - Ideas for new capabilities or improvements you'd like to see

General Feedback - Share your experience, what's working well, or suggestions

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

The nsGPT Configuration page is your central hub for managing licenses, users, trial status, and environment settings.

Accessing the Admin Panel

The nsGPT Configuration page is accessed directly from NetSuite's navigation menu:

AI > AI Tools > nsGPT Config

Access nsGPT Config from the AI menu in NetSuite

The Configuration page contains four collapsible sections:

License Dashboard - View your license usage and availability
Trial Status - Check your trial period and upgrade options
Environment Settings - Select which NetSuite environment nsGPT is active in
Add Users - Grant nsGPT access to employees, roles, or departments

At the bottom of the page, you'll see a list of Current nsGPT Users showing all users who have been granted access, along with their email, assignment date, and status.

License Dashboard

The License Dashboard shows you how many nsGPT licenses are being used and how many are available in your plan.

License Dashboard showing usage across your organization

Dashboard Elements

Progress Bar - Visual indicator showing licenses used vs. available

Assigned Users - Number of users currently assigned to nsGPT

Available Licenses - Remaining licenses you can assign to new users

Plan Limit - Total number of licenses included in your subscription

Need More Licenses?

If you've used all your available licenses and need to add more users, contact support@nsgpt.io to upgrade your plan.

Trial Status

The Trial Status section shows when your free trial ends and how to upgrade or extend your subscription.

Trial Status showing remaining days and upgrade options

Trial Information

Plan Type - Shows "Free Trial" during the trial period

User Limit - Number of users included in your trial (e.g., "Trial Plan - 5 users")

End Date - The specific date your trial expires

Days Remaining - Countdown of days left in your trial

Ready to upgrade?

To upgrade or extend your trial, contact support@nsgpt.io and we'll help you find the right plan for your team.

Environment Settings

Environment Settings lets you control which NetSuite environment nsGPT is currently active in. You can switch between Production and any of your Sandbox environments.

Switch between Production and Sandbox environments

Active Environment

The current active environment is displayed with a green indicator. nsGPT can only be active in one environment at a time.

Switching Environments

Use the Switch Active Environment dropdown to select a different NetSuite environment. Your available environments (Production, Sandbox1, Sandbox2, etc.) will appear in the dropdown.

Important: Switching Disconnects Active Sessions

Switching environments will disconnect all active nsGPT sessions in the current environment. Users will need to refresh their browser to reconnect in the new environment. Coordinate with your team before switching during business hours.

Why Switch Environments?

Testing - Try nsGPT features safely in your Sandbox before Production

Development - Use nsGPT to help write and test SuiteScript in Sandbox

Training - Let new users learn nsGPT in Sandbox without affecting Production data

Add Users

The Add Users section allows you to grant nsGPT access to NetSuite users. You can add users individually by employee, or in bulk by role or department.

Add users by Employee, Role, or Department

Ways to Add Users

Add Employee - Select individual NetSuite employees from the dropdown

Add by Role - Grant access to all users with a specific NetSuite role

Add by Department - Grant access to all users in a specific department

Current nsGPT Users

Below the Add Users section, you'll see a table of all users who currently have nsGPT access:

Employee - The user's name
Email - The user's email address
Assigned - The date the user was granted access
Status - Shows "Active" for users with current access
Remove - Checkbox to remove a user's access

Managing Users

To add or remove users:

Use the dropdowns to select employees, roles, or departments to add

Check the Remove box next to any users you want to remove

Click Save Changes to apply your updates

License Limits

You can only add users up to your plan's license limit. If you need to add more users, remove inactive users or upgrade your plan by contacting support@nsgpt.io.

Need Help?

If you encounter any issues during installation or have questions about using nsGPT, we're here to help.

Visit FAQ Contact Support