Frequently Asked Questions

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nsGPT is an AI copilot that sits alongside NetSuite and lets your team ask questions in plain English, then returns live answers from your own NetSuite data.

No. nsGPT handles all the AI processing for you behind the scenes; you do not need to set up, pay for, or manage any separate AI accounts like OpenAI, Claude, or others. Everything is included as part of your nsGPT subscription.

A generic AI has no idea what is in your NetSuite account unless you copy and paste everything into it; nsGPT is wired into your actual NetSuite records (with proper permissions), understands record types and fields, and can safely drive searches and updates without all the manual exporting and explaining.

nsGPT is built for everyday NetSuite users: finance and accounting teams, controllers and CFOs, operations, sales and account managers, and admins who get bombarded with report and data requests.

No. If they can type a question into a chat window, they can use nsGPT; there is no need to learn saved search criteria, report builders, or SuiteScript.

nsGPT lives inside your NetSuite environment, so it automatically inherits the permissions of the users interfacing with it. Once the nsGPT bundle is installed, you can access it through the nsGPT navigation link or add it as a portlet on your home screen.

You can ask questions like which customers are overdue, what you billed a customer in a given period, or which sales orders are open without invoices, and nsGPT turns those questions into the right NetSuite searches behind the scenes.

Yes. Instead of clicking through menus and tweaking filters, you ask your question and nsGPT does the hunting for you, often combining what would normally be several searches or reports into a single, easy-to-read answer.

nsGPT can both read and, where you allow it, help create or update records such as customers, invoices, and orders; it walks you through what it is about to do and uses your existing NetSuite rules, so changes are not happening in the dark.

Yes. You can point it at a customer, transaction, or other record and ask what is going on, and it will break down the key fields, statuses, and numbers in plain language.

nsGPT is built to discover and use your custom fields, custom records, and sublists, not just the standard ones, so it can talk about your real-world setup rather than a generic demo account.

Yes. New hires can ask how to perform common tasks or where to find specific information, and nsGPT gives step-by-step guidance and explanations instead of forcing them to wait on your NetSuite expert.

Yes. You can upload images like invoices, receipts, or other documents, and nsGPT can analyze them, extract key information, and even help create NetSuite records from that data automatically.

Yes. nsGPT can automatically generate interactive charts (bar, line, pie, scatter, and more) from your numeric data, making it easy to visualize trends, comparisons, and patterns without building formal reports.

Yes. nsGPT has built-in access to SuiteScript documentation and can provide code examples, explain APIs, and help you understand how to implement customizations in your NetSuite account.

Controllers and CFOs can quickly ask for current accounts receivable aging, invoices at risk, or revenue by region versus last quarter, without waiting for new reports to be built each time.

Sales and account managers can pull up a customer and ask for full history, open and overdue items, and top products purchased, so they walk into calls with a complete picture of the account.

Yes. nsGPT can list customers with overdue balances, prioritize them by amount or age, surface contact details, and even help draft clear and polite follow-up messages.

That is one of its biggest strengths; instead of creating yet another saved search for a one-off question, you just ask nsGPT and get the answer in a few seconds.

nsGPT can prefill or draft transactions based on what you tell it and reuse your existing configuration, so you spend more time reviewing and less time typing repetitive details.

Yes. Upload an image of a vendor invoice or receipt, and nsGPT can extract vendor details, line items, amounts, and dates, then help create a properly formatted bill in NetSuite with all the information filled in.

Yes. Ask nsGPT to show you revenue by month, top customers by sales, or any other numeric data, and it will automatically generate interactive charts right in the conversation so you can spot trends at a glance.

Yes. Operations teams can quickly check inventory levels, find items below reorder points, track open sales orders by fulfillment status, and get instant visibility into what needs attention without building custom reports.

No. nsGPT is designed to be explicit about any change it is about to make and to require your confirmation, especially for actions that create or update records.

Yes. nsGPT uses the same roles and permissions NetSuite already enforces, so users only see and change what their NetSuite access allows, and nothing more.

Yes. You decide who gets access, either by limiting who can see the nsGPT interface or by tying it to specific NetSuite roles.

nsGPT only accesses data needed to answer your questions in real-time. Your NetSuite data is not stored permanently or shared with other customers.

All changes made through nsGPT appear in NetSuite's standard audit trail and system notes, just like any other user action, so you can see exactly who did what and when.

Once provisioned and the nsGPT bundle is installed, it is available immediately for use. Most teams can get nsGPT running in a sandbox the same day and move to production in a few days once they are comfortable.

They install the nsGPT bundle, which includes a SuiteScript RESTlet and necessary configurations. Once installed, nsGPT is accessible through the nsGPT navigation link, and you can also add it as a portlet on the home screen for quick access.

No major changes are required; nsGPT is designed to sit on top of your existing configuration and saved searches, not replace them, and can gradually take advantage of what you already have in place.

Yes. It is recommended to start in a sandbox so you can see how nsGPT behaves with your data and processes before enabling it in production.

nsGPT is built for modern NetSuite accounts and works with standard NetSuite cloud releases, so if you are on a supported NetSuite environment you are covered.

Yes. nsGPT is fully responsive and works on mobile devices and tablets, so your team can access NetSuite data and ask questions from anywhere, not just at their desks.

nsGPT is built on enterprise-grade infrastructure with intelligent caching and optimization, so it delivers fast responses even during peak usage times when multiple team members are working simultaneously.

Users see a clean chat window where they type questions and watch answers stream back in real time, often with simple tables and summaries instead of pages of raw data.

Most users are productive after a short 15 to 30 minute walkthrough, because the interface is intentionally simple and designed so people can just ask instead of learning a new tool.

nsGPT remembers the ongoing conversation, so you can refer back to previous answers and say things like show me just the overdue ones from that list or create an invoice from that last order.

When it is uncertain, nsGPT will either ask you a clarifying question or explain that it cannot confidently complete the request, rather than guessing.

Yes. Users can send quick feedback when an answer is especially helpful or off-base, and that feedback is used to refine prompts, rules, and behaviors over time.

Yes. nsGPT supports voice input, so you can speak your questions hands-free instead of typing them out, making it faster and more convenient especially when multitasking.

Yes. All your conversations are saved and organized by topic, so you can easily return to previous discussions, search through past questions, and pick up where you left off.

Yes. nsGPT allows you to switch between Production and Sandbox environments seamlessly, so you can test queries and changes in a safe environment before running them in production.

Extended thinking mode allows nsGPT to spend more time analyzing complex queries before responding, which is helpful for sophisticated multi-step questions that require deeper analysis or working with large datasets.

nsGPT reads directly from your live NetSuite data for factual accuracy. For complex analysis or high-stakes decisions, it provides clear answers you can verify before taking action.

nsGPT is best thought of as a layer on top of your existing reports and dashboards; it is ideal for ad-hoc questions and exploration, while your formal reports remain your source of truth for audits and recurring reporting.

Over time, nsGPT can be tuned with your feedback, your common questions, and your custom fields and processes, so it feels less like a generic tool and more like a teammate who really knows your business.

nsGPT is offered with flexible pricing that can be aligned to your team size and usage, so you are not paying enterprise prices for a small pilot and can match the model to how you actually plan to use it.

Yes. Short pilots in a sandbox or limited production rollout are supported so you can see real value with your own data before committing.

You get help with setup, configuration, and best practices, plus ongoing support for questions and issues, along with clear documentation and example workflows so your team is not left to figure it out alone.

nsGPT is actively developed, with regular improvements to how it understands NetSuite data, handles new record types, and supports more sophisticated use cases.

The roadmap focuses on deeper coverage of NetSuite modules, smarter multi-step workflows such as approvals and recurring tasks, and richer insights that combine several data sources into a single conversational answer.