1. NetSuite Basics
  2. Ask Oracle
  3. More Ask Oracle Features

More Ask Oracle Features

Note:

This topic describes functionality available to users eligible for NetSuite Next. NetSuite Next is being made available to customers in phases, so these features may not yet be available in your account. You'll receive in-app notifications when your account is eligible for NetSuite Next.

Add Context to Your Ask Oracle Prompts

Add context to your prompts before you send them to Ask Oracle.

In Ask Oracle, context is extra reference information that's attached to a prompt before it's sent. Context may include, among others, a record, files you've uploaded, or an @ mentioned agent or skill.

Adding context to your prompts helps you:

  • Control how Ask Oracle interprets your request.

  • Get more predictable responses for context-sensitive requests.

Adding context to your prompt

  1. Open Ask Oracle.

  2. Click the + icon below the Ask Oracle input field.

  3. Select whether you want to add context, apply a skill, or work with an agent. For more information about skills, see Ask Oracle Skills

  4. Search for a context item, such as a record, a report, or a saved search.

  5. Add the context item to your prompt.

  6. Enter your prompt and submit it.

Ask Oracle uses the context you selected to interpret and answer your request. You can add up to five context items per chat.

File uploads

Use Ask Oracle to ask questions about a document. Ask Oracle summarizes documents, helps you find information, and answers questions about the document's content. Before you begin:

  • Verify with your Administrator that Document Insights is enabled for your role.

  • Check that you have upload access to the File Cabinet.

  • Prepare one supported document for each chat turn.

  • Use a PNG, JPG, JPEG, PDF, TXT, CSV, DOC, DOCX, XLS, XLSX, PPT, or PPTX document.

Asking questions about an uploaded document

  1. Open Ask Oracle.

  2. Click the Add context, skills, and more icon.

  3. Click Attach file...

  4. Browse for the file and open it to add it to the Ask Oracle prompt context. If Ask Oracle displays a message that the document type is not supported, select a document with a supported extension and try again.

  5. Enter a prompt in Ask Oracle to extract useful information or summarize the content.

  6. Review the Ask Oracle response and ask more questions if needed.

Ask Oracle Effort Level

Before you send Ask Oracle a prompt, set an effort level that suits the complexity of your request. The selected level helps Ask Oracle apply an appropriate amount of effort when it responds. Choose auto, the default setting, to let Ask Oracle automatically assess the complexity of your request.

Choosing an Ask Oracle effort level

  1. Open Ask Oracle.

  2. In the chat input area, click Effort level.

  3. Select Low, Medium, High, or Maximum to set the effort level for your prompt. Leave the default Auto setting to let Ask Oracle select low, medium, or high based on its own assessment of the complexity of your prompt.

  4. Enter and submit your prompt.

Ask Oracle Job Details

Ask Oracle splits complex prompts into multiple jobs that it completes in parallel or in sequence. When Ask Oracle uses jobs to answer your question, use the job menu to follow their progress and review their results. The final response combines the results from all the completed jobs.

Viewing job details

  1. Submit your prompt to Ask Oracle.

  2. Open the jobs menu.

  3. Review the job status. The menu can show multiple jobs when Ask Oracle completes parts of your request at the same time.

  4. Click on a job to review its reasoning and outcome.

  5. Review the combined response in the Ask Oracle thread.

Note:

Access to job details depends on your role permissions and the features enabled in your account.

Ask Oracle Starter Questions

When you open Ask Oracle, the first thing you see are starter questions. Starter questions are grouped by category, open a category to review suggested questions for common Ask Oracle tasks.

Use starter questions to:

  • See examples of how Ask Oracle can help you.

  • Copy one to the chat input field by selecting it. Review or edit it before you submit the prompt.

Other Ask Oracle Features

In addition to having conversations, take advantage of other Ask Oracle features:

  • Role-based filtering - Answers are tailored to your permissions and role, keeping data secure and relevant.

  • Explanation - Click the show explanation icon to see the reasoning Ask Oracle used to answer your prompt.

  • Feedback - Use the feedback icons to give us feedback about Ask Oracle answers. You only need to send your feedback about the Ask Oracle response. Your prompts and the Ask Oracle answers are already logged in the system.

  • Chat history - Ask Oracle keeps a conversation history for 90 days so you can continue when needed. To see the history, click the your chats icon at the top left of the conversation panel.

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