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.

Use the following Ask Oracle features to improve answers, manage complex requests, review conversations, and understand how Ask Oracle handles permissions and protected actions.

Improving Answers with Context, Skills, Agents, and Files

Enhance your Ask Oracle prompts with relevant context and tools to guide how requests are understood and answered. Learn how to add business information, use Skills or Agents, and include documents for more informed assistance.

Adding 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.
Identify the specific information Ask Oracle should use.

To add context to your prompt

Open Ask Oracle.
Click the + icon below the Ask Oracle input field.
Select whether you want to add context, apply a skill, or work with an agent.
Search for a context item, such as a record, a report, or a saved search.
Add the context item to your prompt.
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.

Using Skills and Agents

Skills provide additional instructions that help Ask Oracle complete specialized or repeatable tasks. Agents provide capabilities for supported business workflows.

To use skills or agents

Click the Add context, skills, and more icon.
Select the option to apply a skill or work with an agent.
Select a skill or agent.
Enter and submit your prompt.
Review the Ask Oracle response.

For more information about agents or skills, see Agents Overview and Ask Oracle Skills.

Uploading Files

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.

To ask questions about an uploaded document

Open Ask Oracle.
Click the Add context, skills, and more icon.
Click Attach file...
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.
Enter a prompt to extract useful information, summarize the content, or ask a question.
Review the response and ask more questions if needed.

Manage Complex Prompts with Effort Levels and Jobs

Ask Oracle provides controls that help you manage how it handles requests of varying complexity. Learn how effort levels and jobs support more capable, transparent responses.

Ask Oracle Effort Level

Before you send Ask Oracle a prompt, set an effort level that suits the complexity of your request. Choose either:

Low - For straightforward requests.
Medium - For requests that require additional analysis.
High - For complex or multi-step requests.
Maximum - For the most demanding supported requests.
Auto - This is the default setting. Use it when you are unsure which effort level is appropriate.

Higher effort levels give Ask Oracle more capacity to work through complex requests, but they also increase response time and AI unit consumption.

To choose an Ask Oracle effort level

Open Ask Oracle.
In the chat input area, click Effort level.
Select Low, Medium, High, Maximum, or leave the deafult Auto.
Enter and submit your prompt.

Ask Oracle Job Details

When your request includes multiple tasks, Ask Oracle may complete them as separate jobs. When Ask Oracle uses jobs to answer your question, the final response combines the results from all the completed jobs. Use the jobs menu to follow their progress and review their results.

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

To view job details

Submit your prompt to Ask Oracle.
Open the jobs menu.
Review the job status. The menu can show multiple jobs when Ask Oracle completes parts of your request at the same time.
Click on a job to review its reasoning and outcome.
Review the combined response in the Ask Oracle thread.

Review, Continue, and Control Conversations

Use Ask Oracle conversations as an ongoing workspace for refining answers, understanding responses, and sharing feedback. Learn how to continue focused discussions and get more value from each interaction.

Asking Follow-up Questions

Ask follow-up questions to refine a previous Ask Oracle answer. For example, request Ask Oracle to:

Provide more details.
Shorten the answer.
Apply additional criteria.
Present the same information as a table or chart.

Keep each conversation focused on one topic. Start a new conversation when you switch subjects.

Reviewing an Explanation

Click the Show explanation icon to see additional information about how Ask Oracle answered your prompt, including the available data sources and processing details.

Continuing Previous Conversations

Ask Oracle keeps a conversation history for 90 days so you can continue when needed.

To view conversation history

Open Ask Oracle.
Click the Your chats Your chats icon at the top left of the conversation panel.
Select the conversation you want to continue.

When you reopen Ask Oracle within 15 minutes of closing it, it restores your previous chat. If you reopen it after 15 to 60 minutes, Ask Oracle gives you the option to return to the previous chat from history. If you reopen it after more than 60 minutes, Ask Oracle starts a new chat.

Continue an existing conversation when you want to work with its previous messages and context. Start a new conversation when changing topics or to retrieve current source data.

Providing Feedback

Use the feedback icons to provide feedback about Ask Oracle answers. You only need to describe your feedback about the response. Your prompt and the related Ask Oracle answer are already logged in the system.

Use this feature when Ask Oracle does not provide the result you expected. Your feedback helps improve how Ask Oracle supports daily tasks.

Other Ask Oracle Features

Permissions and Language

Ask Oracle answers are tailored to your permissions and role, keeping business data secure and relevant. Access to individual features and information also depends on your role permissions and the features enabled in your account.

Ask Oracle replies in the language selected in your NetSuite account and user preferences. Where supported, responses, explanations, conversation titles, and status messages appear in that language.

Protected Actions in Ask Oracle

Ask Oracle may ask you to approve a protected action before it continues with its response. A protected action is an action that can change data or continue a process that needs your review.

When Ask Oracle requires approval, it pauses the flow and shows information about the proposed action.

To allow the action, click the approval control shown in Ask Oracle.
To stop the action, click the decline or cancel control.

Review the information before you respond. If you decline the action, let the approval expire, or leave the session, Ask Oracle doesn't complete the protected action. Start the request again if you still want Ask Oracle to help with the task.

User Context and Prompt Interpretation

Ask Oracle interprets your request using the prompt, previous messages, attached context, and information available to your role.

When you enter a prompt that refers to you, Ask Oracle uses your signed-in user context to interpret the request. For example, ask for sales orders assigned to you without entering your name or employee details.

If Ask Oracle isn't sure about its response, it adds an interpretation note before its answer. The note explains what Ask Oracle understood from your prompt and provides an answer based on that interpretation.

Ask follow-up questions or rephrase your prompt if the answer is not what you expected.