Ask Oracle

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.

Ask Oracle is the AI-powered assistant you can have conversations with in NetSuite Next using natural language. It's designed to answer your questions and to help you get useful business insights from your data. Ask Oracle is available in the login portlet at the top right of the screen. To open Ask Oracle, hover above it and click Launch Ask Oracle.

Getting started with Ask Oracle

Get insights about your business data by opening Ask Oracle and entering a prompt. A prompt is a question or request you want Ask Oracle to help you with. Ask for a simple list of overdue invoices, or send advanced prompts such as requesting a bar chart for this fiscal year's sales by item.

Note:

For more about the generative AI models, see LLM Mapping for Generative AI Features in NetSuite Next.

To get answers with Ask Oracle

  1. Open Ask Oracle.

  2. Enter your prompt.

  3. Press Enter and Ask Oracle provides an answer.

  4. Review the answer and continue the conversation if you need more help.

Ask follow-up questions to refine a previous Ask Oracle answer. For example, after Ask Oracle returns a list, ask it to show the same information as a table, chart, or shorter summary.

Starting conversations

Click the new chat icon (+) at the top left of the chat panel to start a new conversation.

Start a new chat when you change topics or need Ask Oracle to use current source data. This helps the assistant focus on your current task and avoid using details from a previous, unrelated request.

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 a question to the chat input field by selecting it.

  • Review or edit the question before you submit the prompt.

Review the Discover Ask Oracle spotlight in the starter questions section. Get familiar with the spotlighted features that introduce Ask Oracle capabilities, helping you find new functionalities that can support you in your daily tasks.

Example Prompts

Ask Oracle can help you with prompts such as the following:

Task

Sample prompts

Ask for help using the application

  • How do I create a credit memo?

  • How do I customize my dashboard?

Get details about records and transactions

  • How many sales orders were created last month?

  • Show me vendor bills that have due dates in the past.

Leverage business performance insights

  • How did sales perform last month? Break it down by region.

  • Which product lines delivered the highest profit in Q2?

Extract information from files

  • Can you extract the total from this invoice?

  • Does the company in this ticket exist in our system?

Refine or present an answer

  • Show the same information as a table.

  • Create a bar chart showing sales by item.

Tips for the Best Ask Oracle Results

  • Vague terms - Use precise field names, record types, and statuses in your prompts (for example, use "Pending Fulfillment" instead of "open").

  • Ambiguous terms - Vague business terms like "open" or "delayed" can deliver unexpected results.

  • Focused conversations - Keep each chat thread to one topic (start a new chat when you switch subjects). This improves response quality and makes threads easier to find in the chat history.

Related Topics

General Notices