Assistant Creation Process

To develop an assistant, complete the following steps:

  1. Create a new assistant and define steps.

    Create a new assistant in the Suitelet and define each step for the assistant.

  2. Build assistant pages.

    Use fields, field groups, and sublists to build out the assistant pages for each step.

  3. Process assistant pages.

    For each assistant page, construct a response to the user’s navigation. At a minimum, you must render each assistant step or page using a GET request. You can also use a POST request to process the user’s data before redirecting the user to another step.

General Notices