Ask Oracle Custom Instructions for Your User Role

Save Ask Oracle guidance for every chat in your current role, including work responsibilities, preferred response format, and recurring business context.

·2 min read·NetSuite 2026.2·View Oracle Docs

Ask Oracle custom instructions save guidance that applies to every chat for your current role. You can describe your work responsibilities, preferred response format, and recurring business context instead of repeating that background in each conversation. The saved instructions are specific to your user and role.

What Can You Save in Custom Instructions?

Custom instructions give Ask Oracle recurring context for tailored responses. The source identifies three types of guidance you can provide:

Guidance typeWhat to describe
Work responsibilitiesThe work you perform and the responsibilities relevant to your questions.
Preferred formatHow you want Ask Oracle to present its responses.
Recurring business contextBackground that repeatedly matters to your conversations.

These categories offer a useful drafting checklist: explain your work, state your presentation preferences, and include the business context you would otherwise repeat. You do not need to treat the categories as a required template.

How Does User-and-Role Scope Work?

Instructions are specific to your user and role, and apply to every chat for your current role. That scope matters when deciding what background to save: guidance should reflect the work you perform in that role.

If you work under multiple roles, a practical approach is to review which responsibilities and recurring context are relevant to each. Accounting-focused guidance, for example, may not describe the context you want for administrative questions. These are examples of how to plan instructions, not additional product rules.

What Should You Write?

Focus on context you expect to reuse. An illustrative instruction is:

My responsibilities include reviewing accounting exceptions. Prefer concise bullet points, separate explanations from recommended checks, and identify information that needs confirmation.

This example combines responsibilities with formatting preferences; it is not a required template or a guarantee of a particular response. As a writing practice, reserve saved guidance for recurring context rather than details relevant to only one question.

The supplied documentation does not specify a setup path, permissions, character limits, or default values.

Who This Affects

  • Ask Oracle users: Saved guidance reduces the need to repeat responsibilities, format preferences, and recurring context.
  • Users working under multiple roles: The user-and-role scope is important when planning relevant instructions.

Key Takeaways

  • Ask Oracle applies saved custom instructions to every chat for your current role.
  • Instructions are specific to your user and role.
  • Documented guidance includes responsibilities, preferred format, and recurring business context.

Frequently Asked Questions (4)

Do Ask Oracle custom instructions carry over when I switch roles?
Custom instructions are specific to your user and role, and apply to every chat for your current role. If you work under multiple roles, consider which responsibilities and recurring context are relevant to each role.
What kinds of information should I include in Ask Oracle custom instructions?
You can describe your work responsibilities, preferred response format, and recurring business context. Focus on information you expect to reuse rather than details relevant to only one question.
Do I need to follow a required template when writing custom instructions?
No required template is described. A useful approach is to state your responsibilities, explain how you want responses presented, and include recurring business context.
Are custom instructions guaranteed to make Ask Oracle respond in a specific way?
No. The article’s example combines responsibilities and formatting preferences, but it is illustrative and does not guarantee a particular response.

Weekly Update History (1)

NetSuite Basicsadded

Added Using Custom Instructions to the Improving Answers with Custom Instructions, Context, Skills, Agents, and Files help topic.

View Oracle Docs
Source: Using Custom Instructions — Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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