Ask Oracle File Uploads and Effort Level Settings

Ask Oracle can attach one supported document to a chat turn so users can ask questions, find information, or request a summary of its content. Before attaching a file, verify that Document Insights is enabled for your role and that you have File Cabinet upload access. Set Auto or a named effort level before submitting a prompt.

Which document types can Ask Oracle use?

Prepare one supported document for each chat turn. Ask Oracle supports the following file extensions for this workflow:

The uploaded file is added 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. Checking the extension before starting the chat turn helps keep the request within the documented supported types.

What must be in place before attaching a file?

Two prerequisites apply before using Ask Oracle to ask questions about a document:

• Verify with your Administrator that Document Insights is enabled for your role.
• Confirm that you have upload access to the File Cabinet.

These checks matter before the attachment step: the documented workflow requires both a role with Document Insights enabled and File Cabinet upload access. Prepare the document before opening the prompt, because Ask Oracle supports one document for each chat turn.

For related file-management reading, see N/file Module: File Management in NetSuite SuiteScript and Attaching Images and Files to Custom Records in NetSuite 2024.2.

How do you attach a document and ask a question?

Use the Ask Oracle interface to add the file to the prompt context:

1. Open Ask Oracle.
2. Click Add context, skills, and more.
3. Click Attach file....
4. Browse for the document and open it.
5. Enter a prompt that asks Ask Oracle to extract useful information or summarize the document content.
6. Review the response, then ask more questions if needed.

The attachment is context for the prompt. Frame the request around the information you need from the document, such as a question about its content or a request for a summary. After reviewing the response, continue with additional questions as needed.

How do Ask Oracle effort levels work?

Before sending a prompt, select an effort level that suits the complexity of the request. The selected level helps Ask Oracle apply an appropriate amount of effort when responding.

Auto is the default setting. With Auto selected, Ask Oracle assesses the request complexity and selects Low, Medium, or High. You can instead explicitly select Low, Medium, High, or Maximum for the prompt.

To choose a level:

1. Open Ask Oracle.
2. In the chat input area, click Effort level.
3. Select Low, Medium, High, or Maximum, or leave Auto selected.
4. Enter and submit the prompt.

The effort-level choice is made before submitting the prompt. Auto is appropriate when you want Ask Oracle to make the complexity assessment; a named level is available when you want to set that choice yourself.

What happens when Ask Oracle uses multiple jobs?

Ask Oracle can split complex prompts into multiple jobs and complete them in parallel or in sequence. When jobs are used to answer a question, the final response combines the results from all completed jobs.

To review job details:

1. Submit the prompt to Ask Oracle.
2. Open the jobs menu.
3. Review the job status. The menu can show multiple jobs when parts of a request are completed at the same time.
4. Select a job to review its reasoning and outcome.
5. Review the combined response in the Ask Oracle thread.

Access to job details depends on role permissions and the features enabled in the account. Review the jobs menu when it is available to follow progress and inspect the results that contribute to the combined response.

Where do starter questions fit into this workflow?

When Ask Oracle opens, it shows starter questions grouped by category. Open a category to review suggested questions for common Ask Oracle tasks. A starter question can be selected to copy it into the chat input field; review or edit the text before submitting the prompt.

Starter questions provide examples of how Ask Oracle can help and a starting point for writing a prompt. For a document request, edit the selected question so it asks for the information or summary you need from the attached file.

Who This Affects

• Users with Document Insights enabled for their role: They can use Ask Oracle’s documented document-question workflow when they also have File Cabinet upload access.
• Users preparing document prompts: They need one supported document for each chat turn and should use a supported extension if Ask Oracle reports an unsupported document type.
• Users submitting complex prompts: They may see jobs completed in parallel or sequence and can review job details when their role permissions and account features allow access.
• Users choosing response settings: They can leave the default Auto setting in place or select Low, Medium, High, or Maximum before submitting a prompt.

Key Takeaways

• Ask Oracle can use an attached document to answer questions, find information, and summarize document content.
• Supported extensions are PNG, JPG, JPEG, PDF, TXT, CSV, DOC, DOCX, XLS, XLSX, PPT, and PPTX.
• Verify that Document Insights is enabled for your role and that you have File Cabinet upload access before attaching a file.
• Attach one supported document for each chat turn through Add context, skills, and more and Attach file....
• Auto is the default effort level; Ask Oracle can also use Low, Medium, High, or Maximum when selected before prompt submission.
• Complex prompts may use multiple jobs, and job-detail access depends on role permissions and account features.