New Narrative Insights Subtab in AI Preferences for NetSuite

TL;DR

The newly introduced Narrative Insights subtab within AI Preferences allows business users to leverage generative AI for obtaining concise overviews of specific reports and records. It aims to highlight significant information, ultimately facilitating quicker comprehension of key details.

What Are Narrative Insights?

Narrative Insights utilize generative AI technology to produce succinct summaries of crucial data found in supported NetSuite reports and records. This feature is particularly beneficial for users needing to grasp essential points without thoroughly pouring over extensive data sets.

Key Features of Narrative Insights

For users with the Administrator role, several settings allow you to manage the functionality of Narrative Insights within your company:

• Enable Narrative Insights: This option allows administrators to activate or deactivate Narrative Insights for the account. The feature is enabled by default.
• Enable Narrative Insights for External Roles: This setting regulates external users' access (such as those in roles like Vendor Center or Shopper) to Narrative Insights. By default, this is disabled to enhance security, permitting access only for users with internal roles unless manually enabled.
• Use OCI Credentials for Narrative Insights: This optional setting determines if the insights should utilize Oracle Cloud Infrastructure (OCI) credentials for unlimited, paid usage, with the default state being disabled, relying instead on NetSuite's free monthly usage.

Managing Narrative Insights Settings

Administrators can easily enable or disable Narrative Insights by following these steps:

1. Navigate to Setup > Company > AI > AI Preferences.
2. Click on the Narrative Insights subtab.
3. Check or clear the Enable Narrative Insights box to toggle the feature on or off, as required.
4. Click Save to apply your changes.

Enabling Access for External Roles

To allow external user roles access to Narrative Insights:

1. Go to Setup > Company > AI > AI Preferences.
2. On the Narrative Insights subtab, locate the Enable Narrative Insights for External Roles option.
3. Enable this setting to extend access to users with various external roles (e.g., Vendor Center, Customer Center).
4. Save your settings.

Conclusion

The addition of the Narrative Insights subtab greatly enhances the usability of NetSuite's AI preferences. By leveraging generative AI, users can swiftly parse crucial information, making narrative reports more accessible and efficient for decision-making.

Key Takeaways

• Narrative Insights provide concise overviews of reports and records.
• Administrators can control settings to enhance functionality and security.
• External users may gain access to insights with appropriate settings.