Narrative Insights in NetSuite:...

Narrative Insights in NetSuite allows administrators to manage AI-driven summaries in reports and records, enhancing data insights without sifting through extensive information. Learn how to enable or disable this feature for both internal and external roles, and leverage OCI credentials for extended usage.

Managing Narrative Insights

Disabling or Enabling Narrative Insights

Narrative Insights is an advanced feature utilizing generative AI to produce concise overviews in NetSuite reports and records. By default, this feature is enabled for supported locations and languages.

Steps to Enable or Disable:

Go to Setup > Company > AI > AI Preferences.
Select the Narrative Insights subtab.
- To disable, clear the Enable Narrative Insights checkbox.
- To enable, tick the Enable Narrative Insights checkbox.
Click Save.

Configuring Access for External Roles

The system lets you decide whether external roles can access Narrative Insights. This is disabled by default, with access typically reserved for internal roles.

External roles that can access this feature include:

Customer Center
Employee Center
NetSuite Support Center
Online Form User
Partner Center
Shopper
Vendor Center

Steps to Enable for External Roles:

Navigate to Setup > Company > AI > AI Preferences.
Go to the Narrative Insights subtab.
- To enable, check the Enable Narrative Insights for External Roles box.
- To disable, clear the checkbox.
Click Save.

Using OCI Credentials

You can incorporate OCI credentials to bypass NetSuite's free usage limits for Narrative Insights and switch to paid, unlimited access through Oracle Cloud.

Steps to Use OCI Credentials:

Go to Setup > Company > AI > AI Preferences.
Click on the Narrative Insights subtab.
- To enable, tick the Use OCI Credentials for Narrative Insights checkbox.
- To disable, untick the box, reverting to NetSuite's free usage limits.
Click Save.

Note: Ensure OCI credentials configuration is completed in the AI Preferences' Settings tab before enabling this option.

Who This Affects

Administrators involved in customizing AI settings.
External users in customer and partner roles who rely on AI-generated insights.

Key Takeaways

Narrative Insights, enabled by default, provides quick AI summaries in reports.
Administrators can toggle this feature and set access for external roles.
OCI credentials allow for extended, premium AI usage beyond free limits.

Frequently Asked Questions (4)

Does Narrative Insights apply to standard NetSuite, WMS, or both?

Narrative Insights is a feature within standard NetSuite and is not specifically related to Warehouse Management System (WMS). It is designed for general data storytelling and decision-making capabilities across supported regions.

What permissions are required to enable or disable Narrative Insights?

Enabling or disabling Narrative Insights requires appropriate administrative permissions. Users must have access to the 'AI Preferences' settings and the capability to make configurations at the account level.

Will disabling Narrative Insights affect existing reports and dashboards?

Disabling Narrative Insights will remove the contextual narratives from reports and dashboards, potentially impacting how users interpret data. However, existing raw data will remain accessible without the AI-generated narratives.

Is Narrative Insights available in all NetSuite editions?

While Narrative Insights is enabled by default, its availability may vary based on regional and language support. Users should verify if their location and language settings are compatible with the feature before attempting to use it.

Narrative Insights in NetSuite: Enable and Disable Easily