Narrative Insights Management in NetSuite 2025.2

TL;DR Opening

Starting in NetSuite 2025.2, two new topics have been added to the AI Preferences page to enhance user control over Narrative Insights features. Administrators can now manage their Narrative Insights preferences and view usage data to optimize utilization effectively.

Overview of Narrative Insights

Narrative Insights is a powerful generative AI tool within NetSuite that provides concise summaries of data extracted from reports and records. This feature enables users to quickly grasp essential information without wading through lengthy datasets. It's crucial for businesses seeking to optimize their data analysis processes and make informed decisions quickly.

Managing Narrative Insights Preferences

Administrators can access and customize their Narrative Insights settings via the AI Preferences section. Here’s how to manage these preferences:

1. Navigate to Setup > Company > AI > AI Preferences.
2. Select the Narrative Insights subtab.
3. To enable or disable Narrative Insights:
   • Enable: Check the box labeled "Enable Narrative Insights".
   • Disable: Clear the box to disable the feature.
4. Click Save to apply changes.

External Role Configuration

For accounts with external roles needing access to Narrative Insights, the setting Enable Narrative Insights for External Roles can be adjusted. It's turned off by default for enhanced security. To manage this:

1. Within the same Narrative Insights subtab, check the corresponding box to allow external roles access.
2. Standard external roles that can gain access (when enabled) include:
   • Customer Center
   • Employee Center
   • NetSuite Support Center
   • Partner Center
   • Vendor Center

Viewing Narrative Insights Usage

Understanding how much you are utilizing Narrative Insights is essential for managing resources effectively. Here's how to view usage limits and details:

1. Again, go to Setup > Company > AI > AI Preferences.
2. Click on the Narrative Insights subtab.
3. Check the usage table, which displays:
   • Month: The month and year of usage.
   • Usage Limit: Free narrative insights available for that month.
   • Used Quantity: Total narrative insights generated successfully.
   • Type: Specific types of insights generated, such as Case Summary and Pricing.

Important Notes

• The usage table won’t populate until at least one narrative insight is successfully generated. If none are created during that month, no data will display.
• For companies needing more extensive usage, setting up an Oracle Cloud account with Oracle Generative AI service is recommended.

Who This Affects

• Administrators: Tasked with configuring and managing AI Preferences.
• Data Analysts: Utilizing Narrative Insights to quickly derive key information from large data sets.

Key Takeaways

• Narrative Insights help summarize data quickly, saving time for decision-making.
• Administrators can enable or disable this functionality and manage access for external roles.
• Usage tracking is essential for monitoring how well this feature is utilized in the organization.