NetSuite 2025.1 CPQ AI Assistant Overview and Features

NetSuite CPQ AI Assistant Overview and Features

Starting in NetSuite 2026.2, the introduction of the NetSuite CPQ AI Assistant marks a significant advancement in inventory management. This updated feature is designed to enhance and simplify the product and service configuration process for sales representatives and customers alike. Leveraging generative AI, the AI Assistant provides real-time guidance and now supports multiple languages based on user preferences, helping users navigate through complex configurations by responding intuitively to natural language inputs. This feature is part of the NetSuite CPQ Configurator version 1.8.0.

Key Features of the CPQ AI Assistant

• Integration with Transactions: When a user selects a configurable product item in a transaction, a Configure with CPQ Assistant button appears at the bottom-right corner of the screen. This button initiates a chat interaction with the AI Assistant, allowing users to collect configuration details seamlessly.
• Real-Time Recommendations: The AI Assistant uses a large language model (LLM) to clarify options and provide relevant recommendations during the configuration process. This support is beneficial for users at all experience levels, ensuring that complex configurations can be completed effectively.
• Customizable Administrator Control: Users with Administrator or CPQ Product Builder roles can access the CPQ AI Assistant subtab on each related record. This component enables administrators to manage the readiness of product, question, and answer records for the AI Assistant. They can review and improve AI descriptions and set quality standards, affecting how and when end-users see the assistant.
• Improved Migration Process: The migration bundle (version 1.0.0) for users transitioning from the NetSuite CPQ Configurator to the corresponding SuiteApp preserves configuration records and transaction field data, streamlining the migration process. It is essential to install this bundle after updating the NetSuite CPQ Configurator bundle to ensure data integrity. The migration bundle helps reduce the amount of resources that must be exported and imported, thereby shortening the overall migration process.

Who This Affects

The rollout of this feature impacts multiple user roles and modules within NetSuite, including:

• Administrators: Responsible for the setup and quality control of AI records.
• CPQ Product Builders: Engaged in creating and optimizing product configurations.
• Sales Representatives & Buyers: Users who will directly interact with the AI Assistant for product configurations.

This feature is currently only available in non-production accounts, such as sandbox or release preview accounts. For access or more information on its availability, it is advisable to contact your NetSuite account manager.

Key Takeaways

• The CPQ AI Assistant introduced in NetSuite 2026.2 enhances product configuration efficiency by utilizing generative AI to assist users via natural language interactions.
• Administrators have new tools to control content, improve the quality of AI interactions, and manage the migration process.
• The feature is available in accounts in supported locations and languages, ensuring broader accessibility for users.
• It streamlines the configuration process for users of varying experience levels and is available only in non-production accounts for initial user testing.