NetSuite CPQ AI Assistant: Generative AI Tool in 2026.1

TL;DR Opening

Starting in NetSuite 2026.1, the CPQ AI Assistant is a generative AI-driven tool designed to improve product and service configuration for sales reps and buyers. This innovative assistant streamlines the configuration process, making it more accessible and efficient by responding to natural language prompts.

What's New

The introduction of the NetSuite CPQ AI Assistant marks a significant enhancement to the NetSuite CPQ Configurator (version 1.8.0). The AI Assistant leverages a large language model (LLM) to interact with users, guiding them through complex product configurations in an intuitive manner. When a configurable item is selected during a transaction, users see a Configure with CPQ Assistant button in the lower right corner. Clicking this button opens a chat interface where the assistant solicits information needed for effective configuration and offers real-time recommendations.

Key Features of the CPQ AI Assistant

• Natural Language Processing: The assistant comprehends user inputs given in conversational language, allowing for ease of use.
• Guided Configuration: By asking pertinent questions based on the selected item, the assistant helps users navigate options and configuration choices effectively.
• User-Friendly Interface: Designed to aid both new and experienced users, it simplifies complex configurations, enabling users to complete transactions efficiently.

Admin Capabilities

Users with the Administrator role or CPQ Product Builder role can prepare product records for interaction with the AI Assistant within the CPQ AI Assistant subtab. This subtab facilitates:

• Reviewing the preparedness of product descriptions.
• Creating and refining AI descriptions for clarity and usefulness.
• Ensuring compliance with quality standards for optimal user experience.
• Controlling visibility settings for when and how end users can access the AI Assistant.

Important Considerations

• The CPQ AI Assistant is currently available only in non-production environments, including sandbox and release preview accounts.
• Users are required to validate or approve any configurations or recommendations made by the AI Assistant, as the responsibility for implementation rests with them.

By integrating the CPQ AI Assistant into your workflow, organizations can enhance productivity and improve customer engagement through smarter, faster configurations. The adoption of this AI tool signifies an important shift towards leveraging advanced technology to streamline sales processes and improve user satisfaction.

Who This Affects

• Administrators: Manage and prepare configurations for use with the AI Assistant.
• Sales Representatives: Leverage the AI for better product offerings without technical jargon.
• Buyers: Experience a smoother product configuration process.

Key Takeaways

• The CPQ AI Assistant in NetSuite helps simplify product and service configurations.
• Available only in non-production accounts for the initial release.
• Utilizes natural language processing to enhance user interactions.
• Provides administrators tools for managing AI behavior and content.
• Encourages faster sales processes by making complex configurations more accessible.