Optimizing Your Narrative Insights Usage in NetSuite: Maximizing AI Efficiency

Narrative Insights in NetSuite empowers users with the ability to harness generative AI to quickly glean key information from supported records and reports. Whether you are utilizing the free monthly quota or seeking to expand your capabilities with Oracle Cloud Infrastructure (OCI), understanding usage metrics is crucial to maximizing this powerful tool.

Understanding Narrative Insights Usage

Narrative Insights comes with a pool of limited, free usage that is refreshed monthly. This facility is particularly useful for companies trying out the feature without incurring additional costs. However, understanding how much of this resource you have at your disposal is essential to efficient usage.

Navigating to Usage Metrics

To view the current month's usage:

Navigate to Setup > Company > AI > AI Preferences in your NetSuite account.
Click the Narrative Insights subtab.
Locate the usage table, which provides insights into the month, usage limits, used quantities, and types of Narrative Insights used.

Each type of Narrative Insight has its own quota:

Case Summary for case records
Pricing for inventory items
General for all other data insights

Note: The usage table only shows data after the first successful generation of a Narrative Insight for any given type. Until then, it will display "No records to show."

Expanding Beyond Free Usage

For organizations needing more than the complimentary minutes offered each month, setting up an Oracle Cloud account for OCI services allows for virtually unlimited use of NetSuite's AI capabilities. NetSuite requires OCI credentials to engage advanced features such as Text Enhance and Prompt Studio.

Setting Up OCI Credentials

To access unlimited usage:

Ensure you have an Oracle Cloud account.
Configure essential services such as OCI Generative AI and OCI Document Understanding.
Input configuration details like User, Compartment, and Tenancy OCIDs into NetSuite.

This setup enables your company to scale AI utilization according to business needs while directly managing costs via Oracle's billing system.

More Than Just Numbers

Utilizing Narrative Insights effectively can transform how you interact with data. Administrators can further tailor access and permissions, enabling users with external roles such as in a Customer Center or Vendor Center, subject to the organization's security policies.

Key Takeaways

Limited Free Usage: Renewed monthly; valuable for initial adoption.
Usage Metrics: Vital for tracking AI engagement; shows activity only after successful generation.
OCI Setup: Necessary for unlimited use; involves specific credential inputs into NetSuite.
Enhanced Insight Management: Drill down via case-based settings and permissions.
Scalability: Oracle Cloud offers scalable AI solutions tailored to enterprise needs.