Managing Narrative Insights Preferences
If you're a user with the Administrator role, you can manage your account's Narrative Insights preferences from the Narrative Insights subtab in AI Preferences.
Narrative Insights uses generative artificial intelligence (AI) to generate a concise overview of data in supported NetSuite reports and records. The feature helps you quickly understand key information without reviewing an entire report or record. For more information, see Narrative Insights Overview.
See the following sections for more information about managing Narrative Insights preferences:
Narrative Insights uses NetSuite AI Units. To view NetSuite AI Units capacity and usage for your account, see Viewing AI Usage.
Disabling or Enabling Narrative Insights
Narrative Insights is enabled by default. The feature is available for accounts in supported locations and for users whose language preference is set to a supported language. For more information, see Generative AI Feature Availability in NetSuite.
To disable or enable Narrative Insights for an account:
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Go to Setup > Company > AI > AI Preferences.
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On the AI Preferences page, click the Narrative Insights subtab.
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On the Narrative Insights subtab:
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Clear the Enable Narrative Insights box to disable Narrative Insights.
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Check the Enable Narrative Insights box to enable Narrative Insights.
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Click Save.
Enabling or Disabling Narrative Insights for External Roles
The Enable Narrative Insights for External Roles setting lets you control whether users with external roles can use Narrative Insights. To enhance security, this setting is disabled by default. Only users with internal roles have access to Narrative Insights unless you enable this setting.
The following standard external roles can use Narrative Insights when this setting is enabled:
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Customer Center
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Employee Center
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NetSuite Support Center
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NetSuite Support Center (Basic)
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Online Form User
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Partner Center
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Shopper
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Vendor Center
To enable or disable Narrative Insights for external roles:
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Go to Setup > Company > AI > AI Preferences.
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On the AI Preferences page, click the Narrative Insights subtab.
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On the Narrative Insights subtab:
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Check the Enable Narrative Insights for External Roles box to enable Narrative Insights for users with external roles.
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Clear the Enable Narrative Insights for External Roles box to disable Narrative Insights for users with external roles.
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Click Save.