NetSuite CPQ AI Assistant Batch Generation
The NetSuite CPQ AI Assistant allows you to batch generate question and answer descriptions. Batch generation creates better, more consistent, and context-aware descriptions by processing question and answer records at the same time, saving you time compared to doing it manually. After the descriptions are generated you should verify that they're relevant.
When using the Generate feature powered by AI in your setup process, the tool will create text descriptions for any blank Question or Answer fields without changing existing information. We encourage you to review the generated content for both accuracy and quality. Ensure your product configurator setup is complete before proceeding. By continuing, you acknowledge your responsibility to validate AI-generated content. For more information, refer to the Oracle Services Privacy Policy.
You can use the Generative AI feature to create, edit, extend, or replace descriptions for each record as you set them up. However, running batch generation after you’ve finished setup usually gives more accurate and consistent results. You can always review and update the AI-generated content as needed.
When to Use Batch Generation
-
For the best and most consistent results, finish setting up all product, question, and answer records before generating AI descriptions. For details, see
-
Batch generation is especially helpful during a new implementation or after updating a series of products.
How to Use Batch Generation
-
Make sure your configuration is fully set up, with all question and answer records completed and saved. Everything should be finalized before starting batch generation.
For details, see Working with Questions and Working with Answers.
-
Go to CPQ > Configurator > Product Maintenance.
-
Click Edit next to the product you want to modify.
-
Select the CPQ AI Assistant subtab.
-
Go to the AI Assistant subtab.
-
Click the Generate Descriptions button.
The system automatically uses the names, descriptions, and related context to create all needed AI-generated descriptions for every question and answer in the configuration that aren't excluded from the AI assistant and don't already have a description. The time this takes depends on the number of related records. Administrators receive an email notification when the generation process is finished.
-
After generation finishes, review the new descriptions from:
-
The CPQ AI Assistant subtab of the main product record (for an overview).
-
The CPQ AI Assistant subtab on each question or answer record (for detailed review).
-
You should review and edit any AI-generated descriptions. Make sure all fields meet AI readiness criteria for the product to be marked as Ready. For details, see Understanding AI Readiness.