Setting Up CPQC Products for NetSuite CPQ AI Assistant
If you already have CPQC (Configure, Price, Quote, Configurator) products set up and configured, you can enhance them by adding the required information to meet the description and readiness criteria. This approach makes sure NetSuite CPQ AI Assistant can use these products. To enable NetSuite CPQ AI Assistant for an existing product, make sure your configuration is fully set up with all related question and answer records completed and saved. For more information, see Gathering Information with Questions and Answers.
You can create, edit, extend, or replace AI 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. For details, see Generating Question and Answer Descriptions Using Batch Generation.
To set up CPQC products for NetSuite CPQ AI Assistant:
-
Go to CPQ > Configurator > Product Maintenance.
-
Click Edit next to the CPQC product you want to modify, or click New CPQC Product.
-
Click the CPQ AI Assistant subtab.
-
Click the Product Questions subtab to add key questions about the product to help guide the assistant’s interactions. Note that the assistant may not ask every question you add if it has enough information from the user’s initial input. Click Add Question to enter questions manually, or click Generate Questions for automated suggestions.
-
If you want the NetSuite CPQ AI Assistant to automatically offer quick, relevant replies to common questions, check the Suggest Quick Responses box. This option lets users choose one of the suggested responses to save time.
-
Click the Product Readiness subtab to check the overall product readiness. A Ready status means the assistant is shown when configuring the product. To reach this status, the Product AI Description, Question AI Description, and Answer AI Description, must each be marked as Ready. For more information, see AI Readiness.
-
In the Available For field, select the launch locations where you want the assistant to be available in the CPQ Configurator.
Note:The NetSuite CPQ AI Assistant only appears when the product is Ready and enabled for at least one launch location.
-
Click the Product Components subtab and click the Product AI Description field.
-
Either manually enter the product description or click the Enhance Text
button. When you click the Enhance Text button, Generate, Extend, Undo, and Redo options are available.When the Product AI Description field is empty and you select Generate, the generate process uses the names, descriptions, and related context to create the description. When you enter key words in the Product AI Description field, they are considered along with the product record information to create the description.
-
Click Evaluate.
-
Review the Product AI Description Readiness section to determine if the Product AI Description is ready for use with the NetSuite CPQ AI Assistant. Review the Readiness Criteria list to check which requirements are needed to reach a Ready status.
-
Click the AI Status subtab to see a list of all the questions and answers linked to the product.
-
The Status column lets you quickly check if each item is marked as Ready or Not Ready based on its description.
-
The Criteria Met column shows how many quality standards each AI description meets. For example, if this column says "3 of 5," that means three out of the five required criteria are met. This column helps you spot which questions or answers may need updates before they’re ready for the assistant.
-
-
To address any items marked as Not Ready, click the Details link in the Actions column. A window opens where you can review and update the AI description. You can use the Text Enhance tool to generate or improve the AI description and view the readiness criteria. After you save your changes, the readiness status updates automatically when the page refreshes.
-
Click Save.