1. NetSuite CPQ
  2. NetSuite CPQ AI Assistant
  3. Getting Configurable Items Ready for the NetSuite CPQ AI Assistant
  4. Setting Up CPQC Products for use with the NetSuite CPQ AI Assistant

Setting Up CPQC Products for use with the NetSuite CPQ AI Assistant

If you already have products you can enhance them by adding the required information to meet the description and readiness criteria. This makes sure the NetSuite CPQ AI Assistant can use these products. To enable the NetSuite CPQ AI Assistant for an existing product, make sure your configuration is fully set up with all related question and answer records finished and saved. For more information, see Gathering Information with Questions and Answers.

Note:

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. For details, see NetSuite CPQ AI Assistant Batch Generation.

To set up a CPQC product for use with the NetSuite CPQ AI Assistant:

  1. Go to CPQ > Configurator > Product Maintenance.

  2. Click Edit next to the CPQC product you want to modify or click New CPQC Product.

  3. Select the CPQ AI Assistant subtab.

  4. Go to the Product Questions subtab to add key questions about the product to help guide the NetSuite CPQ AI Assistant’s interactions. Note that the AI 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 use Generate Questions for automated suggestions.

  5. If you want the NetSuite CPQ AI Assistant to automatically offer quick, relevant replies to common questions, check the Suggest Quick Responses box. This allows users to choose one of the suggested responses to save time.

  6. Go to the Product Readiness subtab to check the overall product readiness. A Ready status means the NetSuite CPQ AI Assistant will be shown when configuring the product.

    Note:

    Overall Readiness shows whether your product is fully set up for use with the NetSuite CPQ AI Assistant. If you see a Ready status, the NetSuite CPQ AI Assistant will be available when users configure the product. To reach this status, the Product AI Description, as well as all Question and Answer AI Descriptions, must each be marked as Ready. For more information, see Understanding AI Readiness.

  7. In the Available For field, select the launch locations where you want the NetSuite CPQ AI assistant to be available in the CPQ Configurator.

    Note:

    The NetSuite CPQ AI Assistant will only appear if the product is Ready and enabled for at least one channel.

  8. Go to the Product Components subtab to and click into the Product AI Description field.

  9. Either manually enter the product description or click the Enhance Text AI Assistant Icon button. When you click the Enhance Text button you'll see the options Generate, Extend, Undo, and Redo.

    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 a few key words in the Product AI Description field they are considered along with the product record information to create the description.

  10. Click the Evaluate button.

  11. Review Product AI Description Readiness 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.

  12. Go to 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 it says "3 of 5," that means three out of the five required criteria are met. This helps you spot which questions or answers might need updates before they’re ready for the NetSuite CPQ AI Assistant

      To address any items marked as Not Ready, click the Details link in the Actions column. This opens a window 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 will automatically update when the page refreshes.

  13. To finish, click Save.

Related Topics

General Notices