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Canvas is the side panel that opens to the right of Chat and shows an artifact inline, including Apps, Documents, Sheets, Databases, files, query results, and NetSuite records. You keep the conversation on the left and read or act on what the Agent produced on the right, without switching pages.

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What Canvas shows

When an agent produces or references something you can look at, Canvas renders it in the format that fits:
Canvas actions depend on the resource and your access. Apps, native Sheets, and Databases can expose interactive controls; open the full resource when you need more space. SuiteQL results remain read-only. See Reporting with SuiteQL.

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Open an artifact in Canvas

1

Spot a reference in a reply

As the assistant streams its answer, references to Apps, Documents, Sheets, Databases, files, queries, and records can appear inline in the message.
2

Click the reference

Selecting it opens the Canvas panel on the right with the full artifact. The conversation stays put on the left so you can keep chatting.
3

Open full when you need more room

If the side panel is too narrow, choose Open full to expand the artifact to a full-width view, then come back to the conversation when you’re done.

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Actions in the panel

The Canvas panel menu adapts to what is open:
For a document artifact, jump to the full block editor where you can format, comment, publish, and export it.
Expand the artifact to a full-width view when the side panel is too narrow to read comfortably.
Save a file artifact to your computer. Available for team files and attachments.
Dismiss the panel and return the chat to full width. Reopen it any time by clicking the reference again.
To rename or restructure a document, choose Open in Documents and edit it in the full block editor.

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How agents surface artifacts

You don’t open Canvas directly — agents put things there as they work. When an agent drafts a document, runs a SuiteQL query, or retrieves a NetSuite record, that result shows up as a clickable reference in the transcript. Opening it in Canvas lets you check the agent’s work before you do anything with it.
Reading a record or query result in Canvas is safe — it does not change anything in NetSuite. Actions that write to NetSuite follow the configured tool and approval policies. See Approving and rejecting AI actions.
Ask Erstan to turn a SuiteQL result into a document or workbook. The new document opens in Canvas, and from there you can Open in Documents to export it to Word, PDF, Excel, or Markdown.

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Next steps

Chatting with Erstan

The composer, streaming replies, and chat history.

Approving AI actions

Review writes before they run.

Documents and the editor

Edit, publish, and export what Canvas opens.

Reporting with SuiteQL

Query NetSuite and view results in Canvas.