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Turns a plain-language request into a priced, validated NetSuite estimate — the quote is created only after your approval.
Fast quotes at the right price — created only when you say so. Reps lose deals to slow quotes and controllers lose margin to sloppy ones: a quote hand-built in a spreadsheet with last year’s price list satisfies nobody. This agent turns a plain-language request — a chat message, a forwarded email, a call note — into a complete NetSuite estimate: the right customer, real items validated against your catalog, prices pulled from the customer’s actual price level, terms from the customer record, and every off-list discount flagged before anyone sees the number. The estimate is created in NetSuite only after you have reviewed and approved it line by line. Team: Sales & CRM · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

  • Quote from an email
  • Draft a quick quote
  • Check a discount request
  • Adjust and re-present
  • Create the approved quote

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Trust and governance

This agent can take action in NetSuite through ns_createRecord — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite