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Leads, opportunities, quotes and sales orders.
Bring pipeline reviews, deal preparation, and customer follow-up into one conversation. Sales Agent helps sales managers and representatives investigate leads, opportunities, quotes, and orders using the current evidence in NetSuite. Review pipeline and forecast assumptions, find stalled opportunities and expiring quotes, compare performance, or prepare for a customer conversation. The Agent can build customer context, highlight follow-up opportunities, and produce a dashboard or workbook when requested. It keeps opportunity and quote values distinct and avoids combining currencies without an explicit basis. Supported record creation is approval-gated. With the Erstan NetSuite Add-on connected, the Agent can also propose supported opportunity-to-quote and quote-to-order transformations and send an approved customer email. It checks the required account details before proposing the exact action. Analysis does not silently advance stages or close deals. The Agent does not merge or delete records, invent discounts, or promise delivery dates that have not been verified. You stay in control of the commercial decisions and of who can use your installed copy. Business area: Sales & CRM · Type: Agent

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What’s included

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Pinned tools

  • er_dataset_analyze
  • er_ns_email_send
  • er_ns_records_transform
  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSubsidiaries
  • ns_getSuiteQLMetadata
  • ns_listAllReports
  • ns_listSavedSearches
  • ns_runCustomSuiteQL
  • ns_runReport
  • ns_runSavedSearch

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Included skills

  • NetSuite Intelligence Library
  • Erstan NetSuite Add-on
  • NetSuite Sales & CRM
  • NetSuite Receivables & Collections
  • NetSuite Inventory & Supply Chain
  • Dashboard App Artifact
  • Excel Workbook Builder
  • NetSuite Reference Search

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Starter prompts

  • Review the pipeline
  • Prepare a quote
  • Review sales orders

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Trust and governance

Supported NetSuite actions include er_ns_email_send, er_ns_records_transform, ns_createRecord. The Agent’s approval steps, tool policies, and your NetSuite permissions control when these actions can run. Adding the template does not execute these actions. 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