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Leads, opportunities, quotes and sales orders.
Review leads, opportunities, quotes and sales orders, and prepare the next customer action. Business area: Sales & CRM · Type: Agent

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What’s included

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Pinned tools

  • er_ns_email_send
  • er_ns_records_transform
  • er_ns_tasks_create
  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecord
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

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

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Trust and governance

This agent can take action in NetSuite through er_ns_email_send, er_ns_records_transform, er_ns_tasks_create, 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