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SuiteQL is NetSuite’s SQL-style query language for reading data — invoices, transactions, customers, balances, and more. In Erstan you never have to write it by hand: describe the report you want in plain language, and the assistant composes the query, runs it against your NetSuite account, and shows the results inline.
A new Erstan chat showing the assistant intro and the composer

Chatting with Erstan

SuiteQL runs as you. Erstan calls NetSuite through your own per-user authorization, so a query only returns records your NetSuite role is allowed to see.

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How Erstan writes and runs SuiteQL for you

You ask a question; the assistant turns it into a SuiteQL query and runs it. The same flow works in any chat, whether you are talking to the default Erstan assistant or an analytics-focused agent.
1

Ask for the data

Type what you want in the composer — for example, “List our 20 largest open invoices with customer, amount, and due date.” You can name fields, filters, sorting, and limits in plain English.
2

Erstan composes and runs the query

The assistant writes the SuiteQL, calls NetSuite, and streams back a summary. The generated query and its result table appear as an artifact in the transcript.
3

Open the results in Canvas

Click the SuiteQL reference in the assistant’s reply to open the Canvas side panel. There you can read the full query and scroll the result rows next to the conversation.
4

Refine in place

Ask a follow-up — “Only show invoices over 60 days overdue” or “group the total by customer” — and Erstan rewrites and re-runs the query in the same thread.
If you want to be sure NetSuite is in scope, open the composer + menu and check Connections. Leave it on Auto so the Connection Hub picks the NetSuite tools per message, or switch to Expert mode to confirm them.

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Viewing results in Canvas

Canvas is the panel that opens to the right of the chat. For a SuiteQL result it shows two things together: the exact query Erstan ran and the rows it returned. From the panel menu you can:
  • Open full — expand the artifact to full width for wide tables.
  • Open in Documents — save the result into your team’s Content as a document you can keep and share.
  • Download file — pull the result down to your computer.
  • Close canvas — collapse the panel and return to the conversation.

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Turning results into a document or workbook

Once a result looks right, you can hand it off as a reusable artifact instead of a one-off chat message.
1

Save the result to Documents

In the Canvas panel choose Open in Documents. The query output becomes a rich-text document under your team’s Content, with the table preserved.
2

Export to the format you need

Open the document, then use the options (⋯) menu and choose Export. Available formats are Tables (.xlsx) for a workbook, Word (.docx), PDF (.pdf), or Markdown (.md). See Publish & export for details.
Ask Erstan to shape the output before you export — “Add a total row and sort by amount descending” — so the workbook arrives ready to send to a controller or stakeholder.

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SuiteQL is read-only

SuiteQL in Erstan is read-only: it runs SELECT queries that read NetSuite data and never create, change, or delete records. A reporting ask will not trigger a write approval.
When an agent needs to act on what a report surfaces — emailing a customer, updating an invoice, posting a record — that is a separate write step, and it pauses for your approval (or follows the connector’s write policy) before anything changes in NetSuite. Reading and writing stay clearly separated. For programmatic SuiteQL — running queries from your own code or scheduling data pulls — use the Developer API instead of chat. See the developer quickstart and run agents.

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Example asks

“Show me all open customer invoices, with customer name, invoice number, amount, days overdue, and due date, sorted by days overdue.” Then: “Open this in Documents and add a total row.”
“List our top 15 vendors by total bill amount this fiscal year, with vendor name and total.” Then export to Tables (.xlsx) for a quick workbook.
“List sales orders created in the last 30 days with order number, customer, status, and total, newest first.”
“Sum the open balance per customer for invoices more than 60 days overdue, and show the 10 highest.”
Erstan grounds queries in your real NetSuite schema, but field names and saved searches vary by account. If a result looks off, tell the assistant which field or filter to change and it will adjust the query.

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Next steps

Working with Canvas

See how the side panel opens queries, documents, and NetSuite records inline.

Publish & export

Turn a saved result into a workbook, Word doc, or PDF.

Authorize NetSuite

Make sure your per-user authorization is in place so queries can run.

Flag overdue invoices

Move from reporting to acting on AR with a collections playbook.