NetLoan - Enable and Connect the AI Assistant
NetLoan — Enable and Connect the AI Assistant
Overview
The NetLoan AI Assistant is an optional chat sidebar that runs inside NetSuite with no external connectors or integrations. Once enabled, users can open it on supported NetLoan records and pages to ask questions and get help with NetLoan tasks. The assistant is off by default. An administrator turns it on once per NetSuite account from NetLoan > NetLoan Setup > System Setup in two steps: checking the AI Assistant feature and connecting the account to Netgain AI on the AI Settings subtab.
Prerequisites
- NetSuite Administrator role. Only an administrator can enable the feature and connect the account.
- Authority to accept the Netgain AI Features Terms of Service on behalf of your company.
- NetLoan release 2026.2.2.0 or later. If the AI Settings subtab is missing from System Setup, update your NetLoan bundle first.
- This is one-time, account-level setup. Individual users do not need to do anything
Navigation
- Top navigation:NetLoan > NetLoan Setup > System Setup
Setup Steps
Setup happens on two subtabs of the System Setup page. Both must be completed before the assistant is available to anyone.
Step 1: Turn on the AI Assistant feature (System Features subtab)
- Open the System Features subtab.
- Under System Feature Selections, check AI Assistant.
- Click Save.
| Field Name | Field Type | Description | Dependencies | Options / Example | Field ID |
|---|---|---|---|---|---|
| AI Assistant | Checkbox | Controls whether the AI Assistant button and sidebar appear on supported NetLoan records and pages. Unchecked by default. Checking it alone does not activate the assistant; the account must also be connected on the AI Settings subtab. | None | Checked / Unchecked | custrecord_da_gbl_ai_assistant |
Step 2: Connect the account to Netgain AI (AI Settings subtab)
- Open the AI Settings subtab. The Netgain AI Features Status page shows AI Enabled: Disabled and Connection Status: ⚪ Not Connected.
- Click Enable AI Features.
- Review the AI Features Terms of Service and click Accept. Clicking Reject returns you to the status page without enabling anything. The terms cover how your data is sent to third-party AI providers through the Netgain LLM Gateway, encryption in transit, and your responsibility to review AI output before acting on it.
- The Netgain LLM Gateway Configuration page displays an auto-generated Client ID and Client Secret unique to your account. Do not change these values. They are stored encrypted in your NetSuite account and used to track your account's AI usage.
- Click Enable & Connect.
- The status page returns showing AI Enabled: Enabled and Connection Status: 🟢 Connected, along with your daily usage.
| Field Name | Field Type | Description | Dependencies | Options / Example | Field ID |
|---|---|---|---|---|---|
| AI Enabled | Text (read-only) | Whether AI Features have been enabled for the account. | None | Disabled: not yet enabled; Enabled: terms accepted and credentials saved | custrecord_da_gbl_ngllm_enable_ai |
| Connection Status | Text (read-only) | Live check of the account's connection to the Netgain LLM Gateway. | None | ⚪ Not Connected: AI not enabled; 🔴 Connection Error: enabled but credentials missing or invalid; 🟢 Connected: working | [unknown] |
| Client ID | Text | Account identifier auto-generated when you accept the terms. Usage is tracked against this ID. | Shown after Accept | Auto-generated value | custrecord_da_gbl_ngllm_client_id |
| Client Secret | Credential (encrypted) | Secret paired with the Client ID. Stored encrypted and not shown again after connection. | Shown after Accept | Auto-generated value | custrecord_da_gbl_ngllm_client_secret |
| Daily Token Usage | Text (read-only) | Tokens your account has used today. Resets daily. | Connected | 42,310 | [unknown] |
| AI Daily Usage | Percent (read-only) | Share of the account's daily token allowance used so far. | Connected | 4.2% | [unknown] |
Use Case Specific Setup
Use Case: Checking connection status and usage
Return to NetLoan > NetLoan Setup > System Setup > AI Settings. The status page shows whether the account is connected and how much of today's allowance has been used.
| Item | Detail |
|---|---|
| Usage allowance | 1,000,000 tokens per account per day. Resets daily. |
| Cost | AI usage is currently free. |
| Where tracked | Against the account's Client ID. All users in the account share the daily allowance. |
Use Case: Reconnecting after a connection error
If the status page shows Connection Status: 🔴 Connection Error, click Reconnect. This generates a fresh Client ID and Client Secret and returns you through Enable & Connect. You do not need to accept the terms again.
Use Case: The AI Assistant button isn't showing for users
Check the following:
| Check | Where | What to confirm |
|---|---|---|
| Feature checkbox | System Setup > System Features | AI Assistant is checked and saved |
| Connection | System Setup > AI Settings | Status shows 🟢 Connected |
| Side navigation | System Setup > General | Hide Side Navigation is not checked. The AI Assistant button appears in the NetLoan side navigation and on supported record pages. |
| Bundle version | NetSuite bundle list | NetLoan is on 2026.2.2.0 or later |
| Page support | See below | The user is on a page where the assistant is deployed |
Where the AI Assistant is available
The AI Assistant is available on the following pages:
- Query Reports
Additional NetLoan records and pages will be added in future releases.
