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Search. Describe what you need, like “vendor contracts with auto-renewal clauses,” and get matches by meaning, not file name.
Converse. Ask the document a question. When does it renew? What’s the notice period? Every answer shows the page it came from.
Extract insight. Key terms, dates and amounts pulled out without opening the file, each tagged with its page so you can check it.
Search by meaning. Finds the right files even when they never use the words you searched for.
Ask questions about a file and get plain-English answers.
Every answer shows the page it came from, so you can check it in seconds.
A 14-page document becomes one short summary, without opening it.
Dates, amounts, parties and renewal terms pulled out and tagged.
Only searches documents the user can already open in NetSuite.
Is the Document Agent available now?
It’s in early access for SkyDoc customers. Request access and our team will be in touch.
Do we need SkyDoc?
Yes. The Document Agent is built on SkyDoc, which stores and organizes your NetSuite files.
How much data access does AI / LLM have?
The AI / LLM only has access to the specific documents and data provided to it for processing, such as the invoice being read. It does not have access to your broader NetSuite account, records, transactions, reports, financial data, customer data, vendor master data, or any other NetSuite information.
How do I know an answer is right?
Every answer shows the page it came from, so you can check it in one click.
Can it see documents I can’t?
No. It only searches files the user can already open in NetSuite.
What kinds of documents does Document Agent work with?
Contracts, agreements, invoices and other files stored with your NetSuite records.
