SuiteHUD AI Tips and Limits

Name: SuiteHUD
Author: SuiteHUD

Plans: Pro

Tips

Leave the model on Auto. It uses the cheaper models when they're enough. Pin Opus only for a genuinely tangled problem.
Start a new chat when you change subject. Shorter chats give sharper answers and cost less. The old chat stays in your history, unless it was Incognito.
Attach the record before asking about it. On a new chat, click Attach on the record chip. Later in a chat, type /sendrecord. Either way, the AI works from the record's real fields.
Click a record link in an answer to open it beside the page you're on.
Teach it once. If you find yourself explaining the same task every month, save it as a lesson.
See what it can do right now. Open ⋯, then All tools. A filled dot means a tool is available on this page.

SuiteHUD AI needs a Pro plan. Turn on SuiteHUD AI in Settings, on the AI tab, before you use it.
Without the NetSuite AI Connector, the AI can only work with the page you're on and SuiteHUD's own tools.
The connection is for one NetSuite account at a time. On a tab for another account, NetSuite tools are switched off until you reconnect.
The AI only sees what your sign-in role can see.
A workflow button only works if its workflow action has Expose to Record Action API ticked in NetSuite. Ask your administrator.
You can attach up to five files per message, 20 MB in total. Text from text files, spreadsheets, and Word and PowerPoint files is cut off after 100 KB.
Haiku can't read PDFs, so a message with a PDF always goes to Sonnet, even on Auto or with Haiku pinned.
Very long chats are summarized as they grow, so early details can slip. Use Free up memory or start a new chat.
Saved chats keep their text, but not their attachments or tool results.
The AI can make mistakes. It isn't accounting, tax, legal or financial advice. Check anything important against NetSuite.