NetLease - AI Sidebar Chat Features
The sidebar is setup to feel similar to standard AI chatbots and interactions, so learning how to use it should feel intuitive. You can alwyas hover over a feature to get an explaination of what it is for as well.
This article goes over the different icons at the bottom of the AI sidebar. For general setup see the AI Sidebar Setup article for NetLease.
Features
Reply...
This is where you can start typing to start a conversaiton and continue conversation with the AI bot. This is the text that is submitted for conversation.
Plus Button
This is how you add something to your chat - either files or MCP tools.
- Click Upload File to open your computer storage and select a file to then add to the conversation for the AI bot to reference and read through.
- Click Add File from NetSuite to attach a file that is already attached to your record via the NetSuite File Cabinet Documents to the AI chatbot. When you click Add File from NetSuite, you will see a list of options which you can then select what you want to add to the conversation.
- Toggle the NetSuite MCP Tools "on" to add MCP tools to your conversation. See the AI Sidebar Setup article for more information on the MCP tools.
Settings Button
This is techincal information can be accessed about the AI Sidebar.
- Use the plus and minus buttons for Zoom to change the text size of the AI sidebar.
- Click the Reconnect button to force a reconnection of the AI Sidebar to the external Gateway we use and the AI LLM you are chatting with.
- Click Field Settings to open up a control chart of what the AI in the sidebar is allowed to do with each lease field on the record.
- None — the field is not sent to the AI at all. The AI doesn't know it exists and can't read or populate it. It stays visible in this Field Settings list so you can turn it back on later.
- Read — the AI can see the field's current value (it's included in the record context sent with your chat), but it cannot set or change it. Meant for things like calculated totals, auto-sourced fields, or workflow-managed fields the AI should see for context but never touch.
- Write — the AI can both see the field and populate it — e.g., filling in Commencement Date or Currency during lease extraction from an uploaded document.
- Click Tools to open a control chart for the MCP tools the bot is able to use out of the box (not related to the separate MCP tool toggle).
- Enable — the AI sidebar and call and use the tool in conversation.
- Disable — restricts the AI sidebar from trying to do that action.
Field Help
Clicking the field help icon and then clicking a field on the lease record will trigger the AI sidebar to provide an explaination of that field for you. This can be helpful when you want more context then the standard field descriptions provide.
Voice Dictation
The microphone icon can be clicked to turn on your computer microphone and let you dictate to the AI Sidebar. You will need to enable Microphone usage for the webpage in order to use this feature. Helpful for long thoughts you want to talk out with the sidebar.
Feedback
Click the feedback button to open a text box where you can submit feedback directly to our product team. We LOVE feedback and are open to any and all suggestions! This is how you can help us improve the sidebar and make it increasingly more helpful.
We monitor the feedback we receive so feel free to send any thoughts on the AI Sidebar or NetLease in general. Note that we will receive the logged in user email and NetSuite account ID associated to the feedback so it is not anonymous at this time.
