Connect Convo AI helpdesk with NetSuite CRM to display customer records, order history, and case data in the inbox sidebar. Sync conversations to NetSuite and create support cases from any channel.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for NetSuite CRM
View NetSuite customer records, sales order history, invoice status, and lifetime value in the Convo AI inbox sidebar. Agents see open orders, payment status, and item fulfillment details.
Create NetSuite support cases from Convo AI conversations across WhatsApp, email, live chat, and Instagram. Map case fields including status, priority, company, and item associations.
Search and display NetSuite sales orders, invoices, and return authorizations directly in the inbox. Agents can reference order details and share tracking information during conversations.
Trigger NetSuite SuiteScript workflows and saved searches from Convo AI events. Automate case routing, customer record updates, and notification chains based on support outcomes.
Simple setup process - connect in minutes
Benefits for your support team and customers
Display NetSuite customer data, order history, and lifetime value directly in the support inbox
Create NetSuite support cases from omnichannel conversations with linked transaction records
Look up orders, invoices, and return authorizations from the inbox for faster resolution
Trigger NetSuite SuiteScript workflows from support events for end-to-end process automation
Give agents complete ERP context including financials and fulfillment status alongside support data
Common ways to use Convo AI with NetSuite CRM
Display NetSuite customer lifetime value and recent order history in the sidebar so agents can prioritize high-value customers
Auto-create NetSuite support cases from WhatsApp conversations with linked sales order and item records
Look up NetSuite invoice and payment status in the inbox to resolve billing inquiries during live chat sessions
Trigger NetSuite SuiteScript to create return authorizations when agents process refund requests in Convo AI
Log CSAT scores to NetSuite customer records for tracking support quality alongside financial performance
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about NetSuite CRM integration
The integration uses NetSuite Token-Based Authentication (TBA). An administrator creates an integration record and issues tokens with the required role permissions for Customer, Case, and Transaction records.
Yes, the sidebar displays recent sales orders, invoices, payment status, and item fulfillment details for the matched customer. Agents can search for specific transaction numbers directly from the sidebar.
Yes, NetSuite custom records, custom fields, and custom forms are supported. Custom record types can be displayed in the sidebar, and custom fields can be mapped during case creation.
Yes, Convo AI publishes events to NetSuite that can trigger SuiteScript User Event scripts and Scheduled scripts. Common triggers include case creation, conversation resolution, and CSAT submission.
Convo AI works with all major CRM platforms