Business Calling
Click-to-call, power dialing, call recording, AI transcription, and automated call summaries directly inside NetSuite.
Explore the NetSuite phone system
★★★★★
5.0 Rated NetSuite SuiteApp
The AI Customer Interaction Layer for NetSuite
A business phone system and contact center built for NetSuite. Connect calls, SMS and chat to customer records, with screen pops, automatic logging and optional AI.
Trusted by NetSuite Customers
Native NetSuite SuiteAppNative SuiteApp
5-Star SuiteApp Reviews5-Star Reviews
AI + Human EngagementAI + Human
Proven in ProductionProven in Production
The missing layer between customer conversations and NetSuite automation.Customer conversations become actions inside NetSuite.
Voice, SMS, chat, AI and human agents — one interaction layer that turns conversations into actions inside NetSuite.
AI ChatbotAI9:02 AM
"Where's my order #48291?"
Human AgentHuman9:08 AM
Escalated with full context — summary, history & order status.
SMSAI9:13 AM
Proactive shipping update sent.
Voice CallHuman9:20 AM
Outbound check-in to confirm resolution.
AI when it makes sense. Humans when it matters.
Contivio Interaction Layer
Analyzing in real time
Buying signalHigh
Churn riskMedium
Margin exposure$14,500
SentimentNegative
Next best actionEscalate to retention team
NetSuite
Automation
Sales workflow triggered
Service case escalated
Collection task created
SuiteAgent activated
Activity logged to record
StatusAutomated
Customer conversations become business actions. Automatically.
Contivio + NetSuite
Every Customer Conversation. Inside NetSuite.
Voice, SMS and chat run natively inside NetSuite — and every interaction is logged back to the record. Start with the core integration, then add AI where it earns its place.
contivio
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See Contivio running inside your NetSuite
A 30-minute walkthrough using your own workflows — screen pop, routing, logging, and the AI layer if you want it.
Contivio + NetSuite
Every Customer Interaction, Connected to NetSuite
From business phone and contact center to SMS, chat and AI agents, Contivio captures every interaction and connects it to the right NetSuite record automatically.
Voice, SMS + Chat
Connect across voice, SMS, chat, and AI-powered self-service while keeping every interaction synced to NetSuite.
AI Call Summaries & Notes
Automatically generate summaries, action items, and next steps — written back to NetSuite records with no manual entry.
See automatic call logging in NetSuiteIntelligent Routing
Route customers based on NetSuite data — account status, open opportunities, case history, territory, or VIP level.
Screen Pops & Context
Give agents instant access to customer records, cases, orders, and interaction history the moment a conversation begins.
See NetSuite screen pops in actionAI Agents & Self-Service
Automate common inquiries, appointment scheduling, order status requests, and support workflows with virtual agents.
Campaign Automation
Launch outbound calling, SMS, and customer outreach directly from NetSuite saved searches and customer segments.
Real-Time Case Management
Create, update, and manage cases automatically across every channel while keeping a complete history in NetSuite.
Revenue Intelligence
Capture conversation insights, buying signals, objections, and customer sentiment to help sales teams close faster.
Workflow Automation
Trigger NetSuite workflows, tasks, notifications, and follow-up actions based on customer conversations and AI insights.
Post-Interaction Surveys
Measure satisfaction with automated SMS, voice, and digital surveys that sync directly back to NetSuite.
Native NetSuite Experience
No swivel-chair workflows. Every conversation, note, transcript, recording, and activity links to the right NetSuite record.
Everything above runs inside one NetSuite-native platform.
No third-party integrations to maintain
Built on the SuiteApp framework
AI in NetSuite
See what AI captures in NetSuite
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From chatbot to live agent
Contivio hands the chatbot conversation to a live agent and stores the transcript, AI summary, sentiment analysis and follow-up suggestions in NetSuite.
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Identify conversations that need attention
Negative sentiment alerts help supervisors identify customer chats to review and decide where follow-up or coaching is needed.
Customer Proof
Real NetSuite Customers. Real Results.
Native NetSuite SuiteApp
5-Star SuiteApp Reviews
AI + Human Engagement
Live Production
Customer intelligence connected to NetSuite
Amatheon uses Contivio to connect voice, SMS, chat, and AI-powered workflows directly to NetSuite, helping teams capture customer context and act faster.
Read Case Study White LabsFermentation & YeastUnified voice, SMS, chat & support
White Labs consolidated customer communications into a single NetSuite-connected platform for voice, SMS, chat, and support operations.
Read Case Study
Higher productivity through NetSuite
Speedmaster uses Contivio to streamline customer interactions, improve agent productivity, and keep activity connected to NetSuite records.
Read Case Study
AI-powered engagement at scale
Carrot Top uses Contivio to support AI chat, SMS, and voice workflows connected to NetSuite, helping automate customer engagement while preserving human context.
Read Case Study
Live in Production
Live today across voice, SMS, chat, AI agents, workflow automation, and revenue intelligence inside NetSuite.
Implementation
What Does NetSuite Setup Involve?
Contivio guides implementation alongside your NetSuite administrator, from integration setup and call routing to testing, training and go-live.
Installation and configuration
Your administrator installs the Contivio SuiteApp bundle, which creates the standard Contivio fields, custom records and integration role. Calling, screen pops, activity logging and optional AI workflows are then configured for your account.
Access and permissions
Your NetSuite administrator assigns the Contivio Integration Role to a dedicated integration user. Permissions are reviewed with Contivio and limited to what your agreed workflows require. Authentication details are covered in the installation guide.
Who handles what
Contivio
Leads solution design, telephony, queues and routing, screen-pop and logging setup, SMS, chat and AI, testing, training and cutover.
Your team
Handles NetSuite administration, decides routing, record-matching and logging rules, and completes user acceptance.
Testing before go-live
Real users test in their production roles: known and unknown callers, click-to-dial from customer records, multiple matching records and activity logged to the correct record. Where a sandbox is available, configuration can be validated there first.
NetSuite FAQ
Common Questions About Contivio + NetSuite
Everything you need to know about connecting calling, SMS, chat and AI directly to NetSuite.
How does Contivio integrate with NetSuite?
Contivio connects through its native NetSuite SuiteApp. Incoming calls use the caller’s phone number to find matching customer or contact records and open them for the agent. Users can click phone numbers in NetSuite to place calls, while linked calls are logged as phone call records and SMS and chat conversations are logged as tasks. When a number is unknown or matches multiple records, the agent can select the correct record using Link to Call.
Can Contivio replace our existing business phone system?
Yes. Contivio provides business calling and contact center capabilities including inbound and outbound calling, routing, queues, recording and click-to-dial, connected directly to NetSuite. See how Contivio works as a NetSuite phone system for office staff and customer-facing teams.
Does Contivio automatically log calls in NetSuite?
Yes. Calls and interaction activity can be automatically captured against the appropriate NetSuite record, including recordings, transcripts, summaries and other interaction data. See how automatic call logging in NetSuite works.
Does Contivio support screen pops and click-to-dial in NetSuite?
Yes. Agents can launch calls directly from NetSuite and automatically surface the appropriate customer record when calls arrive. Explore NetSuite screen pops and NetSuite click-to-dial.
Does Contivio support SMS and live chat with NetSuite?
Yes. Voice, SMS and chat interactions can be managed through Contivio and connected to the appropriate NetSuite record.
What AI capabilities does Contivio provide for NetSuite?
Contivio supports AI transcription, summaries, sentiment and interaction intelligence, along with AI agents that can automate customer conversations and NetSuite-connected workflows.
Is Contivio a native NetSuite SuiteApp?
Yes. Contivio is a native NetSuite SuiteApp and has supported NetSuite customers since 2012.
Can we keep our existing business phone numbers?
Yes. Existing business numbers can typically be ported to Contivio as part of the implementation process.
Get Started
See Contivio Running Inside NetSuite
See how customer conversations become revenue intelligence, service automation, and AI-powered workflows inside NetSuite.
Native NetSuite SuiteApp
5-Star SuiteApp Reviews
AI + Human Engagement
Live Production Customers
Trusted by NetSuite teams including
White Labs
Request Your NetSuite Demo
A 30-minute live demo, personalized to your workflows.
Live demo with a NetSuite integration specialist
