Zuora Quick Assist
Learn how to use Zuora Quick Assist to find contextual guidance, product updates, and community resources without leaving the Zuora interface.
Zuora Quick Assist is an in-product help panel that provides guidance in the context of your current workflow. It helps you find documentation, tutorials, learning content, product updates, and community resources without navigating away from the Zuora interface.
Quick Assist is part of the Zuora Unified Experience and can surface content from Zuora Product Documentation, Zuora Community, and Zuora University videos.
Quick Assist includes the following tabs:
| Tab | Use the tab to | Examples of content |
|---|---|---|
| Assist | Find guidance for your next action. | Walkthrough videos, documentation, community answers, and other resources. |
| Updates | Review product changes in context. | Release notes and community updates. |
| Discover | Explore learning and community content beyond your current task. | Related community posts and links to explore the Community. |
Access Quick Assist
In the left navigation, select the Quick Assist icon. The Quick Assist panel opens beside your current page.
The panel can show content related to the page or workflow that you are viewing.
Search for resources
Quick Assist provides predictive search to help you find resources quickly.
- Select Search within help.
- Enter a keyword or phrase.
- Review the suggested results.
- Select a result to view the resource.
Search results can include documentation, community content, and other resources available in Quick Assist.
Assist tab
The Assist tab helps you take the next action. It is context-sensitive and can include the following sections, depending on the page that you are viewing:
- Getting Started provides walkthroughs and training videos.
- Related docs provides relevant product documentation, answers and discussions from the Zuora Community, and additional learning content.
Select a resource card to open it. For documentation results, select View full documentation to open the complete article.
Review product updates
The Updates tab provides the latest product information.
The tab can include the following sections:
- Release Notes provides product release information.
- Community Updates provides relevant posts and announcements from the Zuora Community.
Select a release note or community update to read more.
Explore related content
The Discover tab helps you explore community and learning content beyond your immediate task.
- Select the Discover tab.
- Review the related posts.
- Select a post to read it.
- Select Explore Community to browse more community content.
Discover can highlight popular or trending community discussions that may be relevant to your work.
View resource details
Quick Assist can display a resource summary in the panel. Use the resource link to open the full content when you need more information.
For example, a documentation result can display the article title, summary, and related sections. Select View full documentation to continue reading.