Side Panel

The Side Panel is a persistent AI chat experience that appears alongside your Zuora workspace. You can open it from any page by clicking the Zuora AI icon.

The Side Panel is context-aware. It can use the page you are viewing to provide more relevant responses.

For example, if you are viewing a subscription, you can ask:

What is the status of this subscription?

Zuora AI uses the page context to understand which subscription you are referring to.

Prompt Chips

After a response, Zuora AI can display contextual follow-up suggestions. These suggestions help you continue the conversation or take the next step.

You can select a suggestion or enter your own prompt.

Full-screen mode

Use full-screen mode for longer conversations or complex tasks. Full-screen mode provides more space to review detailed responses, work through multi-step tasks, and manage AI-assisted workflows.

You can also use full-screen mode to access Runbooks and manage Controls.

Chat Sharing

Chat Sharing lets you share a Zuora AI conversation with other users in your tenant. Sharing a conversation helps you collaborate on an investigation, hand off work, or give teammates the context they need without duplicating the conversation.

Share links are intended for users in your Zuora tenant. Review the conversation before sharing it to make sure that it does not contain information that the recipients should not see.

Sharing a conversation does not change a recipient's Zuora permissions. Any action that a recipient takes in Zuora AI remains subject to the recipient's existing Zuora permissions and tenant-level AI settings.

Recipients can use the shared conversation to review the exchange and leverage its prior context. The available actions can depend on the recipient's permissions and the current tenant configuration.

Page context awareness

When you open Zuora AI from a specific page, such as an account, subscription, or invoice page, Zuora AI can use that page as context.

This lets you ask questions such as:

Summarize this account.

What is the payment history here?

You do not need to manually provide the account number, subscription ID, or invoice number when the page context is available.