Zuora AI request and response workflow
Zuora AI shows how it processes your requests, including function calls, thinking steps, and visual summaries, so you can understand the source, structure, and presentation of its responses.
The latest version of Zuora AI supports a wide range of capabilities across Billing and Revenue. Take advantage of the built-in AI capabilities by asking the chatbot about the tasks it can perform. For example, ask, "Can you manage workflows? What workflow management capabilities do you support?" You can also request guidance on using a specific tool or Zuora feature. For example, ask, "Give me five useful prompts for working with invoices."
Function calls
Zuora AI uses function calls to retrieve data or perform supported operations through Zuora APIs.
Function calls help you see what Zuora AI is doing while it works on your request.
Each function call can show the following information:
| Information | Description |
|---|---|
| Operation | The action being performed, such as searching for accounts or retrieving invoice details. |
| Result | The result returned by the operation. |
Read operations, such as searching for data or retrieving records, can run automatically as part of answering your question.
Write operations, such as posting an invoice or creating a subscription, require your approval before execution.
Thinking
For some requests, Zuora AI can display a Thinking section that shows how it is interpreting your request and what information it is considering.
You can expand or collapse the Thinking section.
Use this information to confirm that Zuora AI is using the right context, especially for complex analysis or multi-step requests.
Visual summaries
Zuora AI can generate visual summaries, including charts and structured layouts, in addition to narrative responses.
For example, you can ask Zuora AI to show subscription growth over time or visualize revenue distribution by product.
When available, visual summaries can help you review data trends more quickly.