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Work with prompts in Zuora Copilot for Analytics

Zuora Copilot for Analytics allows you to optimize your experience by using recommended prompt formats, supported keywords, and metrics. Familiarize yourself with these elements to effectively request data and insights.

A prompt is a request that you make to Zuora Copilot. For example, a metric that you ask Copilot to fetch. To optimize your Zuora Copilot for analytics experience, we recommend familiarizing yourself with its prompt formats, supported keywords, time periods, and metrics.

Although Zuora Copilot is designed to handle a variety of prompt formats, we recommend using the following format for a better experience:

find/show <metric name> <time period > <filtering > <currency *> *If applicable

Here are some examples of the recommended prompt formats:

  • Find the Average Net MRR last year for all customers in the U.S. in EUR

  • Show me the Active Subscribers for the product (product name) last year

  • Find the Gross ARR for the last quarter

The following section explains each parameter in the aforementioned prompt format and its permissible values.

Metrics supported by Zuora Copilot in prompts

Zuora Copilot for Analytics supports 22 key metrics, which are most relevant to your business. For the most accurate results, Zuora recommends you consider these metrics while using the Copilot.

These metrics are classified into two types:

  • Summable metrics

  • Non-summable metrics

Date identification phrases

You can use implicit and explicit phrases in your prompt.

Currency

See ISO currency codes to learn more about the supported currencies and their ISO codes.