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Using Zuora's AI Help

Zuora's AI Help allows users to ask up to 5,000 questions monthly, access related help articles, and create support tickets with ease.

Points to Note:

  • You can ask the bot up to 5,000 questions a month. ClickQuotato view the number of questions not utilized in the current month.

    If you are using theRelated Existing Help Ticketssection for the first time, authorize Zuora AI help to access your support tickets and create tickets. ClickAuthorizeand then enter your Zendesk email and password to sign in.

  • Perform the following steps to use Zuora's AI help:

  1. Access Zuora's AI help by clicking the Help icon in your Zuora application.
  2. Type your question in the Please enter a search word field and press enter.
  3. Click on the applicable knowledge center article in the Related Help Articles section to read more about your selected article.
  4. For more details, click ZUORA AI at the top right or click Continue to read context-sensitive help with detailed step-by-step procedures generated automatically by Zuora Generative AI-powered assistance.
  5. Review the Trust Status section to verify if there are any ongoing incidents within your relevant environments related to your issue/question.
  6. Review the Related Existing Help Tickets section to analyze relevant support tickets raised by your organization and find the information you are looking for.
  7. For further assistance, click Create Ticket and complete the following fields:
    1. Title: Auto-filled. Edit the question if required.
    2. Description: Auto-filled. Edit the description if required.
    3. Select Product: Auto-populated.
    4. Select Sub Product: Auto-populated.
    5. Troubleshoot access?: Defaulted to Yes. Disable the radio button if you do not want the support team to access your environment and troubleshoot your issue.
    6. Upload files: The relevant screen is auto-captured and uploaded. Use the Delete icon to delete the screenshot and upload a screenshot of your choice.

    The system might display additional questions about your issue depending on the page of the tenant you are on.

  8. Click Create Ticket to submit details to Zuora Global Support.