Zuora AI
Use Zuora AI to analyze data, investigate issues, and take action across billing, revenue, and collections using natural language.
Zuora AI is embedded intelligence built directly into your quote-to-cash system. It helps finance teams investigate issues, understand financial impact, and take action within the controls and workflows they already use. Zuora AI consists of purpose-built agents with specialized skills designed for finance use cases across billing, revenue, and collections.
Zuora AI supports two types of capabilities:
- Read capabilities: Available by default. These capabilities allow you to query Zuora data to generate insights and analysis. Zuora AI can summarize and analyze data but does not make any changes.
- Write capabilities: Optional capabilities that allow Zuora AI to take actions, such as updating data or executing workflows. These capabilities must be enabled by an administrator.
Zuora AI is available in read-only mode by default.
Ways to interact with Zuora AI
Zuora AI can be accessed through multiple experiences that are integrated into your workflow.
Chat with Zuora AI - The chat experience provides a conversational interface for interacting with your data.
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Side Panel - The side panel offers a persistent, context-aware assistant alongside your workspace, allowing you to ask questions without leaving your current page.
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Full Screen - For more complex tasks, full screen mode provides an expanded workspace where you can perform deeper analysis and multi-step interactions.
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Runbooks - Zuora AI also supports runbooks, which are reusable workflows that combine multiple steps into a guided process.
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Controls - Controls allow administrators to define tenant-level prompts that influence how AI behaves across the organization.
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Smart Suggestions - After each response, Zuora AI provides contextual suggestions to help guide the next step.
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Thinking - The thinking view provides visibility into how the AI generates its responses.
Integrated AI - Integrated AI is embedded directly into product workflows. Narrative summaries are available across Billing, Revenue, and other areas such as accounts, subscriptions, invoices, and payments. These summaries help you quickly understand the state of your data without manual analysis.
Zuora MCP Servers - Zuora AI can also be accessed through Zuora MCP Servers, which allow supported external tools such as Claude Desktop, Cursor, Windsurf to connect directly to Zuora. This enables use cases such as exploring APIs, generating integration code, querying tenants, running reports, upgrading SDKs, and managing subscriptions from external environments. These interactions follow the same permission model as in-product AI usage.