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.

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.

Conversation history

Every conversation is saved. You can access your conversation history from the sidebar in full-screen mode.

During a session, Zuora AI maintains conversation context, so you can ask follow-up questions without repeating information.

Share chat sessions

You can share AI chat sessions with other users in your tenant by generating a share link.

Use chat session sharing to collaborate on investigations, hand off work, or share a useful workflow with teammates.

Smart suggestions

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.

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.