Sales Rep Agent
Use Sales Rep Agent in Quote Studio to get billing account information, review subscription and financial details, and create or update quotes by using natural-language requests.
Sales Rep Agent feature is currently in the Early Availability phase. To enable this feature, contact Zuora Support.
What you can do with Sales Rep Agent
Sales Rep Agent helps sales representatives understand customer and billing context without manually searching across multiple records. Depending on the configured experience, you can use the agent in Quote Studio or from a Salesforce Account record page.
Review account and billing information - Use natural-language questions to:
Review billing account summaries, key metrics, payment terms, and other account details.
Check active subscriptions, including subscription versions and statuses.
Identify products that are available in a specific subscription.
Review payment history, invoice details, and invoice status.
Find related billing accounts that belong to the same CRM account
Create and update quotes - From a Salesforce Account record page, use natural-language requests to:
Create a new non-ramp quote with specified products and quote information.
Update an existing quote by adding, updating, or removing products.
Perform multiple product operations in a single request.
Identify product names and quote intent from a natural-language request.
Answer clarification questions when required information is missing.
Review a confirmation summary before the requested changes are applied.
Review the quote details returned after the action is complete.
For more information, see Sales Rep Agent for quote creation.
Supported quote operations
Operation | Supported | Version | Details |
|---|---|---|---|
| Create a new quote | Yes | 10.62 | Create a new non-ramp quote with specified products and quote information. |
| Update a quote | Yes | 10.62 | Add or update products from an existing quote. You can include multiple product operations in a single request. |
| Clone quote | No | - | - |
Supported quote types
Quote type | Supported | Version | Description |
|---|---|---|---|
Non-ramp quotes | Yes | 10.62 | Standard quotes with single-interval products |
Ramp quotes | No | - | - |
Amendment quotes | No | - | - |
Renewal quotes | No | - | - |
Cancelation quotes | No | - | - |
Product actions
Product action | Supported | Version | Details |
|---|---|---|---|
| Add product | Yes | 10.62 | Add new products to a quote. |
| Update product | Yes | 10.62 | Modify existing products on a quote. |
| Batch operations | Yes | 10.62 | Perform multiple product operations in a single request. |
| Remove product | - | - |
UI features
Feature | Supported | Version | Details |
|---|---|---|---|
| Quote preview | Yes | 10.63 | Review quote details after creating or updating a quote. |
| Rules | Yes | 10.63 | Rule-based validation when creating and updating quotes. |
Quote Studio sidebar | No | - | - |
Supported natural-language capabilities
Capability | Supported | Version | Details |
|---|---|---|---|
| Conversational input | Supported | 10.62 | Submit quote requests by using natural language. |
| Product-name recognition | Supported | 10.62 | Identify products from natural-language requests. |
| Intent recognition | Supported | 10.62 | Recognize create and edit requests. Clone operations are not supported. |
| Multi-turn dialogs | Supported | 10.62 | Answer clarification questions when information is missing. |
| Confirmation prompts | Supported | 10.62 | Review and confirm an action before changes are applied. |
Unsupported operations and other considerations
The Sales Rep Agent does not support the following operations. For these operations, use Quote Studio or the applicable Salesforce and Zuora configuration.
Capability | Support | Where to complete the action |
|---|---|---|
| Clone quotes | Not supported | Quote Studio or the Zuora UI. |
| Ramp quotes | Not supported | Quote Studio. |
| Amendment quotes | Not supported | Quote Studio. |
| Renewal quotes | Not supported | Quote Studio. |
| Cancellation quotes | Not supported | Quote Studio. |
| Delete quotes | Not supported | Quote Studio or the Zuora UI. |
| Remove product | Not supported | Quote Studio. |
| Submit quotes to Zuora | Not supported | Quote Studio. |
| Multi Subscription Quoting | Not supported | Quote Studio. |
| Quote approval workflows | Not supported | Standard Salesforce approval processes. |
| Quote status changes | Not supported | Manage quote status manually in the UI. |
| Quote template selection | Not supported | The default template is used. Customize the quote in Quote Studio. |
| Quote Studio sidebar | Not supported | The sidebar is not available for quotes created or updated by Sales Rep Agent. |
| Quote Studio hooks | Not supported | Hooks such as beforeSave and beforeSubmit are not invoked. |
| Custom JavaScript components | Not supported | Headless and sidebar components are not invoked for Sales Rep Agent quotes. |
| Custom events | Not supported | Events such as updateQuote and upsertQuoteLineItems are not dispatched. |
quoteState and pageState access | Not supported | Component state is not exposed to Sales Rep Agent. |
For these operations, use Quote Studio or the applicable Salesforce and Zuora configuration.
Quote Studio Extensibility
Feature | Supported | Details |
|---|---|---|
| Hooks Execution | No | - |
| Custom JS Components | No | - |
| beforeSave / beforeSubmit Hooks | No | - |
| Custom Events | No | - |
| quoteState / pageState Access | No | - |
Prerequisites
Before you begin, make sure that the following requirements are met:
Zuora Support has enabled the required organization-level and tenant-level configuration for your environment.
The Billing tenant is onboarded to OneID. If it is not already on OneID, work with Zuora to migrate it before requesting the CPQ tenant.
The CPQ tenant is in the same environment as the Billing tenant.
Zuora Quotes managed package version is 10.59 or later is installed.
After Zuora completes the required internal setup, a customer admin must complete the following tasks in the following order:
Create OAuth client credentials in Salesforce by using an external client app.
Create an OAuth 2.0 client in Zuora OneID for the CPQ tenant.
Configure the Zuora OAuth OneID credentials in the Named Credential in Salesforce.
After the admin setup is complete, each Salesforce user must complete a one-time authentication flow in Quote Studio before the Sales Rep Agent is available. See Authenticate Quote Studio and grant required permissions.
If authentication is not complete, the Sales Rep Agent panel in Quote Studio shows an Authenticate Now option.
For additional information about OneID authentication, see Manage OneID users, roles, and groups.