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Overview of Zuora AI Assistant

Zuora

Overview of Zuora AI Assistant

Describes the features and constraints of Zuora AI Assistant

Zuora’s AI Assistant for Analytics is an AI-enabled conversational copilot. It helps you find real-time, business-ready metrics quickly and efficiently. The AI assistant’s conversational interface fosters productivity by enabling you to access your business data no matter where it resides. It eliminates the barriers of dependency with analysts or developers. You can interact with the AI Assistant in natural language to ask data-related questions. 

The AI Assistant offers text-based responses with visualizations and tabular data for comprehensive insights, based on the complexity of your question. 

Zuora’s AI Assistant is designed to meet industry standards. Yet, before you use the AI Assistant, be aware of the following technical limitations:

  • The AI Assistant’s responses might include inaccurate data. We recommend you review and evaluate the responses for accuracy before using them.
  • The AI Assistant feature currently works best in the English language only. 

Business benefits

Zuora’s AI Assistant provides these main capabilities to support you in your journey to data discovery:

  • Explore data easily

You can quickly access your business data in the natural language regardless of your expertise in complex SQL. Zuora’s AI Assistant understands and interprets natural language and responds in easy-to-read narratives accompanied by visualizations and data tables that you can click.

  • Get actionable insights

Real-time visualizations, tabular data, and text-based answers help you identify trends, anomalies, and patterns that impact their subscription and billing operations.

  • Expedite work 

With conversational AI, you can get immediate real-time metrics in response to your questions, which enables faster decision-making and operational efficiency.

  • Gain complete visibility 

The AI-driven analytics experience provides a comprehensive view of subscription and billing metrics, which helps you gain a holistic understanding of their business performance.

  • Democratize data access

Using a natural language interface, Zuora’s AI Assistant democratizes data access and analysis for users with varying levels of technical expertise. Effortless interaction with data enables a wider range of stakeholders to derive value from analytics and make data-informed decisions.

  • Monitor and improve accuracy

To understand how you interact with Zuora’s AI Assistant, the system collects feedback and usage patterns to continuously improve the accuracy and relevance of the generated responses. Over time, the insights will be more consistent and accurate, which can enhance the overall user experience.

Key features of the AI Assistant for Analytics

Zuora’s AI Assistant has the following key features:

  • Seamless integration

The AI Assistant seamlessly integrates with analytical data sources, transactional objects, reports, and data queries, which enhances the accuracy and speed of delivering answers.

  • Drilldown for deeper insights

You can apply drill-down on all summable metrics and a few non-summable metrics to gain more insights within the dataset. 

Technical constraints of Zuora AI Assistant

During the Beta phase of Zuora’s AI Assistant, only a limited set of analytics-related metrics can be supported. This limitation is temporary and specific to our early Beta phase. 

  • Time period: Because of internal limitations with the large language model (LLM), we can only reliably support up to 2 years of data per query. However, queries on data beyond two years might still work but might not be accurate.
  • Spelling and grammar: Natural language can vary greatly between individuals and might cause ambiguity. The queries entered might include the use of colloquial language, slang, or non-standardized grammar, which poses more challenges to the NLP algorithms to interpret your context and intent as a user. For the most accurate results, construct queries without any misspellings or grammatical errors.
  • Filtering (e.g., where clause): Because of the current limitation in our LLM, we can only reliably support filtering for the following attributes:

Field name

Type

Description

Invoice Owner Account attributes

InvoiceOwnerAccount.autopay 

Boolean

Indicates whether autopay is enabled for the invoice owner account.

InvoiceOwnerAccount.accountnumber 

String 

Represents the unique account number of the invoice owner account.

InvoiceOwnerAccount.batch

String Array

Contains an array of batch values, each following the pattern 'Batch' + number (e.g., 'Batch1', 'Batch2')

InvoiceOwnerAccount.bcdsettingoption 

String

Specifies the billing cycle day setting.

Permissible values are 'AutoSet' or 'ManualSet'.

InvoiceOwnerAccount.balance

Decimal

Represents the current balance of the invoice owner account.

InvoiceOwnerAccount.billcycleday 

Integer

Specifies the billing cycle day for the account.

InvoiceOwnerAccount.createddate 

Timestamp

Timestamp of the account creation can be cast as a timestamp.

InvoiceOwnerAccount.currency 

String

Denotes the currency using uppercase ISO currency codes (e.g., 'USD').

InvoiceOwnerAccount.paymentgateway 

String

Identifies the payment gateway utilized by the account.

InvoiceOwnerAccount.salesrepname 

String

Names the sales representative linked to the account.

InvoiceOwnerAccount.paymentterm 

String

Defines payment terms.

Valid options are ['Due Upon Receipt', 'Net 90', 'Net 30', 'Net 45', 'Net 60'].

Subscription Owner Sold-to Contact attributes

SubscriptionOwnerSoldToContact.city 

String

Specifies the city related to the subscription owner's sold-to contact.

SubscriptionOwnerSoldToContact.country 

String

Indicates the country using ISO alpha-2 or alpha-3 codes (e.g., 'US').

SubscriptionOwnerSoldToContact.county 

String

Names the county associated with the sold-to contact.

SubscriptionOwnerSoldToContact.state 

String

Lists the state related to the sold-to contact.

SubscriptionOwnerSoldToContact.postalcode 

String

Provides the postal code of the sold-to contact.

Rate Plan and Product Rate Plan attributes

RatePlan.createddate 

Timestamp

Timestamp of rate plan creation, can be cast as a timestamp.

RatePlan.name 

String

Designates the name of the rate plan. Case-insensitive.

ProductRatePlan.name 

String

Names associated with product rate plan. Case-insensitive.

Product Rate Plan Charge and other attributes

ProductRatePlanCharge.chargemodel 

String

Defines the charge model, accepts specified values in lowercase.

ProductRatePlanCharge.chargetype 

String

Categorizes the charge type, valid values are ['usage', 'onetime', 'recurring'] in lowercase.

ProductRatePlanCharge.createddate 

Date

Indicates creation date. Can be cast as a date.

ProductRatePlanCharge.discountlevel 

String Array

Contains an array of associated discount levels, in lowercase.

ProductRatePlanCharge.name 

String

Designates the name of the product rate plan charge. Case-insensitive.

Product.sku 

String

Specifies the SKU. Case-insensitive.

RatePlanCharge.chargemodel 

String

Defines the charge model. Case-insensitive.

RatePlanCharge.name

String

Names the rate plan charge. Case-insensitive.

Subscription.status 

String

Shows subscription status.

Valid values include ['draft', 'pending activation', 'pending acceptance', 'active',  'canceled', 'expired', 'suspended'], in lowercase.