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Access Zuora AI Assistant

Zuora

Access Zuora AI Assistant

Provides a high-level overview of access and navigation within Zuora AI Assistant.

Zuora AI Assistant is currently available in the beta-in-production phase. It means the feature is publicly available in the production environment for all users to access and try out. Though publicly available, the feature is still in its Beta phase. If you wish to access the AI Assistant, you must agree and sign the Beta License Agreement form. 

Sign in-app agreement

Unlike other Beta features, the Beta License Agreement form for accessing Zuora AI Assistant is embedded within the application.

Complete the following steps to sign the agreement form from the UI and start using the AI Assistant:

  1. Navigate to Analytics > Dashboard in the left-hand navigation section
  2. Click the AI Assistant - Button 2.png button. The agreement form will appear in a pop-up window. 
  3. Read the terms and click Agree at the bottom of the pop-up form.

You will be redirected to the Zuora AI Assistant’s interface. 

Zuora AI - Overview.gif

The username, tenant ID, and timestamp of the agreement will be automatically added to our database.    

Use Zuora AI Assistant 

The following graphic shows the conversational interface of Zuora AI Assistant for Analytics. You can use the AI Assistant to type a data-related question and get your answers in text, visualizations, or data tables. Some pre-configured questions are available as recommendations to help you start your conversation with the AI Assistant. 

AI Assistant - Screen.png

The following sections introduce some typical usage of the AI Assistant.

Search for a metric

To search for a metric, use one of the following methods:

  • Click a question from the set of pre-configured queries.
  • Type a query in the search box at the top of the AI Assistant. 

The AI Assistant will process your query and display relevant results in text, graphical, or tabular format based on the query.

You can toggle between a graphic and a data table using theseToggle option - Zuora AI.pngbuttons given on the top right. 

See Search Queries and Metrics for more information.

The following table lists the examples of the search results in three formats.

Search result format Example
Text-based Text result.png
Data table Tabular Result.png
Graphical representation Graphical Result.png

Drill-down for granular search

After you get the answer to your initial search query, you can use the Drill-down feature to refine your search result further and get deeper insights.

As shown in the following graphic, click Select a dimension to select a dimension or metric to derive relevant data. 

Drill down Zuora AI.png

Share feedback on the search results

After the search result is displayed, you can share with us your feedback on the accuracy and relevance of the result by clicking the thumbs-up or thumbs-down icon at the bottom of the search results.