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Get started with Zuora AI Assistant

Zuora

Get started with Zuora AI Assistant

To use Zuora’s AI Assitant more effectively, we recommend you get familiar with its prompt formats, supported keywords, time periods, and metrics.

Recommended prompt format 

Although the AI Assistant is designed to handle a variety of prompt formats, we recommend using the following format for a better experience:

  [find/show]{metric name}{time period}{filtering}{currency*}  

*If applicable

Here are some examples of the recommended prompt formats:

  • Find the Average Net MRR last year for all customers in the U.S. in EUR 
  • Show me the Active Subscribers for the product (product name) last year
  • Find the Gross ARR  for the last quarter

Date identification phrases

You can use implicit and explicit phrases in your prompt.

Implicit phrases

Implicit phrases in prompts often require context, such as the current date, for interpretation. The behavior of some commonly used implicit prompts is described in the table below:

Let us assume the date in context or today is December 31, 2023.

Implicit phrases used in a prompt Results

Last year

Returns a time series for the entire previous calendar year (January to December 2022).

This year:

 

Most MRR/ARR related metrics are only available until the nearest completed month.

Average Net MRR: Returns data up until the last completed month

For example, if today is October 18, 2023, the result will return data for January to September 2023.

Other metrics like active users are able to return up until the previous day1

Active Users: Returns data from January 2023 to Oct 18, 2023

1 Pending the availability of the data in our system.

Past {number} years (including this year):

For example - Past 2 years 

Returns data for 2023 and 2022.

Last quarter

Returns data for the most recently completed fiscal quarter (Q3 2023: July to September).

Last {number} completed quarters

For example - The last 2 completed quarters

Returns data for Q3 and Q2 of 2023.

So far

Returns data up to, but not necessarily including, the current month if it's incomplete.

For example, if today’s date is December 25, 2023, so far would return Jan to November 2023

Explicit phrases

For explicit phrases, the AI Assistant returns data exactly as specified in the prompt without the need for any additional context.

The following table lists a few examples of explicit phrases used in a search prompt and their expected results.

Explicit phrases used in a prompt Results

January to December 2023

Returns data from January to December 2023.

May to June 2023

Returns data from May to June 2023.

Supported time periods 

The following table includes the implicitly supported time periods:

Time period phrases Actual time period

H1

January to June

H2

July to December

Q1 (January - March)

Q2 (April - June)

Q3 (July- September) 

Q4 (October - December)

Each quarter represents a span of three months within the calendar year.

Individual Month 

A single month can be queried as “Jan/January 2024”. 

 

 

Group of Months: Continuous/Synchronized Month

A continuous range of months, prompt as “January to December 2024”

 

You cannot month-hop.

For example, 

Incorrect prompt: "Show me the average Net MRR for January, March and November 2023" 

Correct prompt: "Show me the average net MRR from January to November 2023". 

Cross-year queries

Periods that span more than one calendar year can be specified. 

 

For example, "June 2022 to June 2023" or "December 2022 to March 2023."

Filtering

The following table lists the attributes for which filtering is supported:

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.

     

Currency

Refer to ISO currency codes to learn more about the supported currencies and their ISO codes.

Metrics supported by AI Assistant in prompts 

Zuora AI Assistant currently supports 22 key metrics, which are most relevant to your business. It is important to consider these metrics while you are using the AI Assistant for the most accurate and reliable results. These metrics are classified into two types: 

  • Summable metrics
  • Non-summable metrics

Summable metrics

Summable metrics define those metrics that produce an aggregation value on adding up the column values. For example, you run a subscription business with three products, and each product generates a revenue of a, b, and c per month. The Gross ARR of each product would be the product of their revenue per month. The Gross ARR for the company would be the sum of the ARR of the three products. 

Zuora AI supports the following summable metrics:

Summable metric Description

Gross ARR Changes

Total increase or decrease in annual recurring revenue (ARR) across all accounts, excluding discount charges. Use the Business Impact field to break down changes into new, expansion, contraction, and churn categories.

Gross MRR Changes 

Total increase or decrease in monthly recurring revenue (MRR) across all accounts, excluding discount charges. Use the Business Impact field to break down changes into new, expansion, contraction, and churn categories.

Net ARR Changes

Total increase or decrease in annual recurring revenue (ARR), including discount charges, across all accounts. Use the Business Impact field to break down changes into new, expansion, contraction, and churn categories.

Net MRR Changes

Total increase or decrease in monthly recurring revenue (MRR), including discount charges, across all accounts. Use the Business Impact field to break down changes into new, expansion, contraction, and churn categories.

Discount ARR

Total amount of discounted annual recurring revenue (ARR).

Discount MRR

Total amount of discounted monthly recurring revenue (MRR).

Gross ARR

Total annual recurring revenue (ARR) across all accounts, not including discount charges.

Gross MRR

Total monthly recurring revenue (MRR) across all accounts, not including discount charges.

Net ARR

Total annual recurring revenue (ARR) across all accounts, including discount charges. Calculated as Gross ARR - Discount ARR = Net ARR.

Net MRR

Total monthly recurring revenue (MRR) across all accounts, including discount charges. Calculated as Gross MRR - Discount MRR = Net MRR.

Net Billing 


 

The sum of all billing transactions in a particular time period.

Net Payments

The sum of all payment transactions in a particular time period.

Non-summable metrics

Non-summable metrics cannot be calculated by summing up their constituent columns. 

For example, you run a subscription business with three products. The total number of subscribers cannot be calculated by adding all the subscribers of those three products. A subscriber could subscribe to two or three products simultaneously. 

If you use the Active Subscribers metric in your dataset, you can filter the data by product (Product.Name = "A"). The dataset will return the number of subscribers for product A.

Zuora AI supports the following non-summable metrics:

Non-summable metric Description

Net Retention Rate (Gross MRR, Annual)

The rate at which recurring revenue has been retained from a cohort of subscribers one year ago based on Gross MRR. You need to have at least one year of data in your Zuora tenant before this metric is available for use.

Net Retention Rate (Net MRR, Annual)

The rate at which recurring revenue has been retained from a cohort of subscribers one year ago based on Net MRR. You need to have at least one year of data in your Zuora tenant before this metric is available for use.

Churned Subscriber Count

The total number of subscribers with no effective rate plan charges at the end of a given time period who had one or more effective rate plan charges in the prior time period.

Churn Rate (Subscribers, Monthly)

The proportion of active accounts that became inactive during the month. Calculated as the unique count of accounts that had an effective rate plan charge in the previous month but no longer have one, divided by the number of accounts that were active at the end of the previous period.

New Subscriber Count

The total number of subscribers with one or more effective rate plan charges at the end of a given time period who had no effective rate plan charges in the prior time period.

Average Gross ARR per Subscriber

The total Gross ARR divided by the total number of Active Subscribers.

Average Gross MRR per Subscriber

The total Gross MRR divided by the total number of Active Subscribers.

Average Net ARR per Subscriber

The total Net ARR divided by the total number of Active Subscribers.

Average Net MRR per Subscriber

The total Net MRR divided by the total number of Active Subscribers.

Active Subscriber Count

The total number of subscribers with one or more effective rate plan charges in a given period.