Zuora AI agent areas

Business areas covered by Zuora AI agents and representative uses for each. Availability depends on your Zuora products and enabled capabilities.

The following areas are available as agent support expands. This table lists areas, not a complete agent inventory. For the current list of public agent categories and examples, see the Zuora AI agent library.

Business area	Representative uses
Billing and invoicing	Investigate accounts, subscriptions, invoices, bill runs, orders, and billing exceptions.
Payments and collections	Review payment history, failed payments, refunds, payment applications, unapplied balances, and gateway responses.
Revenue and accounting	Review revenue contracts, performance obligations, allocations, waterfalls, remaining performance obligations, and close-period exceptions.
Product catalog and commercialization	Review product catalog health, products, rate plans, charges, pricing, and configuration issues.
CPQ and deal desk	Review account context before quoting, validate draft orders and pricing, compare quote information, and investigate synchronization issues.
Workflow and process automation	Explain workflows, investigate execution issues, and turn repeatable processes into guided work.
Reporting, Data Query, and platform administration	Draft and refine queries, explain data structures, create exports, investigate audit or access activity, and review platform processes.