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Zuora AI prompt pattern

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Reusable prompt patterns for Zuora AI, with example prompts for account, payment, revenue, and workflow requests. Replace bracketed values with information from your tenant.

General pattern

Analyze [business area or record] for [scope].
Return [desired output].
Identify [assumptions, exceptions, or missing information].
Recommend [next checks or action].

Example prompts

These patterns are starting points, not a complete prompt library. For context-aware suggestions, use the suggestions available in the Zuora AI experience.

The following table lists an example prompt for each request type:

Request typeExample prompt
Account investigationSummarize the current status of account [account]. Include active subscriptions, open invoices, payment status, and items that need review.
Payment analysisCompare failed payment activity for [period 1] and [period 2]. Group the results by payment method and reason, and summarize the main differences.
Revenue reviewExplain the largest changes in recognized revenue between [period 1] and [period 2]. Identify the contracts, lines, or performance obligations that drive the changes.
Data and workflow supportHelp me investigate [business question]. Identify the relevant data source or workflow, explain any assumptions, and show the information I should validate.