Behavioral control

Behavioral Controls add tenant-level guardrails that restrict how Zuora AI performs operations or responds to requests. Use a Behavioral Control to limit an action, prevent a category of action, or require specific information before an operation proceeds. Behavioral Controls add restrictions; they do not grant users permissions that they do not already have.

Active Behavioral Controls apply automatically to all users in the tenant when they interact with Zuora AI Chat. If a request violates an active Behavioral Control, Zuora AI stops the action and explains which Control prevented it.

Open Zuora AI in Full Screen Mode.

In the left navigation, select Controls.

Click Create.

Select Behavioral as the Type.

In Name, enter a name for the control.

From Status, select a status.

A control with the status Draft is saved but not enforced.

Select an Effective Start Date and an Effective End Date.

In Description, enter a summary of what the control governs.

In Prompt, enter a clear, natural-language instruction that defines the behavior to restrict or the condition to enforce. Include the operation, threshold, object, or other business condition that matters.

For example: Require approval when creating bill runs.

In Payload Template, enter the message that approvers receive.

Click Create.

The control appears in the controls list with the status you selected.