Ask Zia in Zoho Billing
Note:
This feature is available only for certain plans of Zoho Billing. Reach out to our support team at support@zohobilling.com to know more.
Ask Zia is a natural language processing AI-powered assistant integrated in Zoho Billing. It helps you analyze your business, manage billing operations, and retrieve data by simply typing your request in the Ask Zia chat window.
This allows you to quickly create records without needing to navigate through multiple screens manually and generate insights with the desired filters without the need to search for them in the Reports module.
What Can You Do with Ask Zia?
Ask Zia helps you analyze business performance, monitor billing operations, retrieve records, and perform actions using simple conversational queries.
With Ask Zia in Zoho Billing, you can:
- View Business Insights & SaaS Metrics
- Retrieve Analytics Reports
- Monitor Operational Health
- Perform Comparative Analysis
- Create Records
- Fetch and Retrieve Records Instantly
- Get Guided Assistance for Missing Information
Instead of clicking through menus, applying filters, or exporting reports, you can simply ask questions like:
- Provide the email address for my customer - P Boyle.
- How many invoices are due this week?
- Create a customer Aaron Brown with email aaron.brown@gmail.com.
- List all draft invoices from the previous month.
- Invoices of customer - P Boyle.
- List the invoices that are overdue by 60 days.
- List the overdue invoices for September.
Ask Zia processes your request and responds instantly, either by performing the requested action or by providing the relevant insights.
Let’s explore the different actions and insights you can access using Ask Zia.
Business Insights & Analytics
Ask Zia helps you understand your business performance through conversational queries. It turns billing and subscription data into clear, actionable insights.
SaaS Metrics Analysis
You can track key SaaS metrics such as MRR, ARR, churn insights, and more without navigating to reports.
Example queries:
- What is my MRR this month?
- Show churn rate for last quarter.
- How has ARR changed over the last 6 months?
Analytics Reports Supported by Ask Zia
Ask Zia supports retrieving insights from the following analytics reports:
| Category | Reports |
|---|---|
| Growth & Subscription Metrics | Signups & Signups Details; Activations & Activation Details; Active Subscriptions & Details; Net Customers; Upgrades; Downgrades; Net Cancellations; Churn Rate. |
| Revenue Metrics | Net Revenue; Net Revenue Retention; MRR & MRR Details; ARR; MRR Quick Ratio. |
| Subscription & Billing | Subscriptions Summary; Subscriptions Details; Invoice Details; Receivable Summary; Receivable Details; Payment Received; Payment Failure. |
| Geography & Product-Based | Activations by Country; Activations by Product; Revenue by Country; Revenue by Product. |
Operational Health Checks
With Ask Zia, you can stay on top of daily billing operations and cash flow.
You can quickly:
- List the overdue invoices.
- Find unpaid transactions.
- Review active vs cancelled subscriptions.
- View trial conversions.
- Monitor payment failures and retries.
Example queries:
List overdue invoices.
How many active subscriptions do I have?
Comparative Analysis
Ask Zia lets you break down performance across different dimensions to understand what drives your business growth.
You can analyze:
- Revenue by country or region.
- Customer distribution by location.
- Subscriptions by plan type.
- Activations by product.
- Growth trends across markets.
Example queries:
Show revenue by country.
Which plan generates the most revenue?
List customers by region.
Create & Manage Entities
Ask Zia also helps you perform billing operations without filling out forms across multiple screens.
Quick Entity Creation
You can create billing records by simply describing what you need.
| Operation | Module |
|---|---|
| Create Records | Customers, Products, Plans, Items, Addons, Coupons, Invoices, and Quotes |
Example queries:
- Create a monthly plan for $99 with a 14-day trial.
- Add a new customer with these details.
- Create an invoice for customer01.
Smart Data Retrieval
You can find records instantly without navigating list views or manually applying filters with Ask Zia.
| Operation | Module |
|---|---|
| Fetch Records | Customers & Contacts, Subscriptions, Subscription Items, Plans, Items, Addons, Coupons, Invoices, Quotes |
Example queries:
- Show active subscriptions expiring this month.
- Find customers from California.
- List invoices over $1000.
Guided Follow-ups for Missing Information
If Ask Zia needs more information to complete an action, it will prompt you clearly.
For example:
- If you ask to create an invoice without specifying a customer, Ask Zia will list available customers and ask you to choose one.
- If a required field is missing, Ask Zia guides you step by step until the action is complete.
You always remain in control of critical actions like updating and deleting records.
Search Using Ask Zia
To search for the desired insights in Zoho Billing:
- Log in to your Zoho Billing organization.
- Navigate to the Widgets Pane on the right and select Ask Zia.
- In the Ask Zia chat window, click Enable to start using the AI assistant.
- Type your query in the search bar and press Enter.
Zia will instantly help you with your request.
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