Summary: After installing the Zone Control Center standalone bundle, customers can learn how to find Zone Control Center and open the Zoe AI agents here.
In the wrong place?
Learn more about Zone Control Center + Zoe within each Zone Workflow.
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Procure to Pay:
- Zone Control Center is available to ZoneCapture and ZoneApproval customers through a standalone bundle: Learn more here.
- Some existing customers have access to Zone Control Center directly through their ZoneCapture product already: Learn more here.
- Learn more about Zoe’s AI agent for ZoneCapture + ZoneApproval, AP Intelligence.
- Customers on the Pay-As-You-Go plan are not eligible to use Zoe.
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Quote to Cash:
- Zone Control Center and Zoe’s AI agent for ZoneBilling customers, Subscription Intelligence, is available now! Learn more here.
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Reconcile & Treasury:
- Zone Control Center and Zoe will be available to ZoneReconcile customers this fall.
Accessing Zone Control Center
Primary Navigation: To access the Zone Control Center, log into NetSuite. In the top menu, locate Zone&Co (you may need to open “more” on the right side of the menu) > Product > [Zone Product (e.g., ZoneBilling or ZoneCapture)]. See the image below.
Open Zone Control Center (ZoneBilling Example)
*Optional: Save Zone Control Center as a Shortcut
For quicker access in the future, hover over the "star" icon on the top-left side of the header menu, click Add To Shortcuts, enter a memorable name (such as "Zone and Co"), and click Save. See the images below.
Save Zone Control Center as a shortcut in NetSuite
Open Zone Control Center using the shortcut
Accessing Zoe AI Agents
When Zoe’s AI agents are available in each workflow, accessing them will be as simple as opening Zone Control Center (#1-3 in the image below) and selecting the Zoe AI agent button in the lower right corner (#4 in the image below) to submit queries (#5 in the image below).
For more details about using Zoe AI agents for each workflow, read these articles:
- Zoe Subscription Intelligence for ZoneBilling customers
- Zoe AP Intelligence for ZoneCapture & ZoneApprovals customers
- Zoe Cash Intelligence for ZoneReconcile customers - coming soon!
Open Zone Control Center & Zoe (ZoneBilling Example)
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