Customer Resources Announce Zone Control Center & Zoe AI Agents to your team.
A pre-written, fully formatted email you can send to your finance and accounting teams. Customize the highlighted text, then paste into your own email client.
How to use this template
- Click Copy email below — formatting and highlights come with it.
- Paste into Gmail, Outlook, or your preferred email tool.
- Update the yellow highlighted text to match your setup.
- Remove any bracketed [instructional notes] before sending.
Hi Team,
I'm excited to announce that the next time you log into NetSuite, you will see a new unified workspace called Zone Control Center, along with our new Zoe AI agent.
Zone Control Center is a centralized platform that connects all of our Zone workflows within NetSuite. Access it by selecting Zone&Co > Product > ZoneBilling, ZoneCapture, or ZoneReconcile [select required products] in your NetSuite header menu.
Within this new workspace, you also have access to Zoe AI Agents via an AI chat icon in the bottom right corner of your screen. Zoe AI agents allow you to ask plain-english questions about your Zone and NetSuite data, as well as questions about using Zone products. Zoe then uses foundational knowledge about finance, Zone products, NetSuite, and our own customized metadata to provide answers.
Because we have not updated to the latest ZoneBilling code version, our Zone Control Center dashboard will appear blurry and won't produce results. Until we finish testing and are ready to update, you can still use the left bar navigation menu and Zoe. [This section is only needed for ZoneBilling accounts that haven't updated to ZoneBilling version 26.04.07.02 or higher.]
[Remove this section if you do not have ZoneBilling.] Billing teams should try some queries and see if Zoe can help your work. Save time by asking Zoe to:
[Remove this section if you do not have ZoneCapture.] Try using Zoe to help you work faster. Accounts Payable teams can ask Zoe to:
[Remove this section if you do not have ZoneReconcile.] Start using Zoe to save time today! ZoneReconcile customers can ask Zoe to:
These tools are highly secure and you should feel completely comfortable using them:
- Strict Security & Permissions: Zoe automatically enforces your existing NetSuite role-based permissions, meaning she will only pull and analyze data that you are already authorized to view.
- Built for Finance: Zoe is built on "deterministic AI," meaning she operates using strict, defined rules to provide consistent, accurate responses for financial data, rather than guessing like generic AI chatbots.
- Fully Transparent: Zoe acts as "explainable AI." After every response, she shows you the exact SuiteQL query she used to find the data, making it incredibly easy for you to verify her work.
- Privacy: The queries you submit to Zoe cannot be seen by anyone here or at Zone.
- Usage Allowance: Our company is allowed 100 queries a month across all NetSuite users. However, there aren't any surprise charges or overages and you'll be notified in-app when we hit 50% of our monthly queries, 80%, and 90%.
- If we use 100% of our queries, we won't be able to submit any more questions for the month, but there are no overages and we cannot accidentally go over the allotted number of questions.
- Feel free to try different types of prompts and share your success with the team.
Learn more about Zone Control Center and Zoe on the Help Center.
Best, [Your Name/NetSuite Administrator]