ChartMogul AI

ChartMogul AI is an assistant built into the app that connects your revenue metrics, customer records, and sales pipeline with the context in your customer emails and sales conversations. Because it draws on both numbers and conversations, it can explain why something happened, not just what changed.

Use it for deep, investigative analysis—why churn spiked on monthly plans, which accounts are at risk, what drove an individual MRR movement—or to draft an executive summary of the month.

Here’s what we cover in this article:

• What you can ask
• Getting better answers
• Accessing ChartMogul AI
• Asking a question
• Summarizing customer health
• Explaining a subscription event
• Managing chats

What you can ask

Ask anything you’d normally answer by digging through reports and customer records.

Pull and slice your metrics:

• Compare logo churn between annual and monthly plans.
• Show me ARR sliced by US states.
• What’s our net revenue retention by plan?

Understand what’s behind the numbers:

• What were the main causes of churn last quarter?
• What were the main reasons for not winning opportunities so far this quarter?
• Which competitors were most frequently cited during sales cycles last quarter?
• What is the most frequently cited feature request over the past three months?

Look ahead and get recommendations:

• What does our ARR look like in 90 days if current trends continue?
• How do we reduce churn?
• How do we grow ARR faster?
• How much should we be spending to acquire customers?

Write it up:

• Write me an investor-ready summary report of how we did last month.
• Write me an executive summary of how well the month is going so far.
• Write me a brief on Jellytech ahead of their renewal call.

ChartMogul AI can also explain individual subscription events to give you context behind a specific cancellation or contraction.

Getting better answers

ChartMogul AI works best when it has a complete view of your business. A few things that make the biggest difference:

• Connect the mailboxes of team members who talk to customers to provide the AI with context such as cancellation reasons, competitor mentions, and buying signals.
• Import your full revenue history, including past customers, so churn and retention analysis covers everyone who ever paid you, not just current subscribers.
• Add product usage data from ChartMogul.js, Segment, Intercom, or the API for a view of how actively each customer uses your product.
• Add opportunity and lead data so the AI understands your acquisition funnel.
• Merge duplicate customer records so data from different sources lands on the same customer.

Learn more about getting great answers from ChartMogul AI.

Accessing ChartMogul AI

There are several ways to access ChartMogul AI:

• Select :chartmogul-ai~gray: AI from the main navigation to open the assistant as a full page.
• Select :chartmogul-ai~gray: ASK AI on any page to open it as a panel alongside what you’re looking at.
• Select :customer-health~gray: Summarize customer health on a customer profile to open a panel summarizing information about the customer.
• Select :chartmogul-ai~gray: Ask AI to explain this on a specific subscription event to open a panel explaining that activity.

When ChartMogul AI opens as a panel:

• Select :open-dialog~gray: Switch to center view to open ChartMogul AI as a dialog. Select :side-panel~gray: Switch to side view in the dialog to return to the panel view.
• Select :x~gray: Close ChartMogul AI to close the panel.

Asking a question

Type your question in the Ask anything field and select the upward arrow button or press Enter. Or, select one of the Suggested questions.

ChartMogul AI shows the steps it’s taking and the tools it’s using for each step. Select Used X tools to expand a step and show the tools used.

Answers can include tables, breakdowns by period or segment, and links to the relevant chart in ChartMogul so you can verify a number or keep exploring.

You can ask follow-up questions in the same chat. ChartMogul AI remembers the earlier context, so you can start broad and then narrow down.

Summarizing customer health

On a customer profile, select :customer-health~gray: Summarize customer health to get a read on where the account stands.

ChartMogul AI opens as a panel and summarizes information about the customer. The summary covers the customer’s current revenue, status, tags, subscriptions, and whether anyone on your team has engaged with them recently. You also get a breakdown of positive signals and risks, followed by any issues that need your attention.

Select one of the follow-up questions below the summary to find out more—for example, what the customer’s full subscription history looks like or what other customers are in a similar situation.

Explaining a subscription event

Hover over a subscription event and select :chartmogul-ai~gray: Ask AI to explain this to get more information about that activity. Access this option from:

• Subscription History table on customer profiles
• Breakdown of subscription activities under charts where Chart Data lists MRR movements

ChartMogul AI opens as a panel and provides context for the activity. The explanation covers what changed with the subscription, why ChartMogul recognized the movement on that date, and any reason recorded in the customer’s notes, emails, or timeline events.

Select one of the follow-up questions to find out more—for example, who else churned that month or which customers are currently at risk.

Managing chats

To access your chats, select :chartmogul-ai~gray: AI from the main navigation.

Returning to a previous chat

Select a chat under Pinned or Recent chats in the sidebar to return to a previous conversation.

To search your chats, use the Type to search field in the sidebar.

Starting a chat

To start a new chat, select :add-item~gray: New chat.

Pinning a chat

Select :pin~gray: Pin on a chat you keep coming back to. The chat stays at the top of the sidebar under Pinned.

Select :unpin~gray: Unpin on a chat to remove it from pinned chats.

Renaming a chat

To rename a chat:

1. Hover over a chat in the sidebar and select :edit~gray: Edit.
2. Enter a new name.

Deleting a chat

To delete a chat:

1. Hover over a chat in the sidebar and select :trash-stroke~gray: Delete.
2. Select DELETE to confirm.