ChartMogul AI

ChartMogul AI is an AI assistant built into ChartMogul that connects your revenue metrics, customer records, and sales pipeline with the context from 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
• Building filters with AI
• Managing chats

What You Can Ask ChartMogul AI

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 summarize a customer’s health or explain individual subscription events to give you context behind a specific cancellation or contraction.

How to Get Better Answers

ChartMogul AI works best when it has a complete view of your business. The more data you connect — revenue history, emails, product usage, and pipeline — the more accurate and useful its answers will be. 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.

How to Access ChartMogul AI

You can access ChartMogul AI in four ways:

• Select :chartmogul-ai~gray: AI from the main navigation to open the assistant as a full page.
• Select :chartmogul-ai~gray: ASK AI on most pages 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 panel view.
• Select :close-segment~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.

To give ChartMogul AI more context, attach files to your message: select the attach button, paste a file, or drag it onto the panel. You can attach spreadsheets (CSV and XLSX, up to 5 MB), PDFs (up to 4.5 MB), text and Markdown files (up to 500 KB), and images (PNG, JPG, GIF and WebP, up to 3.75 MB).

When you open ChartMogul AI in panel view, it takes the current page into account. On the MRR report, for example, asking the AI to segment by plan is enough—you don’t need to name the metric.

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. To stop a response while it's generating, select the stop button.

Answers can include tables, breakdowns by period or segment, charts, and links to the relevant report in ChartMogul so you can verify a number or keep exploring. Select Copy or Download CSV on any table to use the data in a spreadsheet. Select Download on any chart to save it as an image. When ChartMogul AI exports data for you, the file appears in the chat with a download link.

Ask follow-up questions in the same chat. ChartMogul AI remembers earlier context, so you can start broad and narrow down from there.

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 customer information. 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 keep digging—for example, to see the customer’s full subscription history or to find other customers 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 reports where Report 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 an MRR movement (a change in monthly recurring revenue) 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.

Building filters with AI

Describe the customers you're looking for in plain English. ChartMogul AI turns your description into a filter, so you don't need to build complex filter combinations by hand.

To build a filter with AI:

1. Open the filters drop-down on a report or customer list.
2. In the Filters tab, type a description in the Search filters or describe what you want... field. For example: customers on the Premium plan with MRR over $1,000.
3. Press Enter or select Build with AI.

ChartMogul AI shows Generating... while it works, then adds the filter to the page. Review the filter before you rely on the results. You can edit or remove it like any other filter.

If none of the existing filters match what you type, ChartMogul suggests building it with AI instead. If the filter can't be built, rephrase your description and try again.

Tips:

• Name the plan, attribute, tag or value you want to filter on, using the names as they appear in ChartMogul.
• Combine conditions in one description, for example: annual customers in Germany who joined this year.
• Descriptions can be up to 1,000 characters.
• Build with AI is only available in the Filters tab, not in Saved segments or Columns.

Managing chats

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

Returning to a previous chat

To return to a previous conversation in full-page view, do either of the following:

• Select a chat under Pinned or Recent chats in the sidebar.
• Use the Type to search field in the sidebar.

To return to a previous conversation in panel or dialog view, do either of the following:

• Open the drop-down with the chat name (New chat for empty chats) and select a previous chat. 
• Use the Type to search field in the drop-down.

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.

Sharing a chat

To share a chat with your team:

1. Open the chat and select Share.
2. Select Shared to give anyone in your ChartMogul account access, or Keep private so only you can see it.

Only the messages up to that point are shared. To include newer messages, select Share again later.

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.