How to Use the Chartsy AI Chatbot for Stripe and Paddle Analytics

Chartsy includes an AI chatbot that lets you explore your Stripe or Paddle subscription metrics in plain English — like asking a data analyst a question. Type what you want to know, and get a clear answer with real calculations from your data, trend context, and optional charts. No SQL, no dashboard configuration, no spreadsheets.

1. Where to Find the AI Chatbot

The AI chatbot is available inside your Chartsy dashboard. Once your Stripe or Paddle account is connected, you can open the chatbot and start asking questions about your subscription and revenue data immediately.

No additional setup is required. If you have access to Chartsy and your payment processor is connected, the chatbot is ready to use. Look for the chat-style interface in your dashboard to begin.

2. How to Ask Questions About Your Stripe or Paddle Data

Type your question in the chat input exactly as you would ask a colleague. The chatbot understands natural language and pulls answers from your connected Stripe or Paddle data. You can ask things like:

What's my MRR growth this month?
Why did churn increase last quarter?
What's my LTV by customer segment?
How does my churn rate compare to SaaS benchmarks?
What's my trial-to-paid conversion rate this month?

No special syntax or keywords are needed. The AI uses your connected Stripe or Paddle subscription data to compute the answer and explain it in plain language.

3. What the Chatbot Returns

The chatbot doesn't just return a number. For each question it provides:

Clear explanations — what the metric means and why it matters for your business
Real calculations — computed from your own Stripe or Paddle subscription data
Trend analysis — compared to last month, last quarter, or the same period last year
Detailed breakdowns — by plan, customer segment, or time period when relevant

The goal is to give you enough context to make a decision — not just a number to look up.

4. Getting Charts From the Conversation

When a chart would help explain the answer, the AI chatbot can suggest generating one. You'll see a confirmation step — so you choose when to create a chart — and the chart is then generated from your live data and saved to your Chartsy dashboard automatically.

Charts saved from the chatbot update automatically as new data comes in from Stripe or Paddle. You don't need to regenerate them manually each time you want a fresh view.

5. Example Questions That Work Well

Here are examples across the main SaaS metric categories:

MRR and growth: "What's my MRR growth this month?" / "How did ARR change last quarter?" / "Break down my MRR by new, expansion, and churned."
Churn: "Why did churn increase last quarter?" / "How many customers churned last month?" / "What's my churn rate by plan?"
LTV and revenue: "What's my LTV by customer segment?" / "Which plans have the highest lifetime value?" / "What's my average revenue per user?"
Benchmarks: "How does my churn rate compare to SaaS benchmarks?" / "Is my MRR growth rate typical for this stage?"
Trial conversion: "What's my trial-to-paid conversion rate?" / "Which plans convert best from trial?"

You can refine with follow-up questions in the same conversation — for example: "Break that down by plan", "Compare to last year", or "Show only paid customers."

6. Tips for Getting the Best Answers

Be specific about time periods — "this month" or "last quarter" helps the AI use the right date range.
Ask one main question per message; follow up in the same conversation to go deeper.
If the answer isn't what you expected, try adding context — for example: "for paid plans only" or "excluding annual subscribers."
Use the suggested chart when you want to save a visual to your dashboard for ongoing monitoring.
For Paddle users: make sure your Paddle Classic account is connected and synced before asking time-sensitive questions.

Summary

The Chartsy AI chatbot works like a personal data analyst for your Stripe or Paddle subscription business. Ask questions in plain English about MRR, churn, LTV, cohorts, and benchmarks — and get explanations, calculations, and optional charts without writing formulas or navigating multiple reports. Open it from your dashboard and start with a question like "What's my MRR growth this month?" to see how it works.

Frequently Asked Questions

Does the Chartsy AI chatbot work with both Stripe and Paddle?

Yes. The chatbot works with both Stripe and Paddle Classic. Once your payment processor is connected to Chartsy, the chatbot has access to your subscription and revenue data and can answer questions about MRR, churn, LTV, and cohorts from either source.

Do I need to know SQL to use the AI chatbot?

No. The chatbot is designed for plain-English questions — you ask what you want to know the same way you would ask a colleague, and it computes the answer from your connected data automatically. No SQL, no formulas, no configuration.

Can the chatbot explain why my MRR or churn changed?

Yes. The chatbot provides trend analysis and contextual explanations, not just numbers. You can ask "Why did churn increase last quarter?" and get a breakdown by plan, cohort, or time period that helps explain the movement in your data.

Can I save charts created by the chatbot to my dashboard?

Yes. When the chatbot suggests a chart, you confirm and it is generated from your live Stripe or Paddle data and saved to your Chartsy dashboard. It updates automatically as new data comes in — no manual refresh needed.