How to Use the Daily Briefing in the ChartsyAI Chatbot
Every time you open the ChartsyAI Chatbot, it greets you with a summary of today's business activity - no logging in to a dashboard, no remembering to check, no configuration required. Open the chat and you already know what changed.
What Is the Daily Briefing?
The daily briefing is an automatically generated greeting from the ChartsyAI Chatbot, built from today's snapshot of your business compared against yesterday's, calculated from your live Stripe or Paddle data.
It is enabled automatically once your Stripe or Paddle account is connected and syncing. There is nothing to schedule, configure, or trigger - it simply appears the moment you open the chatbot.
What's Included in the Briefing
Each briefing covers the numbers that actually move day to day:
- MRR, with the change versus yesterday
- Active subscribers, with the change versus yesterday
- New subscribers today
- Churned customers today
- Renewals today
- Cancellations due today
- Failed payments today
- Payments collected and net revenue today
Each line is called out on its own rather than buried in a paragraph, so the whole digest is readable in under a minute.
When Does It Appear?
The briefing appears every time you open the ChartsyAI Chatbot, anywhere in your dashboard. It reflects activity from the current day compared to the prior day's snapshot, and updates automatically as your data syncs - you don't need to take any action for it to stay current.
Asking Follow-Up Questions
The briefing appears inside the same chatbot you use to ask questions, so any number in it is a starting point. For example:
- "Which customers had a failed payment today?"
- "Why did churn happen today - which plans?"
- "Show me MRR trend for the last 30 days"
- "List the cancellations due this week"
Frequently Asked Questions
Do I need to set anything up to get the daily briefing?
No. It appears automatically every time you open the ChartsyAI Chatbot, as long as your Stripe or Paddle account is connected. There is no separate report to schedule or enable.
Is the data in the briefing accurate?
Yes. Every figure is calculated directly from your live Stripe or Paddle data - the same source Chartsy uses for your dashboards and AI queries.
Does GDPR Mode affect the daily briefing?
No. The briefing contains only aggregate metrics - no personal data is included. It works identically in both standard and GDPR Mode.
How is this different from the weekly email report?
The weekly email report arrives in your inbox once a week and is better for trend-spotting. The daily briefing appears inside the chatbot every time you open it, which makes same-day issues like a failed payment or a subscriber about to churn catchable while they're still cheap to fix.
