Today we're launching the ChartsyAI Chatbot - a conversational AI assistant built directly into your Chartsy dashboard that answers questions about your business data in plain language.
Building a chart takes time. Even with AI-powered visualization, there's still a workflow: open a new chart, type the question, review the result, maybe adjust the date range, save it. For quick questions - the kind you have during a team meeting or while reviewing your weekly numbers - that workflow is too heavy.
We wanted to create something that felt more like having an analyst in the room. Someone you could just ask a question to and get a direct answer. That's the ChartsyAI Chatbot.
The ChartsyAI Chatbot is not a generic AI assistant. It understands your specific account - your revenue history, your plan structure, your customer segments, the integrations you have connected. When you ask it a question, it answers with your data, not a textbook explanation.
Ask 'What's my MRR this month compared to last month?' and it tells you the exact numbers. Ask 'Why did churn increase last quarter?' and it looks at your actual cancellation data to identify patterns. Ask 'Which plan has the best retention?' and it calculates the retention curve for each plan in your account.
It also maintains context across the conversation. You can ask a follow-up question and it remembers what you just discussed.
ChartsyAI covers the full range of SaaS analytics in one conversation:
Metrics - Ask about MRR, churn, ARPU, revenue, refunds, trial conversions, and any other KPI in your account. You get exact numbers, not explanations of what those metrics mean.
Data insights - Request breakdowns by plan, country, or time period; spot trends in your subscriber growth; identify your top customers by LTV or revenue contribution.
Charts - Ask ChartsyAI to visualize any metric and it builds the chart instantly. You can follow up to adjust the date range, change the grouping, or compare two metrics side by side.
SaaS benchmarks and tips - Ask what a healthy churn rate looks like for your stage, how to calculate net revenue retention, or what typically drives trial-to-paid conversion. ChartsyAI combines your data with SaaS best practices to give answers that are relevant to your specific situation.
The ChartsyAI Chatbot is available today inside your Chartsy dashboard. Look for the chat icon in the bottom right corner of any analytics page. Click it to open the chat panel.
The chatbot is available on all plans, with usage limits based on your plan tier.
The current chatbot answers questions about historical data. We're working on expanding its ability to explain not just what happened in your metrics but why - helping founders get to causality faster without having to piece together multiple charts.
We're also exploring proactive insights: surfacing meaningful changes in your data before you have to ask. If you have specific questions you wish the chatbot could answer today, we read every piece of feedback at [email protected].