The ChartsyAI Chatbot now greets you with a daily briefing every time you open it - a summary of today's MRR movement, new and churned subscribers, renewals, cancellations due, and failed payments, compared to yesterday.
We kept hearing the same thing from founders using the chatbot: it was great at answering questions, but you had to remember to ask. A failed payment or a churned customer could sit unnoticed for days if nobody happened to ask about it.
We wanted the chatbot to volunteer that information instead of waiting to be asked. That's the Daily Briefing.
Every time you open the ChartsyAI Chatbot, it greets you with a digest built from today's snapshot compared to yesterday's: your MRR and the change versus yesterday, active subscribers and their day-over-day change, new subscribers today, customers who churned today, renewals today, cancellations due today, failed payments today, and total payments collected with net revenue for the day.
Each of those lines is called out on its own so it's readable in seconds, rather than buried in a paragraph you have to parse.
There's nothing to enable, schedule, or configure. As soon as your Stripe or Paddle account is connected and syncing, the briefing appears the moment you open the chatbot. It's built on the same data and calculations Chartsy already uses everywhere else, so the numbers in your greeting always match what you'd get by asking directly.
Open the ChartsyAI Chatbot from any page in your dashboard and the briefing is the first thing you'll see. If something catches your eye - failed payments, for example - just ask a follow-up question in the same conversation, like 'which customers had a failed payment today?'