ChartMogul AI works best when it has a complete view of your business. The same steps will also help you get more value from ChartMogul overall.

Make your data as complete as possible

1. 💵 Revenue data

Import all past and present paying customers.

⚠️ This is usually done when you first set up your account by connecting Stripe or another billing system.

2. 💬 Customer conversations

Connect the mailboxes of team members who regularly communicate with customers.

ChartMogul can extract useful context such as cancellation reasons, competitor mentions, customer concerns, and buying signals. This helps the AI understand why something happened.

💡 Use the Blocklist to exclude sensitive conversations with external parties, such as investors. Internal conversations between members of your team are always excluded.

3. 📈 Product usage data

Usage data helps ChartMogul AI understand customer engagement.

The easiest way to import it is with chartmogul.js. You can also use Segment, Intercom, or the API.

4. 🏆 Opportunities and deals

Opportunity data gives ChartMogul AI context about your sales pipeline.

• If your team manages opportunities in ChartMogul, no additional setup is needed.
• HubSpot and Salesforce opportunities can be synced through integrations.
• Opportunities from other CRMs can be imported through the API.

⚠️ Skip this step if your business is entirely self-service.

5. 🆓 Free trials, free customers, and leads

This data helps ChartMogul AI understand your acquisition and conversion funnel.