Act Faster with your Customers with Chat
Chat helps you move faster, stay focused, and deliver value to customers with confidence. Use Chat to uncover insights, spot risks and opportunities, and take action to drive customer outcomes.
Faster Insights with Less Manual Work
Replace hours of searching from various sources with instant answers, so you can spend more time on strategic work that drives revenue.
Protect Revenue at Scale
Surface churn signals early, spot disengaged stakeholders, or identify drops in usage before they become a problem and impact your bottom line.
Prioritise What Matters
Get a clear view of your book of business at any time, or single accounts at a more granular level. Chat lets you know which accounts need attention and which are ready for expansion, all in one place.
Use Cases Examples
Chat can be used for any use case, including:
Prepare for important conversations, including renewal discussions
Example: I have a call with Hibob - what do I need to know about the account’s health, engagement and usage patterns? Is there anything else I should bring up on the call?
Analyse risk signals
Example: What are the top 10 biggest churn risks in Q4 with an ARR over 125K?
Answer strategic questions from leadership
Example: I'm having a meeting with the CEO. What are the risks I need to bring up in that meeting? Share this list in priority order.
Understand customers and their data
Example: How many active users are there in the Shopify account and how many available licenses do they have?
Provide an overview of team performance
Example: Share a summary of John, Jack & Katie’s customers for this week
Draft content to share with customers
Example: Write me an email to set up the emergency call for the risk you identified at 1Password.
How Chat Responds
For any use case, Chat will share structured responses. These will typically be organised based on the context of the question.
Account Health
Example: What is the health of the Hook account?
A response may include:
One line summary of account health
Key metrics for the account
Usage and adoption metrics
Any risks or expansion opportunities identified
Recommended next steps based on the risk identified
Identifying Risk
Example: Who are the biggest risk customers in my portfolio?
A response may include:
Prioritised list of accounts at risk
Key subscription information for each account, e.g. ARR
Short summary of why each account is at risk
Recommended next steps to take for each account
Drafting Communications
Example: Create some prep notes for a post-implementation call with the Hook account
A response may include:
Short overview about the account and its history
Summary of account health and key metrics
Structured call agenda
Conversation starters
Actions for after the call