ChartMogul AI agent for Slack and Teams
Put Wopie to work in ChartMogul.
Wopie reports your ChartMogul numbers, finds churn and tidies customer records, asking before any merge.
$100 in credits · No card needed
Victor in #finance
@wopie what is our monthly recurring revenue?
Wopie Quoted 50 credits before starting
$84,200 a month, up $3,100 from last month. Yearly that is $1.01 million.
Used 46 credits·Answered in #finance
Victor in #finance
@wopie how is churn looking this quarter?
Wopie Quoted 150 credits before starting
Customer churn is 2.4%, up from 1.9%. Money lost to churn is 1.8%. Most lost customers were on the small plan.
Used 138 credits·Posted to #finance
Victor in #finance
@wopie tag the customers from the webinar list as webinar
Wopie Quoted 70 credits before starting
34 customers tagged. Three emails on the list did not match anyone in ChartMogul.
Used 64 credits·Updated in ChartMogul
Victor in #finance
@wopie merge the two Northwind customer records
Wopie Quoted 70 credits before starting
Both records have the same email. Merging combines their invoices and history. Please confirm.
Used 64 credits·Waiting for your OK
How Wopie works with ChartMogul.
Wopie is an AI agent that works in ChartMogul for you. You ask in Slack or Microsoft Teams. It reads your recurring revenue, churn and customer counts and explains them in plain words. It tags and updates customer records. Merging two customers cannot be easily undone, so it asks first.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in ChartMogul.
- 2Wopie does the workIt tells you the credits first, then works in ChartMogul and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to ChartMogul once
- Category
- Analytics & data
- What it can do
- 22 ChartMogul actions: 15 look things up, 7 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses ChartMogul with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from ChartMogul, checks the rest and hands back one finished answer.
Everything Wopie can do in ChartMogul.
22 ChartMogul actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 15 only look things up. The rest make changes, inside the access you give it.
- Add custom attributes to customer via emailChanges
Adds custom attributes to customers that have the chosen email address.
- Add custom attributes to customer via UUIDChanges
Adds custom attributes to a given customer.
- Add tags to customer via emailChanges
Adds tags to customers that have the chosen email address.
- Add tags to customer via UUIDChanges
Adds tags to a given customer.
- Create customerChanges
- List Customer Email optionsLooks up
Gets available options for the Customer Email field.
- List Customer UUID optionsLooks up
- List Data Source UUID optionsLooks up
- Merge customersChanges
Accepts details of two customer objects that you want to merge.
- Retrieve all key metricsLooks up
Gets all key metrics, for the chosen time period.
- Retrieve ARRLooks up
Gets the Annualized Run Rate, for the chosen time period.
- Retrieve Average Revenue Per AccountLooks up
Gets the Average Revenue Per Account, for the chosen time period.
Safe in ChartMogul by default.
- Only what you share
Wopie sees only what your ChartMogul connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in ChartMogul is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Analytics & data integrations.
Wopie works in 3,200+ apps, and can use several in one job.
ChartMogul integration
ChartMogul questions, answered.
No. It reads your numbers and explains them. It only updates tags and customer details.
ChartMogul and its logo belong to their owner and are shown only to say the two work together.