Example Conversations
Once connected, just chat naturally. The AI picks the right tools automatically.Revenue Analysis
Cross-platform revenue breakdown
Cross-platform revenue breakdown
You: “What’s my total revenue this month across Stripe, Shopify, and Whop? Break it down by source.”Tools used:
get_stripe_financials + get_shopify_data + get_whop_dataThe AI pulls payment data from all three platforms and presents a unified breakdown.MRR trends and health
MRR trends and health
You: “What’s my MRR? How does it compare to last month? What’s my churn rate?”Tools used:
get_stripe_financials (mode: metrics)Returns MRR, ARR, churn rates, NRR, GRR, quick ratio — all from daily metric snapshots.Ad Performance
ROAS by source
ROAS by source
You: “Show me ROAS by source for the last 30 days”Tools used:
get_attribution (groupBy: source)Returns each source with page views, ad spend, conversions, revenue, ROAS, and ROI.Campaign drill-down
Campaign drill-down
You: “Drill into Meta Ads — show me ROAS by campaign. Then show the ads for the best one.”Tools used:
get_attribution (groupBy: campaign) → get_attribution (groupBy: ad)Multi-step drill-down from source → campaign → individual ad performance.Churn Investigation
Understand why customers leave
Understand why customers leave
You: “Which customers churned last week? Pull up their recent conversations.”Tools used:
get_stripe_financials (subscriptions, status: canceled) → get_conversationsFinds canceled subs, looks up conversations, reads messages to surface churn patterns.Customer Journey
Full journey from first visit to purchase
Full journey from first visit to purchase
You: “Show me the full journey for john@example.com”Tools used:
get_contacts → get_contacts (sessions) → get_conversations → get_conversion_eventsTraces: first ad click → website visits → conversations → conversions.Daily Brief
Morning business report
Morning business report
You: “Give me a daily brief: yesterday’s revenue, new subs, ad spend, notable conversations.”Tools used:
get_stripe_financials + get_attribution + get_conversationsCombines financial metrics, attribution, and conversation activity into one update.Top Customers
LTV analysis
LTV analysis
You: “Who are my top 10 customers by lifetime value?”Tools used:
get_conversion_events (mode: ltv, sort: -ltv, limit: 10)Contacts ranked by total revenue with acquisition source and campaign.Call Analysis
Sales call review
Sales call review
You: “Show me the longest sales calls this week. Summarize what was discussed.”Tools used:
get_call_data (list, sort: -duration) → get_call_data (transcript)Lists calls by duration, pulls transcripts for AI summarization.