Messy CRM? Data scattered across different platforms or spreadsheets? Doesn't matter. ChAi turns whatever data you've got into a clear picture of who's slipping — and what to do about it, before it's too late.
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ChAi analyzed Competitor mentioned, Usage declining and Below benchmark engagement. Here's what's driving the risk.
Customer referenced evaluating an alternative provider in a chat.
Logins dropped 61% over the last 30 days versus their baseline.
Feature adoption is 40% below the industry benchmark for SaaS.
Ranked by expected revenue saved.
Schedule an executive review meeting
HighDirect senior contact rebuilds trust when an account shows declining sentiment and competitor interest.
Resolve all open support issues
HighUnresolved tickets are the top churn driver here — closing them removes the most immediate frustration.
Health score
25 /100
Built for how your own business actually works — not a generic dashboard bolted onto your data.
ChAi learns how your business works and generates custom metrics that you should be measuring — no generic templates, no vanity numbers.
You decide what matters most. ChAi builds your health score around your judgment, not a predetermined black-box formula.
Data from different sources? No problem. ChAi figures out how to merge them — so you're never acting on only part of the story.
Honour a customer's erasure request in seconds, without punching a hole in your historical retention intelligence.
Every at-risk customer comes with a number attached — how much revenue is exposed, and how much is realistically recoverable. Prioritize by impact, not instinct.
No more trying to figure out "why" from scattered tickets and call notes. ChAi consolidates your intel, explains root causes in plain English and ranks next steps by the revenue they'll save.

You don't need a data team to get started. Export whatever you've got — from your CRM, billing tool, support platform, or a spreadsheet nobody's touched in a year — and drop it into ChAi. It automatically sorts, formats and maps everything into the metrics your health scores are built on.
No templates to fill in.
No fields to match manually.
No "come back once your data's clean."
No dashboard-diving required. Ask a plain question — "how do I improve retention?" — and get a specific, prioritised answer, grounded in your actual customer data.

Every customer gets a 0–100 health score on the same four-stage scale — on this page and inside the app — so a colour always tells you the same thing.
Healthy
Engaged, paying on time, trending steady. Nothing to do here.
Watch
Early softening in usage or support signals. Worth keeping an eye on.
At risk
Clear decline. Worth a conversation this week.
Critical
Likely to leave soon without direct intervention.
Bring in CRM, billing, support and spreadsheets — clean or messy, doesn't matter.
It studies your industry, picks the metrics that matter, and scores every customer continuously.
Wake up to a prioritised list of who to talk to today, and exactly what to say when you do.
No migration. No rebuild. No "rip and replace." ChAi plugs into your existing stack and starts scoring from day one.
Zendesk
Support
Intercom
Support
Freshdesk
Support
HubSpot
CRM
Salesforce
CRM
Zoho CRM
CRM
QuickBooks Online
Billing
FreshBooks
Billing
Xero
Billing
Bring your data — messy or not. Let ChAi tell you who's at risk and exactly what to do next, in plain English.