Using Ask ChAi

How to ask ChAi questions about your customers

Ask ChAi is built for digging into specifics — questions that go beyond what a single risk breakdown or the Today screen shows you at a glance.

To use it:

1. Open Ask ChAi from within the app.
2. Type your question in plain language — no special syntax needed.
3. ChAi will respond based on the customer and business data connected to your account.

You can ask about a single customer, a group of customers, or a trend across your customer base — Ask ChAi isn't limited to one-at-a-time lookups.

What Ask ChAi can and can't tell you

Ask ChAi can help you understand and explore the data connected to your account — things like risk patterns, changes over time, and context behind a customer's score.

What it doesn't do:

• Ask ChAi doesn't script what to say to a customer. It can help you understand why a customer is at risk, but deciding how to reach out and what to say is down to your judgment.
• Ask ChAi's answers are only as good as the data connected to your account — if a data source isn't connected, or a customer has limited data history, its answers about that customer will reflect that gap.
• Ask ChAi answers based on your business's data — it isn't a general business advisor or a source of information outside what's in your account.

Note: Awareness of data sufficiency within Ask ChAi's answers (i.e. flagging when it doesn't have enough signal to answer confidently) is an area of ongoing development.

Getting the most out of Ask ChAi with good questions

Ask ChAi tends to give more useful answers the more specific your question is. A few ways to get better results:

• Be specific about scope. "Which customers are at higher risk than last month?" gets a more useful answer than "how are things going?"
• Ask follow-up questions. If an answer raises a new question, ask it — Ask ChAi is built for back-and-forth, not just single lookups.
• Anchor questions in what you've already seen. If you've just looked at a customer's risk breakdown, asking a follow-up question about that same customer will usually get you more context than starting from scratch.
• Ask about patterns, not just individuals. Questions like "what's common among my highest-risk customers this month?" can surface things a single risk breakdown won't.