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CRM & sales

ChartMogul

Let your phone agent look up and manage subscription customers in ChartMogul.

ChartMogul holds your subscription revenue, customers and metrics. Connect your ChartMogul account to AgentCalls and your agent can use it during live calls. It can check a customer's status and plan, look up key metrics such as MRR and churn, and create a new customer record when a prospect signs up on the phone. Your agent works with the data you already keep in ChartMogul, so callers get accurate answers without waiting for a follow-up.

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What your agent can do with ChartMogul

  • Look up a customer's status, plan and revenue by email or external ID during the call
  • Answer questions about MRR, churn and key metrics for a date range
  • Create a new customer record when a caller signs up or leaves their details
  • Check active subscription plans and their current pricing
  • Confirm a deletion request and check whether the customer has been removed

ChartMogul exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound billing question

  1. Caller

    Hi, I'm calling about my account. My email is dana.reyes@brightcart.com. Am I still on the Pro plan?

  2. Agent

    Let me check that for you. Yes, Dana, your account is active on the Pro plan, billed monthly at 99 dollars. Your next renewal is on the 14th of next month.

  3. Caller

    Great, thanks. Can you switch me to the annual plan?

  4. Agent

    I can pass that to our team to set up the annual plan. I've noted the request on your record. Someone will confirm the new price by email today.

Phone sign-up for a new customer

  1. Caller

    I'd like to start a subscription for my shop. My name is Omar Haddad and my email is omar@haddadtea.co.uk.

  2. Agent

    Thanks, Omar. I'm creating your customer record now. Which plan would suit you best, the Starter or the Growth plan?

  3. Caller

    Starter, please.

  4. Agent

    Done. Your record is created under Haddad Tea with the Starter plan selected. You'll get a confirmation email shortly.

Monthly revenue check from the owner

  1. Caller

    What were our MRR and churn numbers for March?

  2. Agent

    For March 1 to 31, your MRR was 48,250 dollars, up 3.1 percent from February. Churn was 1.8 percent, with 14 customers cancelling.

  3. Caller

    And how many customers did we add?

  4. Agent

    You added 27 new customers in March, with 6 of them on the annual plan.

How to connect ChartMogul

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect ChartMogul

    From Integrations in the dashboard, choose ChartMogul and enter the connection details from your ChartMogul account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the ChartMogul actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work during the call or after it?

Both. During a call your agent can look up customers, check plans and answer metric questions in real time. It can also create records as part of the same conversation.

What do I need to connect ChartMogul?

You need an active ChartMogul account. Copy your credentials from the ChartMogul settings, then sign in to the AgentCalls dashboard and add the connection under Tools. It takes a few minutes.

Which plan includes this integration?

Tool integrations, including ChartMogul, are included from the Growth plan onward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with ChartMogul.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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