Integrations / Analytics
Connect ChartMogul to WhatsApp: customers by chat
Flann is an AI agent your business talks to on WhatsApp. Connect ChartMogul once, then ask Flann to look things up in it or get work done in it, by text or voice note. Numbers only help when you look at them, and dashboards are easy to ignore. Ask Flann “How are we doing?” and it reads ChartMogul and sends back a report card in the chat: what went up, what went down, what deserves a closer look.
10 actions in ChartMogul. 7 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in ChartMogul
Send any of these on WhatsApp, in your own words. Flann finds the right ChartMogul action and fills in the details from the conversation.
“Look up the account in ChartMogul.”
“Look up the customer in ChartMogul.”
“Show me my plans in ChartMogul.”
“Create a customer in ChartMogul.”
What Flann can work with in ChartMogul
ChartMogul gives Flann 10 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createdeletelook upupdate | 5 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for ChartMogul.
| Compare | ChartMogul on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about customers | By hand, screen by screen | Only the look-ups someone built | 7 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| ChartMogul records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your ChartMogul API key, once |
YesPartlyNo
Step by step: ChartMogul jobs you can hand to Flann
Each step below names the ChartMogul action Flann actually runs.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in ChartMogul with these details.”
- Flann runs
List Customersin ChartMogul and shows you what it found. - Flann runs
Create Customerin ChartMogul. - Flann creates it in ChartMogul and confirms in the chat.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in ChartMogul?”
- Flann runs
Get Accountin ChartMogul and shows you what it found. - Nothing in ChartMogul is changed: these are look-ups, so they run straight away.
Check your activities from WhatsApp
- You message Flann on WhatsApp: “Show me where our activities in ChartMogul stand.”
- Flann runs
List Activitiesin ChartMogul and shows you what it found. - Nothing in ChartMogul is changed: these are look-ups, so they run straight away.
Repetitive ChartMogul work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging daily readings and counts
Today
Fridge temperatures, stock counts or class attendance have to go into ChartMogul every day. They are written on paper first, then typed up when someone remembers.
With Flann
“Fridge one at three degrees, fridge two at four, freezer at minus eighteen. Log it in ChartMogul.”
Your message or voice note becomes a row in ChartMogul, with the date, time and who logged it, and any reading outside the safe range you have set is flagged to you straight away. Simple.
What you stop doing: Typing up paper logs at the end of the day is no longer needed.
Keeping an eye on competitors
Today
Checking what nearby competitors charge means visiting several websites and writing it all down. So it happens once a year, if that.
With Flann
“Use ChartMogul to check what the gyms near us charge for a monthly membership.”
Using ChartMogul, Flann gathers the published membership prices from those gyms’ websites and lays them out next to yours in one short table. It notes the date it checked, since prices change. Nothing on your side changes, and nothing is sent anywhere.
What you stop doing: Visiting competitor websites one by one with a notepad is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to ChartMogul
- In Flann, go to Connectors and find ChartMogul.
- Paste your ChartMogul API key into the secure form Flann opens. You will find the key in your ChartMogul account settings.
- From then on, message Flann on WhatsApp. It works in ChartMogul whenever a request needs it.
Look-ups run as soon as you ask and change nothing in ChartMogul. You can disconnect ChartMogul from Connectors at any time.
Ways to use ChartMogul with Flann
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in ChartMogul first.
Spot what changed
Ask what went up or down. Flann checks ChartMogul and tells you what moved.
A weekly summary on demand
Ask Flann for the week in brief. It reads ChartMogul and sends the few numbers worth knowing.
Everything Flann can do in ChartMogul
The full list of ChartMogul actions available to Flann once you connect it.
Looks up 7
- Get Account
- Get Customer
- Get Key Metrics
- List Activities
- List Customers
- List Plans
- List Sources
Changes 3
- Create Customer
- Delete Customer
- Update Customer
More Analytics apps Flann works with
PostHog
FirecrawlCommon questions
What can Flann do with customers in ChartMogul?
Flann can create, delete, look up and update customers in ChartMogul, using 5 actions (Create Customer, Delete Customer, Get Customer, List Customers and more). Looking up runs straight away and changes nothing. The other actions create or change customers in ChartMogul.
How does Flann connect to ChartMogul?
Open Connectors in Flann, choose ChartMogul and paste your ChartMogul API key into a secure form. You will find the key in your ChartMogul account settings. Once it is connected, Flann can use 10 actions in ChartMogul.
Can I use ChartMogul from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in ChartMogul for you. You do not need to open ChartMogul.
Which Flann plan do I need for ChartMogul?
Any of them. Every Flann plan includes ChartMogul and every other app.