Feature · Copilot
Ask anything about your customer base in plain English: “show me accounts that lost their champion in the last 30 days,” “draft a renewal email for Acme using their last QBR,” “why did Globex's health score drop 14 points last week.” Answers grounded in your actual data, with the records it read cited.
What it is
Most CS questions don't need a dashboard. They need an answer. Which accounts in our enterprise tier have a renewal in the next 60 days and a health score below 70? Who's the CSM on Acme? What's the trend on Globex's support-ticket sentiment over the last quarter? These are one-sentence questions when phrased to a person; they're twenty-minute query-builder questions in most CS tools.
Copilot is Exeechain's natural-language layer on top of all your customer data. Type the question, get the answer, with the underlying records linked, so you can verify. It can also draft outreach (renewal emails, expansion pitches, executive escalations), summarize accounts, and explain why a score changed. It's included on every plan from $299/mo, not gated behind an AI add-on tier.
How it works
Step 01
Plain-English queries against billing, usage, support, NPS, and CRM data. Returns a structured answer with the source records linked so you can audit. No SQL, no query builder, no analyst lookup.
Step 02
Ask Copilot to draft a renewal email, an expansion pitch, an executive escalation, or a save email, for one customer or a batch. The draft uses their actual support history, NPS comments, feature usage, and renewal timing.
Step 03
Why did this customer's health score drop? Copilot reads the underlying signals and explains the change in plain English. Same for why a customer was added to a playbook, or why a renewal is at risk.
Why it matters for NRR
Most ad-hoc CS queries die because the friction of building them outweighs the answer. Copilot kills the friction; the answers actually get used.
If asking for a draft is faster than writing one, drafted outreach becomes the team's habit. Volume goes up; per-email writing time goes down.
New CSMs ramp on Copilot in a day. They don't need to learn the platform's reporting structure. They ask the questions in their head.
Related features
Churn prediction
0–100 score, daily refresh, ranked by revenue
Customer health score
AI score with the three drivers explained
QBR automation
A quarter's deck, in about a minute
Workflow automation
Custom journeys with goals, A/B splits, approval gates
Retention playbooks
3 prebuilt, plus your own - AI-drafted per customer
Revenue forecast
A 90-day number you can defend
Questions
A conversational assistant that answers questions about your accounts from your own data. Exeechain's Copilot reads nine sources: customer search, the account 360 view, the churn trend, the approval queue, renewals, save plans, expansion opportunities, automation activity and NPS. Its answers cite the records they used.
It answers only from the workspace's records and says when the data is not there. It cannot invent a customer, a figure or a conversation; if a question cannot be grounded in a record, the answer says so.
It can draft and propose actions, and anything that would reach a customer goes through the approval queue with a veto window. In the demo, write actions are locked; on the free plan they run against the sample book and cannot reach a real person.
Which accounts renewing in the next 60 days are at risk and why; what was done for an account last month; which customers have more active users than seats; what is waiting in the approval queue. Anything that would otherwise take a report and ten minutes.
First scores in 15 minutes. Every connected signal read within 24 hours. From $299/mo. Copilot included on every plan, no AI tier.
Not ready to switch? Size your leak from your MRR and churn rate, with no billing access at all.