GrowPanel AI

GrowPanel AI is a built-in assistant that can answer questions about your business, help you use the product, investigate numbers that look off, and make changes on your behalf — always with your approval. Think of it as a junior analyst, a product guide, and a support teammate rolled into one, sitting next to every page in GrowPanel.

It's available on every page via the chat button in the bottom-right corner, or with the keyboard shortcut ⌘I / Ctrl+I.

When you open it for the first time, you'll see a short welcome and a few suggested questions in the corner — click any one to try it.

What you can ask

Understand your metrics

Ask any question in plain English and GrowPanel AI will check your real data before answering. It won't make up numbers — if it says your MRR dipped 4% in March, it's because it looked at your March MRR.

Good questions to start with:

• "Why is my MRR down this month?"
• "Which customers are most at risk of churning?"
• "What's my best acquisition month this year?"
• "Compare annual and monthly plans on LTV and retention."
• "How is involuntary churn trending?"

When you ask why something moved, GrowPanel AI doesn't just show you the headline number — it breaks it down by market, currency, plan, and cohort until it finds the actual driver. You'll see a small status chip at the bottom of the chat while it works — "Thinking", then "Checking MRR data", then "Reviewing customer movements" — so you can follow its reasoning.

Investigate a specific customer

If one customer's numbers look wrong, GrowPanel AI can pull their full MRR movement timeline, their transaction history, or the raw invoices from your billing provider — and walk you through what's going on.

It can also re-run the import for one customer live, give you the processor's narrative of every decision it made (which invoice generated which MRR movement, why a subscription was treated as canceled, when a discount applied), and even fetch the customer's status straight from the billing source to compare against what GrowPanel has stored. Useful when a number disagrees with what you see in Stripe or Chargebee.

• "Why does Acme Corp have weird MRR?"
• "Show me Acme's invoices for the last 6 months."
• "Did Stripe actually cancel Acme's subscription, or is it just past_due?"
• "Find customers who churned in the last 90 days with more than $500 MRR."
• "Who's scheduled to cancel on their monthly plan in April?"

Learn how the product works

GrowPanel AI knows our full documentation and can answer "how do I…" questions without sending you on a hunt.

• "How do I connect Chargebee?"
• "What does CMRR mean?"
• "How do cohorts work here?"
• "What's the difference between logo churn and MRR churn?"

When it answers from docs, it links back to the source page so you can read the full article if you want.

Make changes — with your approval

GrowPanel AI can propose changes on your behalf. You'll see a short plain-English description of exactly what it wants to do, with an Accept and Reject button. Nothing happens until you click Accept.

Things it can propose:

• Save or update a segment — "Save my current filters as 'Power Users'"
• Create, edit, or merge plan groups — "Create a plan group called 'Enterprise' with these plans"
• Update settings — notifications, Slack/Teams integrations, webhooks, Stripe/HubSpot configuration
• Resync a customer from your billing provider
• Export customers or MRR movements as CSV

Some changes are light-touch and apply instantly without a confirmation card — navigating to a page, changing the date range, currency, breakdown, or filter on the page you're looking at. The AI uses these freely when you say things like "take me to cohorts for last quarter" or "filter to EU customers".

Talk to a human

If you need a real person — a refund, a billing question, something the AI genuinely can't help with — click Talk to a human in the chat header. Your conversation transcript and account context are attached to the support message automatically, so you don't have to re-explain anything. The AI will also offer to hand you off proactively when it recognizes a billing or account-management intent.

Tell us what's missing

When you notice the AI can't do something it should, or you spot a gap in the product, ask it to "let the team know". It'll send a short note to our product team with the context — no back-and-forth support thread, just feedback we can act on.

A few concrete examples

"Why did EU revenue dip last quarter?"

The AI pulls the MRR report, breaks it down by country and plan, looks at cohort retention, then reports back with something like:

EU Q1 revenue was down roughly 3% versus Q4. Three drivers stand out:

1. UK churn spike in January — £1,900 churned, your worst month of the quarter. 2. France contracted in February — one large customer downgraded (Acme Corp, €240/mo → €80/mo). 3. Spain had heavy January contraction — partly seasonal, but weaker recovery than last year.

Q1 2025 was strong across all three markets, so this reads as a new pattern — worth watching UK churn in Q2.

"Save this view as 'EU at-risk'"

You've set up filters: region = Europe, billing frequency = monthly. You say the line above, and a card appears:

Proposed change Create a new segment called "EU at-risk" with filter region=europe,billing_freq=monthly. [ Reject ] [ Accept ]

Click Accept. Segment is saved and immediately usable on every report.

"How do I connect Chargebee?"

You get a concise answer with a link to the Chargebee data source guide, so you can follow the full walkthrough if needed.

"I was double-charged in March — please help"

GrowPanel AI recognizes this as a billing question, writes a short summary of the issue, attaches your account context, and opens a support conversation prefilled for our team. You don't have to re-describe the problem.

The chat panel itself

A few things worth knowing about the panel UI:

Open / close — click the chat button bottom-right, or hit ⌘I (Mac) / Ctrl+I (Windows/Linux). Escape closes it.

Pin it — pin the panel so it sits next to your app view and keeps its space instead of overlaying on top. Report charts reflow to fit. Unpin to go back to overlay mode.

Resize — drag the left edge. Your preferred width is remembered.

Pop-out — the panel remembers what you were doing. Close + reopen and you're back where you left off. Refresh the page — same.

Dark mode — the panel follows your GrowPanel theme automatically.

Copy — every AI reply has a small copy icon in the corner that copies the answer as markdown. The end-of-conversation row has a button to copy the whole conversation as markdown, if you want to paste it into a doc or ticket.

Keyboard — Enter to send, Shift+Enter for a new line.

Past conversations

Click the history icon in the chat header to see your recent conversations. Each gets an AI-generated short title ("EU revenue Q1 drop", "Chargebee connection steps") so you can find what you're after at a glance. Click any conversation to open it and continue where you left off.

Conversations persist across browser sessions and devices. Hit New conversation (the pencil icon) to start fresh.

Rate the answers

At the end of every conversation there's a small 👍 / 👎 pair. One click tells us whether the conversation was helpful — no form, no follow-up. Every thumbs-down is reviewed; it's how we decide what to improve next. You can also copy the conversation as markdown from the same row.

What GrowPanel AI will not do

Some things always require a human — either because the stakes are high, or because it wouldn't be appropriate for an AI to do them on your behalf. When you ask about these, the AI will route you to support instead of trying to do it itself:

• Billing changes on your GrowPanel subscription — plan changes, cancellations, refunds, VAT, card management
• Team management — inviting users, changing roles, removing users
• API key management — creating, rotating, or deleting API keys
• Deleting your account or deleting a data source entirely

You can still do all of these yourself from the usual settings pages — GrowPanel AI just won't be the one to do them.

Roles and permissions

GrowPanel AI respects the same role system as the rest of the product:

Whatever you can't do yourself in GrowPanel, the AI can't do for you either.

Your data and privacy

• Customer PII stays with GrowPanel. When GrowPanel AI processes a question, the AI model never sees your customers' real names, emails, phone numbers, or billing addresses — we strip those before anything leaves our servers, and re-attach them only when showing the answer back to you. The AI model works off opaque references on its end.
• The AI has no access to your source code or our source code. It can only call a fixed list of GrowPanel features and read our public documentation.
• Conversations are stored in your GrowPanel account so you can come back to them later. They're scoped to your account and your user — no one outside your team can see your conversations.
• Support handoffs are the one case where real customer data travels to our support system — because our team needs that context to help you.
• Feedback you submit via the "let the team know" flow is sent to our product team; it's treated the same way as anything you email us.

Tips for getting the best answers

• Be specific about the timeframe — "last quarter", "March 2026", "the last 90 days". Vague questions get vague defaults.
• Ask follow-up questions — the AI keeps context across the conversation. "Break that down by plan" after a churn question is much faster than starting from scratch.
• Use it while looking at a report — the AI knows what page you're on, what date range and filters are active, and grounds its answer in your current view. "Why is this number down?" just works.
• Let it think — when you ask a big question, you'll see several status chips appear as the AI pulls data, breaks it down, and reasons. The final answer is worth the extra few seconds.
• Review proposed changes carefully — if the plain-English description looks wrong, reject. The AI won't hold it against you, and you can clarify what you actually wanted.

Known limitations

• It's not faster than you at things you already know how to do. For routine lookups you do every day, the existing reports and filters are still quicker. The AI shines when you're debugging, exploring, or asking a multi-step question.
• It won't make things up, but it can still be wrong. If it misreads your question or picks the wrong metric, tell it — "No, I meant net MRR churn rate, not gross" — and it will correct itself.
• Very recent data may lag. The AI reads from the same data you see in GrowPanel. If an import is still running or your data source is reconnecting, the numbers will catch up with the product.

Availability

GrowPanel AI is available on every page of the product for Admin, Owner, and Read-only users. It's included in all GrowPanel plans at no extra cost.

If you don't see the chat button in the bottom-right corner, try hard-refreshing the page. If it's still missing, reach out to our support team.

Usage limits

GrowPanel AI runs on top of large language models that are billed by the token, so we apply gentle usage caps to keep costs predictable for everyone:

• Free and trial accounts — a daily and a monthly cap, sized so a typical evaluation conversation never bumps into them. You can ask several questions, dig into a few customers, and explore reports comfortably each day. Heavy daily usage will eventually trip the cap.
• Paid accounts — substantially higher caps that the vast majority of users never reach. We don't publish the exact numbers because they may shift as model pricing evolves; if you're consistently hitting them, your usage is well above what most teams need and we'd rather talk to you about it directly.

What happens when you hit a cap

You'll see a small "You've reached today's / this month's AI usage limit" message in place of the next reply. Existing replies stay readable; the chat just won't take new turns until the cap resets.

• The daily cap resets at midnight UTC.
• The monthly cap resets on the 1st of the next month.

Why we use a cap

A long, deeply-detailed conversation costs many times more to run than a quick question — every turn replays the conversation history through the model. Caps protect against runaway costs from a single chat (yours or someone else's) without slowing down normal use. When you hit one, starting a fresh chat for a new topic is usually all that's needed; long conversations consume budget faster than focused ones.

Free of charge AI

GrowPanel AI is included with every plan, including the free tier — there's no per-message charge and no overage billing. If you genuinely need more capacity than your plan provides, get in touch and we'll work something out.