What's New: Automated Onboarding, Credit Rollover & Public API
We shipped three big updates this week: a fully automated onboarding experience that gets you to value in minutes, credit rollover so nothing goes to waste, and a public REST API for self-serve customers who want to pull ChatAE data into their own tools.
ChatAE now does the heavy lifting from day one
Getting started with ChatAE used to mean figuring out what to set up first — building an account list, choosing what triggers to use, kicking off research. Now, ChatAE handles all of it for you.
Enter your company website and ChatAE takes it from there: it builds your ICP, generates tailored buying signal triggers, finds matching accounts from your market, and starts running research across all of them — automatically.
Within a few minutes, your Command Center is filling in with live signals, priority accounts, contact gaps, and recommended next steps.
No other tool lets you go from sign-up to a fully populated workspace with real, actionable account, contact, and signal data — in a matter of seconds.
Unused credits now roll over
Previously, unused credits disappeared at the end of each billing cycle. Not anymore.
Your monthly plan credits and any purchased top-ups now carry forward and stack month over month. If you don't use them, they're waiting for you next month. No pressure to burn through credits before a deadline, and no wasted spend.
Public REST API now available for self-serve customers
For users who want to pull ChatAE data into their own tools, we shipped a REST API.
Here's what's included:
- Endpoints for accounts, research, contacts, alerts, and alert events — access all your core ChatAE data programmatically
- API key management in Settings — create keys with specific scopes and revoke them anytime
- Cursor and page-based pagination — flexible integration patterns for any use case
- Incremental sync via
updated_after— only fetch what's changed since your last call - Generous rate limits — no need to throttle or batch requests
/meendpoint — verify your integration is working before you build on top of it
Head to Settings → API to generate your first key. In-app docs are available at Settings → API Docs.
This is just the beginning — we'll be expanding the API with more functionality for self-serve customers in the coming weeks.
Try it out
All of this comes on the heels of our recent launch of Command Center — the new Home experience in ChatAE that automatically surfaces priority accounts, coverage gaps, and an AI Analyst to dig into all of it.
If you're not on ChatAE yet, start your free trial and see your workspace populate itself in minutes. If you're already a customer and have questions about any of these updates, reach out — we'd love to hear from you.