Upsell & Cross-sell Agent
Surfaces a relevant upgrade or add-on when a customer asks about a limit they have hit, only where it genuinely helps.
The Upsell & Cross-sell Agent works inside support, where a customer asks about a limit, a missing capability, or a need their current plan does not cover. It answers the question first, then surfaces the relevant upgrade or add-on only where it genuinely solves what the customer asked, rather than pushing it unprompted.
How it works
The agent reads the account and the request, answers through Answer, and where a higher plan or add-on actually fits the stated need, it explains the option and applies the change through Autopilot with the customer consent. A customer who wants to talk it through is handed to your team through Assist, and Audit reviews relevance and tone.
Example requests it handles
- I have hit my plan limit.
- Can I add more to my account?
- Is there a way to get this feature?
- What would I need to upgrade?
In your industry
- Surfaces the right upgrade when an account hits a limit, only where it fits the need.
- Offers a relevant add-on at the moment a customer asks about a limit.
- Suggests the right tier or add-on when a user needs more capacity.
- Offers relevant course or plan additions when a learner needs them.
- Surfaces a relevant plan option only where it suits the patient need.
- Explains relevant product options when a borrower need calls for one.
In Auralis
Auralis runs this agent through Answer to address the request first and Autopilot for the consented change, handing it to your team via Assist where wanted and reviewing relevance and tone with Audit.