Ai Upsell/cross-sell Agent WorkflowBlueprints

Inspiration for creating AI agent workflows for your buyer & customer journeys

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent

Identify Upsell Opportunities

Automatically detect customer usage signals indicating upsell readiness and generate personalized outreach content for account managers.

Data
Document
Email
Workflow

Generate Cross-sell Recommendations

Identify customers who would benefit from complementary products based on usage patterns and deliver personalized cross-sell recommendations.

Data
Email

Display Contextual Upgrade Prompts

Trigger personalized in-app upgrade messages when users hit usage limits or attempt to access premium features.

Data
Direct Message
Web Page
Email

Prepare Renewal Outreach

Proactively prepare for contract renewals by compiling usage data, generating value summaries, and automating personalized renewal outreach.

Data
Document
Email

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent