Expansion signals read, not thresholds crossed
The Upsell & Cross-Sell agent checks whether a spike is real growth and whether the moment is right, then hands your team a qualified play.
Seat usage at 94% · Ridgeline
Upsell & Cross-SellRidgeline is nearly out of seats. Checking whether this is real growth before anyone gets excited.
Tracing the new seats to their source3sTwelve of the new users are one team, onboarded gradually over a month, and their usage is daily. This is organic.
Checking contract headroom and sponsor2sThe exec sponsor is active and the contract has no flex left. They will feel the cap inside three weeks.
Sending the qualified play to the AE1s
How it works
Seat usage at 94%New team detected · 12Feature limit approachingSponsor engaged · QBR
Play sent · team planSignal traced · organicOpportunity createdWrong-moment asks heldTriggered by usage and account signals
Seat thresholds, usage growth, new teams appearing, sponsor changes: the agent picks up every expansion signal across the book as it happens.
Qualifies the signal before anyone acts
It traces growth to its cause, checks the contract and the sponsor, and reads account health, so only real, well-timed plays reach your team.
Hands the play to sales and CS
Qualified plays land in Slack and the CRM with the story attached: what grew, why it is real, the proposed offer, and who to route it through.
Without Relevance
With Relevance
A usage threshold fires an alert, and someone eventually looks at it.
The agent investigates the signal the moment it appears: who is driving it, why, and whether it will last.
A contractor bulk-invite and a genuine new team look identical in a seats report.
The agent traces the spike to its cause and only calls it expansion when the growth is organic.
The expansion email lands while the account has an open P1 ticket, and reads as tone-deaf.
The agent checks account health before any play goes out, and holds the ask when the moment is wrong.
Expansion gets spotted on the accounts a CSM happens to be close to.
Every account in the book is read for expansion signals continuously, including the quiet ones nobody owns closely.
A raw "seats at 94%" alert the AE has to research before acting on.
A qualified play with the story attached: what grew, why it is organic, the proposed offer, and the sponsor to route it through.
Upsell touches that ignore context teach customers to ignore your emails.
Asks arrive only when the evidence and the moment support them, so each one lands as helpful, not salesy.
Held to a quality bar, on every run
Every play is checked against eval test cases written for this exact job before your team sees it. If a run fails the bar, it never ships.
Upsell & Cross-SellPass rate · last 14 days
Sampling 2% of live runs · 93% passing this week
Train your agent like an employee
Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Monitoring
Real-time visibility into every agent’s activity, performance, and cost.
RBAC
Control who can use, build, edit, and deploy agents.
Data residency
Multi-region deployment keeps your data within your required geography.
Version control
Full version history on every agent. Roll back to any previous state.
Audit logs
Every action, every decision, every tool call logged and exportable.
Human-in-the-loop
Set approval gates on any action or allow agents to ask questions.
SSO / SAML
Enterprise single sign-on with SAML 2.0. Centralize identity & access.
PII masking
Detect and redact personally identifiable information.
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more customer success agents
Deal won- 1Handoff brief sent
- 2Intro email sent
Kickoff booked
Customer Transitioner
Hands new customers off from sales to success.
Onboarding Guide
Drives new customers through every setup step.
Ticket resolvedSupport Triage
Classifies, prioritizes and routes inbound tickets.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Chained into multi-step processeslike n8n
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Upsell & Cross-Sell to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.