upsell & cross-sell

Unlock Expansion with Conversations That Drive Value

Conversica’s AI Agents identify upsell and cross-sell opportunities—starting timely, personalized conversations that lead to upgrades, add-ons, and expansions.
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Start Conversations That Expand Accounts and Strengthen Relationships

Challenge

Your customers are ready to grow—but without the right conversations, opportunities go unnoticed. Manual outreach is inconsistent, and most campaigns fail to connect at the right moment.

Solution

Conversica’s AI Agents detect intent and initiate high-impact conversations—proactively offering relevant upgrades, product add-ons, and expansion paths tailored to each account.
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Outcome

Expansion becomes effortless. More accounts grow. More revenue lands—through conversational experiences that feel timely, helpful, and aligned to customer goals.
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A 5-Step Guide to Driving Expansion with AI-Powered Conversations

Define Expansion Opportunities and Segments

What Happens

Conversica helps identify customer cohorts with upgrade potential—like plan thresholds, new product eligibility, or recent usage spikes.

Why It Matters

Pinpointing when and where to act ensures conversations are timely and relevant.

Pro Tip

Use customer health or product usage signals to trigger personalized expansion campaigns.
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Get Started

Equip Your AI Agent with Targeted Messaging

What Happens

The AI Agent is trained on your upsell paths, benefit positioning, and common objections—tuned to your personas and offerings.

Why It Matters

Messages feel contextual, not pushy—positioned as helpful suggestions that match user goals.

Pro Tip

Map each upsell trigger to a clear value prop and next step (e.g. “Add seats to stay compliant” → book a call).
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Launch Personalized, Conversational Outreach

What Happens

Your AI Agent starts targeted conversations that highlight expansion opportunities—tailored to customer role, usage, and plan.

Why It Matters

Two-way conversations uncover intent, clarify questions, and move deals forward without rep involvement.

Pro Tip

Pair upsell conversations with value-based metrics like ROI achieved or usage milestones.
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Get Started

Qualify Interest and Route or Close

What Happens

The AI Agent qualifies readiness—booking meetings, sharing upgrade links, or gathering info for your team.

Why It Matters

Captures opportunities early, boosts sales velocity, and ensures reps focus only on warm leads.

Pro Tip

Include a “learn more” call-to-action for those who need more education before deciding.
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Measure Results and Refine Your Plays

What Happens

Campaigns are tracked by segment, messaging variant, and outcome—feeding a continuous improvement loop.

Why It Matters

Enables A/B testing, improves conversion rates, and surfaces winning strategies to scale.

Pro Tip

Set benchmarks by persona or plan type to identify where expansion efforts are most effective.
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See what Conversica can do for your expansion conversation

Learn how you can partner with Conversica to drive more revenue and provide more personalized expansion conversations.
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