the Upsell Agent

Customer needs don’t stand still. the Upsell Agent continuously monitors usage, interests, and household patterns to uncover the right opportunities—whether that’s an add-on, a bundle, or a package change. It can proactively flag opportunities for your team, guide staff during live conversations, or autonomously present and complete upsells in digital and voice channels. The result: higher ARPU and stronger customer satisfaction, delivered without extra friction.

low-friction, but high-impact

The Upsell Agent evaluates each interaction in real time, combining account data, device usage, and service patterns to surface the upgrades that fit best. It can recommend the right options to your team during an engagement—or step in directly to deliver the upsell itself through chat or voice.

Every offer is automatically constrained by provider-defined plans, promos, and serviceability, ensuring relevance, accuracy, and compliance. This dual approach—human-assist and fully autonomous—makes upselling both scalable and seamless, with personalization built into every interaction.

1 ready for Auto in voice or chat
When provider-approved, the Upsell Agent can execute upgrades on its own across IVR and digital—escalating to a rep when exceptions pop up.
2grow ARPU without the spray-and-pray
The Upsell Agent focuses each interaction on a single, high-propensity upgrade or add-on—chosen for that customer—not more dials or generic bundles.
3 proactive pipeline you can act on
Target lists highlight the customers most likely to accept today’s campaigns—aligned to your goals, promos, and serviceability rules.
4 faster ramp for new reps
Guided flows, clear next steps, and built-in objection handling shorten training time and keep outcomes consistent across the team.
5 eliminates guesswork and and uncertainty
Spend less time guessing what products and service add-ons might match an individual and more time building a productive rapport.
6 customer + competitive insights on demand
Eligibility, current package details, device counts, neighborhood speeds, and competitive context are surfaced automatically in one view.

outbound sales based on outcomes, not just goals

Well-timed upsell offers lift LTV and satisfaction, but the hard part is knowing who to call and what to propose. The Upsell Agent assembles targeted lists of existing subscribers that match your current priorities—speed upgrades, Wi-Fi, add-on services—and pairs each contact with the offer most likely to land, plus the talking points to make it resonate. As your goals shift, targeting and rationale update automatically. Whether your team runs the calls or Auto handles them in voice/chat, you reach the right customer with the right upgrade at the right moment—without creating friction.

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existing customer, residential Age: 40, 5-person household, current internet package: 750mbs, annual income: ﹥$200k/year How often does your family stream HD video? How many additional devices do you want to have connected? recommended offer We recommend our Mesh WiFi pods, and our Premium all-in-one modem/router for an additional $35/month, discounted by $10/month for your first 13 months selling point These additions will help your family online game and stream content from multiple devices around the house without choppiness or delays — all for $300 less per year than our competitor’s comparable performance upgrade

our intelligence, your strategy

We combine predictive data, machine learning, and a governed offer engine to recommend upgrades that benefit the customer and meet provider objectives. Everything runs inside your rules—catalog, pricing, promos, legal language, and serviceability—so both Auto and human-assisted flows stay compliant while scaling capacity.

 

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Proactive targeting

The Upsell Agent identifies which customers are most likely to upgrade based on account data, device counts, usage trends, and neighborhood service comparisons. That lets providers focus on subscribers with the highest propensity to convert, not waste effort on those unlikely to buy.

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Seamless orchestration with other Agents

Upsell doesn’t operate in isolation. A cancel intent in Retention can trigger upsell logic. A support conversation that uncovers unmet needs can hand off into an upgrade flow. In every case, full context carries forward—no customer has to repeat themselves.

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Autonomous upsell flows

In digital chat or voice, the Agent can complete the entire upgrade conversation itself. From presenting options, verifying eligibility, confirming acceptance, and initiating the change order, Auto handles it end-to-end without a human rep.

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Personalized offers

Every upsell path is tailored to the household. Package changes, add-ons, and speed upgrades are shaped by each customer’s current plan, devices, usage profile, and competitive context—always within provider-approved boundaries.

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Real-time guidance in live sessions

When reps are on the line, the Agent surfaces the right upsell moves in context—suggesting offers, flagging risks, and walking the rep through recommended steps. Customers get consistent, well-timed offers; reps avoid guesswork.

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Competitive and contextual intelligence

Upsell offers account for neighborhood speeds, active promotions, and rival packages. That ensures upgrade recommendations aren’t just generic speed bumps, but competitive answers that win over customers evaluating alternatives.

using Actifai's upsell agent, providers are converting twice as many add-on and change opportunities as before.

Get a demo of the Upsell Agent, ask our experts the hard questions, and learn how we make it possible to launch Actifai in weeks, as easily and profitably as possible.

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