The agent looks across your customer base for expansion signals, such as new teams, new needs and new leaders, and turns each one into a grounded move built on the account’s full history with you.
A customer mentions a new team on a support call. A new executive arrives. Another business unit faces the same problem you already solved. These signals sit across calls, emails and the CRM, and without someone watching for them, the opportunity goes to a competitor or never happens.
The agent reads your customer accounts the way your best account manager would, and surfaces where there’s room to grow.
The agent watches your customer base in the background. When there’s an opening, your team gets the reason and a prepared move.
reads each customer’s deal history, product footprint and recent conversations.
Identifies expansion signals and whitespace, with the source shown.
Prepares a grounded expansion move and shares the context with sales and CS.
From onboarding to renewal, the agent helps your team grow accounts with timing and context that feel natural to the customer.
Mentions of new needs or teams in calls and emails, new leaders, and gaps in product use.
Contacts on open deals, customer accounts, past closed-won champions, or a list the team chooses
Yes, after approval from user
No. Your data never trains public models and stays isolated to your account.
Bring a list of your customer accounts and we’ll show you the expansion opportunities the agent finds.
