Agent
Up-sell and cross-sell
Once the customer has chosen, makes one well-timed, relevant suggestion: a better version or a matching add-on. Never pushy.
How it works
01
The customer chooses a product or service
02
The agent picks one relevant suggestion: a better version or a matching add-on
03
It offers it once, at the right moment, without pressure
04
If the customer agrees, it is added to the order
Related use cases
QualificationAgentWorkflow
Inbound lead qualification
Qualifies every lead against your own criteria, tags its stage, and alerts sales the moment a serious buyer appears.ImpactSales spends its time only on qualified pipeline
WhatsAppWeb chatCRMAgentIntegrationLeads written to your CRM
Creates and updates leads, contacts and notes in your CRM as the conversation happens, with the details already structured.ImpactComplete CRM records with no manual entry
All channelsQuotesAgentInstant quotes
Asks the questions that set the price, then quotes from your price list on the spot and hands over to sales to close.ImpactQuote in minutes instead of a next-day callback
WhatsAppWeb chatCommerceAgentIntegrationOrdering inside the chat
Takes the order end to end in the conversation: items, options, delivery and an explicit confirmation before it's placed.ImpactOrders from customers who would never open the website
WhatsAppWeb chat