How to use the Upsell Opportunity Finder.
Suggest additional capabilities only when customer evidence supports a relevant need. Support history should inform assistance rather than trigger indiscriminate selling.
Make the workflow fit your task.
Connect a documented customer need to an available capability, then check whether the customer already has access. Present the fit as a hypothesis for discussion, supported by the specific request or usage evidence.
- What you provide
- Supplied customer usage and support history.
- What you get
- Potential needs matched to relevant existing capabilities.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
Customer repeatedly asks how to share reviewed reports with teammates; a sharing feature exists. Current plan entitlement unknown.
Completed example
Potential fit: report sharing addresses the repeated collaboration request. Evidence: the supplied customer requests concern sharing reviewed reports with teammates. Check first: whether the customer's current plan already includes sharing and whether it meets the requested workflow. Upsell status: unconfirmed; feature interest alone does not establish a need to upgrade.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Should every support question trigger an upsell recommendation?
No. First determine whether the existing product or plan already solves the problem. Assistance may be more appropriate than a commercial change.
Why does the opportunity list feel like indiscriminate selling?
Require a source-backed customer need for each suggestion. Remove capabilities with no clear relationship to the account's goals.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑