# Customer Agent: Expansion. Spot the upsell signal the second it appears.

![](/assets/einstein-hats.svg)
Customer Agent, moment 03 of 04

# Spot the upsell signal. The second it appears.

An AI agent that reads usage and peer cohorts, then routes expansion opportunities to your account team with full context. No missed buying intent.
  [Talk to us about expansion→](/en/contact-us/)
In their hands

## The upsell, captured at the moment.

A customer hits their plan ceiling. The agent surfaces the limit, lays out the trade-offs, and offers an immediate path forward - overage, upgrade, or custom plan. Revenue captured the second the moment appears, not at the next quarterly review.
                  ![](/assets/svg/blueprint.svg)
###

What the agent does

## Three jobs at the renewal-and-expand seam.

01

### Upsell signal detection.

The agent finds opportunities from usage patterns and peer cohort analysis. The signals you would miss in a spreadsheet.

02

### Autonomous revenue actions.

The agent can execute revenue-driving actions inside your product, within boundaries you set. UNLESS holds the line on those boundaries.

03

### Intelligent routing.

Expansion opportunities reach the right account owner with the buying intent, the timing, and the recommended next move.

In your hands

## The bell rings on its own.

The Notifications tab is where you set the agent's proactive moves. Buying-signal thresholds, peer-cohort triggers, in-app prompts, account-owner alerts - defined once, then fired autonomously the second a customer crosses the line.
             unless.com/en/dashboard/deploy/expansion       [![](/assets/svg/icon-light.svg)](/)
Dashboard

## Sales expansion
        5 notifications · expansion
 - Upgrade to Pro offer     Card
- Add team seats     Banner
- Annual billing savings     Inline
- Power-user perks     Card
- Pro features tour     Modal

Customer story


> “When I heard about the conversational UI components of UNLESS, I knew we had to use it at Peecho. Combine that with AI plugins that can help customers decide on and place orders, it’s an absolute game changer for our sales and customer support teams!”

*Eric Kickert  ·  CEO, Peecho*

Peecho's agent doesn't just answer product questions. It helps customers decide on the right configuration, then places the order in the same flow. Sales and support stop being separate motions.
  [See more customer stories →](/en/customers/)
Compliance

Every action carries a permission boundary. The agent runs the procedures you defined.
  [See the full trust architecture →](/en/trust/)
Cookbook

## Recipes for expansion.
   [![Cross-sell advisor for adjacent products](/_astro/sales-expansion-cross-sell-advisor-for-adjacent-products-hero.DtzOMcP-_ZvU0aA.webp)
### Cross-sell advisor for adjacent products

Suggest adjacent products based on actual usage patterns so cross-sell ideas match how customers already work.](/en/cookbook/sales-expansion/cross-sell-advisor-for-adjacent-products/)[![Expansion signal router](/_astro/sales-expansion-expansion-signal-router-hero.DYvl5nof_22z3j0.webp)
### Expansion signal router

Capture expansion hints from everyday interactions and turn them into routed, actionable opportunities.](/en/cookbook/sales-expansion/expansion-signal-router/)[![Usage-based upsells and upgrades](/_astro/sales-expansion-usage-based-upsells-and-upgrades-hero.rmhD0qGI_ZQuQqT.webp)
### Usage-based upsells and upgrades

Recommend upgrades based on real usage and milestones so upsell offers feel timely, relevant, and low-pressure.](/en/cookbook/sales-expansion/usage-based-upsells-and-upgrades/)   [View all expansion recipes →](/en/cookbook/sales-expansion/)
All four moments

## Expansion is one of four moments.
   [01 · Customer Agent

### Acquisition

Qualify, convert, educate. 24/7.
  See it →](/en/agent/acquisition/)[02 · Customer Agent

### Retention

See churn coming. Act before it does.
  See it →](/en/agent/retention/)
03 · You are here

### Expansion

Spot the upsell signal the second it appears.
  On this page  [04 · Customer Agent

### Support

Resolve, co-pilot, learn from every interaction.
  See it →](/en/agent/support/)
The system behind the moment
  [See how Deploy fires expansion prompts →](/en/engine/deploy/)                  unless.com/en/dashboard/train/knowledge       [![](/assets/svg/icon-light.svg)](/)
Dashboard

## Knowledge base
        6 sources · knowledge base
 - Engineering wiki ·  1.2k docs      Connected
- Sales playbook ·  348 docs    Team only   Connected
- Team Assistant ·  5.8k tickets      Connected
- Public docs site ·  89 pages      Syncing
- Compliance library ·  0 docs      Error
- Pricing & contracts · Not connected     Disconnected
                  ![](/assets/einstein-hats-paper.svg)
## See expansion in your account base.

Plug in your usage data and your account team. Watch the agent surface the upsell signals you would otherwise miss.
[Talk to us about expansion→](/en/contact-us/)[See the system behind it](/en/engine/deploy/)