Sales / Account Growth Live
Upsell Interaction Audit
Check that every upsell conversation left a record — what was offered, what was agreed, and who approved it — so nothing sold sits outside the audit trail.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Upsell Interaction Audit do?
Upsell Interaction Audit is a production AI agent in the sales section of the Leverge agent store, built for the account growth process. Check that every upsell conversation left a record — what was offered, what was agreed, and who approved it — so nothing sold sits outside the audit trail. It runs on demand, works through 3 steps and returns 4 outputs, including is the trail complete?.
What it needs
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Upsell interaction log
Every recorded upsell conversation, with what came of it.
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Recording standard
What it does
- Reading the interaction log
- Auditing the records
- Writing the audit note
What you get back
- Is the trail complete?
- Audit note
- Interaction by interaction
- Outside the audit trail
After each run it asks: “Did this catch the unrecorded ones?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Account Growth
Other agents in account growth
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Churn Signal Detection
Upload account health data and get the accounts showing churn signals, what each signal actually is, and which ones are an expansion opening in disguise.
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Customer Segmentation
Upload your customer base and get it divided into segments that emerge from the data, each with what defines it, what it is worth, and the one motion that fits it.
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Inquiry Triage
Answer the routine questions that reach a sales inbox from your own approved material, and route everything else to a person rather than guessing.
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Missing Data Collection
Work out which missing customer fields are actually worth chasing, who would know each one, and draft the request — instead of sending a blanket form.
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Objection Early Warning
Read a customer message for the objection underneath it — what is actually being raised, how serious it is, and the response your own material supports.
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Offer Personalization
Describe the customer and get two or three bundles built for them specifically, each with what is in it, what it costs, and who inside the account it is aimed at.
Next Step
Deploy Upsell Interaction Audit, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.