---
title: "Upsell Interaction Audit"
section: "Agent store — Sales — Account Growth"
canonical_url: "https://leverge.ai/agents/sales/account-growth/upsell-interaction-audit"
category: "Sales"
process: "Account Growth"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: Account Growth
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Upsell interaction log** (file upload) — Every recorded upsell conversation, with what came of it.
- **Recording standard** (form)

## How it works

1. Reading the interaction log
2. Auditing the records
3. Writing the audit note

## What it returns

- **Is the trail complete?** (validation result)
- **Audit note** (written summary)
- **Interaction by interaction** (table of results)
- **Outside the audit trail** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/account-growth/upsell-interaction-audit — Leverge
