Sales / Account Growth Live
Upsell Proposal Routing
Route an upsell proposal to the right approver with the account's risk in view — so nobody approves an expansion into an account that is quietly in trouble.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Upsell Proposal Routing do?
Upsell Proposal Routing is a production AI agent in the sales section of the Leverge agent store, built for the account growth process. Route an upsell proposal to the right approver with the account's risk in view — so nobody approves an expansion into an account that is quietly in trouble. It runs on demand, works through 4 steps and returns 4 outputs, including route to.
What it needs
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The upsell proposal
What is being proposed, to whom, at what price.
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Account health
Current state of the account the proposal is aimed at.
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Routing rules
What it does
- Reading account health
- Deciding the route
- Writing the approval request
- Preparing the approval request
What you get back
- Route to
- Against the rules
- Approval request — approve to record
- The approver must see this
After each run it asks: “Right approver, right context?”
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 Proposal Routing, 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.