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

# 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.

## 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

- **The upsell proposal** (text brief) — What is being proposed, to whom, at what price.
- **Account health** (file upload) — Current state of the account the proposal is aimed at.
- **Routing rules** (form)

## How it works

1. Reading account health
2. Deciding the route
3. Writing the approval request
4. Preparing the approval request

## What it returns

- **Route to** (classification badge)
- **Against the rules** (validation result)
- **Approval request — approve to record** (message preview)
- **The approver must see this** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/account-growth/upsell-proposal-routing — Leverge