Expansion signals: an AI agent that spots teams and use cases ready for more seats
Expansion signals watches your customers for signs they're ready to buy more: accounts near their seat limit, new teams signing up, heavy use of a feature from a higher plan, or a new use case showing up in support tickets. It tells the account owner what it found and suggests the offer. The owner decides whether to raise it.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every week, across all customers.
- Works in
- Product usage data, billing, your CRM and your support desk.
- Waits for a person
- Any outreach to the customer. Alerts go to your team only.
- How you know it works
- Expansion pipeline created, expansion revenue and net revenue retention.
What it does
- Agrees with you which signals mean a customer is ready for more, based on your past expansions.
- Checks usage, billing and support data every week for those signals.
- Confirms each signal over time, so a one-off spike doesn't count as growth.
- Scores the opportunity and suggests the offer, such as more seats, a higher plan or another product.
- Alerts the owner with the evidence and logs the opportunity in your CRM.
What it hands your team
Lumen: 47 of 50 seats in use
- Signal
- Seats up from 32 to 47 since March. Two new regional teams joined last month.
- Also
- Their admins asked support about multi-region reporting, which is on your Pro plan.
- Suggested offer
- The Pro plan with 75 seats, raised at next week's check-in.
Example output. The companies and people are made up.
Questions about the expansion signals agent
How is this different from a seat-limit alert in billing?
A billing alert gives you a number. Expansion signals combines usage, billing and support, filters out noise, suggests the offer and briefs the owner.
Will it push upgrades on unhappy customers?
No. It checks health watch first and holds back accounts that are at risk.
Which signals matter most?
The ones that came before your past expansions. We start with those, then add the signals your customer success team trusts.
More agents for customers
- Onboarding guideTracks each new customer's first 90 days and flags stalls.
- Health watchFlags accounts whose usage or sentiment is slipping.
- Renewal prepBuilds the renewal brief 90 days before each renewal.
- QBR builderDrafts quarterly business reviews from account data.
- Win-backRevisits lost deals and past customers when their situation changes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.