Offer the right upgrade to the right customer. The outbound bot calls existing customers with relevant add-ons, plan upgrades or complementary products based on what they already bought, and passes interested buyers to your sales team or a checkout link.
Integrates with the tools you already use
Relevant offers, not random pitches
Pick offers from purchase history, plan tier or usage data, such as an accessory for a recent purchase or a higher plan for a heavy user.
Call customers ahead of renewal to offer an upgraded plan or a longer term on the terms you set.
Send a payment or checkout link by SMS or WhatsApp when a customer agrees on the call.
For high-value or complex upgrades, transfer interested customers to a sales rep or book a follow-up call.
Configure the bot to take a no politely, avoid repeated pitches, and respect do-not-call requests.
See which offers and segments get positive responses so you can refine what you pitch next.
From customer data to a relevant offer
An illustrative example of how the call can flow. Your script, tone and rules are configured by you.
Broadband plan upgrade (example)
Illustrative call to a customer who regularly exceeds their data limit.
Hi, I am calling from your internet provider. How has your connection been this month?
Mostly fine, but it slows down near the end of the month.
That is likely because you are reaching your data limit. The next plan has double the data for a small difference in monthly price. Would you like the details?
Offer tied to usage
How much more is it?
It is 200 rupees more per month, and the change applies from your next billing cycle. Shall I send the upgrade link?
Okay, send it.
Sent by SMS. You can confirm the upgrade from that link any time before your next bill.
Customer accepted, upgrade link sent
Let AI calls present relevant upgrades and add-ons to the customers most likely to want them.