Upsell promotors

Trigger sales action to promotors talking about business opportunities


Step 1.  Connect your tools

Zendesk is a customer service and engagement platform that helps businesses manage support tickets, customer interactions, and relationships across various communication channels.
Screeb combines product analytics, in-app surveys, in-app messages and releases management for product teams.
Typeform is an online survey and form-building platform known for its user-friendly interface and interactive, conversational-style forms and surveys.
 Gorgias is a customer support and helpdesk platform that uses automation to streamline communication and provide efficient customer service for businesses.
Intercom is a customer messaging platform that enables businesses to communicate with customers through real-time chat, email, and automation, enhancing customer engagement and support.
Hotjar is a website and user feedback tool that provides insights into user behavior through heatmaps, session recordings, and surveys, helping businesses optimize their online experiences.
Salesforce is a customer relationship management platform that empowers businesses to manage and analyze customer interactions and data for improved sales, marketing, and customer service.
Trustpilot is an online review platform that enables consumers to share and read reviews about businesses, products, and services to make informed decisions.
The Apple App Store is a digital marketplace where users can discover, download, and install a vast variety of mobile applications for Apple devices like iPhones and iPads.
Google Play is Google's digital distribution platform for Android apps, games, music, movies, and other content, offering a wide range of downloadable and streaming media to Android users.
Slack is a messaging platform that facilitates team communication and collaboration through channels, direct messaging, and integrations with various apps and services.
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, and more, to automate tasks and workflows without the need for coding.
Application Programming Interface, is a set of rules and protocols that allow different software applications to communicate with each other, enabling data exchange and functionality integration.

Step 2.  Automate high-impact CX actions

Once you plug in your input connector, the feedback data you receive will automatically feed into Cobbai. The clusterization and classification processes will take place, powered by our cutting-edge adaptive AI technology.

To successfully implement this workflow, you will be invited to select a series of actions you want to automate. You will have full control over which action Cobbai should perform, when it should be triggered and in which output connector.

For this specific workflow, here is a sample of actions often picked by our clients:

  • Detect promoters for upsell
  • Send conversation recap to CRM
  • Qualify ticket in the right category

Step 3.  Monitor CX metrics & compute ROI

After selecting the actions to automate, you will be able to quantify the impact of this workflow on the CX metrics monitored in your project. Since this workflow is fully flexible, you can decide to add or remove an automated action to your list at any time.

You will also be able to measure the success of your strategy by comparing various time periods. For instance, before and after the start of this workflow or after you decide to change the mix of the automated actions.

Later in the life of the workflow, computing your ROI will be a key indicator on your roadmap to CX success.

Cobbai’s experts are available to help you implement this workflow and share the best practices in your industry. We are fully committed to help you reach your CX goals, one workflow at a time.

Upsell promotors