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Drive Renewals and Upsells

User Persona Service
Use Case Readiness Emerging

Renewal dates sneak up. Expansion opportunities hide in plain sight. 

AI shows which customer accounts are ready to grow and exactly when to ask.

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Know Which Customer Accounts are Ready to Expand

Expansion revenue is hiding in your existing accounts. Customer Health Agent analyzes usage patterns, engagement signals, and account health to identify which customers are ready for an upsell or renewal conversation and when the timing is right. 

Start with Customer Health Agent to flag expansion-ready accounts with timing recommendations. Add Conversation Intelligence to catch customers mentioning growth needs, new features, or additional team members during calls.

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Starter, All Products

Get Started with Customer Health Agent

Be proactive in understanding the health of your customers.

Step 1 - Install from the Marketplace

Navigate to Breeze, then Breeze Marketplace. Search for Customer Health Agent and click "Add." Once added, click "Open" to access the agent.

Step 2 - Configure the Customer Health Agent

In the upper right, click "Configure." Give the agent very clear and detailed instructions as well as access to multiple inputs like brand kits, buyer profiles, and more. The agent analyses usage patterns, engagement signals, and more to give a complete overview of account health. You can also add knowledge sources to give the agent additional context about your business or renewal process.

Step 3 - Review Agent Output

Run the Customer Health agent and review the analysis. Each includes a churn risk grade with the signals behind it, including rising usage and growing team size. Recommended next actions come ranked by priority, with draft templates ready for fast, personalized outreach.

Turn it on. Watch it work.

Once Customer Health Agent is monitoring your accounts for expansion signals, you'll know exactly which customers are ready for a bigger plan, more seats, or new products. Your renewal conversations become proactive instead of reactive. 
Start setup now

What to expect:

  • Expansion-ready accounts flagged automatically

  • Timing recommendations for renewal conversations

  • Growth mentions tracked across customer calls

Your best upsell opportunity is a customer who already loves your product and needs more of it. Customer Health Agent finds them. You close them.

Go Deeper with More Breeze Tools

Once you've found expansion-ready accounts, add Conversation Intelligence to hear directly from them.
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Sales Hub Professional, Service Hub Professional

Conversation Intelligence

Identifies customers mentioning expansion needs, new features, or additional team members during calls. Generates reports that surface growth signals from live conversations, so you catch upsell opportunities your usage data alone would miss. Use it alongside Customer Health Agent for a complete view.