Start with a relevant reason to call
Use purchase history, current plans, or account changes from your connected systems to select customers for an offer. Your team defines eligibility and when outreach is appropriate.
- CRM integrations
- Workflows
AI Voice Agents for Upselling & Cross-Selling
Grow customer value with offers that fit.
Help customers understand relevant upgrades and complementary products, answer their questions, and make the next step easy. telli’s AI agents take action in your systems, with hands-on support from setup to launch.
- 1Details
- 2Time
- 3Confirmed
How telli handles upselling and cross-selling
Explain the offer in the customer’s context
Ask what the customer needs and explain approved options, pricing, and terms in plain language. Use your product information to answer questions without inventing discounts or promises.
- Knowledge base
- Agent Builder
Act when the customer is ready
Connect interested customers with a sales adviser, book a consultation, or complete an approved change. Confirm the customer’s choice and the result before ending the call.
- Warm transfer
- Custom API tools
Respect the answer and record it
Capture interest, objections, declined offers, and requested follow-up. Update your CRM so the next interaction reflects what the customer has already told you.
- Call outcomes
- Workflows
Make offers at relevant points in the relationship
Plan upgrades
Complementary products
Service add-ons
Post-purchase follow-up
Renewal offers
Consultation bookings
Give your team the tools to make upselling and cross-selling work
Three of the features that help you make relevant offers and follow through on the customer’s decision.
Make the offer relevant to the account. Bring current products, preferences, and eligibility into the conversation through mapped customer fields.
Explain the value and the terms clearly. Give your agent approved product comparisons, pricing, and offer conditions to answer the customer’s questions.
Bring in an adviser when advice matters. Hand over an interested customer with a briefing on their needs, questions, and the offer discussed.
Keep your data protected and your team in control
Protect customer data and control who your agents contact and when. We help you apply consent checks, do-not-call lists, and calling rules to support TCPA compliance and local requirements.
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FAQ
Your questions, answered
Timing depends on your workflow, integrations, and internal reviews. We help you choose the first offer, define eligible customers and approved terms, connect your systems, and test the customer journey before launch.
See what telli can do for your customer experience.
Bring us a workflow you want to improve. We’ll show how telli could handle it, the systems involved, and what getting live would take.