Upsell

Surface the right
next product for every customer

Proactive AI agents to engage customers at the moment they're ready for more, surfacing intent, recommending the right next product, and continuing the conversation until they convert.

Proven Performance

Upsell Lift Metrics

Verified Outcome
29%

Increase in premium upsells

Conversion Lift
18%

Lift in free-to-paid conversion

Cohort Efficiency
3X

Lift in free trial recovery

Solution Overview

How Woven Transforms Upsell

Identify high-intent moments

Upsell works best in the moment a customer is already thinking about more, such as a usage milestone, a feature exploration, or a plan limit. Woven surfaces these moments in real time and engages before the window closes.

  • Real-time usage metrics and milestone tracking
  • Feature exploration event triggers
Weekly Report

EXPANSION SIGNAL ANALYSIS

Mar 15 – 22
412 expansion signals identified
Top Expansion Signal

“Active Streak Achieved”

54%of signals
Active streak (15+ sessions/mo)
Viewed premium strength workouts
Manual feature search queries
Signals Trend
Key Insight

Customers hitting an active streak (15+ sessions) are 4.2x more likely to convert when recommended matching upgrade tracks.

Recommend the right next product

Customers rarely know which product or plan is right for them. Woven asks the right questions, surfaces what each customer is trying to accomplish, and recommends the best fit, in their language, with their context.

  • Value-proposition matching based on habits
  • Consultative plan & add-on recommendations
1-TO-1 REC ADOPTION HIGHLIGHTSMonitoring Active
Generated Response
“Hi Elena, the Strength Foundations track on our Plus plan is built for yoga folks. Try it free for 14 days and customize your schedule...”
Schedule follow-up

Hand off with full context

When a conversation signals real intent to upgrade, Woven points the customer to exactly the right next step, such as the right plan page, the right trial offer, or a hand-off to your team with the full conversation and recommended plan attached. No re-asking, no lost context.

  • Direct deep links to recommended checkout
  • Warm-lead CRM handoff with full conversational logs
UPGRADE ROUTING TO CRM SYSTEMRouting Engine Active
Evaluate Upgrade Intent & Context
Route to Target System
Send Checkout Link
Apply Trial Promo
Handoff Lead
Notify Sales Rep
Update CRM Record
Sync to CRM
Enterprise Ready

Built for modern enterprises

Woven was built from the ground up with enterprises in mind, with security, data privacy, comprehensive auditability, and granular access controls.

Enterprise Compliance

SOC 2 Type II, comprehensive audit trails, SSO, and dedicated support to keep enterprise integrations seamlessly secure.

PII Redaction

Sensitive subscriber data is automatically identified and redacted at the edge, ensuring PII remains securely inside your system of record.

Safety Guardrails

Robust protections and playbook boundaries keep every AI interaction safe, highly compliant, on-brand, and strictly within your guidelines.

Integrations

Plug into your upsell stack

Woven integrates with the lifecycle, analytics, and engagement platforms upsell teams already rely on.

Woven Core
Customer.io
Customer.io
HubSpot
HubSpot
Klaviyo
Klaviyo
Braze
Braze
Stripe
Stripe
RevenueCat
RevenueCat
Segment
Segment
Marketo
Marketo
Intercom
Intercom
Slack
Slack
Amplitude
Amplitude
Recharge
Recharge
Iterable
Iterable
Attentive
Attentive