Upseller Identifier Agent — Copilot Setup Guide

The Upsell Identifier analyzes your existing customer relationships to uncover upsell and cross-sell opportunities — mapping operations against your full product range and turning stable accounts into growth conversations with prioritized action plans. Set up in just ~10 minutes, it completes each analysis in under 5 minutes, asks only 7 structured onboarding questions, and reveals a typical addressable revenue gap of 15–30% of what customers could be buying.