Elai Agent

Cross-sell & up-sell

Next Best ProductActionPriceChannel

Predict the best product, channel and offer for each customer and personalize the customer journey.

Customer-level cross-sell insights identify Emma’s strongest next-product match as car insurance, with WhatsApp as her preferred contact channel, evening as the best time to reach her, and Mark-Junior as the recommended agent.
For Elai’s cross-sell recommendations, Philip’s customer profile is paired with four insurance products: car insurance has a 70% purchase propensity, life insurance 40%, health insurance 10%, and liability insurance 13%.

Which product is best for Philip?

By comparing Philip’s data with that of customers who have purchased your products, Elai identifies which one is the best fit for him.

Each customer in your CRM has unique needs. Offer each of them the product they are most likely to purchase.

E-mail? Whatsapp? Retargeting? SMS? Every customer has a preferred channel: make the most of it

No more blanket campaigns. Personalize the customer journey based on the best channel for each customer.

Thanks to Best Channel models, Elai identifies the most effective contact channel for each customer, based on their likelihood to convert on that medium.

By personalizing the customer journey, you improve the user experience and boost performance.

Customer contact personalization assigns Oliver and James to WhatsApp, Emma to Parcel, and Philip to DEM. Elai’s Best Channel model presents these individual routes to illustrate how outreach can match each customer’s preferred communication channel.
Customer discount personalization is illustrated through John’s TikTok payment history: $130 in January, $0 in February, and $91 in March, with a suggested 30% reactivation discount shown for February to help tailor the offer to his price sensitivity.

Elai knows the best discount to reactivate John

Maximize the return on your discount budget by personalizing coupon amounts and offers. Not all customers have the same price sensitivity.

Elai can identify customers segments most responsive to specific ranges, promotions, or bundles, allowing you to:

  • Offer the right price to the right customer
  • Avoid unnecessary discounts
  • Protect your margin while increasing conversions

Identify Up-sell propensity in real-time

Proposing an upgrade can be an opportunity or a mistake, depending on the customer.

Elai predicts in real-time each customer’s likelihood of accepting an up-sell offer, allowing you to activate suggestions during the sales conversation or along the customer journey.

Customer upsell propensity cards show Emma and Sophia with lead labels, Oliver and James on Meta Ads and TikTok, and Julie and Max at 90% high likelihood, while Philip and Leslie are marked 15% low for their listed channels.

Watch how Armatis increased conversion rate by 44%

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