Renewal and upsell agent

Calls or texts the customers who are due to renew, on the schedule you set, and offers exactly the renewal and the add-ons you wrote into the brief. Takes the yes, records the no, and texts you both.

Only where consent is on file.

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AI employee · Phone

Briefed on your hours, service area, prices you set and the questions you get every day.

Reports to: You
Hours: 24 hours, every day
Languages: English
Wage: from $149 as your first hire, $99 as an additional hire
Start date: Today

Responsibilities

Reaches the customers who are coming due, on the schedule you set
Calls or texts only where consent is on file.
Offers the renewal and the add-ons in your brief, at the terms you set
Takes the yes and sends whatever comes next: the link, the booking, the paperwork
Records the no and the reason, and stops
Texts you every conversation, with the recording

What it will not do

Quote a price you did not give it
Commit to a time slot you did not open
Pretend to be a person, or use a fake human name
Hold a caller while it "checks"
Call anyone back without consent on file

Contact anyone without consent on file, offer a term or discount you did not set, or press a customer who has said no.

If a caller asks something outside the brief, it says so, takes the details, and texts them to you. It never guesses.

A shift, in its own words

What a call sounds like.

A sample call in one business's brief. Every business gets its own brief, so its renewal and upsell agent knows your hours, your calendar and your prices, not a generic script.

Outbound call · Monday, 11:00 am

[SAMPLE CALL]

Employee: This is the AI assistant for [YOUR BUSINESS NAME]. You asked us to get in touch before your maintenance plan comes up on [DATE]. Do you have a moment?
Caller: Sure. Is it the same plan as last year?
Employee: Yes, the same plan, on the terms the owner set. Would you like to renew it as is, or hear about the extra visit the owner added this year?
Caller: Renew as is, please.
Employee: Done. Your confirmation is on its way, and the owner has been told.

Renewed on the terms the owner set; nothing added the customer did not ask for.

The first-day brief

What you tell it on its first morning.

Ten minutes on the phone with us. We write it down as the brief for your employee, you approve it, and it is live. Change it any time by texting your renewal and upsell agent.

First-day brief

Draft · edit any time by text

Business: [YOUR BUSINESS NAME]
Hours: [YOUR HOURS]
Service area: [YOUR TOWNS]
Visit fee: [THE PRICE YOU SET, OR ASK THE OWNER]
Book into: [YOUR CALENDAR]
Never say: [YOUR LIST]
Transfer to: [YOUR NUMBER, YOUR HOURS]
Languages: English

Works with what you already use

Your calendar. Your number. Your tools.

Your calendar

Books into the calendar you already keep.

Your phone number

Nothing changes. Unanswered calls forward to your employee.

Your texts

Every job lands in your pocket as a text, with the recording.

Your tools

Sends the job to the tools you run the business on.

Renewal and upsell agent · monthly wage

from $149a month as your first hire

As your first hire: Part-time, 100 minutes
Full-time, 200 minutes
Always on, 500 minutes
As an additional hire: $99 a month, adds 100 minutes
Past the pool: 100 more minutes for a flat $49, added automatically
To start: Probation: your first 7 days or 50 calls are free, whichever comes first, with a valid card on file. Billing starts after.
Setup: No setup fee.

Minutes pooled with every hire on your brief

Hire the renewal and upsell agent

Wage

A flat wage. Compare it with the hire you could not find.

Three tiers as your first hire, by hours worked, each with a pool of minutes every employee on your brief shares. Add this role to an existing brief and it costs less and adds to the pool. Past the pool, a block of 100 minutes for a flat $49, printed on the wages page. No per-call fee, no credit system to decode.

Questions

Renewal and upsell agent questions.

Can it offer a discount to keep a customer?: Only one you wrote into the brief. It does not invent terms.
Can it take the payment?: It sends the link or the paperwork you set.
What if the customer wants to cancel?: It records the reason, does not argue, and texts you so you can call if you want to.

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