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

29%
Increase in premium upsells
18%
Lift in free-to-paid conversion
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.

Weekly ReportEXPANSION SIGNAL ANALYSIS

Mar 15 – 22412 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.

1-TO-1 REC ADOPTION HIGHLIGHTSMonitoring Active

Agent Process

1Understand context
2Research data
3Match playbook
4Determine actions

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.

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

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 Ready

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