Overview
Upsonic enables sales teams to identify high-intent customers as soon as they call or send a message, prioritize them based on their likelihood to purchase, and automatically route them to the right sales representative.
The Agent analyzes historical customer and sales data to build intent profiles, scores incoming prospects based on their behavior and characteristics, and helps sales teams focus first on opportunities with the highest commercial potential.
Capabilities
Intent Analysis:
Analyzes historical customer interactions, sales outcomes, and behavioral patterns to identify signals associated with higher purchasing intent.
Customer Scoring:
Scores incoming customers in real time based on their profile, interaction context, and similarity to previously converted customers.
Automatic Assignment:
Routes high-priority customers to the most appropriate sales representative and can trigger the next step in the sales process, including a call, meeting, or in-person visit.
Case Study
Traditional Workflow
In a traditional sales process, incoming calls and messages are often reviewed in the order they are received.
Sales teams manually evaluate each customer before determining whether the request represents a strong sales opportunity. As a result, customers with high purchasing intent may remain in the same queue as general inquiries or lower-priority requests.
When response times increase, high-potential customers may contact another provider before a sales representative reaches them, increasing the risk of losing opportunities that could otherwise have converted.
Workflow with Upsonic
With Upsonic, the Agent uses historical customer and sales data to understand the characteristics and behavioral signals associated with successful purchases.
When a new customer calls or sends a message, the Agent evaluates the interaction and creates an intent score.
The assessment can consider signals available within the institution's data, such as:
- Customer profile and segment
- Requested product or service
- Interaction channel
- Previous interactions
- Historical customer behavior
- Similarity to previously converted customers
- Engagement and purchase-intent signals
Customer: ABC Company
Request: Commercial financing inquiry
Channel: Incoming call
Intent Score: 91/100
Priority: High
Recommended Action: Immediate sales contact
Assigned Representative: Commercial Sales Team
A lower-intent request may remain in the standard sales queue, while a high-intent customer can be immediately routed to the appropriate representative.
For opportunities requiring a more proactive sales process, the Agent can also trigger the next action, such as scheduling a meeting or initiating an in-person visit workflow.
This allows the sales organization to prioritize customers based on purchasing intent rather than simply the order in which inquiries arrive.
Impact
Upsonic helps sales teams reduce the time between customer intent and sales engagement.
By identifying high-potential customers early and routing them to the appropriate representative, the Agent helps prevent valuable opportunities from being lost among lower-priority inquiries.
Sales teams can focus their time on customers with stronger purchasing signals while maintaining a structured prioritization process across incoming calls and messages.