Expansion Signal Agent

Each day, the agent checks every live account for new expansion signals. These signals can be short-lived, so running daily gives the account owner a chance to respond while the timing still makes sense.

• Schedule: Daily
• Scope: Live accounts

Next, the agent pulls each account's current usage and compares it with the number of licences available. This shows whether the customer is approaching its existing limit or still has room within what it already owns.

• Fields: Current usage and available licences
• Scope: The live account being checked

For the same account, the agent pulls the people who started using the product this month. New users show how the product is spreading inside the customer, which can point to an expansion conversation beyond the current group.

• Include: People who started using the product this month
• Scope: Users linked to the account

Using the usage and new user data, the agent lists every expansion signal that fired on the account. It includes the figures behind each signal so the account owner can see what changed and why it matters.

From the signals that fired, the agent picks the strongest one and explains what it suggests selling. It also says when the signals point in different directions, so the account owner has that context before starting an expansion conversation.

Finally, the agent sends the account owner one Slack message for each signal that fired. The messages include the data behind the signals and the strongest expansion opportunity, helping the owner judge the timing without putting the renewal at risk.

• Recipient: The account owner
• Channel: Slack
• Sends: One message per expansion signal