Inspiration

This is a constant battle all sales teams fight with. Upselling is hard. Most of the upsells fall through without sufficient metrics. Gathering these metrics is time consuming.

What it does

This is an automated workflow that is triggered by alerts from Dynatrace based on product usage. The moment an alert is triggered the temporal workflow checks and verifies the usage, gets the contract, verifies the contract terms and conditions and suggests an upsell email.

How we built it

Built it using Temporal, Bedrock, Claude, MongoDB and Dynatrace.

Challenges we ran into

Co-ordinating account ids across multiple workflow elements.

Accomplishments that we're proud of

The overall flow completion. This is an end-end flow. An email is triggered to the customer, there is a hook that waits on reply and completes the CTA flow.

What we learned

Almost everything - I had no idea about temporal.

What's next for Upsell Agent

Things to complete: Push the workflow status and CTA reports to clickhouse or the equivalent. Complete the email reply hook.

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