Expansion Engine
Identifies expansion opportunities
Orchestrator Agent
Expansion Opportunity Identification
Customer Successlow Risk
Complexity 3/5
Monitor usage, detect signals, recommend products
CSMs miss expansion opportunities due to lack of usage visibility. This agentic workflow monitors usage patterns, detects expansion signals (new departments, volume growth), recommends complementary products, and generates proposals with ROI.
20-30x
Typical ROI
3-4 weeks
Time to Value
Customer Success
Department
Complexity
Agent Architecture
Agent Architecture
Orchestrator identifies and recommends expansion.
Usage Monitor
Monitors usage
- •Track metrics
- •Detect growth
- •Find signals
Usage Monitor
Monitors usage
Product Matcher
Matches products
- •Analyze usage
- •Match products
- •Score fit
Product Matcher
Matches products
Proposer
Generates proposals
- •Calculate ROI
- •Create proposal
- •Send email
Proposer
Generates proposals
Orchestrator Pattern Architecture
Workflow Steps
1
Monitor usage
2
Detect signals
3
Match products
4
Calculate ROI
5
Generate proposals
6
Track conversion
Required Dependencies
CRMSalesforce, HubSpot, Pipedrive
Key Performance Indicators
Click any KPI to view detailed measurement guidance, formulas, and typical ranges.
Governance Controls
Centralized LoggingVisibility
HIGH
Centralized Logging
Capture all agent interactions (prompts, outputs, data sources accessed) in a central, searchable system
Complexity: medium
Agent RegistryVisibility
HIGH
Agent Registry
Central inventory of all agents with metadata: owner, purpose, data sources, risk level, users
Complexity: low
Prompt Injection TestingRisk
Prompt Injection Testing
Regularly test agents for vulnerabilities (jailbreaks, prompt injection, data exfiltration attempts)
Complexity: medium
These controls help ensure secure, compliant, and auditable AI operations. High-priority controls are critical for production deployment.
Identified AI Risks
Hallucinations
Hallucinations
AI generating false or fabricated information presented as fact
Stale Information
Stale Information
AI using outdated data that no longer reflects current reality
Source Attribution
Source Attribution
Inability to verify or cite the original sources of AI-generated information
Recording Consent
Recording Consent
Lack of proper consent for recording, storing, or processing user interactions
Third-Party Data Processors
Third-Party Data Processors
Risks associated with external vendors processing sensitive data
Prompt Injection
Prompt Injection
Malicious manipulation of AI behavior through crafted input prompts
These risks should be mitigated through proper governance controls and operational procedures.
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