01
Use the purchase as context
Consider the item, customer preferences, and your approved product relationships before suggesting an add-on. Keep recommendations relevant to the conversation.
Use cases/Upsells
The add-on offered in the same conversation.
Warranty, delivery, assembly, and the matching piece. Offered naturally in conversation, logged to the order when accepted.
TRIGGER
New lead created
Jordan Reyes · Northwind
AI lead scoring
Score 87 · High intent
Field branch
3 paths evaluated
Score ≥ 80
AI outbound call
Connected · 4m 12sBook appointment
Tue · 2:30 PMScore 40–79
Send email
Opened · clickedRun code
200 OK · 142msScore < 40
Create ticket
Ticket #4821 · openHow Bevado handles upsells
One conversation.
Every next step connected.
02
Explain the useful addition
Offer available delivery, assembly, warranty, or matching products using your approved terms. Answer questions without pressuring the shopper.
03
Record the customer’s choice
Capture acceptance or decline and route order changes through your connected workflow. Associates can see what was offered and what the shopper chose.
An example workflow
What happens in practice.
Your catalog, customer history, and store policies guide every step.
- 1
phone
A shopper confirms a dining table order
- 2
Bevado
Sees the matching chairs are in stock
- 3
phone
Offers the set discount and updates the order
Your systems.
Your team in control.
Connect the context
Bring together your CRM, product information, order data, calendars, and approved workflows. Scope the required connections with our team before launch.
Set the boundaries
Your team defines what Bevado can answer, which actions it can take, and when a person needs to step in. Approvals and exceptions follow your operating rules.
Keep the history
Conversations, captured details, and follow-up actions stay connected. A handoff includes the context your team needs to continue.
Elegant Comfort
37–55 hours of phone calls eliminated every week.
Elegant Comfort’s team uses Bevado to handle repetitive customer conversations and free up time for higher-value work.
Read the customer story →Keep exploring
From the first question to the next purchase.
One connected AI for sales, support, and the conversations that keep customers coming back.
01
Sales
Inquiries from the floor, the phone, or your site get an instant response. Bevado quotes, checks stock, and writes everything back to your CRM.
Explore sales →02
Support
Bevado knows the order, the delivery window, and the last conversation. Shoppers get answers instantly, on the channel they used.
Explore support →03
Order updates
Delivery scheduling, day-before confirmations, and reschedules happen in conversation, so trucks stop rolling to empty houses.
Explore order updates →04
Reengagement
Bevado remembers who was waiting on a restock, a sale, or a spouse. It reaches out with the right item at the right moment.
Explore reengagement →05
Human coaching
Bevado listens to sales-floor conversations and shopper calls, surfaces specific coaching moments, and turns preferences, objections, and follow-ups into structured CRM data.
Explore human coaching →See upsells in action.
Walk through your workflow with our team, or try Bevado yourself.