The Upsell and Cross-Sell topic includes five agent actions.
Field technicians and service reps can use these agent actions to suggest upgrades, add-ons or new products to the customers.
| Agent Action | Description |
|---|---|
| Get Add-On Products | Gets a list of compatible add-on products for a customer’s existing asset, including associated pricing data. This action requires the asset ID and pricebook ID for successful completion. |
| Get Cross-Sell Products | Gets a list of active cross-sell product suggestions, including pricing, for a specified account, catalog, and category. |
| Get Upgrade Products | Gets active upgrade product suggestions and pricing for a specified account and price book. |
| Create Sales Quote | Creates a sales quote for specified products. |
| Format Product Recommendations | Formats product data into a structured display of exactly three recommended products consistently. |