snowflake-highlight-upsell-opportunity implementation guide

---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: An Ambient agent that spots product usage spikes, surfaces key context,
  and helps CS teams act fast on upsell opportunities, boosting revenue and retention.
name: Highlight Upsell Opportunity
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHeads+up%21+I%27ve+detected+a+significant+usage+spike+for+%3Cb%3EAcme+Corp%3C%2Fb%3E.+They%27ve+seen+a+47%25+increase+in+the+last+90+days+and+have+hit+their+licensing+limit.%3C%2Fp%3E%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EAnalyzing+usage+data+from+%3Cb%3ESnowflake%3C%2Fb%3E%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ERetrieving+account+details+from+%3Cb%3ESalesforce%3C%2Fb%3E%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere%27s+a+quick+summary%3A%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EAccount+Owner%3A%3C%2Fb%3E+Sarah+Johnson%3C%2Fli%3E%3Cli%3E%3Cb%3EHealth+Score%3A%3C%2Fb%3E+95+%28Green%29%3C%2Fli%3E%3Cli%3E%3Cb%3ERecent+Activity%3A%3C%2Fb%3E+1%2C000%2F1%2C000+active+user+licenses+utilized.%3C%2Fli%3E%3Cli%3E%3Cb%3EPeak+Usage%3A%3C%2Fb%3E+Tuesdays+and+Thursdays%2C+1-3+PM+EST.%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EThis+looks+like+a+strong+upsell+opportunity.+Would+you+like+me+to+draft+an+outreach+email+to+their+primary+contact%2C+John+Doe%3F%3C%2Fp%3E%22%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Draft+Email%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22Set+Reminder+to+Review%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Dismiss%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+is+the+draft+for+John+Doe%3A%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3ESubject%3A%3C%2Fb%3E+Quick+question+about+your+Acme+Corp+account%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHi+John%2C%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHope+you%27re+having+a+great+week.+%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+noticed+your+team%27s+usage+of+our+platform+has+grown+by+nearly+50%25+recently+-+it%27s+fantastic+to+see+you+getting+so+much+value+from+the+product%21+It+looks+like+you%27ve+also+hit+the+current+license+limit+on+your+plan.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ETo+ensure+your+team+has+uninterrupted+access+and+can+continue+to+grow%2C+I%27d+be+happy+to+discuss+some+options+for+expanding+your+license+count.+%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EAre+you+free+for+a+quick+15-minute+chat+next+week%3F%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EBest%2C%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESarah%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3EShould+I+send+this+email+and+create+a+follow-up+task+in+Salesforce%3F%3C%2Fb%3E%3C%2Fp%3E%22%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Send+%26+Create+Task%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22Edit%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Cancel%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESending+email+via+%3Cb%3EOutreach%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECreating+follow-up+task+in+%3Cb%3ESalesforce%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%7B%5Cn++%5C%22Subject%5C%22%3A+%5C%22Follow+up+with+Acme+Corp+re%3A+license+upgrade%5C%22%2C%5Cn++%5C%22DueDate%5C%22%3A+%5C%222024-08-05%5C%22%2C%5Cn++%5C%22Status%5C%22%3A+%5C%22Not+Started%5C%22%2C%5Cn++%5C%22WhoId%5C%22%3A+%5C%22003...%5C%22%2C%5Cn++%5C%22WhatId%5C%22%3A+%5C%22001...%5C%22%5Cn%7D%22%2C%22caption%22%3A%22Task+created+in+Salesforce.%22%2C%22connectorName%22%3A%22salesforce%22%2C%22title%22%3A%22POST+%2Ftasks%22%7D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDone.+The+email+has+been+sent%2C+and+I%27ve+created+a+task+for+you+to+follow+up+next+week.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Acme+Corp%22%2C%22connectorName%22%3A%22salesforce%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Sales
systems:
- salesforce
- snowflake
video: https://vimeo.com/1106619167
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