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Mines order history for expansion signals and ranks your upsell targets — read-only, it never changes your NetSuite data.
Expansion-ready accounts, found in the order history you already have. Your best expansion revenue is hiding in order history you already own: customers whose purchase volume keeps climbing, accounts buying one product line when similar customers buy three, contracts about to renew right when usage is peaking. This agent mines NetSuite transaction and customer data for exactly those patterns, scores each account’s expansion signals with the evidence behind them, and hands your sales team a ranked upsell target list — it is read-only and never changes anything in NetSuite. Team: Sales & CRM · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

  • Find my top upsell targets
  • Map category whitespace
  • Accounts gaining momentum
  • Expansion at renewal
  • One rep’s book

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Trust and governance

This agent is read-only in NetSuite: it queries and analyses your data but pins no NetSuite write tools, so it cannot create, change, or send anything on your behalf. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite