How long does setup take?

Setup takes under 15 minutes. Simply connect your ticketing system, configure your quality criteria, and the AI starts reviewing conversations immediately.

What are the requirements?

You need an active account with one of the supported ticketing systems. No technical setup or API knowledge required—the integration is handled automatically.

Can I customize the evaluation criteria?

Yes. You can define custom quality criteria, compliance rules, and scoring weights through the agentic workflow builder. The AI adapts to your specific standards.

Is customer data secure?

Yes. All data is encrypted in transit and at rest. Conversations are processed securely and never stored beyond what's needed for analysis.

Detect usage milestone + upgrade trigger

Milestone Hit

AI Triggers

Upgrade Offer

This workflow detects when customers hit usage milestones or approach plan limits and triggers upgrade conversations. The AI monitors API usage, seat count, storage consumption, feature adoption, and power user behaviors. When customers demonstrate they need more, it triggers personalized upgrade offers via email, in-app messages, or phone calls.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Upgrade opportunities and conversion outcomes are tracked in your product analytics, CRM, or revenue tools. The AI tests different offer timing, messaging, and discount strategies to optimize conversion rates. Successful upgrades trigger billing changes and feature unlocks automatically.

Key benefits

Convert free users to paid at optimal timing

Capture expansion revenue automatically

Personalized upgrade paths per user

Test pricing and messaging variations

Reduce upgrade friction

Increase average revenue per account

Seeing is believing

Get a personalized demo with Mo and see this automation in action. We'll walk you through exactly how it works with your ticketing system, answer your questions, and show you the ROI within 15 minutes.