What it does

Use when a user mentions "usage-based upgrade trigger", "plan limit approaching", "upgrade prompt workflow", or asks for related help. When a user approaches their plan's usage limit (API calls, contacts, seats, storage), trigger an in-app upgrade prompt AND create an AE task for high-MRR accounts — catch upgrade-ready moments at the moment of intent, not on the next renewal call.

You get

Attribute

AI-Derived Attribute produced by this recipe.

Segment

Segment produced by this recipe.

Content Asset

Asset produced by this recipe.

Workflow

Workflow produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

Compute Usage Capacity Attribute

create_ai_attribute

Create an AI-derived attribute

Produces:Attribute

2

Identify Upgrade-Ready Accounts

Create Segment

Build a segment

Produces:Segment

3

Build Upgrade Prompt Asset

create_page_content

Generate in-app upgrade prompt content. Personalized to which dimension is approaching limit:

Produces:Content Asset

4

Build Upgrade Trigger Workflow

Create Workflow

Create a workflow firing when usage_capacity_used crosses 0.8 (and on each subsequent threshold). Step sequence: (1) trigger in-app upgrade prompt for plan-decision-makers on the account; (2) for accounts with MRR > $500/month, create AE expansion task immediately (don

Produces:Workflow

5

Build Upgrade Conversion Dashboard

Build Dashboard

Compose an upgrade conversion dashboard: usage-trigger volume per week (accounts crossing 0.8 threshold), in-app-prompt-to-upgrade conversion rate, AE-task-to-upgrade conversion rate (for high-MRR cohort), ARR uplift from usage-based expansion this quarter, and median time from threshold-cross to upgrade-completed. Compare upgrade-via-prompt vs. upgrade-via-AE-outreach as motion-effectiveness signal.

Produces:Dashboard

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Usage Based Upgrade Trigger

What it does

You get

How it works

Compute Usage Capacity Attribute

Identify Upgrade-Ready Accounts

Build Upgrade Prompt Asset

Build Upgrade Trigger Workflow

Build Upgrade Conversion Dashboard

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