How to set up the WhatsApp upsell agent and flows
The Upsell agent messages customers on WhatsApp after their order is confirmed or delivered to offer a related product, using flows you build per product. It requires the Upsell Booster app to be installed with upsell products configured.
Steps
- Install and configure the Upsell Booster app with the products you want to offer as upsells.
- Go to Upsell and set the trigger (after order confirmed, or after delivered) and rules: minimum order value, maximum offers per customer (once a day, week, month, or unlimited), skip rejected customers, verified phones only, and respect working hours.
- Set the offer expiry (30 minutes–24 hours) and a follow-up delay (30 minutes–12 hours).
- Go to Upsell → Flows and build one flow per source product: add steps with a delay (at least 1 minute), the upsell product, the offer type (percentage or fixed discount), and a send condition (after the previous message was sent, or after the customer replied).
- Turn on Stop flow after a sale so the flow doesn't keep messaging once the customer buys.
- If messaging outside the 24-hour window, assign an approved "Upsell Offer" template.
Common problems
- No upsell offers are sendingconfirm the Upsell Booster app is installed with products configured, and that a flow exists for the source product.
- Offers keep going out after the customer boughtenable Stop flow after a sale on the flow.
- Can't send an upsell outside the 24-hour windowassign an approved "Upsell Offer" template; only templates work outside that window.
- Customer getting too many offerstighten the maximum offers per customer setting or extend the offer expiry/follow-up delay.