Upgrade Cycle Targeter: what this AI agent does and how to use it
Targets customers due a phone or laptop upgrade based on purchase date and device age. Who it's for, the questions it answers, the data it needs and how to switch it on.
Try the Upgrade Cycle Targeter live demo →
What it does
Turn customer and order data into segments and campaign copy, in your brand voice. The Upgrade Cycle Targeter agent is the specialist for this job: targets customers due a phone or laptop upgrade based on purchase date and device age.
Who it's for
Your team. It runs in the console for your staff and through the REST API. It is a team agent, so it is never exposed to shoppers.
Questions it answers
Ask it in any of our languages, for example:
- "Who is due a phone upgrade before the November launches?"
- "Find laptop owners with 3-year-old machines"
- "Plan a trade-in campaign for smartwatch owners"
The live demo shows these as sample prompts in your language, on a fictional store's data.
How it works
- It understands the question in the language it was written in, even when your catalog is in another language.
- It looks things up with tools, never from memory:
- Upgrade_candidates
- Read-only sql over your retail data (sandboxed per workspace)
- It answers from your data, in your brand voice and currency, and shows which tools it used.
- Rules stay in code. Prices, eligibility and permissions come from your data and settings; the agent explains them and can't invent them. Why this matters.
The data it needs
Orders, Order lines, Products, Customers. As soon as these tables are loaded, the agent is ready to switch on. Files can use your own column names: they're mapped automatically. See Connect your data.
Works well with
- Segment Builder: Builds customer segments from tiers, cities and purchase behaviour, with counts.
- Campaign Copywriter: Drafts campaign emails, push and social copy featuring real products.
- Churn Win-back: Finds lapsed members, sizes the opportunity and drafts a win-back message with real products.
- Campaign Post-mortem: Reviews a promotion's results: sales during vs before, by category, with lessons for next time.
- Influencer Brief Generator: Writes a creator brief with the products to feature, key messages and do's and don'ts.
Your team can use them side by side in the console, or call each one through the API.
Turn it on
- Load the data it needs.
- Install Upgrade Cycle Targeter from the Agent catalog and add your own instructions (guide).
- Test it in the Playground, in every language you serve.
- Invite your team or call it from your own systems.
New to ServiceBuddy? Start with how onboarding works.
Try it, and related AI Agent Buddies
Marketing & Customer Insight
Upgrade Cycle TargeterTargets customers due a phone or laptop upgrade based on purchase date and device age.
Marketing & Customer Insight
Segment BuilderBuilds customer segments from tiers, cities and purchase behaviour, with counts.
Marketing & Customer Insight
Campaign CopywriterDrafts campaign emails, push and social copy featuring real products.
Marketing & Customer Insight
Churn Win-backFinds lapsed members, sizes the opportunity and drafts a win-back message with real products.
Marketing & Customer Insight
Campaign Post-mortemReviews a promotion's results: sales during vs before, by category, with lessons for next time.
Marketing & Customer Insight
Influencer Brief GeneratorWrites a creator brief with the products to feature, key messages and do's and don'ts.
Marketing & Customer Insight
Campaign Brief BuilderTurns a commercial goal into a campaign brief with audience, message, products, channels and KPIs.
Marketing & Customer Insight
Loyalty Programme DesignerAnalyses spend and frequency by tier and proposes earn, burn and tier changes with their likely cost.
Marketing & Customer Insight
Ramadan Campaign PlannerPlans Ramadan and Eid campaigns with timing, hero products, offers and channels.
Marketing & Customer Insight
Beauty Sampling ProgrammeTargets free samples at customers most likely to convert to full-size beauty purchases.
Marketing & Customer Insight
Paid Search Keyword ManagerBuilds keyword lists and negatives by category from the catalogue and best sellers.
Marketing & Customer Insight
Lookalike Audience BuilderProfiles your best customers and builds a lookalike segment of similar customers who aren't there yet.
Marketing & Customer Insight
Lifecycle Journey DesignerDesigns welcome, second-purchase and win-back journeys from how customers actually buy over time.
Marketing & Customer Insight
Review ResponderDrafts on-brand replies to product and store reviews, checking the facts and the policy before promising anything.
Marketing & Customer Insight
Tone of Voice CheckerReviews copy against your brand voice and rewrites lines that drift off-brand.
Marketing & Customer Insight
SEO Content PlannerPlans category pages and buying guides around your range and best sellers, with keywords and outlines.
Marketing & Customer Insight
Footwear Fit Data AnalystAnalyses size-related returns by shoe model and size to improve size advice and future buys.
Marketing & Customer Insight
Client Event PlannerPlans an exclusive client event with a guest list of top customers by city, spend and favourite categories.
Marketing & Customer Insight
Recipe Content GeneratorCreates recipe content featuring promoted products for email, social and in-store screens.
Marketing & Customer Insight
Commuter Offer TargetingTargets morning and evening commuter offers by store location and time of day.
More about Marketing & CRM
Commuter Offer Targeting: what this AI agent does and how to use it
Targets morning and evening commuter offers by store location and time of day. Who it's for, the questions it answers, the data it needs and how to switch it on.
Recipe Content Generator: what this AI agent does and how to use it
Creates recipe content featuring promoted products for email, social and in-store screens. Who it's for, the questions it answers, the data it needs and how to switch it…
Lookalike Audience Builder: what this AI agent does and how to use it
Profiles your best customers and builds a lookalike segment of similar customers who aren't there yet. Who it's for, the questions it answers, the data it needs and how …
Lifecycle Journey Designer: what this AI agent does and how to use it
Designs welcome, second-purchase and win-back journeys from how customers actually buy over time. Who it's for, the questions it answers, the data it needs and how to sw…
Review Responder: what this AI agent does and how to use it
Drafts on-brand replies to product and store reviews, checking the facts and the policy before promising anything. Who it's for, the questions it answers, the data it ne…
Tone of Voice Checker: what this AI agent does and how to use it
Reviews copy against your brand voice and rewrites lines that drift off-brand. Who it's for, the questions it answers, the data it needs and how to switch it on.
SEO Content Planner: what this AI agent does and how to use it
Plans category pages and buying guides around your range and best sellers, with keywords and outlines. Who it's for, the questions it answers, the data it needs and how …
Footwear Fit Data Analyst: what this AI agent does and how to use it
Analyses size-related returns by shoe model and size to improve size advice and future buys. Who it's for, the questions it answers, the data it needs and how to switch …
Client Event Planner: what this AI agent does and how to use it
Plans an exclusive client event with a guest list of top customers by city, spend and favourite categories. Who it's for, the questions it answers, the data it needs and…
Loyalty Programme Designer: what this AI agent does and how to use it
Analyses spend and frequency by tier and proposes earn, burn and tier changes with their likely cost. Who it's for, the questions it answers, the data it needs and how t…
Ramadan Campaign Planner: what this AI agent does and how to use it
Plans Ramadan and Eid campaigns with timing, hero products, offers and channels. Who it's for, the questions it answers, the data it needs and how to switch it on.
Beauty Sampling Programme: what this AI agent does and how to use it
Targets free samples at customers most likely to convert to full-size beauty purchases. Who it's for, the questions it answers, the data it needs and how to switch it on.
Related articles
AI agents for store development & real estate
1 live AI Agent Buddies (Forecourt Site Evaluator) and 6 on the roadmap: what each does, the data it needs and the questions it answers.
Compatibility Checker: what this AI agent does and how to use it
Confirms whether cables, chargers, accessories and parts work with the shopper's exact device model. Who it's for, the questions it answers, the data it needs and how to…
Spec Comparator: what this AI agent does and how to use it
Explains spec differences between devices in plain terms and which ones matter for the shopper's use. Who it's for, the questions it answers, the data it needs and how t…
Trade-in Valuation: what this AI agent does and how to use it
Estimates trade-in value for an old device from model, condition and age, and applies it to a new purchase. Who it's for, the questions it answers, the data it needs and…
Extended Protection Advisor: what this AI agent does and how to use it
Explains warranty and protection plan options honestly, showing cost against likely repair risk for the product. Who it's for, the questions it answers, the data it need…
Smart Home Setup Planner: what this AI agent does and how to use it
Designs a compatible smart home setup room by room, listing every device and hub needed. Who it's for, the questions it answers, the data it needs and how to switch it o…
Appliance Fit Checker: what this AI agent does and how to use it
Checks whether a fridge, washer or oven fits the shopper's space, doorways and power supply. Who it's for, the questions it answers, the data it needs and how to switch …
Installation Booking Assistant: what this AI agent does and how to use it
Books delivery with installation for appliances and TVs, checking access, old unit removal and slots. Who it's for, the questions it answers, the data it needs and how t…
Device Troubleshooter: what this AI agent does and how to use it
Walks customers through common setup and fault fixes before arranging a repair or replacement. Who it's for, the questions it answers, the data it needs and how to switc…
Launch Day Buy Planner: what this AI agent does and how to use it
Sizes buys for new device launches from pre-orders, past launches and supplier allocation limits. Who it's for, the questions it answers, the data it needs and how to sw…
Price Protection Tracker: what this AI agent does and how to use it
Tracks supplier price-protection claims when device prices fall and makes sure credits are received. Who it's for, the questions it answers, the data it needs and how to…
Demo Device Manager: what this AI agent does and how to use it
Keeps demo devices updated, charged and secured, and schedules software refreshes. Who it's for, the questions it answers, the data it needs and how to switch it on.
