# Cross-sell advisor for adjacent products

**Summary:** Suggest adjacent products based on the modules and features customers already use, so cross-sell ideas match their workflows instead of generic campaigns.

**In short:** Suggest adjacent products based on actual usage patterns so cross-sell ideas match how customers already work.

**Published:** 2026-02-18

**Last updated:** 2026-08-10

*This recipe explains how to link your product catalog to real customer behavior to make cross-sell more meaningful.*

Cross-sell works best when it matches customers’ existing workflows. If suggestions feel random, customers ignore them. A cross-sell advisor bases its ideas on which modules customers already use and where they encounter gaps.

Create **Audiences** based on which plan an end user currently has, so you know which products they have access to. Then, create a **Procedure** that outputs offers for `adjacent_products` with a `cross_sell_rationale`. Under the hood, you can define a simple mapping (a playbook) that says, for example, “If module A and workflow X are used, suggest module B.”

Ground the Procedure using flat **Topics** such as `Product-map`, `Cross-sell-playbooks`, and `Workflow-patterns`. These Topics describe which modules complement one another and for which workflows, so the AI’s rationales align with product strategy. This also limits the chance of suggesting unsupported combinations.

For internal consumption, the Procedure can create **Messages** for account managers when `adjacent_products` are detected, with a one-paragraph rationale and links to relevant documentation. A weekly **Notification** can list accounts with strong cross-sell signals so teams can plan outreach.

On the customer side, **Notifications** can present cross-sell hints inside the portal for specific segments. For instance, when users frequently run a workflow that would be easier with another module, a small inline suggestion can appear, linking to a short explanation. Use **Audiences** based on `active_modules` and `segment` to avoid over-communicating.

**Conclusion**  
A cross-sell advisor for adjacent products builds on what customers already use and where they struggle. With a Procedure, flat Topics that encode your product relationships, and a mix of internal Messages and segmented in-app hints, it supports thoughtful growth without overwhelming users.