Empower your team with specialized AI personas. From hunting new deals to building deep customer relationships and providing world-class technical support, we handle the complexity so you can focus on the people.
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ACCOUNT MANAGEMENT
GlobalTech's quarterly usage shows latency spikes during peak hours. Integrating a CX-focused UCaaS solution would improve their team's productivity and overall experience. Should we propose this value-add?
Absolutely. Let's frame it as a quality-of-life improvement for their remote staff.
POST-SALES SUPPORT
I've verified their current environment is stable. I'm ready to assist with the UCaaS implementation as soon as the client approves.
Relationship Health
Excellent (98%)
One platform, three experts working to ensure your customers are acquired, retained, and technically supported.
Designed to hunt. This persona helps you identify gaps in customer portfolios and builds outbound strategies for SaaS, IaaS, AI, and other solutions in the AppDirect catalog.
Your 'Relationship Architect'. Focused on long-term value and improved customer experience. Identifies cross-sell solutions that solve real problems and drive loyalty.
Your virtual 'Support Desk'. Expertly handle post-deployment troubleshooting, ticket resolution, and implementation hurdles for everything in the AppDirect catalog.
As an advisor, the catalog is your arsenal. Our Account Management bot ensures that when you cross-sell, you aren't just selling — you're adding measurable value to the customer experience.
Scalable options for solo advisors or expanding teams. Powered by AppDirect consumption tracking.
Test the waters with our post-sales support specialist.
Full suite access with total flexibility.
Our most popular plan for scaling advisors.
Maximum privacy & hardware sovereignty.
GCP compute and AI costs are metered separately and passed through at-cost. AdvisorAssist manages your cloud project — you only pay for what you use.
~$5/mo
Light usage
~50 agent actions/day
~$12/mo
Moderate usage
~200 agent actions/day
~$30/mo
Heavy usage
500+ agent actions/day
Set monthly budgets with automatic alerts at 50%, 80%, and 100%. Projects auto-pause at your budget limit — no surprise bills.
Local model hosting is provided via custom-built hardware for ultimate privacy.
Infrastructure Partner
Being an AppDirect advisor is about relationships. AdvisorAssist doesn't take over your customer calls — it acts as the unseen technical expert behind your team, ensuring that every solution you sell is implemented perfectly and supported indefinitely.
AdvisorAssist manages your GCP project, AI models, and infrastructure. You pay only for actual usage — typically $5-15/month per license for standard workloads.
Our Account Manager Persona focuses on CX and value, ensuring that cross-sell opportunities enhance your customer's business, not just your revenue.