AI app for sales · no coding needed
Customer expansion research
Evidence-based discovery opportunities rather than automatic upsell recommendations.
Made for: Customer success teams managing business accounts
What it does for you
The problem
Expansion suggestions lack evidence of an actual customer need.
What it gives you
Expansion research brief
What you give it
Authorized usage datacustomer conversations
How it works, step by step
- Identify stated goals
- Examine relevant usage
- Flag unmet requirements
- Distinguish hypotheses
- Prepare discovery questions
- Record account-owner decisions
What you see on screen
- Account needs
- evidence timeline
- opportunity review
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Customer expansion research with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Customer expansion research with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare21 KB
- prompt-vps.mdThe same build on your own server (Docker)21 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria11 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For customer success teams managing business accounts, turn authorized usage data and customer conversations into expansion research brief. Address the recurring problem: expansion suggestions lack evidence of an actual customer need. The pilot measures validated needs and accepted discovery conversations against the buyer's current method, before the larger build.
Agree the decision and research questions, define permitted sources or participants, collect evidence, code findings, compare supporting and contradictory material, review interpretations, and deliver a cited brief with next questions. Start with authorized usage data and customer conversations and finish with expansion research brief.
How the AI works
Assist with retrieval, transcription, structured extraction and thematic synthesis. Preserve source passages and methodological context. Human researchers validate inclusion, quotations and conclusions. Use real participants when customer research is required.
Safeguards
Keep product capabilities and commercial terms verified. Use authorized customer records and require review before outreach, promises or pricing exceptions. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.
What to build first
Begin with customer success teams managing business accounts and one recurring use case. Build the first two modules: identify stated goals; examine relevant usage. Provide operator assistance for the third module: flag unmet requirements. Deliver expansion research brief through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
What it can connect to
Approved sales collateral, CRM records and product or pricing information. Permitted research libraries, interview recording imports, citation exports and document editors. Preserve original source metadata throughout the workflow. These are candidate integration categories, not verified supported connectors.
The screens in detail
Organize work by research question. Show a source library, an evidence matrix and a draft findings panel with linked quotations. Keep contradictory findings and unanswered questions visible. Allow reviewers to inspect the original context before accepting an interpretation. In this product, the first view is account needs, followed by evidence timeline and opportunity review.
