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Customer Expansion Campaigns
Stop letting expansion revenue slip through the cracks with generic upsell emails. Octave's AI-powered Customer Expansion Campaigns use your customer data from Clay to generate hyper-personalized messages that convert.
Grow pipeline with less effort
Increase reply and conversion rates by turning product usage data and account intelligence into messages that feel unmistakably meant for your customer. Octave's AI agents transform dynamic signals into tailored campaigns that highlight the most relevant upsell opportunities.
Free up your GTM team
Redirect weeks of RevOps and SDR time from manual research and prompt engineering to active selling and strategy. Our context engine automates the entire flow—from analyzing Clay data to generating copy-ready sequences—so your team can focus on closing deals.
Launch and test faster
Quickly experiment with expansion messaging as your products evolve or customer usage patterns shift. With Octave, you can model messaging once, then let our agents adapt it in real time, helping you find message-market fit in hours, not weeks.
Go from data to campaign in minutes
Octave integrates with your stack to build an always-on expansion engine. It’s a simple, three-step flow to automate your upsell and cross-sell campaigns.
Model Your Messaging
Codify your products, use cases, and value props into Octave’s living messaging library. Business users can refine it in plain language, creating a single source of truth.
Connect Customer Intelligence
Pipe in real-time customer usage data and account signals from Clay. Octave combines this with your CRM data to build a complete picture of every expansion opportunity.
Launch Agentic Campaigns
Our Sequence Agents use your messaging library and customer data to generate personalized upsell campaigns. A single API endpoint pushes copy into your sequencer, ready to send.
Features
Resources
Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.
Library
Define and align core value propositions, target segments, and buyer personas.
Playbooks
Create hyper-personalized messaging for every niche, persona, and segment you target.
Agents
Power real-time workflows with agents grounded in your ICP and GTM strategy.
Styles
Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.
Prospector
Surface every high-value contact in your target market—fast.
Frequently Asked Questions
Still have questions? Get connected to our support team.
Octave replaces brittle, multi-step prompting with agentic messaging playbooks. Instead of maintaining complex workflows, you get a composable API and a central messaging library that acts as the 'ICP and product brain' for Clay, producing superior, context-aware copy without the prompt swamp.
Octave is designed to use a variety of signals available in Clay, including product usage data and other account-level intelligence. It combines these with first-party data from your data warehouse, CRM, or even Gong transcripts to generate unmistakably relevant expansion messages.
Yes. Octave provides 'Styles' that give you granular control over your messaging. You can define the tone, reading level, length, call-to-action, and what information to reference in the subject line and body, ensuring every email aligns with your brand voice.
No. Octave is built to augment your existing GTM stack, not replace it. It integrates with tools like Clay, Cargo, and sequencers such as Salesloft and Outreach, adding powerful orchestration without disrupting your current workflows.
Build your generative GTM motion today
