Websites, Stores and Search
Generative engine optimization: how to get cited by AI search
What generative engine optimization really is, what the research shows, and a step-by-step plan to get your pages cited by AI search.
Revenue
AI Post-Purchase Agent
Every order gets an onboarding message, a well-timed cross-sell and a review request, without anyone sending them by hand.
The days after a purchase are when customers decide whether they will come back. This agent runs that moment for you. After each order it sends a how-to-use note, suggests a product that genuinely pairs with what was bought, and asks for a review once delivery has had time to happen. Every message follows your store policies and sends from your own platform.
- Onboarding notes that help customers get value from their purchase
- Cross-sell suggestions drawn from products that pair in your catalog
- Review requests timed to land after the order arrives
$1,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Post-Purchase Agent is a background workflow that runs the messaging sequence after an order is placed: a how-to-use or onboarding note, a cross-sell suggestion timed to when it is useful, and a review request once the product has had time to arrive.
Why businesses buy it
Most stores go silent after the order confirmation, then wonder why customers do not return or leave reviews. A thoughtful follow-up sequence cuts support questions, builds trust and brings in the reviews that persuade new shoppers. Doing it by hand rarely survives a busy week. This agent runs every step automatically and reports the revenue its cross-sells bring in. The written scope sets the sequence, the timing, the connected systems and the testing before you order, so you know exactly what customers will receive.
Problems this solves
New buyers hear nothing after checkout except a shipping notice
The agent runs a post-order sequence through your messaging platform. It opens with a how-to-use or onboarding note, so customers get value from the product sooner.
Cross-sell emails arrive too early to be useful
A cross-sell suggestion is timed to when it is likely to make sense for that order. One AI step drafts it within the guardrails agreed with you.
Review requests go out before the parcel has even arrived
The review request is held until the product has had time to arrive and be used. The full sequence was checked across 20 test runs on your sample data.
A good fit if
You currently send one thank-you email after purchase, or nothing at all, and know a proper sequence would earn more reviews and repeat orders.
You already send email or SMS through a platform such as Klaviyo, and want onboarding, cross-sell and review-request steps triggered automatically from order data.
Your products benefit from a short how-to-use note after purchase, such as usage instructions, care tips or setup steps.
You are comfortable with the agent running in the background on a schedule, with no chat interface or live channel to staff.
Not the right fit if
Your main need is proactive shipping and delivery status updates, not onboarding or review requests. See AI Order Tracking Agent, which gives customers proactive, accurate shipping updates.
You want reminders timed specifically to when a consumable product is about to run out, not a general post-purchase sequence. See AI Repeat Purchase Agent.
The customer has gone fully quiet for months rather than just completed a purchase. See AI Win-Back Agent, which re-engages lapsed customers with offers matched to their history.
You want customers to be able to ask questions and get live responses about their order, not a scheduled message sequence. This runs in the background only; add a note at checkout for a Custom AI inquiry.
How it works
- We connect to your store platform, such as Shopify or WooCommerce, and to your email or SMS platform, with read access to order and product data.
- When an order is placed, the workflow schedules a sequence: an onboarding or how-to-use note first, then a cross-sell suggestion, then a review request, each with its own timing.
- The cross-sell step recommends products that pair with what was just bought, drawn from your catalog rather than a generic suggestion list.
- The review-request step waits until the expected delivery window has passed, so customers are asked once the product has actually had time to arrive.
- Each step sends through your existing email or SMS platform, so it carries your sender reputation and your own review-collection tool.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A list of the systems involved, such as your store platform, your email or SMS provider and your review-collection tool, each with admin or API access.
- A written description, or a short screen recording, of what customers receive after purchase today, even if that is only an order confirmation.
- Five to ten real examples of recent orders, so onboarding notes and cross-sell suggestions are tuned to your actual products.
- Any product usage instructions, care notes or setup guidance you already have, so onboarding messages do not need to be invented from scratch.
- The name of whoever should be told if the workflow hits an error or a send fails.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker on your side who can approve the sequence timing and wording before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, sequence steps and timing agreed.
Weeks 1–2
Onboarding, cross-sell and review-request messages built.
Week 3
Your store platform, messaging platform and review tool connected.
Weeks 3–4
Twenty test runs completed on your own sample order data.
Week 4
Your review and two rounds of changes to timing and wording.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $1,900 |
| Express | 15–25 working days | $2,300 |
| Rush | 10–20 working days | $2,650 |
What you receive at handover
- AI Post-Purchase Agent configured and running in your environment
- One post-order workflow covering the onboarding note, cross-sell and review request
- Connections to up to three agreed systems
- Workflow, prompt and guardrail configuration
- A test report, an admin guide and the recorded 45-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help first-time buyers feel looked after and come back
- Helps cross-sells land when they are actually relevant
- Makes it easier to gather reviews from customers who have used the product
- Second-order rate for first-time buyers
- Compare it from store reports for customers who first bought in the month before launch and the month after.
- Review volume
- Count new reviews each month in your review platform and compare with the pre-launch month.
- Cross-sell orders
- Use your messaging platform's attribution report for the cross-sell message each month.
Before you start: Record last month's new review count and the share of first-time buyers who ordered again. Note what post-order messages already go out.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the workflow afterwards costs roughly $20 to $100 a month, covering the automation platform plus AI model usage for drafting each step. Your existing email or SMS plan, and any review-collection tool, are billed separately, in your own accounts.
AI usage during the build and testing is also billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
If you need more sequence steps, an extra connected system, or a second language, add a note at checkout for a written Change Quote. Your original order still runs on its normal timeline. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Optional monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly change hours, enough to refresh onboarding notes or adjust review-request timing. It starts after the thirty days of included support, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A post-purchase app charges a recurring platform fee on top of your email tool | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A post-purchase app bundles this with loyalty or SMS modules you may not need | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A post-purchase app can be live the same day but sequence tuning takes weeks | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Cross-sell logic | A post-purchase app often shows the same recommended products to everyone | An agency build depends on what was agreed | Ours recommends from your catalog based on what was just bought |
Questions about this product
What does the AI Post-Purchase Agent build include?
It covers connecting your store and messaging platform, building the onboarding, cross-sell and review-request sequence, twenty test runs on your own sample orders, two rounds of changes and a recorded handoff session. The fixed price and faster delivery options are shown on this page before you order, and the whole scope is agreed in writing.
How much does AI Post-Purchase Agent cost to run each month?
Roughly $20 to $100 a month, covering the automation platform and AI model usage that drafts each message step. You pay that directly in your own accounts. Your existing email or SMS plan and any review-collection tool are billed separately by those providers, not included in this figure.
How long does AI Post-Purchase Agent take to launch?
Each delivery speed has a fixed schedule shown before you buy, with express and rush options if you want the sequence running before a launch. The clock starts once your systems list, sample orders and product notes are confirmed, usually within 72 hours of ordering. You review every message step in testing before customers see it.
Does AI Post-Purchase Agent send shipping updates too?
No. It focuses on onboarding, cross-sell and review requests, not delivery tracking. If proactive shipping updates are what you need, AI Order Tracking Agent handles that as a separate build, and the two can run alongside each other on the same store without sending overlapping messages to your customers.
What access does AI Post-Purchase Agent need to my store?
Read access to order and product data on your store platform, plus admin or API access to your email or SMS platform and any review-collection tool, shared by adding our team as a user or creating a key you control, never by email. It does not need payment details or write access to your catalog.
Can I change the sequence timing later?
Yes. Adjustments such as new onboarding copy, different cross-sell rules or a later review request fit inside the monthly change hours included with maintenance. A new connected system or extra step is handled as an add-on or a Change Quote.
Who owns the workflow AI Post-Purchase Agent builds?
You do. The sequence logic, message templates and connections live inside your own store, messaging and review-tool accounts once delivered, not inside a system we control. If you later change providers or bring the work in-house, nothing about the workflow is locked to us.
Guides on this topic
All guides Turn every order into a smoother start and a real review.
Order AI Post-Purchase Agent and every order gets a helpful onboarding note, a timely cross-sell and a fair review request, live on a fixed delivery date.
Works well with
Revenue
AI Win-Back Agent for Shopify
Re-engages lapsed customers with offers matched to their history, connected natively to Shopify so it reads and updates customers, orders, products and…
Revenue
AI Win-Back Agent for Klaviyo
Re-engages lapsed customers with offers matched to their history, connected natively to Klaviyo so it reads and updates profiles, lists, segments, events…
Revenue
AI Abandoned Cart Agent for Klaviyo
Recovers abandoned carts with personalized, timed messages, connected natively to Klaviyo so it reads and updates profiles, lists, segments, events and flows.