A random upgrade popup spends trust. A timely recommendation can earn it. The difference is whether the product understands what the user is trying to complete and why another capability helps now.
Daily connects product journey, plan, role, onboarding, requests and confirmed usage. Growth teams can turn those signals into controlled guidance inside the SaaS.
Start with intent, not a campaign list
A user who repeatedly opens export settings may be showing a need for automation. A workspace that viewed an integration but hit a permission block needs help before an upsell. A team using a feature successfully may be ready for the next capability.
Daily rules can combine:
- feature viewed or backend-confirmed as used;
- plan and role eligibility;
- onboarding and health;
- unresolved product questions;
- recent blockers and integration state.
The question is not “Who can see this banner?” It is “Whose current job becomes easier with this capability?”
Let the agent explain the value
When the user asks for help, the embedded agent can suggest an included feature, guide a setup path or explain an eligible upgrade. The message and destination are controlled, while the conversation gives the explanation context.
Cooldowns and impression limits keep recommendations from becoming repetitive. The SaaS retains control of pricing, checkout and plan changes; signed backend events confirm the actual result.
Measure behavior after the prompt
An impression is not adoption. Daily records whether a suggestion was shown, clicked or dismissed, then connects later authoritative events such as feature_used or plan_changed.
This lets Growth compare:
- interest without activation;
- guidance that led to confirmed use;
- blockers that prevented adoption;
- expansion interest that needs a human conversation.
Build the first motion from your product
Connect selected repositories through GitHub to create a reviewable map of features and routes. Add signed user context and a small event taxonomy. Then choose one motion—such as integration adoption or automation upgrade—and define who is eligible, what benefit to explain and which outcome confirms value.
Explore Daily for AI Customer Success and Growth or book a demo to map your product-led motion.
