Upshot

What Upshot does

Upshot.ai is an enterprise B2B SaaS platform providing omni-channel customer engagement, user engagement, and gamification capabilities to Fortune 1000 companies. Operated as a division of PurpleTalk Inc., the platform is delivered via SDK and JavaScript integration into client mobile apps and websites, deployed on AWS with a multi-tenant cloud architecture using isolated logical containers per client. Founded in 2014 and headquartered in Dallas, TX with an India regional office in Hyderabad, Upshot.ai serves clients across six vertical markets — Banking & Insurance, eCommerce, EdTech, AgriTech, Healthcare, and Enterprise — with named customers including Amway, Puma, Sony Pictures, ITC, Panini, Novartis, Novo Nordisk, ICICI, Kotak Life, Indigo, Mann Hummel, and Aditya Birla. The company positions itself as a Customer Data Platform (CDP) that unifies behavioral, demographic, psychographic, and transactional data from online and offline channels.

The platform consists of ten integrated modules: Analytics & Insights (50+ reports), Segmentation & Rule Engine (real-time targeting with geo-fencing and live rules), Onboarding (dynamic in-app guidance with images, video, and splash screens), Rewards & Loyalty (behavioral reward programs with virtual currency), Data Management (PII masking, encrypted transfer, isolated multi-tenant architecture), Engagement & Communication (push, email, SMS, WhatsApp, in-app messaging), Journey Builder (automated workflows), Prediction & ML Driven Insights (LRFM, Regression, Time series, Clustering for churn and conversion prediction), Gamification (badges, quizzes, polls, mini-games, leaderboards), and Feedback & NPS (micro-surveys and opinion polls). Machine learning is applied to segmentation, churn prediction, and conversion scoring rather than proprietary foundation models.

Upshot.ai monetizes through a hybrid SaaS pricing model: a one-time integration fee, a monthly platform subscription, variable usage-based MAU billing, and monthly customer success operations fees billed by hours spent. Contracts are annual with quarterly billing and a 3-month free trial option. Go-to-market is direct enterprise field sales targeting Fortune 1000 buyers, supported by inside sales and a 4-hour SLA during business hours. No external funding rounds, M&A activity, or institutional investor details are disclosed; the company appears to operate under the PurpleTalk Inc. parent entity without public cap-table information.

Name

Upshot

Legal name

PurpleTalk Inc.

Website

https://upshot.ai

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Upshot.ai is a Dallas-based enterprise SaaS platform providing omni-channel customer engagement, gamification, and ML-driven user engagement tools to Fortune 1000 clients across banking, eCommerce, EdTech, agri-tech, healthcare, and enterprise sectors via SDK integration.

Ownership category

akta.pro rank

Product category

Customer Engagement & Gamification SaaS

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Customer engagement platform
• Gamification software
• User retention tools
• Mobile marketing automation
• Predictive analytics SaaS

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Platform Subscription: Annual subscription-based SaaS model with four pricing components: one-time integration fee, standard platform cost (monthly), usage cost based on monthly active users, and customer success operations (monthly based on hours spent). Minimum contract period of 1 year with quarterly billing upfront.
2. Usage-based MAU Billing: Variable usage cost based on monthly active users. A user qualifies as MAU if they visit the mobile app or website at least once a month, or for offline users, if they perform at least one transaction/interaction that is sent to Upshot.ai via integration.
3. Professional Services - Customer Success Operations: Additional monthly fee based on number of hours spent by customer success team for engagement operations execution.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Upshot.ai provides an award-winning omni-channel customer engagement and gamification platform delivered as enterprise SaaS. The platform combines a Customer Data Platform (CDP) with analytics, real-time segmentation, journey automation, omnichannel communication, ML-driven prediction (churn and conversion), behavioral rewards/loyalty programs, and purpose-built gamification tools (badges, quizzes, polls, mini-games, leaderboards). It is integrated into client mobile apps and websites via SDK/JavaScript and is sold to large enterprises through annual subscriptions with usage-based MAU pricing.

Product overview

Upshot.ai is an award-winning Omni-channel Customer Engagement & User Engagement Platform with Gamification capabilities. The platform operates as a Customer Data Platform (CDP) that captures user behavioral, demographic, psychographic, and transactional data from online and offline channels. The core platform includes integrated modules for Analytics & Insights, Segmentation & Rule Engine, Onboarding, Rewards & Loyalty, Data Management, Engagement & Communication, Journey Builder, Prediction & ML Driven Insights, Gamification, and Feedback and NPS. These modules work together to enable product, digital, and marketing teams to drive user onboarding, engagement, retention, and conversions through gamification, personalized communication, automated workflows, and ML-driven predictions. The platform is delivered via SDK/JS integration for mobile apps and websites, with a dashboard for configuration and management.

Differentiator

Problem solved

Functional benefit

Products and services

• Analytics & Insights Provides more than 50 analytical reports and insights on the dashboard, with the ability to create custom reports and funnels to analyze user behavior and optimize user experience for enterprise customers.
• Segmentation & Rule Engine Groups users based on their behavior using segmentation and live-rule engines, allowing real-time targeting with messages and interventions for enterprise marketing and product teams.
• Onboarding Enables personalized onboarding experience to each user through dynamic in-app guidance using images, videos, screen-tips, and splash screens for enterprise mobile and web apps.
• Rewards & Loyalty Categorizes users based on their loyalty index and rewards users with virtual currency or points using behavioral reward programs to increase customer loyalty for enterprise brands.
• Data Management Manages user data securely and efficiently with data management tools, capturing behavioral, demographic, psychographic, and transactional data from online and offline channels for enterprise clients.
• Engagement & Communication Sends targeted messages and notifications including personalized and localized push/web notifications, email, SMS, WhatsApp, and in-app messages at the user's preferred time for enterprise brands.
• Journey Builder Automates workflows targeting specific user segments with a series of nudges that motivate users to complete journeys, used by enterprise product and marketing teams.
• Prediction & ML Driven Insights Provides prediction and ML-driven insights using algorithms like LRFM, Regression, Time series, and Clustering to find user behavior patterns and predict user churn and conversion for enterprise clients.
• Gamification Creates a sense of community and belonging with purpose-built gamification tools including badges, quizzes, opinion polls, mini-games, and leaderboards to motivate user engagement for enterprise apps.
• Feedback and NPS Collects feedback using micro-surveys, opinion polls, feature ratings, and likes/dislikes to understand what users want and improve products and services for enterprise clients.

Quantifiable outcome

• 400% increase in Monthly Active Users
• +7 more outcomes

Named customers8 records

Segments12 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature10 records

Partnerships

One partnership is on record.

• PurpleTalk Inc.coreOthersUpshot.ai is a division of PurpleTalk Inc., indicating PurpleTalk as the parent company. The relationship is a subsidiary/division structure where Upshot.ai operates as a product line within PurpleTalk Inc.

Scale indicators16 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Mixpanel: Product analytics platform with growing engagement and messaging capabilities. Overlaps with Upshot's analytics, segmentation, and behavioral targeting modules; less depth in gamification and omnichannel orchestration.
• Amplitude: Product analytics platform that has expanded into cohort-based engagement and personalization features. Comparable on the ML-driven insights and behavioral segmentation axes; lighter on omnichannel messaging and gamification.

Broad incumbents

• Adobe Experience Cloud: Adobe's enterprise martech/CDP/analytics stack (including Adobe Experience Platform) covering segmentation, journey orchestration, and personalization at global enterprise scale. Overlaps with Upshot's analytics, segmentation, and engagement modules.
• Twilio Segment: Broadly adopted CDP and customer data infrastructure from Twilio, used as the data foundation by many enterprise engagement stacks. Competes indirectly via the data layer that Upshot's CDP also addresses.
• Salesforce Marketing Cloud: Dominant enterprise marketing and engagement suite from Salesforce covering email, mobile, social, advertising, and CDP. A broad incumbent alternative for Fortune 1000 buyers evaluating Upshot.

Direct peers

• WebEngage: India-headquartered customer engagement and data platform serving enterprise apps with journey builder, personalization, and cross-channel messaging. Closely comparable to Upshot on product and go-to-market profile.
• Braze: Public, venture-backed leader in cross-channel customer engagement (push, email, in-app, SMS, WhatsApp) with strong personalization, journey builder, and AI capabilities. Direct competitor for enterprise app engagement RFPs.
• CleverTap: India-headquartered omnichannel customer engagement and analytics platform with strong gamification and CDP capabilities, targeting enterprise and consumer apps globally. Closest comparable to Upshot given product breadth, geography, and customer engagement focus.
• Iterable: Cross-channel marketing platform built around workflow-based journey orchestration, segmentation, and AI-driven send-time optimization for enterprise apps. Direct peer in the engagement/orchestration category.
• MoEngage: India-based AI-driven customer engagement platform offering omnichannel messaging, journey orchestration, personalization, and analytics for enterprise apps. Direct peer given similar ICP, modular SaaS architecture, and ML-driven segmentation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/upshot_ai
• Facebookfacebook.com/brandkinesis
• LinkedInlinkedin.com/company/goupshot

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Upshot