About this session
$1M in Expansion Revenue Was Hiding in Our Unstructured Data. An AI Agent Found It. Shalin Jain, CEO & Founder, HappyFox (Live Walkthrough) Every B2B company is sitting on a goldmine of unstructured data: support tickets, call transcripts, emails, CRM notes, internal docs, and almost nobody is mining it for revenue. HappyFox is bootstrapped to $20M ARR, with fewer than 100 employees and just 4 sales reps. We built an AI agent that crawls across all of it and surfaces expansion opportunities that humans might miss. The result: over $1M in net-new expansion pipeline from existing data. Shalin will walk you through the actual build, how the agent connects to every source, scores opportunities, and hands them to reps ready to close, and will also share what surprised him most about where the revenue was hiding. In this session, you'll learn: How to turn unstructured data your team already generates into an expansion revenue pipeline The AI agent architecture behind connecting support tickets, call transcripts, emails, and CRM notes into one scoring system What $1M in expansion pipeline actually looks like when an agent finds it - the signals, the patterns, and the deals How a bootstrapped team with 4 sales reps built this without a data science team or a massive budget
Speakers
Other sessions at SaaStr AI Annual 2026
Vibe Coding Masterclass Kickoff!
Mon, May 11, 5:00 PM PDT
Kody Low
SaaStr AI 2026 Pitch Comp Featuring Zime AI
Wed, May 13, 5:00 PM PDT
Sanchit Garg
From Prompt to Revenue: How AI Agents Are Rewriting the Commerce Stack with Shoplazza
Wed, May 13, 5:00 PM PDT
Adam Mawdesley
SaaStr AI 2026 Pitch Comp Featuring Scalestack
Wed, May 13, 5:00 PM PDT
Elio Narciso
The State of Vertical AI: Opportunities, Threats, and What It Actually Takes to Win with Scale Venture Partners, Inspiren and GC AI
Wed, May 13, 5:00 PM PDT
Jeremy Kaufmann
Who Do You Want to Meet Networking
Wed, May 13, 5:00 PM PDT
Be in the room for this session — and 200+ more
May 12-14, 2026 · San Mateo, CA · 10,000+ B2B + AI leaders.