AI agentSpend intelligence

AI seat rightsizing agent

An AI seat rightsizing agent reviews how each seat is used and groups people by behaviour, such as heavy, light and occasional users.

  • People stay in control
  • Every action is logged
  • Start with a small sample
Seat counts and plan tiers
Feature-level usage by user
Contract minimums and price bands
Headcount or hiring notes
AI seat rightsizing agentPrepared for review
  • ✓Seat and tier proposal with reasons
  • ✓Upgrade-review list
  • ✓Assumptions note for the buyer
Handed toBuyer receives a proposal to take into the renewal conversation
5inputs it reads
6steps in the walkthrough
1point where a person decides
3outputs it prepares
See it run

Watch it work

Agent Record Person
Live walkthrough
  1. 1Read seat dataRecord
  2. 2Group by usageAgent
  3. 3Test cheaper tiersAgent
  4. 4Draft proposalAgent
  5. 5Buyer decidesPerson
  6. 6Record outcomeRecord

Reads seat counts, plan tiers and feature use for one tool.

Sorts users into heavy, light and idle groups.

Checks which users only touch features in a lower plan.

Writes a recommended seat count and tier mix with reasons.

The buyer accepts, edits or rejects the proposal.

Stores the agreed mix for the renewal conversation.

The basics

What is an AI seat rightsizing agent?

It proposes a target mix, for example fewer premium seats and more standard ones, along with the effect on the renewal quote when the pricing is known from the contract.

Read the full explanation

It also watches for the opposite problem. Teams that are growing past their seat count get an early flag so they can add seats on agreed terms rather than at list price.

Where it breaks

Why this step is hard by hand

A single seat count hides the fact that people use the same tool very differently, and tiers are priced in steps that are easy to misjudge.

Heavy features sit in the top tier, so a few power users can force many light users onto a plan they do not need.

Minimum commitments, true-up clauses and co-terming rules decide whether a smaller number of seats saves anything.

Headcount moves between renewals, so the right number last year is not the right number now.

Without usage data by tier, there is little to bring to the negotiation.

The path

How the agent does it

  1. 01Read the plan

    Capture the current tiers, seat counts and per-seat rates from the contract and order form.

  2. 02Profile usage

    Group users by how much they use the product and which features they touch.

  3. 03Model the mix

    Test alternative seat and tier combinations against the contract's minimums and step pricing.

  4. 04Check the limits

    Flag clauses that restrict reductions, such as a mid-term commitment or a notice period.

  5. 05Prepare options

    Write two or three options for the owner with assumptions stated and the data behind each.

Want to see this flow on your own items?

Bring a small sample and watch Flo work through it.

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Under the hood

Inside the work

AspectBy handWith the agent
ScopeRightsizing is checked on the biggest tools only.Every application with usable data gets the same comparison.
Tier fitPlan levels are compared by reading vendor pricing pages.Users are matched to the lowest tier that covers the features they use.
GrowthHeadcount plans are forgotten when seats are cut.Planned joiners can be added so the proposal does not undershoot.
NegotiationBuyers walk into renewals with a rough guess.Buyers arrive with a usage-backed seat and tier proposal.
RepeatabilityFindings sit in one person's spreadsheet.Each proposal and decision is kept for the next renewal.
People and control

Who decides, and what to watch

What stays with people

  • ✓
    Owners choose the planThey weigh usage evidence against roadmap, team plans and user experience.
  • ✓
    Finance signs off on spendAny change to the committed amount follows the usual budget approval.
  • ✓
    Procurement negotiatesThe agent prepares the case, and a person agrees terms with the vendor.

Mistakes to avoid

  • ×
    Cutting to current usageSeat counts set exactly to today's figures leave no room for new joiners and lead to expensive mid-term additions.
  • ×
    Ignoring feature gatesMoving a user down a tier can remove a capability they rely on without anyone noticing until it breaks.
  • ×
    Skipping the contractA reduction that the order form does not allow produces no saving and can strain the vendor relationship.

Not sure where seat rightsizing fits in your process?

Talk it through with the team. We will map it to your steps and show where a person stays in control.

  • Works from a sample of your real items
  • Shows what Flo handles and what it hands over
  • No commitment to start
Rollout

Rolling it out

  1. 1Single tool

    Run the agent on one multi-tier tool and compare its proposal with what the buyer would have chosen.

  2. 2Review the gaps

    Record where feature data was missing and what owners overrode.

  3. 3Add protected seats

    Create the rule for sponsor and admin seats, then include more tools.

  4. 4Renewal rhythm

    Generate proposals ahead of each renewal and keep sign-off with the buyer.

Signs you would benefit

Everyone is on the top planTiers were chosen once and never revisited.
Feature use is unknownNobody can say which premium features are used.
Renewals roll overQuotes are accepted with the same seat count as last year.
Teams buy their own tierSimilar tools carry different plans without a reason.
The numbers

How to measure it

Set your own baseline first. We do not publish benchmarks without a source you can check.
Metric 1

Seat-to-use fit

Seat-to-use fit (%) =
seats whose tier matches observed usetotal seats× 100

A higher figure means seats and tiers match how people work. Read it with the headroom you have kept for growth, since a perfect fit with no spare seats is its own risk.

  • Review it per application at each renewal.
  • Record the assumptions behind each option so the next review can compare.
Questions

Frequently asked questions

Quick answers to what people ask most about seat rightsizing.

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What is seat rightsizing?

It is matching the number and tier of paid seats to real usage. It can mean fewer seats, a lower tier for some users, or more seats where a team has outgrown its plan.

How is rightsizing different from finding unused licenses?

Unused license detection looks for seats with no activity. Rightsizing looks at active seats too and asks whether they are on the correct tier and in the correct quantity.

Will rightsizing always lower cost?

Not necessarily. Contract minimums can block reductions, and a growing team may need more seats. The agent shows the effect under each option so people can decide.

When should rightsizing happen?

Ideally well ahead of the renewal notice window, so there is time to model options and negotiate. Many teams also review mid-term after large hiring or restructuring changes.

Try seat rightsizing on your own data

Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.

  • People approve, sign and pay
  • Every action is logged
  • Start with a small sample