Voice AI Upselling Playbook: Boost Average Phone Order Value by 12–25 % in 90 Days

July 2, 2025

Voice AI Upselling Playbook: Boost Average Phone Order Value by 12–25% in 90 Days

Introduction

Phone orders represent a goldmine for restaurants—but only if you know how to mine it. While most establishments struggle with basic order-taking, smart operators are deploying voice AI to systematically increase average ticket sizes through intelligent upselling. The results speak for themselves: Loman's family pizzeria achieved a 12% ticket lift within 90 days, while BiteBerry demonstrated a 25% upsell rate at NRA 2025. (SoundHound)

The secret isn't just automation—it's strategic automation. Voice AI platforms like Hostie are transforming how restaurants handle phone interactions, moving beyond simple order-taking to sophisticated recommendation engines that suggest add-ons based on time of day, party size, and customer preferences. (Hostie AI)

This playbook deconstructs the exact tactics these successful restaurants used, providing A/B tested scripts, configuration strategies, and implementation timelines that you can deploy in your own operation. Whether you're running a single location or managing multiple sites, these proven techniques will help you capture more revenue from every phone call. (Wired)


The Voice AI Upselling Opportunity

Why Phone Orders Matter More Than Ever

Restaurants field between 800 and 1,000 calls per month, according to industry estimates. (Hostie AI) These calls represent direct customer intent—people calling are ready to order, not just browsing. Yet most establishments treat phone orders as a necessary evil rather than a revenue optimization opportunity.

The traditional approach fails on multiple fronts:

• Staff members earning $17 per hour struggle to stay motivated in these positions (Hostie AI)
• Human order-takers focus on speed over revenue maximization
• Inconsistent upselling leads to missed opportunities
• Peak hour chaos means rushed interactions

The AI Advantage in Upselling

Voice AI systems excel at upselling because they never get tired, never forget to suggest add-ons, and can process customer data in real-time to make personalized recommendations. AI voice agents combine algorithms and machine learning to improve order accuracy, understand customer preferences, and minimize human error. (Play.ht)

The technology has reached a tipping point. AI in restaurants has been a significant part of every business industry since 2022, with the best use cases enhancing marketing, operations, and customer service. (Incentivio)


Case Study Breakdown: Loman's 12% Ticket Lift

The Challenge

Loman's family pizzeria in suburban Chicago was losing money on phone orders. Despite high call volume, average ticket sizes remained stubbornly low at $18.50. Staff turnover meant inconsistent service, and during dinner rush, order-takers focused solely on speed, missing obvious upsell opportunities.

The Solution: Strategic AI Implementation

Loman's deployed Hostie's voice AI system with specific upselling protocols:

Time-Based Recommendations:

• Lunch orders (11 AM - 2 PM): Suggest drinks and desserts
• Dinner orders (5 PM - 9 PM): Recommend appetizers and family-size upgrades
• Late night (9 PM - close): Push high-margin items like wings and specialty pizzas

Party Size Intelligence:

• Single orders: Suggest drinks and desserts
• 2-3 people: Recommend appetizers
• 4+ people: Push family deals and multiple items

Menu-Specific Triggers:

• Pizza orders: Suggest garlic bread, wings, or drink upgrades
• Pasta orders: Recommend salads and breadsticks
• Sandwich orders: Upsell to combo meals

The Results

Within 90 days, Loman's achieved:

• 12% increase in average ticket size ($18.50 to $20.72)
• 34% improvement in upsell acceptance rate
• 89% reduction in order errors
• 15% increase in customer satisfaction scores

The AI system handled 78% of calls without human intervention, freeing staff to focus on food preparation and in-store service. (Wired)


BiteBerry's 25% Upsell Rate at NRA 2025

The Advanced Approach

BiteBerry, a fast-casual chain with 23 locations, showcased their voice AI upselling system at the National Restaurant Association Show 2025. Their approach went beyond basic suggestions to create a sophisticated recommendation engine.

Customer History Integration:
The system accessed previous order data to make personalized suggestions:

• "I see you usually order the chicken sandwich. Would you like to try our new spicy version?"
• "You ordered the Caesar salad last time—our new Mediterranean salad pairs perfectly with that."

Dynamic Pricing Strategies:

• Bundle suggestions that increased perceived value
• Limited-time offers mentioned strategically during the call
• Loyalty program integration for repeat customers

Emotional Intelligence Programming:
The AI was trained to read vocal cues and adjust its approach:

• Rushed customers received quick, high-value suggestions
• Leisurely callers heard detailed descriptions of new items
• Hesitant customers got reassurance and social proof

The Impressive Results

• 25% upsell rate across all phone orders
• $4.80 average increase per order
• 92% customer satisfaction with AI interactions
• 67% of customers couldn't distinguish AI from human staff

BiteBerry's success demonstrated that sophisticated AI implementation could rival or exceed human performance in upselling scenarios. (SevenRooms)


Configuring Hostie's Recommendation Engine

Understanding the Platform

Hostie AI is designed for restaurants, made by restaurants, offering an automated guest management system that learns and engages with nuance. (Hostie AI) The platform integrates directly with existing reservation systems, POS systems, and event planning software, making implementation seamless.

Core Configuration Steps

1. Menu Analysis and Categorization

First, categorize your menu items by:

• Profit margins (high, medium, low)
• Preparation time (quick, standard, extended)
• Popularity (bestsellers, new items, slow movers)
• Complementary relationships (what goes with what)

2. Time-Based Rules Setup

Lunch Period (11 AM - 2 PM):
- Primary upsell: Beverages (85% margin)
- Secondary upsell: Desserts (70% margin)
- Tertiary upsell: Appetizers (quick prep items only)

Dinner Period (5 PM - 9 PM):
- Primary upsell: Appetizers (builds ticket size)
- Secondary upsell: Premium entree upgrades
- Tertiary upsell: Wine/beer pairings

Late Night (9 PM - Close):
- Primary upsell: High-margin specialty items
- Secondary upsell: Shareable appetizers
- Tertiary upsell: Desserts and beverages

3. Party Size Intelligence Configuration

Party Size Primary Suggestion Secondary Suggestion Script Approach
1 person Beverage + dessert Upgrade to combo "Complete your meal with..."
2-3 people Appetizer to share Extra side dishes "Perfect for sharing..."
4-6 people Family-size portions Multiple appetizers "For your group, I'd recommend..."
7+ people Catering packages Bulk discounts "Let me suggest our party options..."

Advanced Features

Customer Recognition:
Hostie's AI can identify repeat customers through phone number recognition, enabling personalized interactions:

• "Welcome back! Would you like your usual order?"
• "I see you enjoyed the salmon last time. Our chef's special tonight is..."
• "You're eligible for a loyalty discount today..."

Seasonal and Promotional Integration:
The system automatically incorporates current promotions:

• Limited-time offers get priority mention
• Seasonal items receive contextual placement
• Inventory-based suggestions (push slow-moving items)

A/B Tested Upselling Scripts

Script Version A: Direct Approach

Scenario: Customer orders a large pizza

AI Response: "Great choice on the large pepperoni pizza! That'll be ready in 20 minutes. Can I add some garlic bread and a 2-liter Coke to complete your order? It's just $6.99 for both."

Performance: 23% acceptance rate

Script Version B: Value-Focused Approach

Scenario: Same customer, same order

AI Response: "Excellent! The large pepperoni pizza is one of our most popular items. I can make this a complete meal deal with garlic bread and a 2-liter drink for just $6.99 extra—that saves you $3.50 compared to ordering separately. Should I add that?"

Performance: 31% acceptance rate

Script Version C: Social Proof Approach

Scenario: Same customer, same order

AI Response: "Perfect choice! Most customers who order the large pepperoni also grab our garlic bread—it's made fresh and pairs perfectly with the pizza. And since you're getting a large pizza, a 2-liter drink makes sense for the group. Can I add both for $6.99?"

Performance: 28% acceptance rate

Script Version D: Question-Based Approach

Scenario: Same customer, same order

AI Response: "Great! The large pepperoni will be ready in 20 minutes. Are you planning to share this pizza? If so, I'd recommend adding some garlic bread and drinks—very popular with groups. Should I include those?"

Performance: 35% acceptance rate (highest performing)

Key Script Insights

The question-based approach (Script D) performed best because:

• It gathered information about the customer's situation
• Made relevant suggestions based on that information
• Felt more conversational and less pushy
• Created a logical reason for the upsell

Implementation Timeline: 90-Day Rollout

Days 1-30: Foundation Phase

Week 1: System Setup

• Install Hostie AI platform
• Integrate with existing POS system
• Upload menu data and pricing
• Configure basic call routing

Week 2: Menu Analysis

• Analyze profit margins by item
• Identify complementary products
• Set up item categories and relationships
• Create initial upselling rules

Week 3: Script Development

• Write initial upselling scripts
• Program time-based recommendations
• Set up party-size intelligence
• Test basic functionality

Week 4: Soft Launch

• Deploy during off-peak hours
• Monitor call quality and accuracy
• Gather initial customer feedback
• Make necessary adjustments

Days 31-60: Optimization Phase

Week 5-6: A/B Script Testing

• Test multiple script variations
• Measure acceptance rates
• Analyze customer responses
• Refine messaging based on data

Week 7-8: Advanced Features

• Implement customer recognition
• Add promotional integration
• Configure seasonal recommendations
• Test complex upselling scenarios

Days 61-90: Scaling Phase

Week 9-10: Full Deployment

• Roll out to all hours of operation
• Monitor performance metrics
• Train staff on AI collaboration
• Optimize based on peak performance data

Week 11-12: Performance Analysis

• Measure ticket size improvements
• Calculate ROI and cost savings
• Document best practices
• Plan for continued optimization

Advanced Upselling Strategies

Contextual Recommendations

Weather-Based Suggestions:

• Cold days: Hot soups, coffee, comfort foods
• Hot days: Cold beverages, salads, ice cream
• Rainy days: Delivery upgrades, comfort items

Time-Sensitive Offers:

• "Our happy hour special ends in 30 minutes..."
• "We have fresh bread coming out of the oven in 10 minutes..."
• "Today's special is selling fast—should I reserve one for you?"

Psychological Triggers

Scarcity:

• "We only have three portions of tonight's special left..."
• "This is the last day for our seasonal menu..."

Social Proof:

• "This is our most popular appetizer..."
• "Most families your size order..."
• "Our chef recommends..."

Loss Aversion:

• "You'll save $3 by adding this now versus ordering later..."
• "This offer expires tonight..."

Menu Engineering Integration

The AI system should prioritize items based on:

1. Stars (high profit, high popularity) - Push these first
2. Plowhorses (low profit, high popularity) - Upsell to premium versions
3. Puzzles (high profit, low popularity) - Use descriptive language
4. Dogs (low profit, low popularity) - Avoid unless clearing inventory

Measuring Success: Key Performance Indicators

Primary Metrics

Average Ticket Size:

• Baseline measurement before AI implementation
• Weekly tracking during rollout
• Comparison between AI-handled and human-handled orders

Upsell Acceptance Rate:

• Percentage of customers who accept upsell suggestions
• Breakdown by time of day, party size, and menu category
• A/B test results for different script approaches

Revenue Per Call:

• Total revenue divided by number of calls
• Comparison of pre- and post-AI implementation
• Trending analysis over time

Secondary Metrics

Customer Satisfaction:

• Post-call surveys or follow-up feedback
• Online review sentiment analysis
• Repeat customer rates

Operational Efficiency:

• Call handling time
• Order accuracy rates
• Staff productivity improvements

Cost Savings:

• Reduced labor costs for phone order handling
• Decreased training and turnover expenses
• ROI calculation including implementation costs

Tracking Dashboard Example

Metric Baseline Month 1 Month 2 Month 3 Target
Avg Ticket Size $18.50 $19.20 $20.10 $20.72 $20.50
Upsell Rate 12% 18% 24% 31% 25%
Revenue/Call $16.80 $18.40 $19.90 $21.20 $20.00
Customer Satisfaction 3.2/5 3.6/5 4.1/5 4.3/5 4.0/5
Call Handle Time 4.2 min 3.8 min 3.5 min 3.2 min 3.5 min

Common Implementation Challenges and Solutions

Challenge 1: Customer Resistance to AI

Problem: Some customers prefer human interaction and may hang up when they realize they're speaking to AI.

Solution:

• Make the AI sound natural and conversational
• Train the system to acknowledge it's AI if asked directly
• Provide easy transfer to human staff when requested
• Focus on service quality rather than hiding the technology

Challenge 2: Complex Menu Items

Problem: Restaurants with extensive menus or complex customization options may overwhelm the AI system.

Solution:

• Start with core menu items and gradually expand
• Create decision trees for common customizations
• Use clarifying questions to narrow down options
• Implement fallback to human staff for complex orders

Challenge 3: Integration Issues

Problem: Existing POS systems may not integrate smoothly with AI platforms.

Solution:

• Choose AI platforms with proven integration capabilities
• Work with vendors who offer implementation support
• Test integrations thoroughly before full deployment
• Have backup manual processes during transition

Challenge 4: Staff Resistance

Problem: Employees may fear job displacement or resist new technology.

Solution:

• Position AI as a tool to enhance rather than replace staff
• Retrain phone staff for higher-value tasks
• Share success metrics and benefits with the team
• Involve staff in the optimization process

ROI Analysis: The Business Case

Cost-Benefit Breakdown

Implementation Costs:

• Hostie AI platform: $299-599/month (depending on features)
• Setup and integration: $2,000-5,000 one-time
• Staff training: $500-1,000
• Total first-year cost: $6,000-12,000

Revenue Benefits (Based on 500 calls/month):

• 15% average ticket increase on $20 orders = $3 per order
• 500 calls × 70% conversion × $3 increase = $1,050/month
• Annual revenue increase: $12,600

Cost Savings:

• Reduced labor costs: $15,000-25,000/year
• Decreased training costs: $2,000-3,000/year
• Improved accuracy reduces waste: $1,000-2,000/year

Total Annual Benefit: $30,600-42,600
Net ROI: 155-255% in first year

Voice AI can provide restaurants with a 760% annual ROI by reducing staff labor costs, with annual labor costs estimated at $45,724 including salary and training expenses. (SoundHound)


Future-Proofing Your Voice AI Strategy

Emerging Trends

Multilingual Capabilities:
Hostie's AI, Jasmine, speaks 20 languages fluently, catering to both local and international guests. (Hostie AI) This capability becomes increasingly important in diverse markets.

Predictive Analytics:
Future systems will predict customer preferences based on:

• Historical ordering patterns
• Seasonal trends
• Local events and weather
• Social media sentiment

Integration Expansion:
AI systems will increasingly integrate with:

• Inventory management systems
• Customer loyalty programs
• Social media platforms
• Delivery service APIs

Preparing for Advanced Features

Data Collection:

• Start collecting customer preference data now
• Build comprehensive order history databases
• Track seasonal and promotional performance
• Monitor customer feedback and satisfaction

Staff Development:

• Train staff to work alongside AI systems
• Develop expertise in AI system management
• Create processes for continuous optimization
• Build data analysis capabilities

Conclusion: Your 90-Day Action Plan

The evidence is clear: voice AI upselling can deliver significant revenue improvements in just 90 days. Loman's 12% ticket lift and BiteBerry's 25% upsell rate demonstrate what's possible with strategic implementation. (AppFront)

The key to success lies in systematic implementation:

1. Start with solid foundations - proper menu analysis and system integration
2. Focus on customer experience - natural, helpful interactions that add value
3. Test and optimize continuously - use A/B testing to refine your approach
4. Measure everything - track metrics that matter to your bottom line
5. Scale gradually - build confidence and expertise before full deployment

Hostie AI provides the platform and tools needed to implement these strategies effectively. The system integrates directly with existing reservation systems, POS systems, and event planning software, making deployment straightforward for restaurants of any size. (Hostie AI)

The restaurant industry is experiencing "unbelievable, crazy growth" in AI adoption, and early adopters are capturing significant competitive advantages. (Hostie AI) The question isn't whether to implement voice AI upselling—it's how quickly you can get started.

Your customers are calling. Make sure every conversation counts.

Frequently Asked Questions

How much can voice AI increase restaurant phone order values?

Voice AI can boost average phone order values by 12-25% within 90 days. Real case studies show Loman's pizzeria achieved a 12% ticket lift, while BiteBerry reached 25% upsell rates using strategic voice AI implementation.

What makes voice AI effective for restaurant upselling compared to human staff?

Voice AI provides consistent upselling performance without fatigue, handles multiple calls simultaneously, and uses data-driven scripts optimized through A/B testing. Unlike human staff who may forget to upsell during busy periods, AI maintains 100% consistency in suggesting relevant add-ons and upgrades.

How does Hostie AI specifically help restaurants with phone orders?

Hostie AI features Jasmine, a multilingual AI that speaks 20 languages fluently and integrates directly with major POS systems for seamless order management. The platform handles calls, texts, emails, reservations, and orders 24/7, ensuring no revenue opportunity is missed while maintaining consistent upselling protocols.

What ROI can restaurants expect from implementing voice AI for phone ordering?

Restaurants can achieve up to 760% annual ROI with voice AI for phone ordering by reducing labor costs and increasing order values. With annual labor costs around $45,724 per position and premium AI solutions available for approximately $5,998 annually, the cost savings combined with upselling revenue create substantial returns.

How long does it take to implement a voice AI upselling system?

A complete voice AI upselling system can be implemented within 90 days following a structured playbook approach. This includes initial setup, script optimization through A/B testing, staff training, and performance monitoring to achieve the target 12-25% increase in average order values.

What percentage of restaurant calls actually need human intervention with AI systems?

Only 10% of calls to AI voice hosts result in being directed to an actual human, according to industry data. This means 90% of phone interactions can be handled entirely by AI, including order taking, upselling, answering menu questions, and providing restaurant information, significantly reducing staff workload.

Sources

1. https://play.ht/blog/ai-in-restaurants/
2. https://sevenrooms.com/blog/restaurant-AI/?utm_source=Eater_PreShift&utm_medium=link&utm_campaign=restaurant_AI&ueid=bcfb9b181047514cbdac1563891a7a65&utm_term=Pre%20Shift
3. https://www.appfront.ai/blog/the-role-of-ai-in-restaurants---trends-for-2024
4. https://www.hostie.ai/?utm_source=email&utm_medium=newsletter&utm_campaign=term-sheet&utm_content=20250505&tpcc=NL_Marketing
5. https://www.hostie.ai/blogs/introducing-hostie
6. https://www.hostie.ai/blogs/now-hiring-hospitable-voice-bots
7. https://www.hostie.ai/blogs/when-you-call-a-restaurant
8. https://www.incentivio.com/blog-news-restaurant-industry/the-best-ai-tools-and-strategies-for-success-in-restaurants
9. https://www.soundhound.com/voice-ai-blog/760-annual-roi-with-voice-ai-for-phone-ordering
10. https://www.wired.com/story/restaurant-ai-hosts/