17 Best AI Sales Agents to Consider for 2025
AI sales agents are software tools that autonomously perform sales tasks such as lead qualification, outreach, follow-ups, and customer engagement by using machine learning and natural language processing.
Sales teams traditionally spent much time finding prospects, qualifying leads, and planning campaigns, but executing outreach, such as sending numerous emails, caused exhaustion and inefficiency. AI sales agents automate repetitive manual tasks and help sales teams focus on relationship-building and closing deals.
These AI agents are important for business growth because they improve sales cycles, improve lead conversion rates, and provide real-time guidance to sales reps. They are reshaping the marketing industry by improving reporting, analytics, content creation, and customer care, and supporting personalized offers, customer support, and administrative automation.
The main advantages of using these AI agents include increased efficiency, improved customer satisfaction, improved decision-making, scalability and adaptability, data-driven insights, accuracy and consistency, and cost savings.
Some of the best AI sales agents are BookYourData, Scratchpad, Regie.ai, Botsonic, Breeze Prospecting Agent, Relevance AI, CustomGPT, Claygent by Clay, Octave, Salesforce Einstein, Common Room, InsightSquared, Artisan, Crystal, Clari, Lavender, and Gong.
- BookYourData: BookYourData is a real-time B2B contact database tool that allows sales teams to filter, download, and verify targeted email lists to reach potential customers efficiently.
- Scratchpad: Scratchpad is a sales productivity workspace that integrates with Salesforce, allowing reps to take notes, update pipelines, and manage tasks directly from their browser or meetings.
- Regie.ai: Regie.ai is an AI content creation platform that helps sales teams write personalized emails, outbound sequences, and LinkedIn messages to scale prospecting efforts.
- Botsonic: Botsonic is a no-code AI chatbot builder that creates custom GPT-powered bots for websites, helping automate lead qualification and customer support.
- Breeze Prospecting Agent: Breeze Prospecting Agent is an AI sales agent that automates B2B prospecting by identifying ideal leads and sending hyper-personalized multichannel outreach.
- Relevance AI: Relevance AI is a sales automation tool that uses vector search and conversation intelligence to analyze customer data and deliver personalized engagement strategies.
- CustomGPT: CustomGPT is a platform that allows businesses to build their own GPT-powered AI chatbot trained on internal data for custom sales and support solutions.
- Claygent by Clay: Claygent by Clay is an AI assistant that researches prospects, enriches lead data, and generates personalized outreach messages for outbound sales teams
- Octave: Octave is a revenue orchestration platform that helps sales teams streamline quotes, pricing, and digital assets to accelerate deal closing.
- Salesforce Einstein: Salesforce Einstein is an AI layer within Salesforce that delivers predictive analytics, lead scoring, and next-best-action recommendations to improve sales efficiency.
- Common Room: Common Room is a community intelligence tool that identifies product-qualified leads from digital communities and helps sales teams engage the right users.
- InsightSquared: InsightSquared is a revenue intelligence platform that provides AI-driven analytics, forecasting, and pipeline visibility to support data-backed sales decisions.
- Artisan: Artisan is an AI sales agent that autonomously handles outreach, follow-ups, and scheduling while syncing with CRM to drive real progress.
- Crystal: Crystal is a personality AI tool that analyzes public profiles to suggest communication strategies, helping salespeople personalize outreach based on personality types.
- Clari: Clari is a revenue operations platform that uses AI to forecast sales, track pipeline health, and improve execution with real-time insights.
- Lavender: Lavender is an AI email assistant that helps sales reps write better cold emails by offering suggestions on tone, personalization, and structure to boost reply rates.
- Gong: Gong is a conversation intelligence platform that records and analyzes sales calls to deliver coaching insights, deal warnings, and team performance metrics.
Reputable AI sales agents
1. BookYourData

BookYourData is an AI-powered tool designed for real-time B2B contact data generation and email list building. It is commonly used by sales and marketing teams to quickly access verified email addresses, direct dials, and business information from a large global database.
Its AI-driven system regularly updates the database and maintains strong deliverability rates and compliance with data privacy regulations.
What makes it popular
- Offers pay-as-you-go pricing with no permanent subscription.
- Provides high data accuracy with 97% accuracy guaranteed.
- Offers instant real-time email verification.
Key features
- Shows downloadable B2B email lists with custom filters.
- Allows search filters like industry, job title, location, and company size.
- AI-driven data validation and deduplication.
- It is fully web-based, so no need for browser extensions.
- GDPR and CCPA-compliant datasets.
- Multiple integrations and bulk data exports.
Pros
- Lower bounce rates with 97% guarantee
- Real-time email verification
- Pay as you go pricing
- Easy-to-use list builder
- No ongoing contract
- Automatic deduplication of contacts
- Credits never expire
Cons
- Fewer AI functionalities as compared to other AI sales agents
- No subscription with unlimited credits
- No consumer data
Pricing
- Free plan: It costs $0/month and gives 10 free credits to users without getting a subscription. No credit card is required, and users can still access all the enterprise features.
- Pay-as-you-go model: Pay-as-you-go starts at $99 at 250 credits without the need for a subscription. This is the highest rate per credit, but pricing becomes more cost-effective with larger credit bundles. Each credit equals one contact, and the credits do not expire.
Customer support
BookYourData provides 24-hour customer support through multiple channels, including live chat, email, and an in-depth knowledge base.
Customer reviews
The customer reviews of Bookyourdata are mainly positive due to its ease of use, transparent pricing, and fast access to accurate B2B contact data. It also has a rating of 4.9 stars on G2.


2. Scratchpad
Scratchpad is an AI-driven sales execution tool designed to increase sales productivity and maintain CRM hygiene by automating data entry, monitoring pipeline accuracy, and providing real-time coaching within Salesforce workflows. It helps sales teams reduce administrative tasks, improve forecast accuracy, and keep pipelines clean.
Scratchpad’s AI-powered platform replaces manual spreadsheets with intelligent sales sheets and offers actionable insights that improve quota attainment and pipeline management.
What makes it popular
- Requires less admin work
- Enterprise-grade security and compliance
- Reputation for delivering results, such as increased quota attainment, forecast accuracy, and pipeline cleanliness
Key features
- Allows sales teams to automate note-taking, CRM updates, and call summaries with AI assistance.
- Offers real-time coaching and AI-driven suggestions during sales workflows.
- Provides AI sales sheets that replace manual spreadsheets and sync directly with Salesforce.
- Provides mobile CRM updates through voice dictation and AI recommendations.
- Supports pipeline management with customizable views, task tracking, and deal inspection.
- Slack integration for team collaboration and deal-related updates.
Pros
- User-friendly interface and easy setup
- 100% forecast accuracy
- Time saver for sales professionals
- Salesforce integration
Cons
- Occasional CRM syncing issues arise without using Salesforce
- Limited customization options for some features
Pricing
- Free plan: The Free plan of Scratchpad costs $0/month without requiring a credit card. It gives access to the prompt builder tool, the prompt manager tool, 3 AI sales sheets, unlimited sales notes, 100 AI credits per user per month, call transcripts 10h/month with Scratchpad Notetaker, and integrations.
- Solo plan: Scratchpad’s Solo plan costs $19 per user/month if billed annually. It offers a free trial before buying this plan to help users explore the features. It provides users with all the features of the Free plan, plus unlimited AI sales sheets and 400 AI credits per user per month.
- Team plan: The Team plan of Scratchpad costs $49 per user/month if billed annually. It also offers a free trial before buying the plan and provides users with all the features of the Solo plan, plus a prompt evaluator tool, advanced controls, a hygiene system, and 800 AI credits per user per month.
- Enterprise plan: This plan is a customized one, and users are required to contact the sales team to get a quote. It provides all features of the Team plan, plus unlimited AI credits and agent services.
Customer support
Scratchpad offers customer support through email/help desk, FAQs/forums, knowledge base, phone support, and chat options. It also trains its users about using the platform through webinars, live online, documentation, and videos.
Customer reviews
The rating of Scratchpad according to G2 is 4.9. Users positively review Scratchpad for its intuitive interface, smooth Salesforce integration, and ability to improve sales productivity.

3. Regie.ai
Regie.ai is the world's first AI sales engagement platform that helps enterprise sales teams automate and personalize prospecting and outreach. It combines AI Agents with a unified workflow to simplify sales engagement, parallel dialing, lead enrichment, and intent signals, which allow sales reps to focus on building relationships while AI handles research, messaging, and lead prioritization.
Regie.ai’s RegieOne platform simplifies complex sales processes by providing a single interface for managing calls, emails, and social outreach with AI-generated content.
What makes it popular
- Automates repetitive sales communication tasks efficiently
- Helps SDRs and AEs complete quotas faster with less manual effort
- Integrates easily with major CRM and sales engagement tools
- Improves reply and conversion rates with targeted content
Key features
- AI-generated multi-touch outbound sequences
- Dynamic content personalization using buyer intent data
- Easy integration with tools like Salesforce, HubSpot, Outreach, and Salesloft
- A content management system to organize and reuse messaging assets
- Sales analytics to track sequence performance and improve over time
Pros
- Saves time by automating high-quality content creation
- Improves consistency and messaging alignment across teams
- Easy to deploy and adapt to various sales workflows
- Strong ROI in terms of conversion rate improvement
Cons
- May require an initial time investment to train the AI on a specific brand voice
- Some advanced features are locked behind higher pricing tiers
- Can be less effective in industries with highly complex, non-standard buyer journeys
Pricing
The pricing plans of Regie.ai are listed below.
- RegieOne Sales Engagement Platform: This plan’s pricing starts at $35,000/year and includes AI Agents, the AI Dialer, contact enrichment, intent data, and domain management.
- AI Agents + AI Dialer plan: This plan also starts at $35,000/year, with an added $150 per rep/month for parallel dialing, offering multi-line calls, AI voicemail drops, and dynamic call scripts.
- AI Agents plan: This plan starts at $35,000/year and provides automated contact enrichment, lead prioritization, adaptive multi-channel outreach, and task automation, integrating easily with existing sales platforms.
Customer support
The customer support options provided by Regie.ai are email support, live chat support, a help center with documentation and FAQs, dedicated customer success managers, onboarding assistance, and webinars and training sessions.
Customer reviews
G2 rates Regie.ai 4 out of 5. Users like the GUI of the platform, its copywriting tool, and the automatically generated campaigns for Outreach sequences. However, users did not like the absence of integrations, limited script ideas, and the informal tone of the language.

4. Botsonic
Botsonic is a no-code AI chatbot builder powered by OpenAI’s ChatGPT. It is designed to automate customer support, lead capture, and engagement for businesses of all sizes. Botsonic is best for creating custom intelligent chatbots quickly without coding, which can answer up to 70% of customer queries and help communicate across various channels, including WhatsApp, web, and SMS.
Key features
- Automated customer support
- Employee support chatbots
- Supports for over 50 languages
- Allows users to customize chatbots
- Easy integrations with WhatsApp, Telegram, and Messenger
- Provides instant access to HR information, company policies, and resources through an AI-powered internal support system
Pros
- GPT4 provides knowledgeable and accurate conversations
- Support employees in their native languages
- Improved onboarding with personalized learning paths
- Reduce operational costs by up to 60%
- Automate and simplify the shopping experience on any platform
Cons
- Reliability issues cause occasional service disruptions
- Limited customization options
- No detailed insights into basic analytics capabilities
- Delayed customer support
Pricing
The pricing plans of Botsonic are listed below.
- Starter: The Starter plan of Botsonic costs $16 per month if billed annually. It includes 1 team member and 1000 messages/month. It also offers a 7-day free trial and provides 1 chatbot, 10M uploaded characters, 3 agentic actions, a GPT-4o mini AI model, lead capture forms, allows users to upload sitemaps with up to 5,000 URLs, and apps and integrations.
- Professional: This plan costs $4 per month if billed annually. It includes 2 team members and 3000 messages/month. It includes all features of the Starter plan, plus 2 chatbots, 50M uploaded characters, 5 Agentic Actions, access to GPT-4o and all upcoming models, additional apps and integrations, automated email transcripts, and a request callback button.
- Advance: Botsonic’s Advance plan costs $249 per month if billed annually and includes 5 team members and 12,000 messages per month. It includes everything in the Professional plan, plus additional features, such as 5 workflows, 1 training session, a dedicated Slack channel, and API access.
- Enterprise: The Enterprise plan of Botsonic is based on custom pricing and allows for a custom number of team members and messages. It includes everything in the Advanced plan, plus additional features like a custom number of behaviors and abilities, advanced branding, SSO/SAML login, priority support, invoicing options, and audit log.
Customer support
Botsonic provides comprehensive customer support depending on the subscription programs. It includes training sessions, priority support, and a dedicated account manager for assistance.
Customer reviews
Users like that Botsonic allows easy, no-code setup and offers personalized, brand-specific chatbot responses by using their data. However, some users report that sometimes it struggles with complex questions and that the free version has limited features. The rating of Botsonic according to G2 is 4.6.

5. Breeze Prospecting Agent
Breeze Prospecting Agent is an AI-powered tool used to simplify and improve the sales prospecting process by delivering personalized and timely outreach. This sales agent is best for automating lead generation and outbound communication and helps sales teams identify ideal prospects, customize messages, and send follow-ups at the right time without manual effort.
What makes it popular
- AI-powered personalization and automation
- Operates 24/7 and sends personalized emails and follow-ups, including outside business hours and across time zones
- Uses engagement data and intent signals to customize outreach efforts according to each prospect’s specific needs and behaviors.
Key Features
- Customer Agent quickly responds to customers with AI trained on their website, blog, and knowledge base.
- Content Agent (Beta) creates quality blogs, landing pages, podcasts, and case studies in the brand voice.
- Social Media Agent (Beta) analyzes performance, industry data, and best practices to create compelling social content.
- Prospecting Agent (Beta) crafts and implements customized outreach for CRM prospects to improve the sales pipeline.
- Knowledge Base Agent (Beta) transforms support conversations into self-service knowledge base articles.
Pros
- Automates prospect research quickly.
- Craft personalized outreach messages.
- Integrates easily with HubSpot CRM.
- Saves time on repetitive sales tasks.
- Supports multi-account prospecting.
- Improved conversion rates
Cons
- Inaccuracies and duplicative data
- No free pricing plan
Pricing
Breeze Prospecting Agent is a feature in HubSpot’s Sales Hub Professional and Enterprise plans. Each conversation with a Breeze Prospecting Agent uses 100 HubSpot Credits. The Professional plan gives 3,000 credits per month, and the Enterprise plan gives 5,000 credits per month.
Customer support
Customer support for Breeze Prospecting Agent is provided through HubSpot’s standard customer support channels, including a knowledge base, in-app help, email and phone support, community forums, and dedicated customer success managers for Enterprise users.
Customer reviews
Breeze Prospecting Agent receives positive reviews for its ability to automate sales prospecting and personalize outreach within the Smart CRM. Users highlight its time-saving capabilities, which allow sales teams to focus on high-value activities.

6. Relevance AI
Relevance AI is an AI workforce platform designed for building and managing self-operating digital agents that automate complex business workflows without requiring coding skills. It allows operations teams and subject-matter experts to create customizable, enterprise-grade AI agents that perform human-like tasks such as sales prospecting, research, and customer support.
Its knowledge system uses RAG (Retrieval Augmented Generation) to give agents access to up-to-date, domain-specific information from documents, websites, and third-party integrations. It combines multi-agent coordination, workflow automation, and semantic data retrieval to improve intelligent business processes.
What makes it popular
- Drag-and-drop no-code AI agent builder makes AI accessible to non-technical users.
- Industry-specific pre-built AI agents for sales, marketing, customer support, etc.
- Hyper-personalized outreach and automation save time on repetitive tasks
Key features
- AI workforce allows the creation of digital teams of AI agents equipped with specialized tools for business operations.
- The no-code platform helps users build and customize AI teams without programming skills through an intuitive workflow builder.
- LLM chains combine multiple steps of large language models with data transformations to create advanced AI workflows.
- Multi-agent systems support deploying AI tools as shareable apps, embeddable forms, or API endpoints.
- Integration with multiple AI providers like OpenAI, Anthropic, Cohere, and PaLM offers flexibility and access to various language models.
Pros
- All-in-one multi-agent platform
- Drive real results for high-stakes tasks
- Delivers human-quality work
- Customizable workflows to match a business’s needs
- Scalable for enterprise-level businesses
- Active community and faster ROI
- GDPR-ready and SOC 2 (Type 2) certified
Cons
- The steep learning curve for new users
- Dependency on third-party LLMs
- High costs
Pricing
The pricing plans of Relevance AI are listed below.
- Free: Costs $0/month, and includes 100 credits/day, 1 user, and 10MB of knowledge.
- Pro: Starts at $17.10/month, and includes 10,000 credits/month, 1 user, 100MB of knowledge, workforce, scheduling, and ticketing support.
- Team: Starts at $179.10/month, and includes 100,000 credits/month, 10 users, 1GB of knowledge, premium integrations, and priority support.
- Business: Starts at $539.10/month, and includes 300,000 credits/month, unlimited users, an activity center, 5GB of knowledge, and a dedicated Slack channel.
- Enterprise: This is based on custom pricing, and users need to contact sales professionals to get a quote. It includes priority support SLAs, advanced authentication (SSO and RBAC), and support for multi-region, and premier support SLGs.
Customer support
Customer support options of Relevance AI are in-app chat ticket support via the “Need Help?” button on the dashboard, email support, and AI-powered support agents that create tickets, suggest replies, and increase complex issues to human agents for fast and consistent assistance during business hours (9 am–5 pm Sydney time) on weekdays.
Customer reviews
Users positively review Relevance AI for its user-friendly interface, powerful AI insights, and ability to handle unstructured data. Some users suggest lowering the pricing, adding more integration options, and increasing onboarding support. G2 gives it a rating of 4.5.

7. CustomGPT
CustomGPT is a custom AI agent that helps businesses create customized content according to their unique content and needs. It automates customer engagement, support, and research queries by converting uploaded documents and knowledge bases into intelligent assistants without requiring any coding skills.
CustomGPT uses domain-specific data to improve contextual understanding and accuracy and helps businesses automate customer service, generate content, and assist with research tasks.
What makes it popular
- Trusted by 10,000+ organizations worldwide
- Awarded top 7 emerging leaders in GenAI business solutions by GAI Insights
Key features
- Supports multiple source data integration with the ability to handle over 1400 different file formats, including PDFs, Microsoft Office documents, Google Docs, YouTube videos, and podcasts.
- Sitemap integration allows the chatbot to incorporate website content easily using free sitemap tools.
- Multilingual support with assistance available in 93 different languages to serve a global audience.
- Flexible deployment options for integration anywhere via APIs, live chat, embed widgets, and ChatGPT plugins.
- Utilizes RAG (Retrieval-Augmented Generation) technology and anti-hallucination features to provide accurate, relevant, and reliable responses.
- Supports 100+ integrations with platforms such as Shopify, Wix, Notion, and Hubspot for content ingestion.
Pros
- No coding is required to launch
- No engineering costs are required to launch
- User-friendly and scalable
- Up to 93% of tickets are resolved without a human
- Save time up to 10 hours/user each week
Cons
- Difficult initial setup
- Limited features in lower tiers
- Requires frequent updates
Pricing
The pricing plans of CustomGPT are listed below.
- Free trial: Both Standard and Premium plans offer a 7-day free trial.
- Standard: Starts at $99/month and includes 10 agents, 1,000 queries/month, 5,000 documents per agent, 60M words storage capacity, 3 team members, and RAG API access.
- Premium: Starts at $499/month and includes everything in the Standard plan, plus 25 agents, 5,000 queries per month, 20,000 documents per agent, 300M words storage capacity, 5 team members, auto-sync website content, and removed CustomGPT branding.
- Enterprise: Custom pricing and includes everything in Premium, plus custom data, queries, and seats, enterprise-grade SOC-2 security, custom SSO, DPA (Data Processing Agreement), a dedicated account manager, engineering support, and auto-sync all sources.
Customer support
CustomGPT offers user support through a live chat with an AI assistant, email, phone, contact forms, and social media channels.
Customer reviews
Users appreciate the ease of uploading training materials, including various document types, and the ability to customize the chatbot's voice and tone. However, they have also complained about a lack of conversation persistence, meaning each interaction is treated as a new session without memory of past conversations. It has a rating of 4 out of 5 at G2.

8. Claygent by Clay
Claygent is an AI-powered research agent developed by Clay and is designed to automate the process of gathering and analyzing information from different online sources. It is best for automated prospect research and data enrichment.
Claygent works by browsing websites to find important information about companies and people then organizes this data to help sales and marketing teams. It is useful for sales reps and marketers who want to find leads and create personalized messages quickly and easily.
What makes it popular
- Gather unstructured data from non-repeatable locations such as staff pages across various company websites.
- Accessibility for non-technical users
- Flexible model selection, including Claygent Helium, Claygent Neon, Claygent Argon, GPT-4, and Claude Opus
- Transparent reasoning behind each answer
- Structured output formatting, which includes text, number, URL, true or false, or any custom answer
Key features
- Helps users decide whether the companies are SOC-II compliant and identify competitors.
- Can research any company based on its website or public information on the web and find detailed information about customers, job positions, and office locations.
- Offers built-in templates to make prompting easy.
- Offers several AI models like GPT-4 and Claude.
Pros
- Help SDRs save time for nurturing sales by eliminating manual research
- Uses AI to give up-to-date and reliable information
- Handle large-scale research projects with ease
- User-friendly interface for both technical and non-technical users
Cons
- Cannot access the data points hidden behind paywalls or password-protected areas
- Slower response times from customer support
- The difficult learning curve for new users
Pricing
The pricing plans of Clay are listed below.
- Free: Cost $0/month if billed annually and gives 1.2k credit/year. It gives access to unlimited users, and provides company searches to 100 people, exporting features, AI/Claygent, rollover credits, 100+ integration providers, and a Chrome extension.
- Starter: Starts at $134/month if billed annually and gives 24k credits/year. It includes all features of the Free plan, plus company searches for up to 5,000 people, scheduling, phone number enrichments, using your API keys, and signals features.
- Explore: Starts at $314/month and gives 120k credits/year. It includes all features of the Starter plan, plus company searches for up to 10,000 users, integration with any HTTP API, webhooks, email sequencing integrations, and company filters.
- Pro: Starts at $720/month if billed annually and gives 6ook credits/year. It includes all features of the Explore plan, plus CRM integrations.
- Enterprise: Custom-based pricing and gives custom credits. It includes all features of the Pro plan, plus unlimited rows, 10 action columns per table, AI prompting support, data engineering (Snowflake), dedicated Slack support, credit reporting analytics, and SSO.
Customer support
The customer support options provided by Clay include email support, learning resources, interactive help, live chat, and phone support, automated workflows, and free demos and consultations.
Customer reviews
Users positively review Clay’s AI research agent, “Claygent,” for its integrations, user-friendliness, and automation capabilities. G2 rates Clay 4.9 out of 5.

9. Octave
Octave is an AI-powered GTM (Go-To-Market) platform that helps businesses in hyper-personalized outbound sales and real-time messaging optimization. It is best known for helping sales and marketing teams create messaging around pain points by using AI to build detailed customer personas, identify high-fit accounts, and generate customized playbooks.
What makes it popular
- Purpose-built agentic workflows
- Builds an ICP according to a particular workflow
Key features
- Offers AI-powered playbooks to create customized messaging strategies according to intelligent persona classification.
- Uses a specialized team of AI agents to collect rich intel on every prospect.
- Automatically updates the ICP when required.
- Share self-optimizing templates across your team to stay aligned and move faster.
- Enter new industries with credibility through timely, precise, and personalized messaging.
- Automatically copy top-performing messaging across clients, offers, and campaigns.
- Easily connect to the modern GTM stack.
Pros
- Free trial availability
- Personalized website design
- Organic SEO and inbound marketing
- Engage with multimedia content, including blog posts, images, social media content, videos, podcasts, and newsletters.
- Workflow automation for improved efficiency
- Refine the brand’s value proposition according to market demand
Cons
- Limited export options
- Email-focused only
- Difficult learning curve
Pricing
The pricing plans of Octave are listed below.
- Free: Costs $0/month and includes 2 workspaces, 2 offerings, 2 playbooks, 4 agents, 100 credits, and community support.
- Core: Starts at $119/month and includes unlimited workspaces, 4 offerings, 8 playbooks, 24 agents, 4,000 credits, and email and chat support.
- Boost: Starts at $399/month and includes unlimited workspaces, 8 offerings, 12 playbooks, 48 agents, 20,000 credits, and email and chat support.
- Turbo: Starts at $799/month and includes unlimited workspaces, 12 offerings, 24 playbooks, unlimited agents, 60,000 credits, and premium and Slack support.
Customer support
Octave HQ provides support through email, a contact form, and resources like guides for scheduling, billing, and other queries.
10. Salesforce Einstein
Salesforce Einstein is an AI-powered CRM (Customer Relationship Management) platform with predictive analytics and generative AI capabilities embedded within the Salesforce Customer 360 platform. It improves customer relationship management through automation, personalization, and data-driven insights.
This sales agent is best for automating routine sales and service tasks, forecasting trends, scoring leads, personalizing marketing campaigns, and generating AI-driven content to improve customer engagement and drive revenue growth.
What makes it popular
- Combines CRM data with generative AI and public data
- Uses the Einstein Trust layer to focus on security
- Einstein AI generates 215 billion predictions per day
Key features
- Einstein Lead Scoring uses AI to rank leads based on a company’s patterns.
- Einstein Opportunity Scoring focuses on the right opportunities to close more deals by using AI-generated scores ranging from 1 to 99.
- Einstein Activity Capture helps automatically update email and calendar events with Salesforce.
- Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce.
- Recommended Connections allow sales reps to see which colleagues have the strongest connections to a prospect.
- Einstein Email Insights helps sales reps by automatically bringing important emails into their inbox.
- Einstein Sales Emails helps sales reps generate personalized, AI-powered email content directly within Salesforce.
Pros
- Increased productivity
- Reduced costs by reducing the time for manual work
- Keeps customer data safe
- Customized content helps drive higher customer engagement and maximize ROI
Cons
- Limited prompts per minute
- Harder to learn
- Limited customization options
Pricing
Salesforce Einstein pricing depends on the specific AI features you need, and each feature is sold as an add-on to your existing Salesforce subscription. Its plans are listed below.
- Einstein for Service: Starts at $75 per user per month and provides AI-powered service features like chatbots, case classification, and automated workflows.
- Basic Einstein Predictions (for analytics): Start at $75 per user per month.
- Advanced solutions (for analytics): Advanced solutions, like Revenue Intelligence, cost up to $220 per user per month
- Einstein Conversation Insights pricing: Starts around $50 per user per month, and offers call transcription, coaching, and lead scoring to improve sales conversations.
Customer support
The customer support options provided by Salesforce Einstein are 24/7 availability through authenticated Help portal access, live chat with support engineers, phone support for Severity Level 1 issues and general inquiries, and case submission via Salesforce Help.
Customer reviews
Users liked Salesforce Einstein for its powerful AI and automation capabilities that improve case management and customer service.

11. Common Room
Common Room is a customer intelligence platform that helps go-to-market teams identify the right prospects and personalize their engagement to drive better sales outcomes. It uses AI to unify and analyze buying signals from multiple sources and transform anonymous data into actionable insights about potential customers.
Common Room is best for prospecting and personalization as it provides a clear understanding of who to target and when to reach out.
What makes it popular
- Unifies buying signals from over 50 sources into one platform
- Offers real-time alerts to act on high-value opportunities quickly
- Helps teams identify warm prospects and prioritize outreach effectively
Key features
- RoomieAI™ Capture automatically collects customer interactions across multiple platforms.
- Person360™ combines all customer data into a single, enriched profile
- RoomieAI™ Activate helps in AI-powered personalization and automated outreach
- Integrations with tools like Slack, Twitter, and Discord
- Analytics and reporting to measure engagement and campaign success
- Customizable workflows and playbooks to scale GTM efforts efficiently
Pros
- Easy to use
- Strong lead intelligence and smart targeting
- Responsive and knowledgeable customer support team
Cons
- A complex platform for new users
- Slow bulk operations
- Limited customization options for reporting, tagging, and notifications
- AI-generated messages feel robotic and need manual editing
Pricing
The pricing plans for the Common Room are listed below.
- Starter: The Starter plan of this sales agent starts at $1K/month if billed annually and includes up to 35,000 contacts and 2 user seats.
- Team: This Team plan offers a 14-day free trial and starts at $2.5K/month, including up to 100,000 contacts and 3 user seats.
- Enterprise: Custom pricing for larger organizations and includes up to 200,000 contacts and 10 user seats.
Customer support
Common Room offers customer support through Slack, live chat, email, in-app help, and community forums for fast and effective assistance.
Customer reviews
Customers like Common Room’s easy Slack engagement, strong Boolean search, and clear community insights. However, they note that data enrichment could improve, costs are high, and segment updates can be slow or buggy.

12. InsightSquared
InsightSquared is a powerful AI-driven revenue analytics and sales forecasting platform that helps top B2B companies make data-driven decisions. It automates the collection and analysis of CRM and business data by providing real-time, actionable insights for sales, marketing, and customer success teams. This sales agent uses advanced machine learning to improve forecast accuracy and pipeline management.
What makes it popular
- Accurate AI-driven sales forecasting
- Scalable for growing companies
- Improves pipeline management
Key features
- AI-powered revenue analytics
- Machine learning sales forecasting
- Pipeline and opportunity tracking
- Automated CRM integration
- Customizable dashboards and reports
- Revenue operations alignment
- Marketing and sales insights
Pros
- Easy to use and implement
- Improves forecast accuracy
- Strong data visualization
- Supports multiple revenue teams
- Reduces manual data errors
Cons
- It can be expensive for small businesses
- Some learning curves for advanced features
- Limited customization in lower-tier plans
- Occasional integration challenges with certain CRMs
Pricing
InsightSquared does not list pricing publicly and requires contacting the sales team for details. A free trial is available to test the platform before purchase.
Customer support
InsightSquared offers customer support through email and live chat during business hours. Phone support and access to a dedicated customer success manager may also be available. Additional resources include a knowledge base, online training materials, and a community forum for user assistance and guidance.
Customer reviews
InsightSquared’s dashboard helps users track yearly sales and goals, but updates to opportunity values in Salesforce do not sync automatically and must be entered manually in InsightSquared. Its rating at Capterra is 4.6.

13. Artisan
Artisan is an AI-powered outbound sales automation platform designed to simplify prospecting and personalized outreach. It features Ava, an AI sales development representative, who automates lead research and multi-channel communication through personalized emails and LinkedIn messages. Artisan uses advanced data insights to craft customized campaigns that increase engagement and conversions.
What makes it popular
- Automates most outbound sales tasks
- Uses AI for personalized messaging
- Large verified contact database
- Easy to use and quick setup
Key features
- AI sales development rep (Ava)
- Multi-channel outreach (email, LinkedIn)
- Email deliverability tools
- Real-time data for personalization
Pros
- Saves time on prospecting
- Increases response rates
- Reduces manual work
- Integrates multiple tools in one
Cons
- Expensive for small teams
- The learning curve for advanced features
- Depends on the quality of data sources
Pricing
Artisan’s pricing is customized based on the volume of leads you want to contact and the number of seats (BDR & AE) you require. Plans typically start around $1,500 to $2,000 per month with an annual contract, but exact pricing depends on your specific outreach needs and features requested.
Customer support
Artisan offers email support, a help center, real-time notifications, and personalized onboarding assistance through its sales team.
Customer reviews
Users liked Artisan’s unified prospecting sources and the concept of a truly AI-powered sales assistant but found the email quality poor, personalization lacking, and the user interface outdated and less user-friendly.

14. Crystal
Crystal is an AI-powered sales intelligence tool that helps professionals understand and communicate with prospects by analyzing personality insights. It uses DISC personality assessments based on publicly available online data to predict how people prefer to communicate, negotiate, and make decisions. This data is integrated directly into platforms like LinkedIn, Gmail, and Salesforce to help sales teams adapt their messaging.
What makes it popular
- Enhances personalization by analyzing behavioral traits
- Helps improve email open rates and response rates
- Reduces time spent crafting messages by offering personality-based templates
- Builds stronger client relationships through tailored communication
Key features
- DISC personality profiles based on online behavior
- Chrome extension for LinkedIn and Gmail integration
- Real-time communication coaching for calls and emails
- Integration with Salesforce, Outreach, and other CRMs
- Role-based playbooks for sales teams
- Team analytics to understand internal dynamics
Pros
- Helps sales reps understand prospects without direct interaction
- Increases conversion rates with personality-optimized outreach
- User-friendly interface and integrations
- Great for onboarding new sales hires quickly
Cons
- Accuracy may vary for individuals with limited online presence
- Limited customization beyond the DISC framework
- Subscription pricing may be high for small teams
Pricing
- Free: This plan costs $0/month and gives access to 5 profiles. It includes all personality assessments, basic profile content, and basic writing suggestions. It is best for personal development and learning.
- Premium: This plan costs $49/month if billed annually and gives access to 200 profiles/year. It includes premium profile content, premium writing suggestions, and pre-meeting playbooks.
- Business: The cost of this plan is custom-based and can be requested from the vendor. Its price changes by profile volume, and includes a shared profile library, CRM integrations and bulk enrichment, and a dedicated customer success manager.
Customer support
The customer support options of Crystal are listed below.
- Live chat and email support are available
- In-depth knowledge base and user documentation
- Webinars and training resources offered
- No 24/7 support and responses may vary by timezone
Customer reviews
Crystal is rated 4.6/5 on G2 for its accurate DISC-based personality insights and easy integration with LinkedIn and sales tools. Users find it helpful for personalizing outreach and improving engagement. However, some note high pricing and occasional data inaccuracies due to its reliance on LinkedIn.

15. Clari
Clari is a Revenue Orchestration Platform powered by AI and Revenue Context. It collects data, workflows, and sales signals across the entire revenue process by automatically capturing every interaction (emails, calls, calendar meetings), cleansing and matching them to records, and then using context-aware AI agents (e.g., Deal Inspection Agent, Ask Clari, Smart Feed) to analyze deal health and recommend next steps, forecast with high precision, and guide reps.
Its Revenue Context engine is a network of hidden AI-driven assistants to identify risks, highlight opportunity themes like pricing or competition, and generate dynamic playbooks and battle cards.
What makes it popular
- Aligns execution with sales strategy through AI‑driven cadences and playbooks
- Delivers remarkably accurate AI forecasts with 95% accuracy based on live deal signals
- Automated activity capture, such as emails, calls, and meetings, with zero rep lift and gives reps back 8+ hours a week to work the pipeline.
- Highly rated by CROs and sales leaders for pipeline visibility, forecast reliability, and improved execution
Key features
- AI-powered activity capture and auto-logging to CRM
- Real-time call transcription, summaries, and cue cards with Clari Copilot
- Embedded revenue agents like Deal Inspection, Ask Clari, and Smart Feed
- Pipeline and opportunity health scoring with risk alerts
- Mutual action plans and account-level insights
- Smart email recommendations and next-step prioritization
- Integration with ZoomInfo, LinkedIn, Salesforce, and Slack
Pros
- High accuracy and confidence with AI-supported projections
- Automated CRM hygiene
- Scalable real-time coaching
Cons
- Expensive for startups
- Complex UI
- No way to use historical data to predict the future
Pricing
Clari follows a custom, quote-based pricing model according to each company’s needs. It offers full access to all features with no hidden platform or integration fees. Premier support and implementation are included at no extra cost, and most setups go live within eight weeks. To get exact pricing, users must request a quote through the website.
Customer support
The customer support options of Clari are listed below.
- Access to a revamped support portal
- Multiple support channels, such as email, phone, and live chat
- Technical support team
- Self-service resources, including searchable Knowledge Base, community forums (“Clari Circle”), product documentation, webinars, and FAQ guides
Customer reviews
Users liked Clari for its ability to send bulk emails efficiently and praised the responsive support team, but disliked the clunky, unintuitive UI and found it easy to lose track of contacts or accidentally lose work in the process. G2 rates it 4.6 out of 5.

16. Lavender
Lavender is an AI sales email assistant designed to help sales professionals write better emails faster. It integrates smoothly with email platforms and offers real-time coaching based on data from millions of top-performing sales emails.
Lavender provides instant feedback on tone, structure, length, and personalization while you are typing. It also evaluates your email against best practices using AI-powered suggestions and helps refine your message with personalized insights based on the recipient’s LinkedIn profile and previous interactions.
What makes it popular
- Helps increase email reply rates significantly
- Saves time with real-time writing suggestions
- Offers integration with commonly used email platforms
- Frequently updated with new features based on user feedback
Key features
- AI-powered email scoring and coaching
- Real-time writing feedback for tone, clarity, and length
- Personalization insights using recipient data
- Integration with Gmail, Outlook, and sales engagement platforms
- Analytics dashboard to track email performance
- Chrome extension for smooth workflow
Pros
- Intuitive and user-friendly interface
- Enhances email effectiveness with actionable insights
- Suitable for beginners and advanced users
- Boosts productivity with time-saving features
- Backed by data from millions of emails for accuracy
Cons
- Limited functionality outside of email
- Some features are gated behind premium plans
- May not integrate with less common CRMs or tools
Pricing
- Basic: The Basic plan costs $0/month and is free forever. It includes analyzing 5 emails/per month and personalizing 5 emails/per month. It includes all basic features and integration with Gmail and Outlook 365.
- Starter: This plan costs $27/month if billed annually. It includes unlimited emails, unlimited personalization, unlimited AI recommendations, mobile optimization, an AI email writer, support via chat, Lavender Anywhere feature, multi-inbox support, and integration with Gmail and Outlook 365.
- Individual Pro: This plan costs $45/month if billed annually. It includes everything of the Starter plan, plus integrations and priority support.
- Team Plan: This plan costs $89/seat/month if billed annually. It includes everything in the Pro plan, plus aggregated email analytics, accelerated dynamic scoring, proactive customer success, human-led coaching programs, and content-studio access.
Customer support
G2 provides customer support to its users in the following ways.
- Offers responsive live chat support
- Provides a comprehensive knowledge base
- Regularly hosts webinars and training sessions
- Active presence on LinkedIn and Slack communities
Customer reviews
G2 rates Lavender 4.8 out of 5. Users liked the platform’s ability to teach users how to write good emails, and the platform is also easy to use. However, bugs or glitches occur in the platforms.

17. Gong
Gong is a revenue intelligence platform that helps revenue teams make informed decisions by capturing and analyzing every customer interaction across calls, emails, and meetings. It delivers actionable insights by processing conversations in over 70 languages and identifying key concepts, not just keywords. This is possible through its advanced AI engine, which is powered by over 40 models trained on extensive sales data.
What makes it popular
- 2x more accurate AI-driven insights than generic LLM-based tools
- 95% sales forecast accuracy and 80% higher email response rates
- Capture and analyze the calls, emails, and meetings across platforms
- Personalized coaching and risk detection directly from conversation data
Key features
- Conversation Intelligence records transcribes, and analyzes multi-channel customer interactions.
- Gong Forecast helps in AI-powered forecasting and predictive scoring with deep analytics.
- Gong Engage supports AI-assisted outreach, emailing, dialing, and task tracking in one workflow.w
- Gong AI gives generative insights, custom AI models, and multilingual speech-to-text
- Gong Insights/Data Engine integrates data into BI tools, enriches CRM, and supports pipeline/coaching workflow.
Pros
- Delivers deep, data-driven insights that speed up decision-making and coaching
- Time savings from automated note-taking, transcription, and summaries
- Supports global teams with over 70 languages for transcription and analysis
- Scalable across complex organizations of varying sizes
Cons
- No real-time coaching or in-call guidance
- Crowded dashboard
- High pricing and hidden costs
- Complex setup and steep learning curve
Pricing
Gong offers custom pricing based on your team size and needs. Licenses are charged per user, with an additional platform fee depending on how many users you have. Gong allows teams to integrate existing tech stacks for free. You need to fill out a short form with your team details to get exact pricing.
Customer support
The customer support options of Gong provided by Gong are a comprehensive help center and Gong Academy for self-guided teams, a partner network, certified integrations via Gong Collective, and best practices, templates, and remote onboarding setups, such as onboarding 60+ reps monthly.
Customer reviews
Users like the platform for its Account AI feature that delivers real-time engagement insights and highlights missed gaps, making conversations more informed. However, some find the static dashboards, clunky search, and inconsistent filters difficult to manage. It is rated 4.8 out of 5 on G2.

What are AI sales agents?
AI sales agents are intelligent software programs that help in assisting and improving sales processes without human intervention. These autonomous applications analyze vast amounts of sales and customer data to perform various tasks, such as lead scoring to prioritize prospects, automated follow-up emails to nurture relationships, and scheduling meetings with potential clients. They handle a wide range of activities, such as email outreach, booking meetings, answering customer questions, creating quotes, and even conducting role plays and coaching within sales teams.
AI sales agents gather data from multiple sources, including CRM systems and customer interactions, and then analyze this information using machine learning algorithms. They execute tasks and provide actionable outputs that help sales teams close deals faster. AI sales agents continuously learn and optimize their actions by adapting to new data patterns.
These agents can come as pre-built solutions or be fully customized to integrate with existing CRM platforms.
What are the features of AI sales agents?
The features of AI sales agents are advanced customer interaction, sales automation, predictive analytics, conversation intelligence, real-time coaching and guidance, and omnichannel communication and support.
Advanced customer interaction
AI sales agents use NLP (Natural Language Processing) to understand customer intent and context. They engage prospects with personalized messaging based on CRM data and past interactions. This makes conversations feel natural and relevant and helps leads move faster through the sales funnel.
Sales automation
These sales agents automate repetitive sales tasks like lead qualification, meeting scheduling, and follow-up emails. They reduce manual work, speed up pipeline management, and free sales reps to focus on closing deals and building relationships by integrating with CRM and calendar tools.
Predictive analytics
AI sales agents analyze historical data and customer behavior to score leads and forecast sales outcomes. They use machine learning algorithms, identify high-potential prospects, and suggest the best timing and messaging for outreach, improving conversion rates and sales efficiency.
Conversation intelligence
AI agents capture and analyze sales calls and chat transcripts in real time. They extract key insights such as objections, buying signals, and sentiment. This data helps sales managers coach reps, refine sales scripts, and optimize messaging to increase deal win rates.
Real-time coaching and guidance
AI agents provide sales reps with instant prompts, objection-handling tips, and product information during live interactions. This quick support improves rep confidence and responsiveness and helps in more effective conversations and higher close rates.
Omni-channel customer support
AI sales agents operate across multiple channels like web chat, email, SMS, social media, and voice calls. This omnichannel presence helps in consistent engagement with prospects wherever they interact. It also improves customer experience and maximizes touchpoints for conversion.
What are the benefits of AI sales agents?
The benefits of AI sales agents are increased efficiency, improved customer satisfaction, improved decision-making, scalability and adaptability, data-driven insights, accuracy and consistency, and cost savings.
The benefits of AI sales agents are listed below.
- Increased efficiency: AI sales agents automate lead qualification and follow-ups. This reduces the burden on sales reps and they focus on closing deals and building relationships, which speeds up the sales cycle.
- Improved customer satisfaction: AI chatbots provide quick responses and personalized product recommendations. They offer 24/7 support to improve customer engagement and boost NPS (Net Promoter Scores).
- Improved decision-making: AI analyzes CRM data and sales metrics in real time. It delivers actionable insights and accurate sales forecasting. This helps sales managers optimize pipeline management.
- Scalability and adaptability: AI agents handle high volumes of inbound leads without extra headcount. They adapt to changing buyer behaviors and market trends, supporting scalable sales operations.
- Data-driven insights: AI uses predictive analytics to identify high-value prospects and cross-sell opportunities. It uncovers patterns in customer data to refine targeting strategies.
- Accuracy and consistency: AI provides error-free data entry and consistent messaging across email campaigns and calls. This maintains brand voice and compliance with sales scripts.
- Cost-savings: AI reduces customer acquisition costs by automating outreach and lead nurturing. It lowers operational expenses and gives better ROI on sales and marketing expenses.
What are the disadvantages of AI sales agents?
The disadvantages of AI sales agents are limited emotional intelligence, lack of adaptability in complex situations, high upfront investment, and ongoing maintenance and updates.
The disadvantages of AI sales agents are listed below.
- Limited emotional intelligence: AI sales agents cannot read or respond to customer emotions like humans. They lack empathy and emotional cues, which are important for building trust and rapport in consultative selling and relationship management. This limits their effectiveness in sensitive or complex buyer interactions.
- Lack of adaptability in complex situations: AI faces difficulty with detailed negotiations and changing sales situations. It cannot change conversations or customize solutions based on shifting client needs or emotional factors. Complex B2B deals require human intuition and strategic flexibility beyond AI’s current capabilities.
- High upfront investment: Implementing AI sales agents requires high initial costs for technology acquisition, integration with CRM systems, and training machine learning models. This investment can be a barrier for small or mid-sized sales organizations before realizing ROI from automation.
- Ongoing maintenance and updates: AI sales systems need continuous maintenance, data updates, and algorithm tuning to stay updated. AI performance degrades without regular monitoring and retraining, which results in inaccurate lead scoring, outdated messaging, and reduced sales conversion rates.
What are the common types of AI sales agents?
The common types of AI sales agents are lead scoring agents, prospecting agents, sales coaching agents, conversational chatbots, and virtual sales assistants.
Lead scoring agents
Lead scoring agents use machine learning algorithms to rank potential customers based on their chances to buy. They analyze large datasets from CRM, email, social media, and other sources to identify high-potential leads. These agents continuously learn from new data and adapt their scoring models. This helps sales teams prioritize efforts on leads most likely to convert, which saves their time and improves efficiency. They also reduce human bias and scale easily with business growth.
Prospecting agents
Prospecting agents automate the search for new potential customers by analyzing data from multiple channels like social media, websites, and customer databases. They identify patterns that show buying interest or readiness and highlight promising prospects for sales reps. This reduces manual research and helps sales teams focus on qualified leads. Prospecting agents use AI to predict which companies or individuals are most likely to engage, which improves lead generation accuracy and speed.
Sales coaching agents
Sales coaching agents help sales representatives by providing real-time insights and recommendations during calls or meetings. They analyze conversations by using natural language processing to suggest responses, highlight key talking points, or identify upsell opportunities. These agents help reps improve their communication and negotiation skills by offering personalized coaching based on customer behavior and sales data. They improve human performance without replacing the sales team.
Conversational chatbots
Conversational chatbots use AI to talk with visitors on websites in real time. They understand what users say and respond with helpful answers. These chatbots ask questions to learn what the visitor needs and collect their contact information. They work 24/7 so no lead is missed. They keep visitors engaged by having natural conversations and increase the chance of turning them into customers. They also connect with sales systems to share lead details quickly.
Virtual sales assistants
Virtual sales assistants help sales teams by automating simple tasks. They interact with potential customers and gather important information. These assistants ask questions to find out if someone is interested in buying. After qualifying the lead, they send the best prospects to human salespeople. This helps sales teams focus on closing deals instead of doing routine work. Virtual sales assistants make the sales process faster and more efficient.
How do AI sales agents work?
AI sales agents work by centralizing customer data, analyzing language and intent with NLP, predicting lead behavior and prioritizing opportunities with machine learning, automating the sales processes, delivering real-time insights, and ongoing learning and improvement.
Collect and centralize the customer data.
AI sales agents collect data from CRM platforms, website analytics, social media channels, and email campaigns. This information produces a comprehensive ideal customer profile that captures behavioral signals, demographic details, and firmographic context. Such thorough data gathering helps in accurate segmentation and targeting by bringing all customer interactions together.
Analyze language and intent with NLP
NLP (Natural Language Processing) helps AI agents interpret unstructured text and speech inputs from prospects. NLP supports a detailed understanding of customer inquiries and responses by analyzing semantic context, sentiment polarity, and intent cues. This linguistic intelligence allows AI to participate in human-like dialogues, identify buying signals, and customize conversations accordingly.
Predict lead behavior with Machine Language
Machine learning algorithms analyze historical engagement patterns and transactional data to predict lead conversion chances. Predictive models assign lead scores based on behavioral propensity and demographic fit. This data-driven prediction optimizes sales funnel velocity by focusing resources on prospects with the greatest likelihood to close.
Automate the sales processes
AI sales agents execute repetitive workflows such as outreach sequencing, follow-up scheduling, and data entry automation. It simplifies pipeline management and reduces manual workload by combining RPA (Robotic process automation) with AI-driven decision rules. Automation helps in consistent engagement cadence and increases deal progression without human intervention.
Deliver real-time insights
During live interactions, AI agents provide sales reps with actionable intelligence through conversational analytics and sentiment tracking. Real-time dashboards show metrics, objections, and buying signals that help in dynamic coaching and message optimization. These insights improve responsiveness and personalize the sales approach quickly.
Ongoing learning and improvement
AI sales agents continuously improve their models by using reinforcement learning and feedback loops from sales outcomes. This ongoing training improves conversational accuracy, lead qualification precision, and predictive reliability. The system gradually evolves autonomously according to shifting market dynamics and customer preferences to maximize sales effectiveness.
How to set up an AI sales agent?
To set up an AI sales agent, define clear objectives, access and prepare the data, choose the right AI agent type, integrate with existing systems, focus on user experience, and monitor and optimize.
Define clear objectives
Identify the tasks AI agents will handle, such as lead qualification, appointment scheduling, or providing product information. Establish measurable goals that the AI agent should achieve, like increasing lead conversion rates or reducing response times.
Setting clear objectives makes the AI sales agent purpose-driven and aligned with your overall sales strategy, providing a foundation for evaluating its success through key performance indicators (KPIs).
Access and prepare the data
Gather all relevant sales and customer interaction data that is needed to train the AI agent. This involves cleaning the data by removing duplicates and correcting errors, organizing it into structured formats, and standardizing it for consistency.
Proper data preparation helps AI learn accurately and make accurate predictions.
Choose the right AI agent type
Select an AI technology according to your sales needs, such as lead generation, customer engagement, or sales analytics. Consider capabilities such as natural language processing for human-like conversations and machine learning for customized decision-making. Evaluate platforms based on integration compatibility, scalability, customization options, and compliance with data privacy regulations.
Integrate with existing systems
Verify the AI sales agent works smoothly with your current sales structure, including CRM, email, and marketing automation tools. The integration allows the AI to access real-time data and automate routine tasks like lead qualification and follow-ups.
Focus on user experience
Design the AI sales agent interface user-friendly for your sales team. Provide real-time insights and allow human agents to easily make AI decisions when necessary.
Monitor and optimize
Continuously track the AI agent’s performance by using predefined KPIs such as lead conversion rates and customer satisfaction scores.
Use feedback loops and retraining techniques to improve the AI’s accuracy and decision-making capabilities over time.
What should be considered when choosing an AI sales agent?
The factors that should be considered when choosing an AI sales agent include engagement and automation, scalability, ease of use, customer support, and NLP capabilities.
Engagement and automation
Manual sales processes involve doing repetitive tasks which lowers productivity. An AI sales agent automates the prospecting efforts, engagement, follow-up, and lead qualification. This automation helps the sales team to focus on core tasks, save their time, and reduce errors.
Scalability
The AI sales agent must handle an increasing number of leads and customer interactions as your business grows. It should support expanding sales teams and higher sales targets without performance degradation.
Ease of use
Sales teams should adopt a user-friendly interface and intuitive design of AI sales agents. Clear explanations, simple workflows, and minimal training requirements help ensure the AI tool integrates smoothly into daily operations and increases productivity.
Customer support
Sales reps should have reliable 24/7 vendor support to quickly resolve technical issues. They need quick assistance, regular updates, bug fixes, and security patches to maintain stable AI sales agent performance and prevent disruptions that negatively affect sales outcomes.
NLP capabilities
Advanced NLP (Natural Language Processing) helps the AI agent to understand and respond to customer queries naturally and accurately. Strong NLP also supports personalized communication, sentiment analysis, and complex conversations.
How do BookYourData's AI capabilities help with lead generation?
BookYourData is a top AI sales tool that helps you find accurate B2B leads in seconds. Its AI-powered filters and real-time data make targeting effortless and effective. This AI sales agent is designed for speed, precision, and higher conversion rates. This AI tool is trusted by sales teams worldwide since it delivers consistent results and helps them experience better outreach options. Use BookYourData for free and experience smarter lead generation today.
How do AI sales agents boost sales while improving customer interactions?
AI sales agents boost sales while improving customer interactions by automating routine tasks, providing 24/7 availability, personalizing conversations, qualifying leads efficiently, ensuring consistent multi-channel messaging, delivering real-time insights, and continuously learning to optimize sales processes.
They automate repetitive activities such as appointment scheduling, data entry, and initial outreach. So human sales teams get more time to focus on nurturing warm leads and closing deals.
AI agents are available 24/7 and engage prospects instantly without wait times. This constant availability helps capture leads at their peak interest and supports customers anytime.
AI customizes conversations to individual preferences and behaviors by analyzing customer data across multiple channels. This personalization creates more relevant and engaging interactions that make the relationships strong and boost conversion rates.
AI sales agents accurately qualify leads by asking the right questions, and make sure that sales reps spend time only on high-potential prospects. This targeted approach shortens the sales cycle and increases win rates.
They maintain consistent messaging across emails, calls, chats, and social media, to show the brand voice and strategic talking points throughout the customer journey.
AI continuously analyzes interactions and market data to provide real-time sales insights and accurate forecasting. AI agents then learn from every engagement, adapt their responses, and improve over time.
What are the best data vendors for AI sales tools?
The best data vendors for AI sales tools are BookYourData, Lusha, Saleshandy, Adapt.io, Apollo.io, Cognism, Dealfront, LinkedIn Sales Navigator, Kaspr, ZoomInfo, Clearbit (Breeze Intelligence), 6sense, Datanyze, Seamless.AI, RocketReach, Uplead, and Demandbase. Bookyourdata is the best B2B data vendor, known for its flexible pay-as-you-go model and high data accuracy.
How can sales teams benefit from AI sales agents in b2b sales?
Sales teams can benefit from AI sales agents in B2B sales by using B2B sales statistics to identify high-potential leads and optimize outreach strategies. AI agents automate repetitive tasks, improve lead qualification, and provide personalized engagement based on data insights. This leads to higher conversion rates, shorter sales cycles, and more efficient use of sales resources.
How does data hygiene affect AI sales agent performance?
Data hygiene affects AI sales agent performance in a way that poor data quality results in inaccurate insights and missed opportunities. It reduces the AI’s ability to identify valuable leads and deliver personalized interactions. Maintaining clean data improves accuracy, efficiency, and overall sales outcomes for AI-driven agents.
How do AI sales agents integrate with CRM systems?
AI sales agents integrate with CRM systems by defining your integration goals, mapping your CRM data structure, and incorporating CRM automation into the AI agent workflow. Then connect APIs and authentication, test and verify the integration, and train your team on the new system.
What are the benefits of using AI sales agents for personalized marketing?
The benefits of using AI sales agents for personalized marketing are increased efficiency and team productivity, enhanced personalization and targeting through AI marketing tools, real-time analytics and company insights, cost optimization, and higher marketing ROI.
How can AI sales agents help improve sales team productivity?
AI sales agents help improve sales team productivity by automating CRM updates and data entry, providing real-time deal intelligence, and improving forecast accuracy. AI sales tools increase efficiency, help sales teams prioritize high-value relationships, and drive stronger and data-backed conversions.
How can AI sales agents streamline the B2B sales funnel?
AI sales agents streamline the B2B sales funnel by automating tasks by automating audience research, generating automated leads, attracting traffic with AI-driven campaigns, engaging leads with AI-powered chatbots, converting prospects with AI insights, email sequences, and upsells, re-engaging and targeting leads automatically, and tracking and optimizing the automated marketing funnel with AI analytics.
What makes AI sales agents essential in modern marketing?
The things that make AI sales agents essential in modern marketing are their ability to adapt to buyer behavior, detect intent faster deliver personalization at scale, automate repetitive tasks, continuously optimize campaigns in real-time, provide 24/7 customer engagement, increase efficiency while reducing costs, make real-time decision with predictive analytics, and offer scalability with consistent messaging.
How can AI sales agents boost revenue for b2b businesses?
AI sales agents can boost revenue for B2B businesses by automating lead generation, personalizing customer interactions, improving forecasting accuracy, and increasing sales productivity. AI uses B2B sales trends to help in faster lead qualification, higher conversion rates, and more accurate sales cycles.
How can AI sales agents leverage social media for lead generation?
AI sales agents can leverage social media for lead generation by using B2B social media trends such as automated content scheduling, predictive analytics, and personalized marketing campaigns to engage prospects. They use AI-driven social listening and dynamic ads to identify and nurture high-quality leads.