A Complete Guide to AI Sales Agents

Sales teams face pressure every day as they have to answer the leads and follow up with them to close the deals. This is not a problem with an AI sales agent, as it takes away the pressure from humans. These specifically trained models are very useful in following up leads and closing deals. So, learn about them in detail through this guide, including their features and usage.

What is an AI Sales Agent?

AI agents for sales are smart computer programs that are powered by artificial intelligence and LLMs to handle sales tasks. These agents can answer questions and follow up on leads to close deals, like a real person. Similarly, users can integrate them into their websites, in addition to emails and chat tools, for quick accessibility. Furthermore, they can analyze sales data and do lead qualifications on their own.

Advanced versions of these agents use behavioral analytics, in addition to machine learning and natural language processing, to understand customers’ intent and offer responses accordingly. Their further integration within CRM tools increases conversion rates and streamlines sales operations.

Key Features of AI Sales Agent

Most of these AI agents in sales are customizable according to the campaigns’ purposes and specific needs. They are usually equipped with customizable features, a few of which are explained below:

• Lead Scoring System: These agents analyze visitor behavior to predict how likely someone is to buy your products based on their engagement level. Furthermore, they assign a lead score based on this data, which allows teams to focus only on possible clients.
• Instant Customer Response: Without any human intervention, these AI agents reply to customer messages even during weekends or non-business hours. In this way, they reduce response times and ensure that customers’ queries are answered instantly.
• Omnichannel Integration: AI agents operate across platforms, like websites and phone systems, to ensure consistency in all customer interactions. Additionally, they maintain context across conversations and prevent customers from repeating information, making the buying journey easier.
• Intelligent Sales Automation: These agents can automate tasks like follow-ups and price quotes by integrating with existing CRM software. They also understand customer intent from interactions and initiate the next sales steps by streamlining workflows.
• Predictive Sales Analytics: Since they track interaction history and identify patterns, these agents can forecast future customer behavior based on collected data. Similarly, predictive analysis in these agents helps teams adjust their strategies and make data-driven decisions.

Types of AI Sales Agents

You can find multiple types of AI agents for sales, depending on their features and specialization in different tasks. Among them, a few widely used types of AI-powered sales agents are discussed in the following sections:

1. Chat-Based AI Agents

These types of AI agents operate within live chat tools on websites and mobile applications to answer questions and collect lead information. They are ideal for engaging visitors in real time and guiding them through the sales process. During the checkout process, a chat-based AI sales agent can engage users to provide information about shipping times or payment issues. In addition, they provide personalized product recommendations to potential customers.

2. Voice AI Sales Agents

Voice-based AI agents in sales talk to customers using speech by using advanced Text-to-Speech and Automatic Speech Recognition models. They use natural language processing to understand questions and respond conversationally and accurately. In the sales process, such agents are also used to automate cold calls and qualify leads over the phone. Additionally, voice agents can conduct surveys and schedule appointments without needing human assistance.

Whether you’re creating a chat-based lead bot or a voice sales agent that responds in under 1 second, ZEGOCLOUD provides real-time SDKs and UIKits to accelerate your development. With global coverage, low-latency interaction, and support for conversational AI features, it’s the toolkit behind smarter, more responsive sales conversations.

3. Email AI Sales Agents

These sales agents automatically send and reply to sales emails, providing detailed answers and scheduling options based on customer queries. An email AI sales agent uses customer history and interaction data to personalize email responses. Furthermore, using the same data, these AI copilots ] suggest the best time to send follow-ups. Email agents are also perfect for B2B businesses with longer decision-making cycles that require personalized follow-ups.

4. CRM-Embedded AI Agents

Such agents are directly integrated into customer relationship management systems, such as Salesforce and HubSpot. CRM-integrated AI agents for sales automate daily sales activities by tracking leads and prioritizing tasks. Furthermore, they send reminders and generate recommendations for the next steps based on customer lifestyle stages. In this way, they automate repetitive tasks and ensure no quality lead is overlooked during the sales process.

5. Social Media AI Agents

Social media AI agents in sales handle inbound messages and sales inquiries on platforms like Facebook and Instagram. These agents are trained to understand casual and informal language and direct users to the purchase links. Besides, when a real representative is unavailable, they ensure the potential customer is engaged and gets the required information. Their instant engagement and 24/7 availability make them important for brands relying on selling strategies.

Benefits of an AI Sales Agent

The ultimate advantage of relying on the best AI sales agent is that your sales process gets streamlined and automated simultaneously. Apart from that, the following benefits of these AI-powered agents will explain their importance:

• Continuous Availability: These agents work without stopping and offer support during nights and weekends when humans are usually unavailable. As a result of their continuous operation, no leads are ignored outside business hours, which increases conversions.
• Reduced Sales Costs: Using AI agents can lower your operational costs by automating repetitive tasks that would normally require multiple salaried human workers. Consequently, businesses can grow without increasing their headcount and save money while maintaining efficiency.
• Higher Lead Conversion Rates: AI agents in sales identify high-value leads by analyzing behavior and past actions to prioritize potential customers. Similarly, they keep prospects engaged with timely and personalized communication that humans usually miss.
• Consistent Sales Messaging: Such agents deliver the same brand message and tone every time, which eliminates variation in product details. Besides, this consistency brings trust with prospects and an increase in the brand’s reputation.
• Improved Sales Team Focus: Since they handle initial outreach and lead nurturing, these agents free salespeople to close deals. This results in greater productivity and stronger performance across the entire sales team.

Use Cases for AI Sales Agents

These AI agents for sales serve different use cases, depending on how they are incorporated into the sales process. Thus, we have explained a few specific use cases of these agents to help you get a better idea:

1. Cold Lead Activation

An AI sales agent identifies cold leads who have stopped responding using CRM activity logs and open rates and engages them with fresh content or offers. Similarly, it personalizes messages based on previous behavior using message-sequencing logic and encourages the lead to revisit your website. In this way, cold leads become active again with the right follow-up timing and tone, which AI handles efficiently.

2. B2B Appointment Scheduling

Such agents automatically access sales calendars via tools like Google Calendar or Microsoft Outlook to suggest time slots in real time. In this way, they confirm meetings using NLP and even send automated reminders through chat integrations. The best AI sales agent removes human error in scheduling and manages time zones automatically. Hence, the sales team gets an accurate setup for complex B2B workflows without missed connections.

3. Ecommerce Product Recommendations

The best AI sales agent for ecommerce analyzes browsing behavior and other data, such as past orders and cart data, to suggest relevant products. Furthermore, it uses upsell and cross-sell algorithms integrated into chat widgets or email sequences to increase average cart value automatically. Such agents pull live inventory data to personalize offers using dynamic variables, such as product names or delivery times.

4. Real-Estate Lead Follow-Up

In the real estate market, these agents follow up with users who viewed listings or submitted interest forms using CRM-triggered workflows. These AI agents in sales offer similar properties by matching preferences like budget and location using NLM and listing database filters. They book showings through integrated calendar tools and verify interest by asking qualifying questions. Consequently, the workflow speeds up while filtering non-serious buyers before contacting human agents.

5. SaaS Trial Conversions

You can use these AI agents for sales to identify active trial users by tracking login frequency and helping page visitors using internal analytics integrations. They also send smart emails or messages tailored to the onboarding stages and introduce key features the users haven’t tried. Similarly, they handle objections using preset response libraries and schedule demo calls automatically. These agents drive conversions by closing knowledge gaps during trial periods.

5 Best AI Sales Agents for 2025

Many platforms now offer services that add these customized AI-powered agents to your sales funnels. So, you can find the details of a few such service providers and choose the best AI sales agent for yourself:

1. Salesloft Drift AI

Recently merging with Salesloft, Drift AI specializes in real-time conversational marketing, which enables businesses to engage website visitors. Using pre-defined criteria, the AI sales agent qualifies leads by analyzing visitor behavior and routing them to the sales representatives. Furthermore, it integrates with CRM systems, such as Salesforce and HubSpot, to transfer conversation data and report on their impact on the sales funnel.

Key Features

• Fastlane to qualify high-value buyers.
• ROI reporting and optimization.
• Live chat and chat playbooks.

Pricing Plans

• Personalized Pricing

2. Conversica

Conversica offers AI-powered Revenue Digital Assistants that autonomously engage leads in two-way conversations. AI agents for sales are trained to handle various sales scenarios, from initial outreach to follow-ups, ensuring consistent engagement. Furthermore, the agents are trained to identify buying signals and alert sales teams when human intervention is needed. Conversica can also intelligently schedule meetings on behalf of sales representatives.

Key Features

• Intelligent Email threads for contextual and adaptive messaging.
• Sales representative notifications for timely follow-ups
• Lead scoring system and prioritization based on engagement.

Pricing Plans

• Personalized Pricing

3. Cognism

This AI sales agent primarily enhances sales tasks by providing highly accurate and compliant B2B data. It enables rapid lead list building through conversational AI search, which allows reps to find ideal prospects. Furthermore, it identifies buying signals, like funding announcements or hiring, to enable outreach at the best moment. Similarly, it allows users to find qualified leads by typing natural language prompts through its AI search feature.

Key Features

• Diamond Data for verified phone numbers and email addresses.
• Text-to-command search to find accounts.
• AI writing assistant for personalized outreach messages.

Pricing Plans

• Personalized Pricing

4. Tidio AI

This AI agent for sales is powered by its Lyro AI, helping with sales tasks by automating various stages of the sales process. Tidio AI is tailored for eCommerce businesses, as it combines live chat and email marketing on one platform. The platform claims to automate 64% of conversations across communication channels with its AI agents. Moreover, the AI agent supports communication in 12+ languages to help with sales tasks.

Key Features

• Website visitors tracking
• Product recommendations engine
• Direct Shopify and WordPress integration

Pricing Plans

• Start Plan: $29/month
• Growth Plan: $59/month
• Plus: $749/month
• Premium: $2999/month

5. Pipedrive AI Assistant

Pipedrive’s best AI sales agent is integrated within its CRM platform, which offers sales teams actionable insights and recommendations. The advanced agents analyze deals and emails to suggest the next best actions. In addition, it can summarize and create emails to streamline customer communication. Moreover, you can integrate Pipedrive and its agents with 400+ apps to enhance its functionality and cater to diverse business needs.

Key Features

• Deal progress tracking to monitor sales pipeline stages
• Sales forecast insights and predictive analytics
• Win probability prediction to predict the likelihood of a deal closing

Pricing Plans

• Essential: $19/month
• Advanced: $34/month
• Professional: $64/month
• Power: $74/month
• Enterprise: $99/month

What is the Future of AI in Sales

With the advancement in technology, AI agents for sale will continue growing and improving in the coming years. Considering the rapid growth, AI is expected to take over 60% of sales tasks by 2028, which is a huge jump from 45% in 2023. Similarly, firms using AI report revenue increases of 3 to 15 percent and sales ROI gains of 10 to 20 percent.

Another survey from Salesforce found that 81% of sales teams are already using AI tools, and 83% of them report an increase in revenue. In addition to these facts, the global AI market is expected to grow by 35.9% CAGR, reaching nearly $391 billion by the end of this year. This also includes 48% of businesses utilizing artificial intelligence to analyze and take advantage of big data.

How to Build an AI Sales Agent with ZEGOCLOUD

Since AI agents can significantly improve sales funnels and drive more sales, investing in building one for yourself or for commercial reasons is a good idea. You can create your best AI sales agent with the help of ZEGOCLOUD, which combines real-time voice chat and Digital Human technology. Similarly, with a latency of under 500ms, it integrates ASR and TTS with LLMs to enable context-aware sales conversations.

ZEGOCLOUD offers multi-modal plugins that support voice and image generation for advanced product demos and pitch customization. Furthermore, it is ideal for both B2C and B2B scenarios due to the support for one-on-one and group chat sales. Similarly, its speech interruption system, powered by VAD and AI noise reduction, lets users interrupt the AI naturally for realistic dialogues. Its massive MSDN ensures global coverage with 500+ nodes across 212 countries.

Moreover, the platform’s AI Agent Template Library allows sales teams to design agents with custom bios and sales workflows linked to CRM logic. Along with that, it enables real-time API control to modify workflows and LLM models, which makes the AI agents flexible for different sales funnels. Additionally, your sales process and customer data remain safe since the platform fulfills all security standards set by GDPR and DNV.

Conclusion

To conclude, the AI sales agent options available in the market are changing how businesses sell products and services. These smart tools answer customer queries and analyze data to find potential prospects. Similarly, they reduce costs and improve customer satisfaction by streamlining the sales process. Considering their usefulness, users are recommended to use platforms like ZEGOCLOUD to build their sales agents and improve their sales funnels.