What Are AI Sales Agents? A Guide to the 10 Best Solutions in 2026

AI sales agents are attracting growing attention, featuring prominently in discussions on LinkedIn as well as in board-level conversations. According to Creatio research, 45% of business leaders and decision-makers already consider AI agents as a board-level topic, while a further 38% expect this to be the case within the next 12 months.

AI against for sales can automate repetitive activities, support customer outreach and help improve customer engagement, changing how sales teams manage day-to-day work. According to the same research, 67% of business leaders report using AI agents in customer-facing operations, with sales accounting for the largest share of reported use cases at 14%.

This article looks at what AI sales agents are, how they are used and the benefits they can bring to sales teams. It also reviews some of the leading AI sales agents available in 2026, with key consideration for selecting the most suitable option.

Key takeaways:

• AI sales agents are AI-powered tools that perform or support sales activities using technologies such as natural language processing and machine learning.
• Agentic AI for sales uses autonomous AI agents that can plan, make decisions, take actions, and adapt to changing circumstances with minimal human involvement.
• Common AI agents for sales use cases include large-scale outreach, lead qualification and nurturing, sales forecasting, next-best-action recommendations, data entry, meeting preparation, customer relationship management, and quote generation.
• AI sales agents provide many benefits: greater efficiency and productivity, round-the-clock engagement, improved customer satisfaction, greater scalability, lower costs, higher-quality leads and conversion rates, real-time insights, and accelerated sales cycles.
• Leading AI sales agents include Creatio, VoiceSpin, Alta, Clay, Clari, Gong, Common Room, Bardeen, and Relevance AI.

What is an AI sales agent?

AI sales agents are AI-powered tools that can autonomously perform sales tasks and support sales-related activities traditionally handled by sales teams. They use technologies such as natural language processing (NLP), machine learning, and automation to streamline sales processes and reduce the need for minimal human input.

AI sales agents analyse sales and customer data to support a range of tasks that would otherwise require manual input. Unlike traditional sales tools, which typically rely on sales teams to initiate actions and make decisions, AI sales agents can interpret customer intent and perform certain activities independently. For example, agents can engage with prospects across multiple channels such as email, chat, SMS, and phone calls, qualify leads, schedule meetings, and recommend relevant products, allowing sales representatives to focus on progressing opportunities and building customer relationships.

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Types of AI Sales Agents

AI sales agents generally fall into two main categories based on their level of autonomy and role within the sales process: supportive agents and autonomous agents.

1. Supportive AI sales agents

These agents work alongside sales teams, supporting activities that would otherwise require significant manual effort. They can handle repetitive and time-consuming tasks such as enriching lead data, carrying out initial outreach, analysing data, managing follow-up activities, and scheduling meetings.

Supportive AI sales agents can also provide real-time insights during sales calls, recommend the next-best actions, summarise sales conversations, and update CRM records with relevant information. Rather than replacing human interaction, they can reduce the administrative workload and allow sales teams to spend more time on higher-value activities, such as building stronger customer relationships and progressing opportunities.

Supportive agents are often integrated into sales platforms or CRM systems, where they support day-to-day workflows and help reduce manual effort across the sales process.

2. Autonomous AI sales agents

These agents can operate with a greater degree of independence based on data analysis, predefined processes, and intelligent reasoning. They can initiate workflows, qualify leads, answer product-related questions, personalise recommendations, and support customers throughout the purchasing process, with minimal human involvement.

By combining natural language processing, machine learning, and customer data, autonomous agents can engage with prospects across multiple channels while taking account of the context of each interaction.

Autonomous AI Sales Agents are especially valuable for high-volume, transactional sales environments where scale and speed are critical.

AI Sales Agents Use Cases

Below are some real-life use cases that demonstrate how AI sales agents work in real-life scenarios:

• Outreach at scale: AI agents for sales can reach out to thousands of prospects, chosen based on your ideal customer profile, via email, chat, or SMS with personalised messaging.
• Lead scoring and nurturing: using behavioural data, demographic information, and engagement levels, AI agents can score leads and send tailored follow-ups, helping to guide prospects through the sales funnel.
• Sales forecasting: by analysing historical and real-time data, AI sales agents can predict future sales performance, enabling businesses to set realistic targets and make well-informed strategic decisions.
• Next-best action and next-best offer recommendations: AI agents can recommend the most effective next step or offer by analysing prospect data and drawing on insights from similar historical cases – helping to improve win rates.
• Personalised product recommendations: based on the client's previous data, purchase history, browsing behaviour, and previous interactions, AI agents can suggest tailored product recommendations.
• Meeting summary and CRM updates: following each interaction with a potential customer, AI agents can automatically generate a summary highlighting key points and update CRM records, ensuring sales system remains accurate and current.
• Quoting, invoicing, and payments: in transactional sales, AI agents can generate customised quotes, send invoices, and process payments.

Find out more about the uses of AI for sales.

Advantages of AI Sales Agents

AI Sales Agents offer far more than basic automation. By combining intelligence, scalability, and consistency, they enable businesses to transform their sales operations and achieve improved outcomes throughout the sales funnel.

The main advantages are as follows:

1. 24/7 Engagement

AI sales agents are always available – they don’t require breaks and can operate around the clock. They provide instant responses to customer enquiries, follow up on leads, and manage routine tasks continuously, ensuring that no opportunity is missed, even outside standard working hours.

2. Increased Efficiency and Productivity

By automating repetitive tasks such as lead qualification, data entry, follow-ups, and meeting scheduling, AI sales agents allow human sales professionals to focus on strategic conversations and high-value opportunities.

According to Forbes, businesses that implemented AI sales agents into their processes were able to automate up to 90% of all prospecting tasks.

3. Improved Customer Satisfaction

AI agents can help businesses enhance the customer experience by offering instant, round-the-clock support through natural, conversational interactions. Sales agents can answer questions in real time, reduce waiting times, and maintain consistent communication. By personalising messages and product recommendations based on each customer’s behaviour and preferences, AI agents also make interactions more relevant and engaging.

4. Scalability and Cost Reduction

AI sales agents can engage with thousands of prospects simultaneously across multiple channels and in various languages – all without compromising personalisation or accuracy. This allows organisations to scale outbound campaigns efficiently, without the need to expand staff.

5. Improved lead quality and conversion rates

Through lead scoring, nurturing, and personalised outreach, AI agents can help sales teams  prioritise the most promising opportunities and move prospects through the sales process more effectively. Relevant product recommendations can also help increase average order value and support higher conversion rates.

6. Data Accuracy and Real-Time Insights

AI agents automatically update CRM records, track customer interactions, and extract meaningful insights from large volumes of sales data. This enables more accurate reporting and supports data-driven decision-making – helping businesses refine their strategy and allocate resources more effectively.

7. Faster Sales Cycles

From initial outreach to quote generation and payment processing, AI sales agents help accelerate the sales process by increasing productivity, reducing manual tasks, and maintaining consistent engagement throughout the entire buyer journey.

Leading AI Sales Agent Tools to Consider in 2026

Creatio: best for supporting entire sales processes

Creatio provides AI sales agents as part of its no-code platforms and CRM solution, enabling business to scale their operations without significantly increasing staff numbers. These agents take on routine tasks, boost productivity, and allow employees to focus on more strategic and creative work.

With Creatio, business users collaborate directly with AI agents, combining human expertise and digital intelligence to deliver unprecedented results. Built on a flexible ‘human-in-the-loop’ model, Creatio gives organisation control over the level of AI autonomy – ensuring the right balance between automation and oversight.

Creatio offers a range of pre-configured AI skills that can be tailored to support the way you work – aligning with the tasks, tools, and individual preferences. AI sales agents continuously monitor your workflows, deliver real-time context-aware insights, and proactively recommend the next best actions. Thanks to no-code capabilities, users can easily embed AI agents into existing processes or independently design and adapt AI-enabled workflows. These agents also integrate seamlessly with commonly used productivity tools such as Outlook, Microsoft Teams, Zoom, and calendar systems.

Creatio provides the following types of AI sales agents:

• Lead Generation Agent identifies and engages potential customers across multiple channels, helping fill the sales pipeline with qualified prospects at scale.
• Territory Management Agent automatically assigns leads based on sales representatives' location, workload, and level of experience.
• Account Research Agent automatically gathers and summarises relevant account information, giving sales representatives a complete and up-to-date view of each customer or prospect.
• Quote Generation Agent creates tailored proposals based on customer data, preferences, and previous interactions, helping to reduce the time required to prepare quotes
• Meeting Preparation Agent recommends agendas, key discussion points, and relevant materials to support more efficient meeting preparation.
• Microsoft Teams and Outlook Agents summarise emails, sales calls, and conversations, and assist with drafting responses.
• Next Best Step Agent provides recommendations to guide representatives next best action, helping them move deals forward.
• Order Fulfillment Agent handles approvals, documentation, and coordination, accelerating order fulfillment from days to minutes.
• Forecast Agent provides accurate, data-driven sales forecasts and identifies trends and potential risks across the pipeline to support better planning and decision-making.

Businesses can also create bespoke AI agents to support their specific needs – using natural language, modular design, and no-code visual tools, all without requiring technical expertise. This level of flexibility makes Creatio an ideal platform for the rapid deployment of AI-driven solutions tailored to any sales process, team structure, or industry. With swift implementation and immediate impact, Creatio offers strong time-to-value, helping organisations achieve faster returns on investments (ROI) and long-term business success.

Pricing

Creatio sales AI agents are included as part of Creatio Sales at no additional cost. Pricing for the core AI-native platform starts at $40 per user per month, while Creatio Sales, Creatio Marketing, and Creatio Service can each be added for $15 per user per month. 

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VoiceSpin

VoiceSpin offers an AI-powered contact centre solution designed to help sales teams connect with prospects and customers, enhance customer experience, and drive sales performance. With VoiceSpin, businesses can streamline call management, automate routine tasks, and boost overall team productivity.

Key VoiceSpin features include:

• AI Auto Dialler automatically dials numbers and connects prospects with the most suitable sales representatives using an intelligent lead and agent scoring and matching algorithm.
• AI Voice Bot handles both inbound and outbound calls, responding in natural language and assisting prospects with book appointments.
• AI Conversation Summary automatically prepares summaries of each interaction, capturing the key points of the conversation.
• AI Chatbot engages with website visitors 24/7, answering questions about products and services.
• AI Speech Analyser monitors all phone calls, evaluating customer interactions and team performance.

Pricing

Pricing for AI Chatbots starts at ~£369 ($500) per month, while AI Voice Bots starts at ~£738 ($1000) per month. Access to the platform is priced separately, with the Basic plan starting at ~£199 ($270) per month.

Zeeg

Zeeg is a scheduling CRM with a built-in AI voice agent, designed for sales teams focused on converting phone enquiries into confirmed meetings. Unlike standalone voice bot tools, Zeeg supports the full process, from inbound and outbound calls to lead qualification, meeting scheduling, and CRM updates, without requiring third-party integrations.

The AI agent can hold two-way conversations with callers, assess each enquiry, and schedule the appropriate meeting in the relevant calendar. It also supports more complex scheduling requirements, including round-robin allocation, collective meetings, group bookings, and custom routing rules based on caller intent. Each call is stored in the built-in CRM, together with a full transcript, timestamps, and associated call costs.

Key Zeeg features:

• AI-powered inbound and outbound voice calls with multilingual conversational capabilities
• Lead qualification and routing based on predefined rules and caller intent
• Automated meeting scheduling across Google, Outlook, Apple, Exchange, and Proton calendars
• Support for round-robin, collective, and group meeting types
• CRM records with transcripts for each call
   

Pricing

Zeeg's AI voice agent is available across all paid plans starting at ~£9 ($12) per user per month billed annually. Call minutes are charged separately based on usage. Credit packages start at ~£42 ($56) for 250 minutes, with rates falling to ~£0.067 ($0.09) per minute for higher usage volumes. No minimum contract term is required.

Alta

Alta provides a data-driven AI revenue workforce that helps businesses accelerate growth by automating tasks, personalising outreach, and managing multichannel campaigns. Its AI SDR agent, Katie, uses data to identify the ideal prospects and personalise customer interactions, while the AI calling agent, Alex, engages leads through meaningful phone conversations.

Key features of Katie include:

• Discover and Research: analyses CRM and external data sources to identify high-potential prospects, automating research and prospecting activities.
• Train and Engage: automates multichannel outreach by sending follow-up messages via LinkedIn, SMS, and email.
• Personalise and Schedule: functions as an AI writing assistant, crafting tailored messages for each persona and scheduling meetings.
• Automate and Analyse: provides insights into top-performing campaigns, audience segments, and beyond more.

Key features of Alex include:

• Outbound Sales: engages prospects 24/7, identifies opportunities, and books meetings.
• Inbound Lead Qualification: automatically qualifies inbound leads.
• Account Expansions: identifies customers who may be open to upsell opportunities.
• Team Coaching: analyses conversations to identity successful patterns and support coaching for sales representatives.

Pricing

Alta offers bespoke pricing based on the number of team members and the type of AI agent selected.

‍Clay

Clay is an AI-powered sales tool that automates manual, repetitive accounts and lead research, allowing sales representatives to concentrate on selling. It provides advanced data enrichment tools and integrates with over 100 data sources to deliver valuable insights into company, individual, and contact data.

Key Clay features include:

• AI Research agent: automatically gathers data on prospects and organisations, enriching lead records.
• AI Messaging: drafts personalised outreach messages to connect with prospects across various channels, including emails, calls, LinkedIn messages, ads, and more.
• Data enrichment: connects with over 100 third-party data providers to enhance lead accounts with reliable information.

Pricing

Clay's pricing starts at ~£99 ($134) per month. However, more advanced AI functionality is only available within the Enterprise pricing plan, which is subject to custom pricing.

Clari

Clari is a revenue platform powered by AI Copilot, designed to automate mundane tasks, streamline workflows, and offer actionable next steps. Clari's AI sales agent helps analyse deals, review calls data, and forecast future sales. With Clari, businesses can improve sales forecasting, simplify workflows, and extract valuable insights from real-time data.

Key Clari features include:

• AI Smart Email Summaries: generate concise overviews of email threads, allowing sales representatives to review correspondence effectively.
• AI Smart Follow-Up Emails: create natural-sounding follow-up messages to keep prospects engaged.
• AI Smart Prospecting Emails: produce tailored outreach emails to connect with potential clients at scale.
• AI Smart Deal & Account Summaries: summarise key deals and account data.
• AI Smart Battlecards: provide dynamic talking points to support sales teams during calls.
• AI Smart CRM Suggestions: automatically update CRM systems with data gathered from calls and sales activities.
• AI Projections: predict future outcomes and win rates using historical data and advanced analytics.

Pricing

Clari’s pricing is available upon request.

Gong

Gong is a revenue AI platform that enables businesses to close more deals through AI-driven insights and strategic guidance. It offers AI sales agents that automate workflows, uncover actionable insights, and enhance human expertise.

Key Gong features include:

• AI Deal Predictor: assesses the likelihood of closing each deal.
• AI Ask Anything: provides instant answers by drawing on data from sales conversations, CRM activity, emails, and more.
• AI Briefer: summarises calls, deals, and accounts to support seamless handovers and consistent customer experiences.

Pricing

Gong’s pricing is available upon request and varies depending on the team size and the features selected.

Common Room

Common Room is a customer intelligence platform featuring an AI sales agent called RoomieAI, which identifies buying intent signals and executes outbound initiatives at scale. RoomieAI enables businesses to discover ideal buyers and consolidate intent data to identify the most promising prospects.

Key Gong features include:

• RoomieAI™ Capture: identifies buying signals and updates account records with valuable insights.
• RoomieAI™ Orchestrate: automates pipeline generation tasks such as lead scoring, prioritisation, and outbound recommendations.
• RoomieAI™ Activate: generates personalised outbound messages.
• AI-suggested prospects: automatically surfaces high-converting contacts from a database of over 200 million records.
• Person360™: uses AI-driven waterfall enrichment to fill in missing data across prospect and account profiles.

Pricing

Common Room with AI capabilities starts at ~£1,846 ($2,500) per month under the Team package.

Bardeen

Bardeen is an automation and workflow platform designed to eliminate manual tasks and streamline sales processes. It enables businesses to automate follow-ups, reporting, and scheduling – boosting sales representatives’ productivity.

Key Bardeen features include:

• Lead sourcing: quickly identifies and qualifies new leads.
• Personalisation: sends personalised follow-ups to maintain engagement with prospects.
• Smart reminders: notifies sales representatives of important tasks and deadlines.
• Unified workflows: connects various tools, improving collaboration.
• Chrome extension: integrates the sales AI agent directly with existing tools.

Pricing

Bardeen pricing starts at ~£73 ($99) per month.

Relevance AI

Relevance AI provides tools that enable users to build AI agents without technical expertise, using intuitive no-code tools. AI sales agents created within Relevance can help businesses scale sales activity without hiring additional staff, by automating repetitive tasks and streamlining workflows.

Key Relevance AI features include:

• Data enrichment: gathers and summarises information about prospects based on prompts provided by sales representatives.
• Prospecting: generates personalised emails and scripts to engage potential clients, and schedules meetings automatically.
• Third-party Integration: seamlessly integrates with tools such as Gmail, Zapier, LinkedIn, and others.
• No code builder: allows businesses to create custom workflows using LLM prompts and no-code tools.

Pricing

Relevance AI pricing starts at ~£14 ($19) per user per month.

Challenges and Considerations

Although AI sales agents offer significant advantages, their implementation does present certain challenges. Businesses should be aware of potential issues and plan accordingly to ensure a smooth and effective integration into existing sales operations.

1. System Integration: for AI sales agents to function effectively, they should be integrated with CRM platforms, marketing automation tools, and other core business systems. Without seamless integration, agents may be unable to access the real-time data required to carry out tasks or provide timely insights. It is therefore important to select AI agents that integrate readily with existing technology stacks or offer custom integration options where needed.
2. Data Quality: AI agents depend on accurate, consistent, and well-structured data to make informed decisions. Incomplete or outdated customer records can result in poor recommendations and missed opportunities. Ongoing data cleansing and governance are essential to ensure the optimal performance.
3. Change Management: sales professionals may initially be reluctant to embrace the introduction of AI into the sales process. To encourage adoption, clear communication is essential – alongside training that demonstrates how AI supports, rather than replace, the role of the sales representative. Emphasising the collaborative nature of AI can help foster greater acceptance across the team.
4. Balancing Automation and Human Oversight: not every decision or customer interaction should be delegated to AI. It is important to determine when human input remains necessary and to implement appropriate controls through a human-in-the-loop approach – particularly in complex or high-value sales scenarios.
5. Privacy and Compliance: AI agents frequently handle sensitive process customer and business information, raising valid concerns around data security and privacy. Organisation should ensure their chosen AI vendors provide robust security measures and comply with relevant data protection regulations, such as UK GDPR, along with industry-specific standards.

The future of AI sales agents: key trends and predictions

AI sales agents are developing rapidly, with adoption expected to increase as their capabilities continue to mature. According to Creatio research, 86% of C-level decision-makers expect AI agents to play an important role in achieving strategic objectives over the next two to three years. Gartner predicts that, by 2028, 33% of enterprise software applications will incorporate AI agents, enabling 15% of day-to-day work decisions to be made autonomously.

According to Creatio’s 2026 Enterprise Automation Trends, AI sales agents are expected to take on more complex tasks and multi-stage workflows with minimal human involvement:

In 2026, AI moves beyond copilot assistants toward fully autonomous agents capable of planning, acting, and learning to achieve end-to-end business outcomes. These agents operate as independent units, orchestrating processes, making decisions, and resolving complex tasks without requiring human step-by-step direction.

As organisations become more familiar with AI, they are likely to assign a broader range of sales activities to AI agents. These could include managing multi-stage outreach sequences, supporting relationship development, assisting with pricing discussions and contributing to sales strategies. Sales teams are therefore likely to adopt a more collaborative model, with AI agents working alongside sales professionals and supporting day-to-day activities. Forbes predicts that in 2026, employees across different levels of organisations will increasingly  work with dedicated AI assistants, contributing to the development of human-machine teams.

According to BCG, the AI agents market is expected to grow at a 45% CAGR over the next five years, indicating that their role in sales is likely to continue expanding. As adoption increases, organisations that integrate AI agents into their sales operations may be better positioned to scale processes, adapt to changing requirements, and make effective use of emerging AI capabilities.

Summary

AI sales agents are AI-powered tools that automate repetitive tasks and support sales activities such as data entry, lead qualification, outreach, follow-up activities, forecasting, and CRM updates. They range from tools designed for specific tasks to more advanced agentic AI systems that can plan, coordinate, and execute multistep sales workflows.

By reducing manual work, supporting decision-making, and enabling more consistent sales engagement across channels, AI tools help organisations scale sales operations, strengthen customer relationships, and drive revenue growth. Creatio provides AI sales agents designed to automate processes across the sales lifecycle, supported by enterprise-grade security and governance capabilities. Find out how Creatio can support your business. Get a tailored demo today.