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AI AGENTS FOR SALES & COMMERCIAL TEAMS

Keep the buyer conversation moving toward a real outcome

Choose the part of the commercial journey you own: prospecting, inbound enquiries, proposals, technical evaluations, accounts or partner sales.

  • Your role and recurring outcome
  • Records and connected tools
  • What completed work looks like
  • Measures worth following

A practical way to begin

Describe the outcome and bring the records you already have. Your autonomous agent starts in regular Teams and adapts its methods, working files and dashboard as it learns your work.

In-house outbound B2B sales teams

Research target accounts, run relevant outreach and follow qualified conversations—carried through by an autonomous AI agent that adapts to your work.

Who this fits

A company's own outbound sales function, distinct from agencies booking meetings for multiple clients.

An assignment you could hand over

“Build and work the next 40-account campaign, handle replies and deliver a handover for every qualified opportunity.”

  • Research target accounts
  • Run relevant outreach
  • Follow qualified conversations

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for in-house outbound b2b sales teams →

Inbound sales teams

Resolve inbound enquiries, qualify buyer requirements and complete sales handovers—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Inbound enquiry conversion, distinct from prospecting campaigns and post-purchase customer support.

An assignment you could hand over

“Clear the inbound backlog, respond to product questions and carry qualified enquiries through to scheduled next steps.”

  • Resolve inbound enquiries
  • Qualify buyer requirements
  • Complete sales handovers

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for inbound sales teams →

Revenue operations consultancies

Reconcile revenue processes, improve commercial systems and verify client reporting—carried through by an autonomous AI agent that adapts to your work.

Who this fits

External cross-functional revenue operations engagements, distinct from CRM implementation and internal sales forecasting.

An assignment you could hand over

“Repair the client's lead-to-revenue reporting, resolve handoff gaps and deliver a working operating guide for sales and marketing.”

  • Reconcile revenue processes
  • Improve commercial systems
  • Verify client reporting

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for revenue operations consultancies →

In-house CRM administrators

Resolve CRM requests, maintain commercial records and verify system changes—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Day-to-day administration of an existing internal CRM, distinct from implementation partners and revenue strategy consultancies.

An assignment you could hand over

“Resolve this month's CRM cleanup backlog, repair broken routing and deliver a report of verified changes and remaining exceptions.”

  • Resolve CRM requests
  • Maintain commercial records
  • Verify system changes

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for in-house crm administrators →

Sales engineering teams

Prepare buyer demonstrations, resolve technical questions and complete evaluation follow-through—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Technical pre-sales evaluation and demonstrations, distinct from commercial proposal writing and product demonstration video production.

An assignment you could hand over

“Prepare the enterprise evaluation, build the requested demo scenarios and carry technical questions through to a complete buyer response.”

  • Prepare buyer demonstrations
  • Resolve technical questions
  • Complete evaluation follow-through

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for sales engineering teams →

In-house sales proposal teams

Reconcile proposal requirements, assemble commercial responses and deliver and follow proposals—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Internal commercial sales proposals, distinct from public-procurement bid-writing agencies and technical demo teams.

An assignment you could hand over

“Complete the three enterprise proposals, reconcile pricing inconsistencies and deliver each response with its supporting documents.”

  • Reconcile proposal requirements
  • Assemble commercial responses
  • Deliver and follow proposals

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for in-house sales proposal teams →

Enterprise account management teams

Maintain account intelligence, coordinate account commitments and develop supported expansion plans—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Commercial ownership of strategic accounts, distinct from product adoption work in customer success and new-customer prospecting.

An assignment you could hand over

“Prepare the quarterly plans for our top accounts, resolve overdue commitments and develop evidence-backed expansion conversations.”

  • Maintain account intelligence
  • Coordinate account commitments
  • Develop supported expansion plans

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for enterprise account management teams →

Sales prospect research providers

Map client target criteria, verify prospect evidence and deliver researched account lists—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Client prospect-data research, distinct from agencies sending outreach and in-house sales execution.

An assignment you could hand over

“Build the client's target-account research pack, verify the buying roles and deliver a deduplicated list with source evidence.”

  • Map client target criteria
  • Verify prospect evidence
  • Deliver researched account lists

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for sales prospect research providers →

Sales forecasting teams

Reconcile pipeline movements, investigate forecast changes and deliver forecast evidence—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Internal forecast preparation and reconciliation, distinct from CRM administration and external revenue operations consulting.

An assignment you could hand over

“Prepare the monthly forecast, reconcile stage changes and explain the largest movements with deal-level evidence.”

  • Reconcile pipeline movements
  • Investigate forecast changes
  • Deliver forecast evidence

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for sales forecasting teams →

Fundraising and investor relations teams

Research investor fit, maintain fundraising conversations and deliver investor updates—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Company fundraising and investor communication, distinct from crowdfunding campaign agencies and investment research services.

An assignment you could hand over

“Prepare the next fundraising wave, research suitable investors, maintain follow-ups and deliver the monthly investor update from actual company data.”

  • Research investor fit
  • Maintain fundraising conversations
  • Deliver investor updates

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for fundraising and investor relations teams →

Channel partner sales teams

Prepare partner onboarding, coordinate joint opportunities and track partner commitments—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Internal reseller and alliance sales operations, distinct from affiliate programme agencies and direct account management.

An assignment you could hand over

“Prepare the new reseller cohort, resolve lead-registration conflicts and deliver the joint opportunity review with next actions.”

  • Prepare partner onboarding
  • Coordinate joint opportunities
  • Track partner commitments

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for channel partner sales teams →

Conversational commerce teams

Resolve product enquiries, guide suitable purchases and follow sales conversations—carried through by an autonomous AI agent that adapts to your work.

Who this fits

Pre-purchase product conversations, distinct from post-purchase customer service and broader ecommerce growth analysis.

An assignment you could hand over

“Work through the pre-purchase chat queue, answer compatibility questions and follow ready customers through their purchases.”

  • Resolve product enquiries
  • Guide suitable purchases
  • Follow sales conversations

$249.00/month, including $50.00 in Platform Credits. Before tax.

Meet your ai agent for conversational commerce teams →

Each agent uses the regular Teams workspace. The specialism prepares its starting instructions and reporting; you can change them, connect your tools and ask it to take on other work. One specialist is prepared at launch. Examples describe possible assignments with the relevant records and access, not guaranteed results or delivery times. Current terms and availability are confirmed before payment.