7 Best AI Sales Agents to Automate Sales in 2025!

Why Sales Teams Are Wasting 70% of Their Time (And How AI Can Fix It)

According to AI Digital News, a 2024 state of sales report revealed that sales professionals spend 70% of their time on activities, admin tasks, manual data entry, and other unrelated sales activities. This translates to a lot of time going into activities other than finding leads and closing deals.

However, with AI sales agents, that is changing fast. AI sales agents today can handle sales-related tasks, from lead qualification to call scheduling and writing follow-up emails. 

Vala Ashfar, author of The Pursuit of Social Business Excellence, mentioned that 83% of sales leaders who use AI sales agents confirmed that it helps their teams close more deals and experience revenue growth.

This goes to show how efficient AI sales agents can be for your business. In this article, I will break down the 10 best AI sales agents to automate your sales process in 2025 – all of which I have tested and reviewed.

After reading this article, you will know each tool’s features, how they work, and how to choose the right AI sales agent for your business among others.

7 Best AI Sales Agents

Assista AI

First on our list is Assista AI, a multi-AI agent that helps you automate sales-related tasks by allowing you to summarise campaign emails, obtain reports on Hubspot deals that are closing soon, and fetch progress reports from your integrated Notion, based on your prompt.

Assista’s powerful Integrations feature enlists all your active integrations in one place where you can quickly search, sort, and reset integrations. By selecting an integration, you can log in with your credentials and grant Application Programming Interface (API) permissions. 

What’s even more interesting is the Workflows feature that allows you to create a new automation by naming it, adding an agent prompt, configuring a schedule, and adding apps required for the workflow.

Lastly, in Assista’s Marketplace, you can find, import, customize, and share a range of preset automation related to deal closure, news updates, marketing posts, calendar events, and more.

To use Assista AI for automation, you need to integrate the tools you want to use first. Now, let me show you how to create a sales workflow in a few steps using Assista’s AI feature.

In the chat area of Assista AI, toggle on the ‘Switch to build an Automation’ option. Then type out what you want to automate and click on ‘Create Automation’.

Alternatively, you can create your new workflow from the ‘Workflows’ tab.

The workflow tab contains a list of existing workflows, the active ones, and their key metrics, such as success rates. To create a new workflow, click the ‘New workflow’ button.

When creating an Assista AI workflow, enter the name of your workflow and describe the agent prompt. For instance, you can prompt the AI to access your contacts on your integrated Google Sheets and send them follow-up emails.

If you entered your prompt from the homepage, it will already be available in the agent prompt.

Further down, select your workflow’s frequency; it can be monthly, daily, hourly, or one time. Next, add a tag to the workflow.

After saving your workflow, you should find it under ‘Workflows’, where you can edit, share, run, or delete it.

After running my workflow, Assista AI gave me feedback that the follow-up messages were successfully delivered to the contacts on the integrated spreadsheet.

There you have it! Now you can easily create your sales workflow that allows Assita AI to work as your trustee AI agent for your business. Let’s explore some other features Assista comes with.

Key Features

1. Home

Assista’s Home lets you access the AI prompt area and view any applications you have connected to your AI agent.

The prompt area is where you tell Assisa what you want help with. If you aren’t exactly sure of what to enter, Assista suggests some possible prompts that can help.

For example, you can select the prompt that causes Assista to retrieve high-priority deals from your connected Hubspot and then send a summary to a specific sheet in your Google Sheets.

The AI takes to few moments to execute such prompts and give you feedback. It also displays the process and actions taken during execution.

For example, my screenshot below shows that the Hubspot summary was added to cell range A6:C16 of sheet 1.

When you open your Google sheet, you should see the results of the action the AI took. In my case, it shows the closing deal summary details, including the deal name, amount, and closing date from Hubspot.

2. Integration

Assista’s integration feature lets you integrate over 100 third-party apps, including Gmail, Slack, HubSpot, and Notion. This allows you to automate tasks that require different applications you have accounts with. You can manage these tools in one place and let them work together using your prompts.

The Integrations section displays already active and already integrated tools. There is also a search bar and a sort button you can use to locate your app connections quickly.

When you scroll further, you will see a list of tools you can integrate.

Let us integrate Google Calendar to manage and schedule meetings using prompts. First, locate it and then click on “Authorize”.

Next, log in to your Google account and grant permissions to Assista AI.

Google Calendar will then appear as one of your active integrations.

To put mine to the test after integrating, I prompted Assista’s AI to access Jessica’s contact within my integrated Hubspot and schedule a meeting with her at 1:00 pm. 

As a result of the newly established connection to my Google Calendar, Assista was able to do exactly that.

3. Marketplace

Assista AI comes with a Marketplace feature, which contains a variety of automation templates, such as templates to collect Weekly Progress from Notion and follow-up Hubspot deals over CRMS.

You can choose a template that suits your needs, customise it, and activate it.

Within your automation marketplace, you can navigate or retrieve an automation of your choice by scrolling through or using the search bar.

When you locate the automation of your choice, click ‘Customise and Import’.

Let us select the automation “Hubspot deals closing this week report” as an example. This has been designed to retrieve HubSpot deals about to close this week and then send an email making a summary of these deals.

In the customize section, you can change the default name and command to suit your needs before proceeding to the next step.

Next, you can select the schedule for running your automation before confirming it.

You can set it as daily, weekly, or just once.

The automation is then added to the list of other automations, where you can activate it, add tags, run it, edit it, or delete it.

Best For

Assista is best for sales or marketing teams who seek to automate lead management.

Pricing

• Free Trial: 5M Tokens free
• Pro 20: $20/month
• Pro 50: $45/month
• Pro 100: $80/month
• Plus 10: $200/year
• Plus 25: $450/year
• Plus 55: $800/year
• Enterprise Plan - Custom Pricing

Apollo.io

Apollo.io is a sales platform that lets you build outreach flows by writing email steps, setting the time gaps between each message, assigning manual tasks like calls or LinkedIn requests, and adding contacts from your saved lists.

It comes with the People feature, which enables you to find decision-makers by applying filters like job title, location, industry, and buying intent, and saving these contacts to a list.

But it does not end there. Using Apollo’s Companies feature, you can target specific company groups by filtering to select revenue size, industry, funding status, or keywords, then saving the results in account lists.

Moreover, the Deals feature lets you add new deals, assign them to pipeline stages, edit their values and close dates, and track their movement.

With the Apollo.io Sequences feature, you can use AI to automate custom email outreach, send a series of timed messages to potential customers so that you can capture leads and drive engagement.

For example, you can use the sequence to automate a series of timed follow-up emails sent to your leads or to collect information from their LinkedIn profiles.

Let me show you how I created an AI Sequence that will perform an agent’s role of creating a timed email for promoting our services.

In the Sequences section, Apollo allows you to create a new Sequence with AI, from scratch, or using pre-built templates.

Since the focus is on building from scratch, you click on ‘Create Sequence’.

On the next page, you select ‘From scratch’ to begin.

Next, you can define your new sequence by entering its name and selecting a specific schedule from the list of already created schedules in the dropdown menu.

Once you’re done, Apollo takes you to the overview screen. Your sequence exists, but it's empty and cannot perform any automation.

To add the timed email automation, click  ‘Add a step’.

This brings you to a list of tasks the sequence can perform, like sending LinkedIn connection requests to leads, calling leads, and performing custom actions.

In this case, select ‘Automatic email.’

In your automatic email screen, specify when your email should be executed and set the period before execution.

The next thing to do is draft your email. Enter the subject and main content of the email that will go to your leads and preview it to ensure that it is what you want.

There is also a toolbar that lets you add links and images, attach files, and insert placeholders.

After creating, you can view the summary of your new sequence along with its stats in the overview section. You can edit, clone, or delete this step. For instance, the first step I created is scheduled to go out to 50 leads.

Your new sequence will contain sections such as leads or customer contacts, a report, and settings to customise it.

You can also view the overall stats of your sequence, which could be labelled as active, finished, or not sent. The email stats let you view the total scheduled, delivered, and replied to emails as well.

You can always add a new step if you need to at any point.

Key Features

1. Deals

The Deal feature briefed earlier allows you to import, create, and manage sales pipelines so that you can monitor every opportunity from start to finish. Under deals, you can make changes to deal stages, assign values, set priorities, and monitor progress in real-time.

This feature helps you project your revenue, stay organised, and keep your team aligned on what deal is closing next.

You can import a CSV format of your already existing deals or create a new deal at a time.

The Deals overview displays your existing deals together with details like the deal name, company, deal amount, total amount, and stage to keep you informed.

You can navigate the list using options like sorting, filters, and the search bar. You can also save as a new view and access more options.

You click on a deal to get more details. For instance, when I selected the Brand Awareness Campaign deal, it displayed the deal’s information, such as the company’s name and amount, its record details, like pipeline and stage, and its past and upcoming activities.

More so, you can edit each detail by clicking on it.

Furthermore, clicking on ‘Log activity’ allows you to create a note, a conversation, log a call, or create a task directly for the deal.

2. Companies

Apollo.io comes with the Companies feature, which enables you to find and target new or matching companies by their industry and keyword, employee, technology, buying intent, and more, using its advanced filter.

This will help you discover new potential customers from the global database of Apollo, making outreach effective.

In the companies section, you find expandable filters that include a list filter, company filter, account location, website visitors, and many more to help you create criteria and discover ideal companies.

For instance, when you expand the ‘industry and keywords’, you can search specific companies using keywords.

After filtering through, Apollo returns a list of companies that meet the criteria, along with their names, social media links, employee numbers, and other information. 

This section also allows you to create a workflow with the results, save them, and sort through them. It also allows you to run AI prompts on them or import external companies.

When you click on a company, it returns its overview, which includes company info like industry and keyword, their insight like employee trends and technologies, and their new prospects.

It also lets you save the company or add it to a list.

There is a recommendation section that gives you leads and high-value prospects that align with your target personas. It displays their details, the reason for the suggestion, and lets you retrieve their email addresses.

You can also create your persona from this page.

3. People

Similar to the Companies feature, the People feature lets you find and target key decision-makers within organizations. It comes with advanced filters to search through their buying intent, job title, location, industry, and persona. 

This feature returns their detailed contact information to help you improve outreach and develop lead conversion.

You can use the filter to create criteria for lead returns based on persona. It also returns the total, net new, and saved leads after filtering.

For example, when you want to filter by buying intent, you can select the topic that will capture leads when they engage with such topics. 

After filtering, it returns people who match the criteria, along with their details like their name, job title, and company. 

Interestingly, you can also create a workflow with the search returns, save them, and sort them too. Moreover, there is the option to run an AI prompt on the results and import your list.

When you select a contact, their contact overview screen shows. This is where you can see contact information like email address and phone number, insights like funding rounds, and record details like stage and last activity date.

More tabs let you access their sequences, deals, conversations, and meetings.

From this section, you can create a log activity, such as tasks and calls, add a contact to the list, send a contact an email, and add the contact to the sequence.

Best For

Apollo.io is highly recommended for outbound sales teams who are looking for a scalable way to find and connect with ideal customers.

Pricing

• Free Plan - free/ per user [monthly billed]
• Basic - $59/ per user [monthly billed]
• Professional - $99/ per user [monthly billed]
• Organization - $149/ per team [monthly billed]

N8n.io

N8n is a workflow automation tool that lets you drag nodes onto its canvas, set triggers, connect them to action nodes, and configure each step to create your AI Agent. 

It also allows you to create a Project workspace by naming a new workspace, adding team members and setting access control, and grouping related workflows under this shared workspace.

In addition, you can connect and store your external apps' logins by entering their API keys or OAuth details, testing the connection, and saving the credentials within the Credentials feature.

Last but not least, N8n’s Variables are a great way to store data based on a key, value, and usage syntax. 

When you take the workflow, it has an AI agent node that lets you create a booking and lead capture chatbot.

I will guide you to use the workflow to build a prototype of this chatbot that can suggest a meeting to a lead, let the lead pick a time, then schedule it, send the meeting summary and alert to Slack, and then save the lead's info in HubSpot.

To create your new workflow, navigate to the Overview section on the N8n main dashboard, switch to the ‘Workflows’ tab, and click ‘Create Workflow’.

This brings up the workflow area or canvas, where you can rename the workflow by clicking on the title. The canvas also lets you switch to the editor or execution view, and provides zoom-in and zoom-out tools for easier navigation.

When you select the ‘add step,’ you can access node collections like app events, forms, and schedule to build your automation or AI agent.

Let us start by creating our AI agent. To add the chat node, select ‘On chat message’.

Selecting it takes you to the chat node configuration page, where you can copy the chat URL, make the chat public, set it to embedded chat or hosted chat, and then set authentication.
When you set it to an embedded chat, you get a link to the embedding page, which I will take you through after setting up this AI sales agent.

Furthermore, you can add an initial message that the chat should display and optional fields like Allowed Origins (CORS) and Response Mode.

You can also test your chat node.

With your chat node already there, add the AI Agent node. To add this node, click ‘add step’ and select “Advanced AI” in the node section.

In the ‘Advanced AI’ section, locate and select ‘AI Agent’.

The AI Agent configuration page lets you select the connected chat trigger node or define a mode as the prompt source.

Select ‘Define below’, which provides a prompt section where you define logic or instruct the AI on how to operate. 

In this case, you prompt it to let the chat suggest a meeting, allow the user to pick a time, schedule it, send a Slack alert, and log the info into HubSpot.

When you scroll further down, you can toggle to require a special output format and add properties like system message and max iterations.

The AI agent configuration lets you add a chat model, memory, and a tool from this section. 

Your AI Agent is available, and you can connect your chat node. Your AI agent now needs a chat model for thinking, a memory to store instructions, and tools to work with.

Let us start with the chat model. Click ‘Add Chat model’, then select the language model you prefer, such as AWS Bedrock, Deep Seek, and Groq chat models.

In this prototype, I’ll go for the Google Gemini Chat Model.

In the Google Gemini chat model configuration, select your credential, and then select your preferred model, like the Gemini 1.5 pro or Gemini 1.5 flash.

You can also add properties like sampling temperature or safety settings to the model.

Next is the memory. By clicking ‘Add memory’, you can select memory types like Motorhead and Zep. For this prototype bot, I’ll choose ‘Simple memory’.

The Simple memory configuration lets you set the session ID and session key.

Here, you set the session ID as the connected chat trigger node and leave the default session key. You can also set the context window length.

For the tools, you can add Google Calendar for scheduling, Hubspot for adding leads, and Slack to receive the meeting summary. 

To illustrate, I will add Slack. In that case, I’ll select Slack as the tool.

In the Slack configuration, choose your credentials, select ‘Message’ as the resource, and choose ‘Send’ as its operation.

Also, select the channel to which the AI agent will deliver the message. For the message type,  set it to ‘Simple Text Message’, then draft your message or set the AI model to handle it.

You have successfully connected your Slack! To add more tools, such as Google Calendar and Hubspot, click ‘Add tool’, select them, and configure them.

After adding my preferred tools and configuring them successfully, my AI sales agent is ready.

I can activate it on the canvas. 

To embed your chat node, visit the embedding page using the link given in the Chat node earlier. The embedding page lets you copy the chat node embed code, such as HTML, React, and Vue.js. 

Key Features 

1. Project

N8n has a Project feature for you to organize workflows, credentials, and variables into separate workspaces. This helps your teams manage different automations independently and securely.

To create a new project, you click on the plus next to “Project” on the main dashboard.

Next, in the ‘Project settings’, you name your project, add members, and set control access to each member.

Your project has a ‘Workflows’ section, where the project’s existing workflows are stored and managed.

You can also click ‘Create Workflow’ to start a new one, or click on the dropdown and select ‘Create Folder’ to create a folder within the project.

There is also a ‘Credentials’ tab to manage existing credentials or create new credentials.

The ‘Executions’ tab also lets you view your project’s automation activity and history, including its run time, what triggered it, and when it started.

2. Credentials

N8n also features the Credentials feature, which enables you to securely store and manage API keys, tokens, and login details. 

It allows you to reuse these credentials across different workflows without exposing sensitive data.

To access this feature, navigate to Overview and select the “Credentials” tab. This section contains a list of existing credentials, which you can delete or move.

To create a new credential, click on the dropdown next to the ‘Create Workflow’ button and select ‘Create Credential’.

Next, choose the app you want to use to create a credential for. Let's use Google Calendar as an example.

In the setup, there is the ‘Connection’ section where you connect your Google account. Click ‘Sign in with Google’.

Then, select the Google account and grant permissions for a successful connection.

After connecting, go to the ‘Sharing’ section, where you can add projects and people who can access the credential, as well as set control access.

After all is complete, you can access your Google Calendar credentials in the ‘Credentials’ tab.

So when using Google Calendar in your automation, you do not need to create a connection again.

3. Variable

Last but not least, N8n lets you store specific data and reference it in your workflow using its name. It provides a table where you name your variable in one column and add its values in another column.

This helps avoid redundant data entry and allows you to automate tasks with dynamic values.

The variable table has ‘Key’ and ‘Value’ columns where you enter your variable name and its value(s). Click ‘Save’ to store and ‘Add variable’ to add another row of variables.

For instance, I added a variable and named it ‘salesLead’, which contains a certain lead’s details.

It provides its usage syntax for you to copy.

For example, when adding a code node to my workflow, I can use the variable syntax I copied to refer to the lead details.

Best For

​N8n is best recommended for sales and marketing teams who want to automate lead management by integrating platforms.

Pricing

• Free Plan - free/ per user [monthly billed]
• Starter - $24/ per user [monthly billed]
• Pro - $60/ per user [monthly billed]
• Enterprise - Custom Pricing

Zapier Agent

Another sales automation tool we dive into is Zapier Agent.

This tool lets you create automated workflows by enabling you to define triggers, actions, and conditions, and link apps like Google Sheets or Slack to perform specific tasks together on their own.

Zapier Agents' Chat feature lets you interact or assign one-time tasks to your agent in real-time by letting you type in prompts or add tools in a chat box, which then execute these steps or apps that have been configured already

It comes with Data Usage that enables you to monitor the number of activities performed by your agent each time it's executed or has an interaction.

Plus, it enables you to integrate the Zapier Agent feature in your Google Chrome access by letting you access the Zapier Agent extension page in the Chrome store, install the Zapier Chrome extension, and activate the extension.

For instance, you can use the Zapier agent to automatically capture customer contacts from Shopify and store them in Apollo.io. This will allow you to send automated follow-up, promotional, and personalised messages, making lead generation and customer engagement more efficient.

Let's see how this can be done.

You click on “New Agent” to begin.

In the next screen, the Zapier agent lets you choose from a variety of templates like outreach, sales prep, and support email agent.

To start from scratch, select “Create a custom agent” and name it.

Your new agent has been created, but you have to configure it. The configuration page lets you add a description, select the data source, and create behaviour for the agent. 

When you open the data sources, it lets you select a file or from collection of apps like Google Docs, Excel, Asana, Hubspot, and Jira Software Cloud as the data source.

When you select the behaviour section, it lets you automate the agent selecting the trigger and action app, inserting a data source, and adding instructions and commands with the help of AI.

For the trigger, you select Shopify and choose “New Customer” as its action from the list of apps.

Next, you click “Connect” to sync your Shopify account.

It opens a page where you connect your Shopify by entering your Shopify name URL.

For the action, you select Apollo from the list of apps, then choose “Create Contact” as its action.

This action is responsible for creating the Shopify customer’s contact in Apollo.

You also connect your Apollo account by entering your Apollo API key and naming the connection.

After a successful connection, you select and map the Apollo form field.

After the process is complete, you activate it or test it in real time to see results.

Your agent has been created. Any new Shopify customer is added to Apollo contacts, where you can create sequence emails like promotional, discount, newsletter, and follow-up to help boost your sales.

Your newly created agent can be accessed in the “Agent” section.

Key Features

1. Chat

The Chat feature in Zapier Agent allows you to have a conversation or instruct your bot to execute one-time tasks like updating a connected Spreadsheet or sending an email.

This saves you time and effort while letting you execute tasks without leaving the platform.

You can access your previous chats or interactions in the alerts section of chat.

To start a new Chat, click ‘New Chat’.

Your chat page provides you with a chat textbox to enter your prompt or instructions. You can click on ‘tools’ or use the ‘/’ element when prompted to access additional tools, such as apps or websites, which you can add to the prompt.

When you open ‘Tools’, for instance, Zapier’s chat presents a website and apps like Gmail and Slack, along with their commands, such as ‘send email’ and ‘send message’ to a channel.

These can be added to the prompt box rather than typing long instructions.

After executing a task, the Chat alerts you and gives an account of the actions taken. As demonstrated in the screenshot below, the Chat informed me that a lead’s details have been sent to my team’s channel in Slack.

2. Data Usage

One cool feature about Zapier Agents is that it comes with Data Usage, so you can monitor your agents' stats during your billing cycle.

These stats include a number of triggers, actions, web searches, and data source queries. The feature essentially allows you to track and manage your agent’s performance.

The ‘Activities’ section showcases details like the number of times your agents have run and the number of activities they have performed.

3. Chrome Extension

Zapier Agents offers a free Chrome extension that lets you integrate Zapier Agent into your Google Chrome browser. To integrate, locate and click on ‘Install Chrome Extension’.

This action takes you to the Zapier Agents extension page in the Chrome web store. Click ‘Add to Chrome’ to integrate into your Chrome browser.

After installing, go to your Zapier Agent in your Chrome extensions and activate it.

You can decide to pin the Zapier agent to your Chrome toolbar for quick access. To do this, expand the extension, locate Zapier Agents, and click on the pin next to it.

When you click on your Zapier Agent from your Chrome toolbar, the extension opens. You can quickly create new agents and manage agents right from there.

Best For

Zapier is best for sales and marketing teams who seek to automate lead capture, follow-ups, and campaign workflows without manual effort.

Pricing

• Free Plan - free/ per user [monthly billed]
• Professional - $29.99/ per user [monthly billed]
• Team - $103.50/ per user [monthly billed]
• Enterprise - Custom pricing

Clay

Our next AI sales agent is Clay.
This lead-sourcing and data automation tool gathers and organizes people, businesses, or job leads for you by tapping into LinkedIn data, company domains, or job boards, and then enriches the returns with its internal integrated tools.

Its Enrichment feature enables you to automate actions like email generation by letting you set up rules, delays, and filters within the table interface.

There are more features you can discover leads by inputting job title, company size, and industry, which returns matching individuals using the Find people feature.

If business leads are your focus, Clay comes with a Find Local Businesses feature that allows you to collect business leads by choosing a location and niche, then pulling their contact info and company data into the table.

In addition, it also has the Find Jobs feature that lets you monitor job postings by selecting keywords, industries, and sources.

Since Clay mostly features a table, you can add automations to your existing table to execute tasks using the details from the table. You can automate tasks to enrich your leads with verified emails and auto-source leads from LinkedIn search. In this article, we will see how you can automate follow-up messages using AI on your prospects in a few simple steps.

First, navigate to your account homepage.

Clay requires you to have a workbook (workspace) where you work on your table.

So, click ‘New’ and select ‘Workbook’ to create a new one.

In your new workbook, you can import your own, use a template, or use the blank table.

Clay also provides you with people, jobs, and local business finder tools to fetch more prospects by filtering, which I will discuss in detail in the key features.

After adding your prospect table, click ‘Add Enrichment’ to work on the automation.

In the enrichment section, there are many tools and integrations designed for different kinds of automation.

Since the goal is to create a sequence of follow-up messages to our prospects, click the AI tool and select the ‘Generate Message Sequence’ action.

This takes you to the message sequence setup screen, where you select the Twain account and add a field for the AI to search.

When you scroll further down, the sequence set lets you select the type of sequence you want, such as an intro only or a four-step sequence (intro and three follow-ups).

Then, add a placeholder for the prospects' names on the table and use it to describe the prospects to Clay’s AI.

Clay gives you the option to set a trigger, add instructions to the sequence, and add the sending company’s name.

It also lets you add an optional sender's problem statement, solution description, competitive advantage, and social proof.

There is also the ‘run settings’ section, where you can enable auto-updates and set the sequence to run if certain conditions are met.

After you have saved it, your automated sequence will be added to the next column, where generated sequences are ticked green.

When you select a prospect’s automation, for instance, you can see their message details and those pending.

Key Features

1. Find People

Clay has the Find People feature, which helps you search for prospects using data sources like LinkedIn or Apollo based on filters like the job title, company, and location. 

This returns enriched contact details including name, title, LinkedIn URL, and sometimes verified emails.

The Find People filter lets you create criteria for returning your leads. These criteria include company attributes, job title, experience, education, profile, and location.

Each filter can be expanded to create sub-criteria.

An example is how the company attribute lets you filter the prospects’ industry, company size, and add keywords.

After you are done with the filtering, you have the option to include the prospects’ verified email, recent post, and LinkedIn summary on the table before submitting it.

The returned prospect table contains details like their first and last name, job title, and location.

The table lets you switch type, apply filters, sort, and search through the results.

Also, if you asked for it to be included earlier, there will be email finder tools and the emails they returned.

The ‘Actions’ dropdown also lets you monitor the table for new hires, news, job changes, and promotions. You can also add enrichment to your table.

2. Find Local Businesses

Another cool thing about Clay is that it enables you to target business leads using its Find Local Businesses feature. It lets you search for businesses by using sources like Google Maps, keywords, and location.

This then returns the information on businesses, such as their names, addresses, phone numbers, websites, and reviews, making business lead finding easier.

When you select ‘Find local business’, it brings up the Google map, with the chance to toggle on the preferred Google API.

You can navigate the map by searching for various locations.

In the map settings, you select the search type, indicate the types of businesses that should return, as well as the number of results you want.

Next, choose whether you want the results on a new table or an existing one. 

Afterwards, Clay will put the results of your local business search in a table.

The results comprise the business’s name, Google map URL, website, phone number, address ratings, and more. You can enrich the data as you please.

3. Find Jobs

Find jobs also comes with a filter to create criteria for finding jobs, similar to the find people feature. It lets you filter by companies, job description, location, recruiter, job type, etc.

Before returning the results, this feature lets you select additional enrichment, such as company headcount growth and website tech stack.

After that, it returns the jobs based on your criteria, along with their details like name, domain, technology stack, and website stack.

Best For

Clay is best for sales and growth teams who want to automate finding and enriching leads.

Pricing

• Free Plan - free/ per user [monthly billed]
• Starter - $149/ per team [monthly billed]
• Explorer - $349/ per team [monthly billed]
• Enterprise - Custom Pricing

Relevance AI

Next on our AI Sales Agents list is Relevance AI.

This no-code automation platform enables you to set up custom agents by naming the agent, describing its purpose, defining its actions, and arranging the order of execution using prompts or a canvas visual builder.

Relevance AI’s Tools feature also helps you build reusable tool blocks by enabling you to define inputs like text or tables, write logic with prompts or code, set output behavior, and make them available to agents or execute them directly.

That’s not all. You can build a knowledge table using the Knowledge feature, where you can name the table, add rows and columns, upload files or write content, and link the data to agents or tools to create a database.

Furthermore, Integrations on Relevance AI allow you to connect third-party platforms like HubSpot by syncing your account, granting permissions, and allowing authorization with in-app or custom API keys.

Let's see how you can create a LinkedIn AutoScraper using the agent. This agent will collect leads from LinkedIn based on certain criteria, then put them on the Google sheet.

Within the agent, there is a textbox where you can use a prompt to create an agent. But you can choose an agent template too.

To create your own agent from scratch, click ‘Build from scratch’. 

This brings up the configuration page where you enter your new agent name and description within the “Agent Profile” section.

Now you must select the tools or apps you want to use for your agent’s tasks. To do this, navigate to the ‘Tools’ section and click ‘Add tool’ to select from a variety of apps and their actions.

In this example, I am creating a sales-related AI agent, and I’d like to use LinkedIn’s autoscraper to gather the leads. With that in mind, I’ll select LinkedIn as the tool with the action “Get Personal Profile From LinkedIn”. 

Then, I’ll select the Google Sheets action “Add Row to Google Sheets because the spreadsheet will be the destination for the leads the agent gathers.

For the LinkedIn configuration, set its approval, add a prompt or instructions on how to collect leads, and the criteria to use. You can also set its fail behaviour to default or custom.

Next, select the Google sheet action, set its approval, limit, add a prompt on what to do with the data collected, and set its fail behaviour.

The Google sheet also requires you to add your account.

When adding your account, you can choose the type of account and set the control access the system should have on your Google Sheet.

Next, navigate to the “Core instructions” section, where you can give the main prompt using the tools.  Here, you add tools using “/” when typing out a prompt.

From this section, you can select which ChatGPT model your AI agent should use.

If you don't prefer prompting, you can use the flow builder.

In the flow builder, you select the instruction type, add the “Get Personal Profile from LinkedIn” instruction, add another instruction, and select “Add Row to Google Sheets” to follow suit.

Relevant AI also lets you configure your Agent’s abilities and tools. In fact, you can create sub-agents and add metadata. You can also set task views and configure templates.

After you save your agent, you can find it among the existing agents within the agent section, which also shows information, such as tasks done.

To activate your agent, click on it.

Finally, you can now prompt your agent to extract 50 leads from LinkedIn, for instance.

Key Features

1. Tools

In addition to the agent, Relevance AI allows you to create custom mini-apps using custom integrations, LLM prompt chains, and step-by-step automation without code.

You can add these additional tools to your agent when creating it. Let's look into this feature.

The tools section contains existing tools along with their details, like their creation dates.

Here, you can choose from a template or prompt Relevance’s AI to create a tool for you. To create a new tool, select “New Tool” or “Build from scratch”.

There is a build section where you can create your tool. To start, enter its name and description.

You can enable specific input types such as text, long text, table, and JSON. These would be the required input elements for the tool to work. That means users can input such data too.

Next, you can define the logic of your tool using LLM prompts, Knowledge, Python, and many more. You can add more steps to the chain.

In any case, there is the option to feed your tool with knowledge to advance it within the knowledge section.

With this, you can create a tool like the one I created to fetch the profile info of leads from LinkedIn using their URL. I added the fields and values to extract them from the leads.

When you switch to the ‘Use’ tab, you can execute your new tool by clicking ‘Run tool’.

In this screenshot, I added the lead’s LinkedIn profile, and it returned his name, position, industry, and more.

You can also access your tool’s API or share it.

The Share option, for instance, lets you clone the template or generate an embedding link.

2. Knowledge

Relevance includes the Knowledge feature, which allows you to save, organize, and search through large amounts of data, such as leads, emails, LinkedIn profiles, or content. 

This can serve as a database or knowledge center that your agents or tools can use in automations. You have to create a table to store knowledge.

When you click on ‘Create table,’ you have the option to upload a file, import from a website, or integrate knowledge from a third-party source.

Select ‘Blank’ to create a new table.

Next, you enter your table’s name.

Your new table lets you add and name your columns and rows.

It also lets you select an existing tool to enrich your table, hide table attributes, download or import data into your table.

As you can see, I created a marketing deal database as knowledge. It has attributes like the “Account-Website”, “Deal Stage”, and “Pipeline”.
This will be stored in the Knowledge Center, where tools and agents can use it in automation.

3. Integration

The Integration feature in Relevance AI lets you connect your apps to Relevance AI. It allows them to work together by passing data and automating tasks, thereby enhancing their workflows.

The integration section contains a variety of apps we can integrate.

Let's take Hubspot, for instance. When integrated, you can automate tasks like creating contacts or updating deals between HubSpot and other tools in your workflow.

When you click the app to integrate, it shows you Hubspot’s existing accounts, which implies that you can use and switch multiple accounts.

Click on the ‘Integration’ button to integrate.

Upon clicking the button, you can link your Hubspot account by creating a new one or logging into an existing one.

And there you go; your Hubspot has integrated successfully. Your connected Hubspot is available and can be used by tools or agents. For example, you can use it as a trigger when creating an agent.

Best For

Relevance AI is ideal for sales and marketing teams who want to automate tasks using custom agents to streamline lead generation, data processing, and outreach workflows.

Pricing

• Free - $0/ per user [monthly billed]
• Pro - $19/ per user [monthly billed]
• Team - $199/ per team [monthly billed]
• Business - $599/ per team [monthly billed]
• Enterprise - Custom pricing

BotPress

Another AI sales agent tool we will look at is Botpress.

Botpress comes with Bot Studio, where you create new bots by giving it a name, setting up and mapping their workflow logic, and adding autonomous nodes that trigger actions like asking for user data and transitioning between steps.

You can also customize and embed the chatbot on websites by adjusting its appearance, such as selecting color, theme, and fonts, enabling features like file uploads, and generating shareable links or embed codes using the WebChat feature.

The Analytics feature lets you track your chatbot's performance in real time by providing key metrics like the total number of new users and returning users, as well as the message volume. It also displays data with a donut, line chart, and many more on its dashboard.

Plus, it has a Conversations feature, which allows you to track interactions with bots by providing conversation details, summary, event logs, and user information.

Let's go through how to use the Botpress workflow to build an AI sales assistant that can automatically qualify leads and take actions using autonomous logic.

The tool will ask questions to qualify leads and label them as hot, warm, or cold.

This assists your sales teams to focus on high-potential prospects instantly.

On your Botpress homepage, you can find all your existing bots.

But to create a new bot, click on “Create Bot”.

Next, enter the name of your bot.

Then, navigate to the workflow section, which has a canvas for adding your logic nodes and triggers. There is also a starting node to connect your added node.

Right-click on an empty part of the canvas and select ‘Autonomous Node’ from the pop-up.

Your newly added autonomous node lets you connect to the starting node for logic flow. You can rename it, add instructions, and add an action card from the card library. 

For your smart assistant’s intro, you can instruct it to greet the user and ask them about their industry.

Botpress also allows you to add a card you can use to obtain a user’s data, update and add a conversation, and then add a transition card to the next autonomous node.

I decided to create another node for the next logic flow and instructed it to ask for the company’s size and budget. The details of this instruction suggest that the AI agent checks the lead budget reference and returns the appropriate message based on the match.

The next logical step would be for the agent to search a knowledge base. To add that, click on the ‘Add Card’ button to add the transition card for the next logic.

Lastly, add another autonomous node and instruct it to immediately ask for the user's email if it matches the hot lead. 

Then connect it to the end node to finish the logic flow.

Outside the workflow, there is a knowledge base that lets you add documents, tables, a Notion file or a website source containing your business info.

The table lets you access your tool activities and info like conversations, feedback, and knowledge base analytics.

The conversation table shows details like topic, transcript, and summary.

There is an emulator to test your bot.

Also, more options allow you to configure agents, create hooks, and access the library.

You can share or publish it to go live. But before you do that, you can preview the bot as well.

To embed the chatbot, select “Configure”.

The configuration section lets you choose how and where users should find and interact with your AI agent. The options are the chat bubble on your webpage, the embed in the iframe, and standalone on mobile.

Each option has its own script you can copy.

Key Features

1. Webchat

The Webchat feature allows you to customize and embed your chatbot directly into your website.

Under the ‘General’ settings, you can name and describe your chatbot, add its profile picture, and a placeholder.

You can also enable a file upload, show the Botpress branding, and choose a storage location.

Further, you can add contact information like an email and phone number, terms of service, and the privacy policy.

The ‘Theme’ setting is your go-to for customizing your AI agent. It lets you choose a theme, color variant, and font type. It also lets you adjust the chatbot’s radius and add custom styles using Cascading Style Sheets (CSS).

In the ‘Share’ section, you can find a shareable link to your agent and the embed code to copy.

2. Analytics 

The Botpress analytics feature lets you track how users interact with your chatbot and how it performs using its customizable dashboards. 

The dashboard in general provides key metrics and other visual analytics such as area, donut, bar, pie, metric, spark bar, and spark area charts. 

For instance, my dashboard provided key metrics showing that my new chatbot received 5 messages from users over the past 3 months.

The line graph below also indicates that the number of messages peaked on April 7.

3. Conversations

The conversations feature contains a list of users who interacted with your chatbot, along with details like the summary, conversation ID, and their last modification.

When you click on a user’s conversation ID, you can view their conversation, event, details, logs, and an option to copy the value.

Now, when you select a user, for instance, Botpress takes you to the details section that shows their channel, last activity, update, tags, and ID.

When you scroll further, you can access the conversation.

Best For

Botpress is ideal for sales and marketing teams who want to create and embed AI-powered chatbots.

Pricing

• Pay as you go - free/ per user [monthly billed]
• Plus - $89/ per user [monthly billed]
• Team - $495/ per team [monthly billed]
• Enterprise - Custom pricing

What is an AI Sales Agent?

An AI sales agent is an artificial intelligence-powered assistant that can handle your sales-related tasks, such as qualifying leads, writing follow-ups, and booking meetings. It depends on your logic and command to execute these tasks. 

Unlike basic chatbots, AI Sales agents can understand context, respond in natural language, and adapt their actions based on real-time or pre-existing data. 

For instance, if a lead enquires about the pricing of your services, the AI agent can obtain that information from your site and reply immediately. 

An AI Sales Agent tool like Assista AI can write outreach emails that suit a lead's persona based on their LinkedIn data. 

With 70% of salespeople's time still spent on admin work, AI sales agents are quickly becoming necessary for managing sales without hiring more people.

Use the Best AI Sales Agents

Your choice of the best AI sales agent should not be solely based on the latest technology, but also on how much of a solution it brings to your company. 

Do the tool's features align with your needs? Does the agent integrate well with the platforms you already use? Can you easily scale it when your business environment changes? Does it fit your budget? 

At the end of the day, your best options are the AI agents that will help you achieve your business goals.