Microsoft announces new sales AI agents, AI Accelerator for Sales: Key details

Microsoft 365 Sales Agent

Microsoft has announced two new sales AI agents for CoPilot 365: Sales Agent and Sales Chat. The new sales AI agents support a core function of all businesses and further break down silos across legacy systems of record, said the tech giant. Both sales agents will be available in public preview in May.

As per Microsoft, “Sales Agent can work autonomously to turn contacts into qualified leads, set up meetings, reach out to customers and more, freeing reps to focus on closing high-margin deals. It draws on the organisation’s CRM, company data like price sheets, emails and meetings to personalize responses”.

Sales Chat, the other newly-introduced sales agent, “helps accelerate the sales cycle, giving sales reps actionable takeaways from CRM data, pitch decks, meetings, emails, and the web so they can spend less time digging and more time selling,” said Microsoft. They just need to give a natural language prompt like “give me a list of deals that are at risk of falling through.”

Both Sales Agent and Sales Chat can be accessed in both Microsoft 365 Copilot and Microsoft 365 Copilot Chat. They connect to both Microsoft Dynamics 365 and Salesforce, so sales reps can nurture and close deals without even opening their CRM. And they can be fine-tuned to connect to all the business data.

Microsoft also announced the Microsoft AI Accelerator for Sales, which gives participating organisations access to AI experts at Microsoft to help them migrate from legacy CRM systems and aid with seller adoption, plus fine-tuning to personalise agents that meet unique business needs.