Whenever you ask a human agent, they often suggest pushing harder for instant sales instead of focusing on follow-ups or proper lead scoring.
“Less than 5% of human sales agents prioritise pipeline coverage, lead scoring, listening to previous conversations, or sales linearity while talking to customers”. [As per data] This shows a clear move away from tracking activity just for the sake of it and focusing more on results that actually impact the bottom line.
The way people sell is now upgraded by a powerful new tool, the AI sales agent. It is a system that uses artificial intelligence (AI) to handle key sales tasks. From finding new leads to sending personalised emails, an AI sales Voice agent takes on the busy work, allowing your human team to focus on building relationships and closing more deals.
An AI sales agent helps businesses cut customer acquisition costs by handling routine tasks, qualifying leads faster, and connecting sales human agents with the right prospects at the right time. It works around the clock, ensuring no opportunity is missed. Giving reps more time to focus on high-value conversations helps close more deals and boost overall sales performance.
In this article, you will learn exactly what an AI sales agent is, its features and benefits, and how a platform like SquadStack’s Agentic AI can help you increase your revenue. We’ll guide you through the clear advantages of this modern approach over traditional methods.
Page Overview for AI Sales Agent
- What is an AI Sales Agent?
- What are the different types of AI sales agents?
- Understand how to build an AI agent: Easy Steps.
- What is NO-CODE AI Sales Agent: The Osno Advantage
- How Squadstack Agentic AI can help you increase revenue?
- Why trust Squadstack AI Agent?
- Find out why Squadstack is better than any other AI Sales Agent.
What is an AI Sales Agent?
To understand an AI Sales Agent, first, let’s look at a sales agent. A sales agent is a person or a resource who handles the complete sales process, from finding new leads to building strong relationships and closing deals. Their strength are communication skills, strategic thinking, and personal touch, making them the face and voice of the company. While their personal connections are invaluable, they face the natural challenge of managing a high volume of tasks and conversations at once.
An AI sales agent is a powerful artificial intelligence system designed to perform many of these same sales tasks, but with unmatched speed and scalability. An AI sales agent can learn, make data-driven decisions, and act autonomously. It utilises advanced technologies, such as machine learning (ML) and natural language processing (NLP), to analyse vast amounts of data, engage with prospects in a human-like manner, and automate routine tasks, ensuring that no lead is ever left behind.
Top Features of an AI Sales Agent
AI sales agents feature automation of routine tasks like scheduling and follow-ups, personalised multi-channel communication, predictive analytics for lead scoring, and integration with CRM systems for data synchronisation. Here are the top features listed of the AI Sales Agent:
Intelligent Lead Qualification
An AI sales agent can instantly screen and qualify leads by analysing their behaviour and data points. It can identify and prioritise the most promising prospects, ensuring your human sales team spends its time on high-value opportunities.
24/7 Availability
As human teams need a break after work, an AI sales agent keeps going. It’s available around the clock, so it can communicate with leads at any time and respond to inquiries instantly. This is great for capturing the interest of customers in different time zones and significantly improves your response times, ensuring you never miss an opportunity.
Personalised Customer Engagement
Using data from CRM and other sources, the AI agent can generate personalised emails, messages, and follow-ups. It can adapt its communication to meet the needs and interests of its audience, making every interaction more relevant and genuine.
Automated Meeting Scheduling
The AI agent can handle the tedious back-and-forth of scheduling, finding times that work for the prospect and the human sales rep. It can send invites and reminders, and automatically reschedule, saving valuable time for everyone involved.
Predictive Analytics and Insights
The AI agent can provide deep insights and accurate forecasts by continuously analysing sales data. It can predict which deals are likely to close and which are at risk, helping your team make smarter, data-driven decisions.
Top Benefits of an AI Sales Agent
An AI sales agent can make your sales process faster, smarter, and more efficient. It helps find and connect with the right prospects, improves follow-ups, and reduces missed opportunities. This means better conversions, lower costs, and happier customers. Below are some of the top benefits:
Increased Efficiency and Productivity
By automating repetitive tasks such as data entry and follow-ups, an AI agent frees up your sales reps to focus on relationship-building and complex negotiations. This boosts overall team productivity, allowing them to handle more leads.
Higher Conversion Rates
With faster response times, constant engagement, and superior lead qualification, an AI agent ensures your team is always focused on the most promising prospects. This targeted approach leads to a noticeable increase in your conversion rates.
Scalable Sales Processes
An AI agent can simultaneously handle massive leads without a proportional cost increase. As your business grows, your AI agent can scale with you, allowing you to expand your outreach efforts and enter new markets without adding more headcount.
Reduced Costs
Automating key parts of the sales cycle lowers operational costs and reduces the need for large, traditional sales teams. An AI agent helps you achieve more with your existing resources by improving efficiency and freeing human reps.
Shorter Sales Cycle
An AI agent keeps the sales process moving forward with instant follow-ups and continuous lead nurturing. This consistent engagement helps accelerate prospects through the sales funnel, leading to a shorter sales cycle and faster revenue generation.
Capabilities & Use Cases of AI Sales Agent
An AI Sales Agent is more than a tool; instead, it is a combination of smart features which can help the sales team to grow and boost the entire sales process.
Core Capabilities
An AI sales agent has a set of core capabilities that can handle a wide range of tasks. It works by automating key parts of the sales process, saving your team time and ensuring no opportunities are missed. Here are the core capabilities of the AI Sales Agent:
Lead qualification & scoring
This is where the AI quickly checks if a new lead is a good fit for your business. It looks at a lead's behaviour, engagement history, and other details to see how likely they are to buy something. It then gives them a score, so your human team knows exactly which prospects to focus on first to increase conversions.
Outreach & follow-ups
The AI agent can take on the repetitive work of reaching out to leads. It automatically sends personalised emails and messages to a large number of people, and it can adjust its follow-up based on how they respond. This ensures every lead gets a timely response, keeping them engaged without manual effort.
Appointment scheduling
This capability removes the back-and-forth of trying to find a good time to meet. The AI agent can manage your calendar, check for availability, and automatically send out meeting invites and reminders. It cuts down on human error, like double-bookings, and makes the process seamless for everyone.
Personalised engagement
An AI agent can tailor every interaction to the individual. It uses data from your CRM to understand a customer's history and preferences. Based on this, it can craft emails, recommend products, and have conversations that feel relevant and unique, which is a great way to build strong relationships.
Upselling & cross-selling
The AI can find great opportunities to sell more products. By analysing a customer's past purchases and browsing behaviour, it can suggest products that complement what they already have or recommend upgrades at just the right moment. This helps boost revenue by getting more value from your current customers.
CRM integration & automated updates
This capability ensures all your customer data is always up to date. The AI agent can connect with your existing CRM and other tools to automatically log every conversation, update lead statuses, and create tasks for your team. This means your sales reps always have the most accurate information without having to do the manual data entry.
Key Use Cases
An AI sales agent's strengths lie in its ability to handle different parts of the sales journey to drive better outcomes. So here are some use cases for the AI Sales Agent:
Lead Generation
An AI sales agent can actively find new leads and handle initial contact. It can make cold calls or send automated follow-up messages to people who fill out a form on your website. This helps you quickly build a large list of potential customers.
Engagement
Once you have a lead, the AI can keep them interested with ongoing conversations and support. It can answer their initial questions, guide them through your website, or even help schedule a product demo with your team. This keeps the sales process moving and a lead's interest high.
Conversion
This use case is about turning interest into a sale. An AI can help with things like sending special offers to customers who abandoned their shopping carts or processing orders directly. It removes common roadblocks and makes it easier for people to buy.
Retention
The AI agent also helps you keep your customers happy. It can send out automated reminders for renewals, reach out to inactive customers to bring them back, and even help with upselling to keep them engaged with your products over time.
Types of AI Sales Agents
While all AI sales agents work to enhance the sales process, they often specialise in different areas, acting like dedicated experts for specific sales tasks. Understanding these types helps you see how they can fit into other parts of your sales funnel.
Lead Qualification Agents
Lead Qualification agents are your sales pipeline’s first line of defence. They are designed to engage with inbound leads from sources such as your website, email, or social media. Their primary job is to ask a series of qualifying questions to determine a lead’s potential, such as their budget, authority, needs, and timeline. They automatically score and prioritise leads, handing off only the most promising ones to your human sales reps, ensuring no time is wasted on unqualified prospects.
Conversational AI Agents
This is the face of AI in sales. Conversational agents utilise advanced natural language processing (NLP) to engage in human-like conversations via chat or voice. They can answer common questions, provide product information, and even address initial objections. Their role is to keep prospects engaged 24/7, offering instant support and guiding them through the early stages of the customer journey.
Follow-up & Nurturing Agents
Many potential sales are lost due to a lack of consistent follow-up. These agents are built to solve that problem. They automatically send a series of personalised follow-up emails and messages to prospects based on their behaviour (e.g., clicking a link, downloading a document). They nurture leads over time, keeping your brand top of mind until the prospect is ready to engage with a human sales representative.
Data & Analytics Agents
These agents work behind the scenes to provide a data-driven advantage. They analyse vast amounts of customer data to generate insights that humans can find manually. They can provide accurate sales forecasting, identify at-risk accounts, and suggest the “next best action” for a sales rep. They transform raw data into actionable intelligence, enabling teams to make smarter, more strategic decisions.
How To Build An AI Sales Agent: Top 5 Easy Steps
Creating an AI sales agent is a strategic process that can unlock immense value. Following these steps, you can move beyond a simple chatbot and build a knowledgeable, revenue-generating assistant.
Step1: Define a Precise Mission
Before writing a single line of code or choosing a platform, you must clearly understand what you want your agent to accomplish. A general goal, such as "improve sales,” is not enough. Instead, define a specific purpose with measurable outcomes.
- Specific Goals: Are you looking to boost lead qualification by 30%? Do you want to reduce the time to schedule appointments by half? Or is your goal to automate follow-up emails to free up your reps?
- Identify KPIs: Pinpoint the Key Performance Indicators (KPIs) you will use to measure success, such as conversion rates, average response time, or the number of meetings booked.
Step 2: Gather and Prepare High-Quality Data
The intelligence of your AI agent is directly tied to the quality of its training data. This is the raw material that the agent will use to learn and make decisions.
- Data Types: Collect and organise all relevant data according to your requirement, including historical chat logs, email transcripts, recorded sales calls, and, most importantly, data from your CRM (Customer Relationship Management) system.
- Clean and Structure: This is a crucial and often overlooked step. Clean your data by removing duplicates, correcting errors, and organising it into a structured format. An AI agent that learns from messy, inconsistent data will produce poor results.
Step 3: Choose the Right Technology Stack
You don’t need an AI expert to select the right tools. Companies like Squadstack offer a range of options, from AI agents to no-code AI Agents.
- Core Technologies: Trust platforms like Squadstack that rely on powerful technologies, such as Large Language Models (LLMs), for human-like conversation and Natural Language Processing (NLP) to understand user intent.
- Integration is Key: Ensure the platform offers seamless integration with your existing sales tech stack. The best AI agents can pull real-time information from your CRM and marketing automation tools.
Step 3: Train, Test, and Refine the Agent
Training is the process of teaching the agent how to respond. You provide it with examples, and it uses machine learning (ML) to identify patterns and learn.
- Provide Examples: Feed the agent a mix of successful and unsuccessful sales conversations. Show it how to handle objections, ask qualifying questions, and what to do when a lead is a bad fit.
- Continuous Learning: Once the agent is live, its learning doesn't stop. Set up a feedback loop where your sales team can correct its mistakes and fine-tune its responses, ensuring it gets smarter with every interaction.
Step 4: Launch and Optimise with Analytics
After thorough testing, launching the agent into your sales workflow is time-consuming. This final step is data analytics to ensure the agent delivers on its mission.
- Monitor Performance: Track the KPIs you defined in step one. Utilise analytics dashboards to track key metrics, including lead response time, conversation success rate, and conversion rate improvements.
- Iterate and Improve: A well-performing AI sales agent is a continuous work in progress. Use the data you gather to identify bottlenecks and refine the agent's scripts and behaviours, ensuring it consistently drives improved sales automation and predictive analytics.
How AI Sales Agents Work? Working and Setup
An AI sales agent is an intelligent system with a distinct workflow. Think of it as a three-part process: sense, think, and act. The agent first senses by taking in information from various channels, like a website, email, or a customer relationship management (CRM) system. It then thinks by using its AI "brain" to process this data, understand the customer's needs and sentiment, and decide on the best course of action. Finally, it acts by either responding to the customer, performing an administrative task, or escalating the issue to a human team member. This entire cycle is what allows an AI agent to operate autonomously and effectively.
Working and Setup
Setting up an AI sales agent is a strategic process that involves a series of clear steps to ensure it delivers real value. Here is the setup process for an AI sales agent presented in a table format for clarity.
How Squadstack Agentic AI Can Help You Increase Revenue?
SquadStack is an outcome-driven platform that leverages a blend of AI and human agents to eliminate revenue leakage and drive substantial growth. The platform is designed to replace outdated, fragmented models with a single, unified AI engine built for sales execution.
Doing so helps businesses achieve impressive results, including 90%+ lead connectivity and over 40% more conversions. SquadStack's AI is trained on over 600 million minutes of real sales call data, not public videos or datasets, making it uniquely effective at managing complex, real-time sales conversations.
Use Cases by Industry
SquadStack's platform is built to handle a wide range of use cases across the customer lifecycle, from initial lead qualification to cross-selling and renewals. It serves over 50 leading enterprises in India across various sectors.
Education
In the education sector, SquadStack helps with lead qualification, course sales, event reminders, and feedback calls. For instance, Amity University used the platform to achieve 70% connectivity and 2x conversions during peak admissions by leveraging AI-led outreach and structured follow-ups. Similarly, Classplus booked over 46K demos at 87% connectivity using AI-led lead scoring to improve lead quality and sales velocity.
E-Commerce & Logistics
For e-commerce and logistics companies, the platform is used for abandoned cart recovery, seller onboarding, workforce hiring, and managing non-delivery returns. Delhivery, for example, reduced rider hiring turnaround time by 95% and lowered its cost per qualified lead by 70% through AI-led hiring outreach.
Financial Services (BFSI)
In the BFSI sector, SquadStack handles various use cases, including Demat account opening, personal loans, credit card sales, and renewals. MoneyView achieved 89% connectivity and saw a 40% increase in loan applications using the platform's secure and scalable outreach. Kissht increased loan disbursals by 82% while cutting customer acquisition costs (CAC) by 50%.
Healthcare
In healthcare, the platform is utilised for appointment booking, abandoned cart recovery, and the sale of healthcare packages. Medfin drove 25% more bookings with an 85% connectivity rate by using SquadStack's secure and scalable outreach campaigns.
By combining its robust AI Lead Manager and Omnichannel Orchestrator with its full-stack approach, SquadStack ensures that businesses can optimise their sales funnel, track performance in real-time, and make data-driven decisions that directly translate to increased revenue.
Why Trust Squadstack’s AI Sales Agent?
When adopting new technology, trust is paramount. SquadStack’s AI agent is built on a foundation of proven results, enterprise-grade security, and a unique training methodology that sets it apart from the competition.
Trained on Real Conversations, Built for Outcomes
Unlike many other AI voice agents trained on generic datasets or demo scripts, SquadStack’s AI is built on a proprietary foundation of over 600+million minutes of real sales call data. This extensive, real-world training enables the agent to deliver natural, human-like conversations, handle interruptions effectively, and accurately understand the context. Squadstack focuses on training its bots and providing results and growth to its customers.
Security & Compliance
SquadStack knows that trust begins with security. The platform is built to meet the highest security standards, ensuring your data is protected at every level. This includes:
- Certifications: The platform is ISO 27001 and SOC 2 Type II Certified, giving trust and demonstrating a rigorous commitment to information security and data management.
- Data Protection: It features at-rest and in-transit encryption using AES-256 and TLS 1.2+, ensuring all data is secure from unauthorised access.
- Access Controls: Complete visibility and control over who can access your data. Access is given according to roles, and audit trails are provided.
- Data Redaction: The platform automatically redacts Personally Identifiable Information (PII) from call recordings and transcripts to protect customer privacy.
Proven Success with Leading Enterprises
The real proof lies in the results. SquadStack has been trusted by over 50 leading enterprises in India, including prominent names such as Kotak Securities, AngelOne, TATA Digital, HDFC Securities, and PhonePe. These partnerships have delivered significant, measurable outcomes:
- Kissht: Achieved an 82% increase in conversion and a 50% reduction in customer acquisition cost (CAC).
- Amity University: Scaled admissions with a 70% increase in connectivity and a 2x conversion boost.
- Delhivery: Used AI-led hiring outreach to reduce rider hiring costs by 70% and achieved a 95% lower turnaround time than humans.
These results demonstrate that SquadStack’s AI is more than just a tool; it’s a strategic partner built to deliver consistent, outcome-driven execution for high-stakes sales and customer experience functions.
Squadstack vs Traditional AI Sales Agent: The Clear AI Advantage
While some businesses continue to use and attempt to solve sales problems with outdated methods, a direct comparison reveals why SquadStack’s approach is the clear leader. It’s not just a slight improvement; it’s a fundamental shift in how sales operations are managed and scaled.
No-Code AI Sales Agent: The Osno Advantage
While the steps to build an AI agent might seem complex, platforms like Osno.ai are making it simple with a no-code approach. Osno is a self-serve, revenue-focused Voice AI platform for funnel owners and high-growth teams. It allows you to build, test, and deploy personalised AI voice agents in minutes. No guesswork is involved, as you can use pre-made templates proven to deliver results. This platform is designed for speed and efficiency, allowing you to deploy powerful voice AI agents instantly.
The benefits of using a no-code platform are clear. You can create an agent with human-like conversations, featuring over five natural voices and the ability to handle interruptions and switch languages seamlessly. The platform offers seamless integration with your existing CRM in simple steps, making the AI a native part of your customer flow. By making AI accessible, Osno enables you to focus on your sales outcomes, rather than the technical complexities of building the agent.
Commonly Asked Questions
What are AI sales agents?
An AI sales agent is an innovative digital tool that utilises artificial intelligence to simulate the actions of a salesperson. Unlike a basic chatbot, it’s designed to understand and handle complex conversations and tasks independently. These agents can work 24/7 to find leads, answer questions, and even set up meetings, all while sounding natural and human-like.
How to build AI sales agents?
To build an AI sales agent. First, define a clear goal, such as improving lead qualification or automating appointment booking. Next, gather high-quality data from your existing systems, such as your CRM, to train the agent. Then, you use a specialised platform with the necessary tools and test the agent to ensure it works perfectly before launching.
What is the difference between AI sales agents and human agents?
The primary difference lies in the capacity and speed at which tasks can be performed. A human agent excels at building relationships and navigating complex, emotionally charged conversations. However, their time is limited. An AI sales agent can handle thousands of conversations simultaneously, 24/7, without getting tired. The best approach is to use them together, with the AI handling routine tasks and the human agent taking over for high-value or complex interactions.
What tasks can an AI sales agent handle?
An AI sales agent can handle many tasks to boost your sales. It can qualify leads by asking key questions, schedule meetings by checking calendars, and send personalised follow-up emails. They can also help with customer onboarding, provide real-time order updates, and even assist with cross-selling by suggesting other products a customer might like.
Are AI sales safe to use?
Modern AI sales agents are built with safety and security in mind. Platforms like SquadStack are certified to standards such as ISO 27001 and SOC 2 Type II, which means they adhere to strict security protocols. They use encryption to protect your data, redact sensitive personal information from conversations, and have measures to prevent data loss, so you can trust that your information is safe.
