List of the Top AI Sales Agents for Microsoft Teams in 2026

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.

Create your dream team effortlessly with TeamCreate AI, where intelligent co-workers go beyond mere assistants; they can handle numerous tasks, integrate with over 200 different applications and tools, and communicate seamlessly via platforms such as Slack and email. These AI workers can be easily tailored to meet your specific needs without requiring any programming knowledge, performing in various capacities across sales, marketing, finance, product management, customer support, operations, and more. Unlike conventional AI assistants that serve a singular purpose, you have the advantage of modifying your AI worker to align with your distinct preferences, much like a fast-learning junior employee. All you need to do is assign tasks or make requests, and you'll be surprised at how quickly they adjust to your established workflow. For companies of all sizes, from emerging startups to well-established public entities, the key to thriving lies in attracting outstanding talent while being mindful of financial constraints. With TeamCreate AI workers, organizations can expand rapidly without being slowed down by budget restrictions or the prolonged processes of hiring and onboarding. Imagine your new AI worker as a versatile junior hire capable of managing tasks and leveraging their multilingual skills in English, Mandarin, and Spanish to facilitate smooth interaction among teams. This forward-thinking strategy fosters greater productivity and efficiency in every facet of your operations, ultimately driving better results in a competitive marketplace. Furthermore, the adaptability of these AI workers means they can evolve alongside your business, ensuring that you always have the right support to meet changing demands.

Driven: AI-native sales compensation with native HubSpot and Salesforce integrations. Deploy comp plans in weeks, not quarters. Reps get a UI they'll actually use. Headless by design query commission data from Slack, Teams, or your own stack via MCP. Built for RevOps and Finance teams tired of being the bottleneck.

Computer is an advanced AI solution tailored for sales teams that seek improved account insights, faster actions, and greater confidence in their decision-making processes. Featuring an integrated Shared Memory system, it customizes to the specific workflows of each team, understanding account specifics and historical pipeline data while becoming increasingly useful as it logs interactions, decisions, and transactions. Users can effortlessly connect their CRM, email, calendar, meeting records, and various other sales tools, allowing them to explore potential opportunities or employ preconfigured skills for tasks such as meeting preparation, thorough account analysis, deal pattern evaluations, pipeline assessments, meeting summaries, and drafting follow-up emails. The capabilities of Computer AirSync and Computer Memory integrate information from a myriad of connected platforms into a unified, continuously updated context, empowering the system to analyze real-time organizational data rather than relying on outdated or disjointed information. This functionality enables precise responses, trend identification, comprehensive quarterly business reviews, and the streamlining of team actions without the burden of labor-intensive manual data collection. Additionally, by optimizing these workflows, the platform greatly boosts productivity and fosters collaboration among sales professionals, ultimately driving better results for their teams. This innovative approach allows sales teams to focus more on strategic tasks while minimizing time spent on administrative duties.

Cobl serves as an advanced AI-driven assistant tailored for sales teams, guiding them throughout the journey from the first expression of interest to the final signed contracts. In contrast to conventional CRM platforms that simply track the sales pipeline, Cobl’s smart agents fully comprehend the current status of each deal, offering actionable next steps and managing a variety of tasks, including follow-ups, proposal generation, slide presentations, security questionnaires, business cases, and detailed responses to RFPs. By seamlessly merging CRM data with emails, calls, documents, and collective organizational knowledge, Cobl customizes every asset based on real deal experiences, historical achievements, established pricing strategies, and the distinct selling techniques of the organization, rather than depending on generic templates. Furthermore, Cobl diligently records CRM updates, meeting notes, client questions, and strategic insights to produce the most pertinent materials for stakeholders at the ideal moment. When it comes to the RFP process, it adeptly qualifies potential clients, assesses their requirements, compares proposals, answers queries, drafts technical documentation, formulates proposals, and centralizes all bid-related efforts within a single, unified workspace, proving to be an essential tool for driving sales success. By simplifying intricate deal management, Cobl empowers sales teams to concentrate on finalizing sales instead of being overwhelmed by administrative responsibilities, ultimately enhancing productivity and efficiency. This innovative approach not only transforms the sales process but also fosters a more strategic and effective engagement with clients.

Atonom is a Cloud Employee platform that helps companies deploy AI teammates to perform real business roles across customer support, recruiting, customer success, sales development, reception, event support, and tier-one service. The platform is built around AI Employees that have their own names, identities, roles, goals, personalities, memory, channels, and integrations. Atonom’s AI teammates include Miles for customer support, Reece for recruiting, Sofia for customer success, and Zoey for sales development. Miles can handle common support issues instantly, escalate complex cases, and help customers receive faster answers through channels such as web chat and web voice. Reece can support recruiting workflows, while other Cloud Employees can help build pipeline, engage customers, manage success interactions, and automate operational tasks. Atonom connects to communication channels such as SMS, email, calls, chat, and Slack, allowing AI Employees to work where teams and customers already communicate. The platform also integrates with business systems so companies can customize workflows around existing tools and processes. Its knowledge and memory capabilities allow Cloud Employees to learn from company information, shared memory, and workflow history over time. Atonom is designed to help companies achieve real outcomes, including ticket deflection, faster response times, higher productivity, pipeline growth, and cost savings. Security and governance features include SOC 2 Type 2 compliance, HIPAA compliance, enterprise-grade encryption, agent guardrails, and accountability controls for every action. By combining AI employees, multichannel communication, business integrations, memory, workflow automation, enterprise security, and role-specific AI teammates, Atonom helps organizations scale work and results without scaling headcount.

Streamline your sales operations and boost success rates by implementing organized sales procedures that unify chat, meeting, and email platforms. With Luru's timely notifications regarding pipeline health and straightforward one-click updates directly from communication tools, sales professionals can maintain an up-to-date CRM without spending too much time on it. The real-time alerts and in-depth reports provided by Luru enable your teams to stay informed and responsive to changes in the market. Furthermore, Luru's deal rooms enhance collaboration across sales, marketing, product, and other cross-functional teams, effectively closing any gaps in information and revenue generation. By transforming any theoretical process into a fully automated workflow, Luru takes on the challenging tasks for you. You can easily address alerts and refresh your CRM without disrupting your work, all within your team's chosen chat application, which fosters an efficient sales management strategy. As a result, your team can concentrate on sealing deals while technology manages the routine responsibilities, leading to improved productivity and increased revenue potential. In this way, leveraging technology not only simplifies the sales process but also empowers your team to achieve their goals more effectively.

Loisa AI acts as a sophisticated agent for qualifying leads, enhancing each registration by effectively synthesizing relevant data and insights. It assesses and prioritizes your leads by aligning them with your predefined criteria, providing succinct summaries, scored evaluations, and customized outreach to expedite your sales process. By seamlessly integrating into your existing workflow, Loisa AI functions within your Slack, email, and CRM systems, autonomously collecting essential context without disrupting your established practices. Designed to operate as your personalized sales assistant, Loisa AI mimics your communication style and follows your strategic directives. Additionally, Loisa continuously evolves, refining its capabilities to ensure optimal efficiency and effectiveness in your sales initiatives. With Loisa AI as part of your team, you can anticipate not only enhanced lead management but also a more streamlined and effective approach to closing deals, ultimately driving greater success in your business endeavors. This innovative tool empowers you to focus on what truly matters: building relationships and closing sales.

Caddie serves as an AI assistant during every sales interaction, acting as a notetaker that communicates and sells with precision. It engages in sales discussions by attentively listening and retrieving relevant information from the team's knowledge database, which guarantees that sales representatives can confidently answer inquiries regarding pricing, integrations, recent metrics, product details, or any other pertinent subject that has already been addressed in the company's resources, thus eliminating the need to say, "let me get back to you." By integrating documents, the website, pricing information, and emails into a secure knowledge base, Caddie delivers responses based solely on established information, removing any ambiguity from the conversation. Its architecture enables it to thoroughly understand the numbers, replicate the techniques of the top-performing sales representatives, and drive the discussion while the salesperson concentrates on the client. In times of doubt, Caddie can subtly provide the right information by prefacing with "Just to add—," ensuring its contributions genuinely enhance the dialogue. Additionally, it possesses the ability to fact-check the conversation in real time, correcting any erroneous figures or misconceptions from the prospect before they can solidify in the discussion. This ongoing assistance guarantees that the sales process is not only seamless but also well-informed at every step, fostering a more productive engagement between sales teams and potential clients. With Caddie on board, sales representatives can navigate conversations with greater confidence and efficiency.

Discover a centralized resource for all your educational and informational requirements with Sana, an advanced learning platform driven by AI that empowers teams to identify, share, and utilize essential knowledge to achieve their goals. Transform the learning experience for all by combining real-time collaborative activities with customized self-paced courses, all housed under one roof. Streamline knowledge sharing with Sana Assistant, which autonomously generates questions, explanations, images, and even full courses to enhance understanding. Boost engagement and enthusiasm through a diverse range of interactive components, including quizzes, Q&A sessions, polls, sticky notes, reflection cards, and recordings, among others. Effortlessly connect Sana with your team's preferred tools, maintaining your organization’s collective wisdom readily available and easily searchable in under 100 milliseconds. Whether it's Github, Google Workspace, Notion, Slack, or Salesforce, Sana is equipped to extract valuable insights from any platform. This collective functionality not only promotes a culture of learning but also encourages continuous growth and collaboration within your organization. Embrace the future of education with a comprehensive solution that adapts to the unique needs of your team.

Artisan is an AI BDR platform that helps sales teams automate outbound prospecting, lead enrichment, personalized messaging, reply handling, and meeting booking. The platform is centered on Ava, an AI sales teammate that can work inside a company’s existing stack or take over the full outbound motion. Ava can sync with Salesforce and HubSpot, send as sales reps, respect account owners, queue manual tasks, and keep reps working from their existing inboxes. For teams that want a consolidated system, Artisan includes a 250M+ B2B contact database, enrichment from more than 22 sources, campaign automation, native dialing, sequencing, engagement workflows, and booking capabilities. Ava finds high-intent leads using CRM data, imported lists, website visitors, product activity, funding rounds, leadership changes, and other intent signals. She launches personalized multi-channel outreach across email and social, then queues call steps for reps inside the platform. Ava also tests many message variations at once, including subject lines, tone, structure, CTAs, and messaging angles, then shifts campaign volume toward what performs best. When prospects reply, Ava can qualify interest, handle objections, continue the conversation, book meetings directly on rep calendars, or escalate to a human based on team rules. Artisan supports ready-to-run campaigns for cold outbound, website visitor outreach, intent-triggered outreach, CRM lead reactivation, closed-lost follow-up, event follow-up, upsell, cross-sell, self-serve conversion, and new customer onboarding. Guardrails include approval mode, account ownership protection, escalation rules, exclusion lists, DNC enforcement, AI policy controls, audit logs, role-based access, SSO, SAML, SCIM, SOC 2 Type II compliance, GDPR support, and workspace isolation.

At Truva, our commitment lies in improving the operational efficiency and productivity of sales teams by equipping them with the necessary insights to make quick, informed decisions. Enhance your sales performance with our AI-driven solutions, as Truva manages the routine tasks, freeing your team to concentrate their efforts on what truly matters – closing deals. Our platform seamlessly tracks all sales interactions, whether virtual meetings, in-person discussions, or email exchanges, ensuring that every vital detail is captured. It intelligently identifies and extracts key data points that align with your chosen sales strategies, enabling you to focus on what is most important: building strong client relationships. In addition, Truva simplifies the CRM updating process by automatically entering accurate and comprehensive information from each sales interaction. By removing the burden of manual data entry, you can uphold a reliable and continuously updated information source, which is essential for successful sales tactics. With Truva, your sales team can enhance their effectiveness, working smarter rather than harder, ultimately leading to improved results and greater success in meeting targets. Furthermore, the intuitive design of our platform facilitates easy adoption, allowing your team to quickly benefit from its features without extensive training.

Docket's AI Marketing Agent engages website visitors through real, human-like conversations, responding to nuanced evaluation questions with expert-grade answers from your approved knowledge, running live discovery to qualify intent, and converting high-intent buyers into qualified leads, booked meetings, and pipeline. 24/7, without a human in the loop at each step. Beyond inbound engagement, Docket's governed knowledge foundation gives revenue and pre-sales teams instant access to product knowledge, collateral, and competitive intelligence — and drafts customized content grounded in your enterprise knowledge in seconds.

Adopt the effective methods utilized by your organization’s top-performing representatives to boost business development across the board. Customize the agents to fit your team's specific workflows, maximizing their efficiency and impact. They will automatically fill in CRM fields, create deals, and update information in real time according to predefined criteria. Engage in comprehensive research on companies and potential clients to enhance your targeting and evaluation of leads. Guarantee that prospects receive timely follow-ups while the CRM updates deal stages automatically. Develop and send personalized outreach messages based on detailed research about both companies and prospects. Leads will be automatically routed to the appropriate sales representatives by considering factors such as location, timing, and product knowledge. By streamlining CRM operations, a new pipeline can be constructed to facilitate a higher closure rate on deals. Concentrate on connecting with only the most promising leads through diligent research and an automated scoring system. Boost SDR productivity by automating tailored follow-up communications, as well as managing meeting scheduling and rescheduling while accounting for different time zones. This system ensures that prompt follow-ups are sent via automated emails until a deal reaches completion, leaving no opportunity unnoticed. Embracing these strategies will not only refine your sales process but also significantly enhance overall effectiveness and success rates. In doing so, you will create a more proactive and engaged salesforce that is equipped to meet modern business challenges.

Tapistro is redefining go-to-market orchestration for the era of artificial intelligence. With its AI-enhanced platform, Tapistro revolutionizes the way organizations gather, interpret, and utilize customer insights: Smart Data Integration Our AI-driven agents merge data from various sources, employing sophisticated algorithms to assemble thorough customer profiles, which facilitates large-scale personalized outreach efforts. Enhanced Analytical Tools Utilize AI agents to gain valuable insights into specific accounts and individuals by tapping into publicly available information, thereby speeding up market analysis and lead generation. Holistic Account Management - Seamlessly connect various data sources - Develop unified snapshots across intent and engagement channels - Continuously monitor changes in account landscapes CRM Optimization Keep your CRM up-to-date with instantaneous data on current and prospective accounts, ensuring that the information remains relevant and actionable. Unified Prospect Insights Create a centralized Prospect Data Platform that delivers comprehensive profiles for every account and contact, allowing for exceptional accuracy in managing your total addressable market (TAM). With Tapistro, market intelligence is being transformed through the power of AI-driven insights, paving the way for smarter business strategies and improved customer relationships.

Teammates.ai offers fully autonomous AI solutions capable of managing entire job functions, including customer service and sales, across more than 50 languages. These advanced assistants are designed to handle complex tasks such as responding to customer inquiries, facilitating transactions, and overseeing follow-ups, which significantly enhances operational efficiency and scalability. By seamlessly integrating into existing workflows, Teammates.ai enables organizations to automate tedious tasks, reduce operational costs, and allow human talent to focus on more strategic objectives. The AI agents provided by this platform are built to adapt and learn from their experiences, ensuring continuous improvement in both their performance and customer satisfaction levels. Moreover, Teammates.ai aims to transform the workplace through collaborative intelligence, offering a versatile solution for businesses eager to boost productivity and extend their global reach. This innovative approach not only optimizes processes but also cultivates an atmosphere where human creativity can flourish in tandem with sophisticated technology, leading to a harmonious work environment. As companies embrace these AI-driven solutions, they pave the way for new opportunities and greater innovation in their industries.

Agentic Brain delivers cutting-edge AI sales agents designed to automate routine tasks, allowing sales teams to concentrate their efforts on finalizing deals. These agents are crafted using the most recent data and elite sales methodologies, ensuring timely follow-ups and a consistent stream of qualified leads. Operating continuously without requiring any manual oversight, Agentic Brain seamlessly connects with an array of communication tools, lead generation platforms, project management software, and customer relationship management systems. The integration process includes an in-depth project evaluation, AI personalization, system integration, rigorous testing, and full deployment, accompanied by ongoing support. By optimizing various tasks, Agentic Brain aims to increase talk time, elevate inbound lead generation, and enhance overall sales efficiency, fundamentally changing the dynamics of sales operations. This revolutionary strategy not only boosts productivity but also allows sales professionals to prioritize relationship-building and close a greater number of deals, ultimately leading to increased revenue potential. As a result, sales teams can operate more effectively in a fast-paced market, adapting quickly to changing customer needs and preferences.

Glyphic is an advanced platform that utilizes artificial intelligence to improve conversational intelligence and optimize revenue processes, significantly transforming the way sales teams handle their calls, deals, and insights. This state-of-the-art tool automatically records and analyzes sales conversations, converting disorganized call data into structured summaries and actionable insights that are effortlessly integrated into your CRM. This integration provides immediate clarity on ongoing deals, outlines actionable next steps, and identifies potential obstacles. Moreover, Glyphic aids in deal assessment by employing established sales qualification models like MEDDIC, BANT, and SPICED while also generating AI-driven “prep sheets” that equip users for calls by drawing from previous conversations and established strategies. It goes a step further by facilitating follow-up tasks, crafting customized emails or content for clients to enhance communication personalization. Additionally, its AI-based coaching feedback offers sales representatives personalized advicaAirspeed is an AI-powered revenue intelligence and execution platform designed to serve as the commercial brain for sales and go-to-market teams. The platform turns every customer conversation into CRM updates, deal intelligence, coaching insights, follow-up actions, pipeline signals, and automated revenue workflows. It brings together conversation intelligence, revenue intelligence, forecasting, CRM hygiene, outbound automation, sales coaching, deal management, onboarding, handover, and loss analysis in one system. Airspeed creates a persistent memory of calls, emails, support tickets, Slack messages, CRM records, and other customer touchpoints so teams can query their pipeline in natural language. Sales reps can use Airspeed to prepare for calls, understand account history, identify objections, draft follow-ups, and keep CRM data current without spending hours on manual updates.

Bandits is an innovative AI automation platform designed for enterprises eager to deploy secure and integrated AI agents that streamline repetitive business tasks and boost overall productivity. This platform offers a variety of pre-built AI modules that integrate effortlessly with the existing tools that organizations utilize, including CRMs, ERPs, document management systems, and communication applications, allowing for automation without the necessity of revamping current workflows. Serving as an "AI workforce layer," these modules adeptly manage tasks across different areas like sales, operations, data management, and knowledge sharing, enabling teams to reduce monotonous manual work and focus on higher-level strategies. Moreover, the platform features specialized agents that perform a wide range of functions, including lead generation, summarizing meetings, updating CRMs, managing product data, creating documents, translating content, and automating customer interactions. Bandits also incorporates knowledge-management functionalities, empowering users to securely access and query organizational data from their internal systems, thereby significantly enhancing information retrieval and improving decision-making. In essence, Bandits acts as a holistic solution for businesses intent on harnessing AI technology to refine their workflows and increase overall efficiency, while also fostering a more collaborative and productive work environment. Ultimately, this platform not only transforms operational processes but also empowers employees to work more intelligently and creatively.