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Sales agent
AI agents help sellers work more efficiently, reduce friction in the sales cycle, and improve customer satisfaction
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What is a sales agent?
Sales agents are autonomous software programs designed to help sales and account management teams work more effectively. They can interact with other software (like Salesforce and Zendesk), search for information, and take actions to achieve goals. Agents typically interact with sales team members through chat interfaces, but they can also automatically trigger actions based on conditions or changes in the underlying data they’re connected to.
What can sales agents do?
Sales agents can assist your team with research, prospecting, and customer communication
Company & product questions
Search documentation and knowledge bases to respond quickly and accurately to customer questions.
Customer visibility
Consolidate data from internal (contracts, usage, support requests) and external (websites, financial reports) sources for a complete customer view.
Prospect research and outreach
Quickly summarize prospects' websites, news, and financial reports, and create tailored outreach communication.
Proposals & RFP responses
Generate tailored proposals for customers, and automatically source your best RFP responses from company knowledge.
Competitive analysis
Find and summarize competitive intelligence across review sites, websites, and financial filings.
Email & meeting summaries
Turn email threads and meeting transcripts into summaries, action items, follow-ups. Feed summaries back into Salesforce.
How do sales agents help sales teams work more effectively?
Sales agents can assist your team with research, prospecting, and customer communication
Sales agents from Appsmith
Appsmith makes it easy for sales teams to deploy sales agents. Sales agents can be configured in just a few clicks without writing any code, and simply embed within your Salesforce, Slack or other tools via a Chrome extension. Appsmith Agents can connect to data and systems across your company, allowing team members to quickly find customer, company, and product information regardless of where it lives.
Getting started with Appsmith Agents
Appsmith Agents comes with pre-configured agents for sales, support, HR, and many more teams, and it’s free to get started. Simply select the agent, and connect the data sources you want it to use. The model, temperature, prompts, and function calls can all be configured to fine-tune the agent specifically for your business.
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