Feb 5, 2025
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12 min read
Roy Reif
Maximize your sales team's potential with AI sales agents. Learn about different types, compare top solutions, and find the perfect platform for your business.
We all know that using AI in sales is the hot topic—but we’re here to dispel the myths and get real about how sales teams can utilize AI sales agents to streamline the entire sales process. From identifying potential prospects to creating custom videos using AI avatars, we’ll show you some of the newest and best AI sales agent tools available now.
AI sales agents use artificial intelligence to automate specific sales tasks by learning from your data. They’re not your average automation tech or just another chatbot. By using AI sales agents, teams have a better chance at identifying the right leads, communicating in the right way, and increasing sales velocity by (gently) pushing them through the pipeline faster.
In today’s increasingly tough sales environment—where two out of three reps are missing their goals—AI sales agents create a new opportunity for sales teams to maintain scalable, consistent, and personalized communication throughout the sales cycle. Best of all, the use of AI sales agents reduces the amount of manual work on each seller’s plate, so they can focus their time on high-value sales conversations and activities.
AI sales agents are different from general AI sales tools. Agents automate tasks 24/7/365, while AI sales tools may function more like a co-pilot for the task at hand. The sky is really the limit with the creative ways we’re seeing sales teams utilize AI sales agents, including our own team.
AI sales agents are generally designed to automate the most difficult and time-consuming parts of the sales process. This includes identifying high-value and buy-ready prospects, drafting personalized outreach, sending cold emails, sales coaching, and beyond. They can either do this by being completely autonomous agents or assistive agents.
Autonomous AI agents function independently, based on uploaded data, provided workflows, and algorithmic reasoning. Think of automatically sending outreach to prospects or AI-powered lead routing, almost like an AI SDR.
Assistive AI agents help individuals complete processes faster and more efficiently by using existing data and reasoning. One example is a sales training agent that your team can roleplay with to improve their messaging.
More specifically, examples of AI sales agents include:
This new technology is powered by data and algorithms that are designed to ingest data, detect patterns, and enhance the human touch needed to close deals today. They aren’t meant to replace the sellers on your team—instead, they can be used to help salespeople take their efforts to the next level.
Now that you’ve got the basics down, let’s dive into specific AI sales agent solutions that solve a variety of problems that teams face today.
| Tool | Features | Pricing | Integrations |
|---|---|---|---|
| Vidyard | Custom or stock AI video sales agent; AI-assisted scriptwriting; trigger-based automation to deploy personalized AI outreach through sales and marketing platform integrations | Free tier available
Starting at $59 / user / annually |
LinkedIn, Salesforce, Salesloft, Gong, Apollo, Gmail, and many more |
| Salesforce Agentforce | Variety of pre-built AI sales agents for outreach, sales coaching, and generating pricing quotes | Contact for pricing | Designed to work with Salesforce ecosystem |
| Scratchpad | AI call summaries, suggested CRM updates, and sales coaching | Free tier available
Starting at $19 / user / annually |
AI notetaker works with Zoom, Gong and more; data integrates with Salesforce |
| Clay | AI-powered data enrichment and company research agent | Free tier available
Starting at $134 month / user / annually |
Dozens of integrations, including Salesforce, Salesloft, Outreach, and Hubspot |
| Crystal | AI-powered personality intelligence data | Free trial available
Starting at $49 month / annually |
Integrates with LinkedIn, Salesforce, Hubspot, Zoom, Gmail, and a few others |
Vidyard is used by hundreds of thousands of businesses to unlock revenue opportunities through scalable, personalized video. Vidyard’s Video Sales Agent helps you automatically send personalized outreach at scale using triggers based on buyer engagement milestones. When those triggers are met, Video Sales Agent uses AI to autonomously generate and deliver personalized videos.

Create your own true-to-you AI avatar, then generate full videos with just an AI prompt.
Salesforce Agentforce’s suite of AI sales agents features customizable pre-built actions for sales training, nurturing inbound leads, and creating sales quotes.
Scratchpad’s AI agents automate sales rep updates, coach team members, and improve CRM hygiene.
Gong is a revenue AI platform that enables sales teams and leaders across the entire sales process—from capturing data to accurate forecasting and everything in between.
Clay enables data enrichment and automated personalized outreach for GTM teams by integrating over 100 data sources.
Crystal markets itself as “the personality data platform” that helps sales teams understand how best to communicate with specific prospects based on personality types.
AI sales agents are becoming a must-have. But how do you know which ones are right for your team? The last thing you want to do is to fall for the hype, invest time and budget into one of these tools, and ultimately come away frustrated when you don’t see the results you intended.
Here are six criteria for how best to test AI sales agents so you can jump in with confidence.
As always, you should know what you’re trying to achieve by implementing a new tool. Are you trying to automate time-consuming tasks? Get more accurate and consistent CRM data? Engage prospects with more personalized outreach? Once you know your goal, you can start to evaluate different providers.
Many of the sales tools you’re already using are likely adding AI sales agents into their existing product, like Salesforce, Gong, and many others. Rather than trying a new provider, it might be best to add in this new functionality within a tool you already use. However, you should still look at what else is out there—even if your provider has a solution, it might not be the best for your use case.
Because AI agents are a new concept, teams aren’t totally sure how to evaluate if they’re working, or if they’re the best at what they do. That’s why you should spend time watching product demos, talking with sales teams, and testing out multiple products using the same prompts or trying to solve the same problem. Teams can create a rubric to evaluate different tools based on essential features.
Here are some examples:
AI is powered by big data…but how will your company’s data be used? Review the data security and privacy measures in place, including how customer information is stored, processed, and protected. If you don’t want your company’s data used in their training models, the tool should let you turn this setting off.
What’s the use of a new AI sales tool if it doesn’t play nicely with the other tools you’re using? Given that many new companies are popping up in this space, you should check twice to make sure that an AI sales agent can integrate into the tools that manage your workflows and sales processes.
Consider the total cost, including implementation, training, maintenance, and any usage-based fees that scale with your business needs. AI sales agents often have usage-based pricing, so you’ll want to be sure you fully understand how much it could cost when adopted across the entire team.
Many teams have experienced sales tools that promised the world but actually created more headaches, delivered less accurate data, or led to more manual work. Make sure that as you look at investing in AI sales agents, you get buy-in from those who will interact with it the most—usually SDRs, BDRs, Account Executives, Account Managers, and Customer Success Managers.
Try this tactic: This quarter, ask each team member to try out one new AI tool and discuss the results in a group setting.
Securing buy-in from the bottom up is often the best way to ensure team adoption. At the end of the day, adopting new technology and tools is all about revenue growth. That comes from increasing productive sales activity, reducing manual tasks, and analyzing customer interactions. Being able to point to distinct increases in these key metrics help you prove the value of a new tool like an AI sales agent.
Vidyard stands out amongst the sea of AI sales agents by focusing on the part of the sales process that is proven to drive more engagement: Personalized video messaging.
Your team can create AI Avatars that look and sound exactly like them. Reps can then use those Avatars to automatically generate hundreds of personalized videos that match your brand and get buyers’ attention. And with our Video Sales Agent, you automatically generate and send videos to buyers, triggered by specific actions in your CRM or sales enablement tools.
Over 100,000 teams already use video and Vidyard to build relationships and scale up personalized buying experiences that close up to 25% more deals.
Read our 2025 Video in Business Benchmark Report for exclusive insights on how sales teams are using AI and video throughout their process. You’ll also get recommendations and playbooks for putting AI video to work within your team.

Create your own true-to-you AI avatar, then generate full videos with just an AI prompt.