Sales Agent

Supercharge Sales with Your Own Agentic Sales Agent

Sales teams thrive on momentum. Every minute lost searching for data, digging through traditional CRM’s, or waiting on back-office support. All of these combine into lost opportunities not engaging with prospects and customers. Sales Agents are intelligent assistants that streamline access to customer information, automate repetitive sales tasks, and free up your SDR’s to focus on closing deals.

So why are organisations deploying Sales Agents? Here are the top three reasons:

1. Close Deals Faster through real-time conversation with customer data 

Your sales reps spend time looking up account histories, preparing proposals, or chasing internal approvals. A Sales Agent brings everything together in one place: surfacing account information, recent activity, or relevant case studies and sharing them directly within tools like Teams or Slack. Instead of toggling across multiple systems, reps get immediate, context-rich answers allowing them to respond to prospects in real time in email.

2. Automate Repetitive Sales Admin

Logging activities, updating CRM records, and pulling the latest templates are critical tasks, but they slow down sales velocity. A Sales Agent automates much of this admin recording calls, scheduling meetings, updating deal stages, and retrieving proposal documents on demand. The result is reps spend less time on busy work and more time selling.

3. Put Sales Teams in Control

Traditional sales automation often requires IT support or external consultants. Using Sales Agents, sales reps can configure and deploy agents themselves. Reps and managers can set the workflows they need whether that’s deal updates, pipeline alerts, or instant access to proposal templates all without coding. This agility allows sales teams to adapt quickly to shifting priorities, new territories, or updated messaging.

Built for Business Users with an API for Developers

For non-technical sales leaders, the Sales Agent is managed through an intuitive dashboard. Connect it to your CRM (HubSpot, Salesforce), upload proposal templates or product sheets from SharePoint or Google Drive, and configure how it interacts with your reps.

For developers and IT teams, New Dialogue agents provide access to a full API layer. Technical teams can extend the agent by integrating additional data sources, embedding it into custom sales dashboards, or building advanced workflows. Behind the scenes, it runs on modern, scalable infrastructure to ensure fast responses and reliable performance.

The Business Value

A Sales Agent goes beyond streamlining sales. It fundamentally drives revenue growth. Reps gain the confidence to act quickly, prospects get the fast, personalized engagement they expect, and leaders benefit from a salesforce that spends more time selling and less time on admin.

With an agent designed for sales, you can shorten sales cycles, improve win rates, and empower your team to focus on what matters most: building relationships and closing deals.

Design it yourself. Deploy it in days. And watch your sales team soar.

Start a free 7-day trial of New Dialogue to explore what’s possible in building agentic Sales agents for your team.