AI agent · Sales
AI sales agent that answers every new referral within minutes, with a person approving each reply
Our AI sales agent is the Sales Inbound Agent we run in Microsoft Teams. It picks up every Microsoft co-sell referral and new inquiry, sets it up in our CRM and drafts the first reply, and a person approves it before anything reaches the customer.
Built and run in our own business
Works with your team in Microsoft Teams. Can be powered by OpenAI, Anthropic, Google or open-source models.
Live in our business
Automation shareToo early to measure
Its specialists
- DepartmentSales
- Tasks this monthUnder 50
- Last activeYesterday
- Talk to it inMicrosoft Teams
Live from our own systems, updated every hour. See the activity log
Short answer
The Sales Inbound Agent is our AI sales agent for inbound demand. Its Leads specialist syncs new Microsoft Partner Center referrals and inquiries into our CRM every 30 minutes, creates and routes the opportunity, accepts the referral and drafts a reply written for the customer. A person approves every reply in Microsoft Teams before it is sent, and a daily digest lists referrals close to their deadline.
What it does
What our AI sales agent does
In Microsoft Teams
Talk to the AI sales agent in Microsoft Teams
The salesperson who owns the deal gets each drafted reply as an approval card in a one-to-one Teams chat. Approvals use Microsoft Teams Adaptive Cards, so they work on desktop and mobile.
New Microsoft referral: a dental group, 45 seats of Business Premium. I have accepted it and drafted the first reply.
- Customer
- Sample Dental Group
- Sends
- First reply to the customer
Illustration with sample data.
Specialist · Leads
Leads: an AI sales assistant that answers every referral within minutes
Leads syncs new co-sell referrals from Microsoft Partner Center and new inquiries into our CRM every 30 minutes. It creates the opportunity, routes it to the right sales team, accepts the referral and drafts a reply written for the customer’s situation. A person approves every reply in Microsoft Teams before it is sent, and a daily digest lists referrals close to their deadline.
LiveLeads · part of the Sales Inbound Agent
Answers every new Microsoft referral within minutes, so no prospective customer waits for a reply. A person approves everything sent to a customer.
What it works on
- Partner Center referral sync
- Inquiry intake
- Co-sell
- Customer follow-ups
Specialist · Licensing
Licensing: Microsoft licence orders and seat changes, handled end to end
Licensing handles every Microsoft licence order and change for new and existing customers: paid shop orders, provisioning with our distributor, tenants, refunds, licence quotes and seat changes requested through Client Services. A person approves every change before it is made.
LiveLicensing · part of the Sales Inbound Agent
Handles every Microsoft licence order and change for new and existing customers: paid shop orders, provisioning with our distributor, tenants, refunds, licence quotes and seat changes requested through Client Services. A person approves every change before it is made.
What it works on
- Shop licence orders
- Licence seat changes
- Refunds
Live record
What it actually did
Straight from the audit log the agent writes on every action, for every specialist above. Filter by specialist or by outcome; the misses are shown as plainly as the wins.
Live log · last 7 days · updated Oct 21, 2026, 20:28 UTC · times in UTC
Wed, Oct 21
Tue, Oct 20
Human control
Where a person stays in charge
The agent acts on its own only within rules we set. Anything that affects a customer, money, a bid or a candidate waits for a person.
A person approves every reply
Nothing reaches a customer until a salesperson approves it.
Read-only where it should be
It reads referral data and drafts; it cannot change prices or commitments.
Every action logged
Each step, tool call and approval is written to the audit log, which feeds the activity log on this page.
Switched off in one step
Each agent has a daily cost cap and a kill switch, and is pinned to one model tier, so cost and behavior stay predictable.
Behind the agent
Automations behind the Sales Inbound Agent
Scheduled jobs and integrations that work next to the agent. These follow fixed rules rather than AI.
For your business
Put an agent like this to work for your team
Speed to first response wins deals. We build the same AI sales assistant for your inbound leads: web forms, marketplace referrals or partner leads, routed and answered within minutes, with your team approving what is sent. Each agent can be powered by OpenAI, Anthropic, Google or open-source models, chosen per task, and we tell you where each model processes your data. It is one of the AI agents for business we run in our own company every day.
Inbound web leads
Every form answered within minutes with a reply your team approves.
Marketplace and partner referrals
Referrals synced, routed and tracked against their deadlines.
Follow-up that never lapses
A daily digest of leads close to going cold.
| Engagement | Typical timeline | Investment |
|---|---|---|
| AI readiness assessment | About one week | Free |
| First agent pilot: one process, shadow mode | 4–6 weeks | $14,900 |
| Production agent with integrations and approvals | 6–10 weeks | $24,900–$49,900 |
| Managed AI operations | Monthly | From $1,900 a month |
Want a figure for your organization? Get an estimate in 2 minutes with our pricing calculator.
Prices are our standard US list prices for commercial clients. Model usage is billed at cost and capped per agent per day.
Common questions
AI sales agent: questions sales teams ask
What does an AI sales agent cost?
At our US list prices, a first agent pilot on one process is $14,900 (4 to 6 weeks, in shadow mode), and a production agent with CRM integration and approvals is $24,900 to $49,900. Running it costs from $1,900 a month, with model usage billed at cost and capped per day.
Is this an AI SDR?
Not in the usual sense. An AI SDR prospects and sends outreach on its own. Our AI sales agent answers demand that has already arrived, referrals and inquiries, and drafts each reply for a person to approve. If you want outbound help, we scope it the same way: a person approves every message.
What is the difference between an AI sales assistant and an AI sales agent?
An AI sales assistant suggests: it summarizes a lead or drafts an email when someone asks. An AI sales agent acts within rules: it picks up the lead, sets it up in the CRM, routes it and drafts the reply without being asked, and still waits for a person before anything reaches the customer.
What is Microsoft co-sell?
Microsoft co-sell is the program in which Microsoft’s sales teams share customer opportunities with partners through Partner Center, and partners respond within a deadline (Microsoft Learn: co-sell overview). Leads picks up each co-sell referral within 30 minutes so the reply goes out while the customer is still choosing.
Which AI models does the agent use?
It can be powered by OpenAI, Anthropic, Google or open-source models, chosen per task. OpenAI, Anthropic and open-source models run in Microsoft Foundry on Azure; Google’s Gemini models run on Google Cloud. We tell you which model is used and where it processes your data before work starts, and prompts and outputs are not used to train the models.
Questions buyers ask
Before you decide
Does the agent email customers on its own?
No. It drafts the reply, and a person approves, modifies or rejects it before anything is sent.
Why does response speed matter for referrals?
Microsoft referrals carry a response deadline, and buyers often contact several partners. Answering first, with a relevant reply, improves the odds of winning the deal.
Can it work with our CRM?
Ours runs in our own CRM. For clients, we connect the agent to the CRM you use through its API and agree the routing rules with your sales lead.
Find the first process worth automating
Start with a free AI readiness assessment: we look at where AI is in use, what data it touches and which process to automate first.
