Can AI really help you sell?

Yes, the evidence is compelling. AI demonstrably improves sales performance across multiple dimensions—revenue growth, conversion rates, sales cycle length, and deal size. The data shows these are not marginal improvements, but substantial, measurable gains that translate directly to the bottom line.

What are AI sales agents?

AI sales agents are intelligent software tools that leverage artificial intelligence to autonomously perform or assist with sales tasks without requiring continuous human involvement. These agents use machine learning, algorithms, and natural language processing to analyze data, understand customer intent, and execute actions across the entire sales cycle.

What is the difference between automation workflow and AI agent?

The key difference between an automation workflow and an AI agent lies in their structure and autonomy.Automation workflow is a structured and predefined sequence of steps designed to handle specific, usually repetitive tasks. These workflows follow explicit rules laid out by a developer: "if X happens, then do Y." Workflows are predictable, linear, and operate within fixed boundaries without deviation. They are excellent for consistent, well-mapped processes where control and reliability are priorities.AI agent, on the other hand, is an autonomous system that is goal-oriented and capable of making decisions independently. Instead of following a fixed sequence, AI agents analyze their environment, plan their own steps to reach goals, adapt to new information, and handle complex or unforeseen situations dynamically. They choose their own actions, can learn over time, and operate flexibly with minimal human intervention.

Productivity

Webinar recording: AI agent for sales and tech stack recommendations

12/2/2025

2 minutes

Veronika Galíková

Discover how an AI sales agent turns scattered customer data into a digital client avatar that powers smarter outreach and better conversations. Watch the full webinar to see it in action!

Table of contents

AI agent for sales
What’s a digital client avatar?
Create your own "outbound machine" workflow
Automate prep, elevate conversations

TL;DR

AI sales agents unify fragmented customer data into a rich digital client avatar that takes care of prep, outreach, and lead scoring, freeing your team to concentrate on meaningful conversations and closing more deals.

AI agent for sales

At Easy Software, we’ve been experimenting with AI agents to make our sales processes smarter, faster and more consistent. Whether you’re trying to improve account management or scale outbound sales, AI can do the heavy lifting, so your people can focus on actual conversations.

If you’re struggling with fragmented data, low adoption, or sluggish outreach, now’s the time to try a structured, scalable approach.

Want to learn more? Watch the full webinar recording!

What’s a digital client avatar?

Think of it as your personal AI assistant that knows everything about your clients. It pulls data from CRMs, notes, emails, contracts, project tools and more, so you can quickly understand your client’s/lead's current state, concerns and history before any meeting.

The benefits?

Quick client refresh before one-on-ones
Zero knowledge loss when reps change accounts
Better preparation for product rollouts
Smart support for Customer Success and Product teams

Create your own "outbound machine" workflow

This AI-driven workflow helps scale your outreach without sounding like a robot. It:

Builds target lists (based on your ICP)
Enriches lead data with context and intent
Generates personalised outreach across multiple channels (email, LinkedIn, WhatsApp)
Scores and qualifies leads based on interaction signals

It’s not just about sending more messages. It’s about sending the right message to the right person at the right time.

Automate prep, elevate conversations

AI agents are not here to replace your team. Actually, they're here to support them. With AI agent like Alfred, your sales and customer support teams can focus on conversations that matter, while AI handles prep work, follow-ups and lead targeting.

Watch the full webinar for real examples and practical demos to get the whole picture of AI agents outcomes. Interested in automating your sales workflow or trying the sales AI agent? Contact our team for a personalised consultation.

Not sure where to start with AI? Take our AI adoption test to see where your organisation stands and get actionable tips for moving forward.

Recorded webinar AI

Frequently asked questions

The key difference between an automation workflow and an AI agent lies in their structure and autonomy.

Automation workflow is a structured and predefined sequence of steps designed to handle specific, usually repetitive tasks. These workflows follow explicit rules laid out by a developer: "if X happens, then do Y." Workflows are predictable, linear, and operate within fixed boundaries without deviation. They are excellent for consistent, well-mapped processes where control and reliability are priorities.
AI agent, on the other hand, is an autonomous system that is goal-oriented and capable of making decisions independently. Instead of following a fixed sequence, AI agents analyze their environment, plan their own steps to reach goals, adapt to new information, and handle complex or unforeseen situations dynamically. They choose their own actions, can learn over time, and operate flexibly with minimal human intervention.

Project management

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Why is project management not enough? Future of WorkOps explained

Traditional project management was built for a predictable, linear world that no longer exists. Today's problems—siloed teams, tool fragmentation, and rapid change—require an ecosystem approach, not project-by-project oversight. WorkOps creates an intelligent, interconnected work environment where automation, AI and humans combine to deliver continuous value. Let's deep dive into the topic.

Productivity

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The AI adoption curve: Where companies really are in 2025

AI is no longer a futuristic concept—it's a present-day power play reshaping how companies compete, grow, and operate. But while many businesses have jumped on the AI wave, only a few know how to turn potential into performance. Do you know where your organization stands?

News

4 minutes read

Webinar recording: Gain 10 extra hours a week for sales team with Alfred, the AI agent

Overwhelmed by endless lead lists, inconsistent pipelines, and the constant juggle of prospects, meetings, and follow-ups? Discover how Alfred, the AI agent, unifies AI-powered personalization and automated workflows—from instant lead enrichment to proposal generation and deal monitoring.

And can save 10 hours a week!