AI agents for sales

Transform sales with agentic AI that unifies workflows, automates decisions and orchestrates action across your tools and teams, so reps can focus on closing deals.

Put the focus back on selling with AI agents that handle the manual work

Sales teams are under pressure to reach ambitious growth goals, but disconnected systems, manual updates and fragmented workflows slow them down. Reps spend more time logging data, building outreach and searching for answers than selling. AI agents for sales are software agents that research accounts, draft outreach and update your CRM without a rep doing it manually.

IBM® watsonx Orchestrate® helps change that. With AI agents for sales that you can use, customize or build, your team can automate repetitive tasks, streamline day-to-day execution and surface real-time insights, all without code. And with orchestration built in, agents work together across your tools, workflows and data to move deals forward faster.

Build your first sales agent in minutes. Here's how: 01 Build, extend and customize without code

Build AI agents on our intuitive interface, no coding skills required. Preview, optimize for your specific sales workflows and deploy rapidly.

02 Connect to applications

Bridge agents and enterprise applications through prebuilt tools for over 80 leading enterprise apps.

03 Deploy to your preferred channels

Deploy agents to the channels your reps already work in, including Slack, Outlook and your CRM.

Meet the watsonx Orchestrate sales agents

Start fast with prebuilt sales AI agents — customize or build as you grow

Backed by decades of IBM experience in sales, automation and enterprise AI, the prebuilt AI agents for sales in watsonx Orchestrate are ready to work on the day you deploy them. They prospect for new clients, create product pitches, research accounts, update CRM data and handle client outreach without a custom build.

Fully configurable and ready to deploy, these agents can be used as is or adapted to how your team sells. They can also serve as the foundation to build and orchestrate your own AI agents with watsonx Orchestrate. They connect to your existing systems, work on your behalf and scale with your team.

Prebuilt sales agents available today

Explore some of the prebuilt agents available today, or use them as a starting point to build your own.

Illustration of woman on phone call, using a laptop with speech bubbles next to her

Draft and send personalized emails to verified clients—automatically. This agent helps your team scale high-quality outreach with less manual effort and faster turnaround.

Illustration of a woman pointing to a graph on a screen, with another woman in the background.

Retrieve enriched company and contact data from Dun & Bradstreet to power smarter prospecting. This agent supports lead generation and research with real-time data.

A flowchart with various shapes and symbols, including a bar graph and a checkmark.

View and update accounts, opportunities, leads and contact records directly in Salesforce. This agent keeps your CRM current without pulling sellers away from active deals.

Illustration of multiple chat icons standing next to an agent support

Answer seller questions powered by curated content from Seismic. This agent helps reps find the right messaging, differentiators and sales collateral in seconds.

Illustration of a woman pointing to a diagram made with chat icons

Respond to user questions across early-stage sales workflows—from outreach and research to CRM updates and enablement. This all-in-one agent supports prospecting with speed and context.

Illustration of chat icons interconnected with geometric shapes

Consolidate data from multiple sources, including Dun & Bradstreet, to generate actionable insights about target accounts and industries—giving sellers deeper context in less time.

Illustration of woman on phone call, using a laptop with speech bubbles next to her

Draft and send personalized emails to verified clients—automatically. This agent helps your team scale high-quality outreach with less manual effort and faster turnaround.

Illustration of a woman pointing to a graph on a screen, with another woman in the background.

Retrieve enriched company and contact data from Dun & Bradstreet to power smarter prospecting. This agent supports lead generation and research with real-time data.

A flowchart with various shapes and symbols, including a bar graph and a checkmark.

View and update accounts, opportunities, leads and contact records directly in Salesforce. This agent keeps your CRM current without pulling sellers away from active deals.

Illustration of multiple chat icons standing next to an agent support

Answer seller questions powered by curated content from Seismic. This agent helps reps find the right messaging, differentiators and sales collateral in seconds.

Illustration of a woman pointing to a diagram made with chat icons

Respond to user questions across early-stage sales workflows—from outreach and research to CRM updates and enablement. This all-in-one agent supports prospecting with speed and context.

Illustration of chat icons interconnected with geometric shapes

Consolidate data from multiple sources, including Dun & Bradstreet, to generate actionable insights about target accounts and industries—giving sellers deeper context in less time.

How AI agents deliver value in sales
Automated CRM and admin tasks

Automate the manual tasks that slow your reps down—CRM updates, email writing, data entry, lead research—so they can focus on building relationships and closing deals.

Prospecting and outreach at scale

Reach more leads, faster. AI agents help your team scale personalized outreach, qualify leads and advance prospects toward a close, even outside business hours.

Faster sales enablement

Surface product insights, content and competitive messaging instantly. With direct integration into platforms like Seismic, agents surface the right messaging and collateral during the call, not after it.

Orchestrated sales workflows

Orchestrate sales operations end to end with agentic AI that coordinates across your CRM, tools and data.

Enterprise-grade security and governance

Keep your data protected and your processes compliant. AI agents operate within the limits you define, so you can scale automation without losing oversight.

Prebuilt and custom AI agents

Start with prebuilt agents, then customize or build new ones. No-code tools give you full flexibility without engineering support.

Integrations for the sales professional

IBM watsonx Orchestrate empowers sales teams to launch AI agents that automate work across 80+ enterprise apps. With orchestration at the core, multiple agents can work together across your entire sales stack.

See all integrations
Salesforce logo
Microsoft Outlook logo
Slack logo

More use cases

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Deliver consistent support experiences across channels with enterprise-ready AI agents that connect to your existing systems.

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Finance

Help finance teams improve speed, accuracy and decision-making with AI agents that require no code.

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AI knowledge agents

Turn documents, cloud content and internal knowledge into citation-backed answers with AI knowledge agents that deploy in days.

Explore AI knowledge agents
HR

Empower employees, managers and HR professionals with enterprise-ready AI agents that connect connect to your existing systems.

Automate HR tasks with AI agents
Take the next step

Try IBM watsonx Orchestrate at no cost or book a live demo with an IBM expert.

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