Sales Support Agent
An AI assistant that supports sales reps throughout every deal: suggests next best actions, drafts personalized emails, recommends relevant case studies, and highlights objection-handling responses at each stage.
Billing unit
Per action suggested
Pay only for the value delivered. No upfront cost.
The result
Every rep has an AI co-pilot available at every stage. Emails are drafted instantly. The right content surfaces at the right moment. Deals move faster with fewer coaching hours needed.
What happens without this agent.
Before
Reps spend time searching for the right content, drafting emails from scratch, and trying to remember what worked in similar deals. Coaching happens irregularly, if at all.
Step by step: how the Sales Support Agent operates.
Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.
- 1
Rep asks for support via Teams or CRM interface (or agent proactively triggers on deal event)
- 2
Agent reads the deal context: stage, account profile, history, open activities
- 3
Suggests the most relevant next action based on deal stage and account behavior
- 4
Drafts a personalized email or message for the rep to review and send
- 5
Surfaces relevant case studies, ROI data, and competitive positioning for the deal
- 6
Logs suggested actions in CRM and tracks whether they were executed
Built for your Sales team.
The Sales Support Agent is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.
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Zero upfront cost
Development is fully covered. You pay only per action suggested, starting from the first one the agent handles.
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Inside your perimeter
The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.
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Agreed metrics, transparent pricing
Before deployment, we agree what success looks like and how much each action costs. No surprises.
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Production-ready in weeks
We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.
Before vs. After
Without the agent
Reps spend time searching for the right content, drafting emails from scratch, and trying to remember what worked in similar deals. Coaching happens irregularly, if at all.
With the agent
Every rep has an AI co-pilot available at every stage. Emails are drafted instantly. The right content surfaces at the right moment. Deals move faster with fewer coaching hours needed.
Common questions about the Sales Support Agent.
- What does the Sales Support Agent do?
- An AI assistant that supports sales reps throughout every deal: suggests next best actions, drafts personalized emails, recommends relevant case studies, and highlights objection-handling responses at each stage.
- What is the business impact of the Sales Support Agent?
- Every rep has an AI co-pilot available at every stage. Emails are drafted instantly. The right content surfaces at the right moment. Deals move faster with fewer coaching hours needed.
- How is the Sales Support Agent deployed?
- The Sales Support Agent is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per action suggested.
- How much does the Sales Support Agent cost?
- The Sales Support Agent follows theywork365's pay-per-action model: you pay only per action suggested, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Other Sales agents you can deploy.
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Pipeline Analyst
Analyzes your CRM pipeline daily to surface at-risk deals, identify stalled opportunities, flag forecast gaps, and recommend next best actions for each account — delivered to reps and managers every morning.
View details →
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Quote Generator
Builds accurate, formatted sales quotes from product catalog and customer data in minutes. Handles pricing rules, discount tiers, and customization — sending the draft to the rep for review before delivery.
View details →
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Sales Back-Office
Handles all post-order administration: order confirmations, shipping notifications, invoice generation, and customer communications — freeing reps from inbox management after a deal closes.
View details →
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Forecast Agent
Produces weekly sales forecasts by combining CRM pipeline data, historical close rates, seasonal trends, and rep-level performance — delivering a structured report to sales leadership every Monday morning.
View details →
Ready to deploy the Sales Support Agent?
Talk to an expert. We'll scope the agent to your exact processes in one call — no commitment required.