New sales agents accessible in Microsoft 365 Copilot

AI Sales Agents in Microsoft Copilot: Automate Lead Generation & Boost Sales Efficiency

At Flotek, we’re always on the lookout for tools that help businesses work smarter, not harder. Microsoft’s latest announcement is one of those moments. They’ve just introduced two powerful AI agents for Microsoft 365 Copilot and Copilot Chat, designed specifically to supercharge sales teams. We think they’re worth your attention.

These new agents are built to streamline sales processes, reduce admin overhead, and help reps focus on what really matters, building relationships and closing deals.

Sales teams are under constant pressure to deliver results. Yet too often, they’re bogged down by manual tasks and endless data digging. Microsoft’s new AI agents are designed to change that. They work autonomously in the background, supporting reps in real time and directly within their existing workflows.

Meet Microsoft’s New Sales Agents

Sales Agent
Sales Agent acts like an extra team member who never sleeps. It automatically turns contacts into qualified leads, researches prospects, sets up meetings, and even reaches out to customers. For smaller opportunities, it can complete a sale independently. It draws on your CRM, company resources such as price sheets, and Microsoft 365 tools like Outlook and Teams to personalise every interaction.

Sales Chat
Sales Chat is your on-demand sales assistant. It helps reps get up to speed on accounts, prepare for meetings, and move deals forward using simple prompts such as:

• “Show me deals that are at risk.”
• “What should I know before tomorrow’s meeting?”
• “Help me build a plan to close this deal.”

It pulls insights from CRM data, pitch decks, emails, meetings, and the web. This means reps spend less time searching and more time selling.

Seamless Integration for Smarter Selling

Both agents are available in Microsoft 365 Copilot and Copilot Chat. They integrate with Microsoft Dynamics 365 and Salesforce, allowing reps to manage deals without needing to open their CRM. These agents can also be customised to connect with your business data, ensuring responses are accurate and relevant.

Built for the Modern Sales Team

These agents aren’t just clever, but they’re practical. By automating lead qualification, meeting preparation, and deal tracking, they help sales teams stay agile, informed, and focused on results.

At Flotek, we’re excited about what this means for our customers. Microsoft’s new AI agents represent a significant step forward in making sales smarter, faster, and more efficient. If you’re already using Microsoft 365, this is a natural next step and we’re here to help you make the most of it.

Ready to Get Started?

At Flotek, we’re excited about what this means for our customers. Microsoft’s new AI agents represent a significant step forward in making sales smarter, faster, and more efficient. If you’re already using Microsoft 365, this is a natural next step and we’re here to help you make the most of it.

Let’s talk. There’s no pressure, just a smarter way to understand your tech.

Email us on sales@flotek.io or book an audit online at www.flotek.io/contact

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