Video course · 4 chapters · 13 min · certificate
Microsoft’s New AI Sales Agents Explained
Lisa Crosbie teaches Microsoft’s two new AI sales agents and how they fit with Copilot for Sales. Chapters cover Sales Chat, Sales Agent, customization with Copilot Studio, and a final comparison.
What you'll learn
- Identify the two new Microsoft AI sales agents announced in March 2025.
- Describe how Sales Chat pulls CRM, email, meeting, and file data into one chat experience.
- Explain how Sales Agent qualifies inbound leads and sends proactive alerts autonomously.
- Recognize how to extend and customize the agents with Copilot Studio.
- Compare Sales Chat, Sales Agent, and Copilot for Sales.
- Recall that preview availability begins in May 2025 and licensing details were not announced.
Chapters
4 chapters · 13:02-
4:27
01Sales Chat Members
Introduction: Microsoft’s New AI Sales Agents / What is Sales Chat?
Overview of the two new sales agents and the Sales Chat experience.
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4:28
02Sales Agent Members
What is Sales Agent? (How It Works & Benefits)
How the autonomous Sales Agent qualifies inbound leads and alerts sellers to important research.
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1:18
03Customization Members
Can You Customize & Extend These Agents?
The agents can be extended with Copilot Studio to control flow, actions, and knowledge sources.
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2:49
04Comparison Members
How Do They Compare to Copilot for Sales?
A side-by-side look at Copilot for Sales, Sales Chat, and Sales Agent.