Haibot has released the Sales Knowledge Agent, a module that lets sales teams query corporate data in natural language directly inside Microsoft Teams. The system pulls from Bitrix24 CRM records and SharePoint document libraries, so account managers can get answers about deal status, pricing, and service terms without switching between applications.
The software addresses a common problem in sales organizations: transactional data lives in the CRM, while product pricing, service level agreements, and company policies sit in shared drives or wikis. Sales representatives lose time hunting for that information across multiple systems. The agent consolidates the retrieval process into a single conversation interface.
How the agent works
A representative can type a question into Teams - asking for the current status of a specific deal, for example, or inquiring about managed services terms - and receive a direct answer drawn from both the CRM records and the broader knowledge base in SharePoint. The system validates user identity against an authorized access list during every interaction.
When deployed alongside Haibot's Sales Dashboard module, the agent automatically enforces role-based access controls. Account managers can only query information related to their own targets and deals, while executives maintain visibility across the entire pipeline.
System administrators manage the knowledge base by uploading new or updated resources to a designated SharePoint document library, which the agent automatically incorporates into its response set. The software logs every interaction for audit purposes and integrates with Freshservice, an IT service management platform, to track and resolve system errors.
Connector expansion
The module launches with a native integration for Bitrix24, but the connector architecture supports expansion. Haibot can build custom connectors for organizations running Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms with API support. The company plans for organizations to expand the agent's capabilities by adding resource categories such as competitive intelligence and case studies to the underlying content library.
For sales professionals looking to build on this kind of workflow, AI Learning Path for Sales Representatives covers practical applications of AI tools in daily sales work. Broader AI for Sales resources track how these systems are being adopted across the field.
Why this matters for sales teams
This tool points to a shift in how sales software is being built: instead of requiring reps to learn new interfaces, the agent meets them where they already work. The role-based access controls also address a real compliance concern - sales teams can use AI-assisted retrieval without exposing deal data beyond authorized users. For organizations running Bitrix24 and SharePoint, this module removes a specific, measurable drag on productivity: the time spent searching for information that should be one question away.
Your membership also unlocks:
