The traditional linear sales process no longer exists. Today’s B2B buyers enter or re-enter the sales funnel at different stages.
Plus, every decision-maker has their preference, leading to varying sales processes and sales professionals on the run to adapt quickly.
That’s where AI sales assistant tools can help with data entry, sentiment analysis, outreach, automated chat, and more.
This post explores the 11 best AI sales assistant tools every salesperson needs to add to their workflows.
Before that, let’s brush up on the top qualifiers to spot the best AI sales assistant.
Parameters to look for and what purpose the AI sales assistant should serve
Six parameters that your chosen AI sales assistants must fulfill:
1. Provides quick product or sales insights
The AI sales assistant must analyze customer/prospect data and interactions, customer feedback, and sales performance to offer real-time sales and product insights. For example, insights on the best copywriting techniques for outreach.
These insights can prepare sales reps to handle prospect calls better and work on their skill gaps. Sales leaders, too, can access AI insights to improve overall sales efficiency.
2. Procures the right sales enablement assets or creates new ones with AI guidance
The AI tool should make procuring or creating valuable sales enablement assets like training materials, pre-made outreach templates, and sales scripts easier.
For example, Generative AI finds patterns in customer interactions and enables teams to train better on objection handling or addressing queries in less time.
3. Seamlessly integrates with your internal tech stack
The AI sales assistant must integrate with various tools and tech in your organization so you can rely on it to provide accurate answers and insights based on up-to-date resources.
For example, a GenAI-based digital sales assistant that integrates with your knowledge sources and sales enablement tools to sync data and generate precise answers.
4. Quickly fills sales formalities and relieves sales teams from such administrative tasks
Be it filling RFPs, Infosec, or RFI documentation or generating agreements, sales proposals, and terms and conditions—an AI sales assistant must be able to handle these administrative tasks and ensure each document is compliant.
5. Helps you ramp up faster
Check for the AI tool’s generative capabilities and intuitive Q&A interface. These are perfect for onboarding team members and helping them ramp up the sales campaigns and processes, faster.
6. Highly secure
Ensure the AI tools adhere to ethical data usage protocols. And since you’re sharing business-critical data, the AI assistant should comply with global data security standards, such as GDPR, ISO 20017, SOC 2, and more.
Best AI sales assistant tools we recommend
Here’s our top-recommended list of AI sales assistant tools you should try:
1. Docket
Docket is an AI-led digital sales assistant that answers critical questions about your product, organization, and sales process in just a few seconds on the platform or via communication tools like Slack or Teams.
With Docket, your customer-facing sales reps will have a virtual assistant at their beck and call to answer critical questions and complex queries.
![Docket Sales Assistant](https://superblog.supercdn.cloud/site_cuid_clvcm83w800133e8bj178gszs/images/docket-1715239058721-compressed.png)
Key benefits:
- Docket trains on 100+ knowledge sources and integrates with Gong, Slack, Teams (Comms tools), the Collaboration suite GSuite, Sharepoint, KBs, Confluence, traditional sources PDFs, URLs, etc., sales enablement platforms Highspot, Showpad, Seismic, and more to provide answers and assets.
- 95%+ accurate answers to complex queries in under 5 seconds so the sales rep can move the prospect to the successive sales funnel stage.
- Follows ethical AI principles to avoid bias and discrimination while encouraging AI for safe, reliable, and people-controlled use.
2. My AI Front Desk
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- Handles sales inquiries 24/7 and routes complex queries to a human sales rep.
- The tool is customizable for each use case. For example, you can integrate it with Calendly to send prospects a meeting scheduling link for a product demo.
- Responds to users via phone or text.
3. Meetgeek.ai
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Key benefits:
- Creates meeting highlights and converts them into shareable notes for Slack, Trello, or Notion.
- The AI Meeting Minutes feature transforms long sales meetings into bite-sized portions for a quick walkthrough and can auto-tag action items.
- Integrates with top platforms like CRMs, collaboration tools, task management apps, and more.
4. Gong.io
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Key benefits:
- AI-powered deal warnings to quickly resolve deal risks and strengthen the sales pipeline
- Analyzes phone and video call conversations
- Smart Trackers train Gong’s AI to pinpoint crucial concepts across customer conversations
5. Clay
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Key benefits:
- ChatGPT with Clay helps sales teams filter and target leads based on particular criteria
- The AI email builder offers templates for cold outreach
- The AI web scraper scrapes prospects’ data from websites
6. Lavender
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Key benefits:
- Email sentiment analysis to understand and categor prospects’ tone and intent.
- Tracks email performance data and offers suggestions
- Personalization Assistant researches recipients and provides insights
7. Regie.ai
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Key benefits:
- Uses intent data to prioritize hyper-relevant outreach to targeted prospects
- AI sales email generator engages buyers until a meeting is booked
- Generates LinkedIn connection and InMail messages to reach targeted B2B buyers
- Saves time list building by auto-discovering target audience
8. Apollo AI
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Key benefits:
- Easy contact filtering to find the right decision-makers at companies
- Saves sales reps time with accurate data enrichment before outreach
- AI personalization offers email writing suggestions based on industry and other data points
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Key benefits:
- OtterPilot for Sales auto-extracts sales insights and writes follow-up emails based on the sales calls
- Captures and assigns meeting action items
- Compatible with iOS, Android, and web apps
- Otter AI Chat generates answers to common queries and content for emails and status updates
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Key benefits:
- Smart Reply AI generates contextual LinkedIn messages by analyzing the rep’s conversation history
- Book more meetings by identifying high-intent prospects with CoPilot’s Sentiment Analysis AI
- LinkedIn lead prioritization using the Lead Scoring AI so teams can reach out to sales-ready prospects at the right time
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Key benefits:
- Free of cost and no learning curve
- It can be used for multiple sales use cases
- Integrates with other sales assistant and enablement tools like Clay, HubSpot, Salesforce, and more
Wrapping up – How to select the best AI sales assistant tool
- Does it integrate with your internal tool stack?
- Does it align with your data security requirements and local standards?
- Is it easy to use and beginner-friendly?
- Does it match the specific needs of your sales team?