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AI tools for sales and customer support

Explore assistants for enquiries, customer conversations and follow-up. Choose tools that fit your existing records and the level of review each response needs.

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23 tools
Fin — official product preview

Fin (opens a new tab)

An AI customer agent for support and sales conversations, grounded in business knowledge and connected workflows.

Details

Sales & support · Expert setup

Best for

Support teams with a maintained help centre and clear escalation rules.

Your first experiment

Evaluate it against a small set of real, anonymised support questions before enabling customer-facing replies.

Before you commit

Pricing and supported help desks need checking. Keep a reliable route to a human for unresolved cases.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Apollo — official product preview

Apollo (opens a new tab)

Sales data, prospecting and AI-assisted workflows for managing outreach.

Details

Sales & support · Some setup

Best for

B2B teams with a defined customer profile and a considered outreach process.

Your first experiment

Build a small company shortlist and review fit before drafting any outreach.

Before you commit

Check contact accuracy, data rights and sending rules. Avoid launching automated campaigns before review.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Bardeen — official product preview

Bardeen (opens a new tab)

AI-assisted web research, lead sourcing and contact-data enrichment.

Details

Sales & support · Some setup

Best for

Teams building a focused prospect list from permitted public sources.

Your first experiment

Research a small set of companies against your ideal-customer criteria and verify the results.

Before you commit

Respect source terms and privacy obligations. An enriched contact is not permission to send marketing.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Clay — official product preview

Clay (opens a new tab)

Combine company data, AI research and sales workflows in one workspace.

Details

Sales & support · Some setup

Best for

Teams that need richer account research before outreach.

Your first experiment

Research five known accounts using clear qualification criteria and verify the source for each finding.

Before you commit

Budget for data credits and check accuracy. Personalisation does not remove consent or outreach obligations.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Copy.ai — official product preview

Copy.ai (opens a new tab)

AI workflows for researching accounts and preparing sales and marketing content.

Details

Sales & support · Some setup

Best for

Teams with repeatable go-to-market tasks and clear source material.

Your first experiment

Test one account-research workflow on a known company and check every detail against its website.

Before you commit

Choose a narrow workflow first. Data quality, connected services and plan scope affect the result.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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HubSpot Agent Hub — official product preview

HubSpot Agent Hub (Breeze Agents) (opens a new tab)

AI agents for marketing, sales and service, connected to HubSpot’s customer data.

Details

Sales & support · Some setup

Best for

Teams already managing customer relationships in HubSpot.

Your first experiment

Use a clean test customer record to prepare a call brief, then compare it with the underlying CRM history.

Before you commit

Agent Hub is included with Starter, Professional and Enterprise editions, but many agents consume HubSpot Credits. Check usage charges and keep CRM records accurate.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Tidio — official product preview

Tidio (opens a new tab)

Customer support tools with Lyro, an AI agent for answering routine questions.

Details

Sales & support · Some setup

Best for

Small businesses with recurring support questions and reliable help content.

Your first experiment

Test Lyro against ten real, anonymised questions and make sure unanswered cases reach a person.

Before you commit

Keep policies accurate and test escalation. Check supported channels, languages and usage limits.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Botpress — official product artwork

Botpress (opens a new tab)

An AI agent platform for automating customer support and connected service workflows.

Details

Sales & support · Some setup

Best for

Teams ready to turn a reliable help centre into a support assistant.

Your first experiment

Start with ten common questions and test when the assistant should hand over to a person.

Before you commit

Use restricted permissions and verify answers before enabling order changes or other actions.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Chatbase — official product artwork

Chatbase (opens a new tab)

Create AI customer-support agents grounded in your business information.

Details

Sales & support · Some setup

Best for

Small teams with a useful website or help centre to draw on.

Your first experiment

Build an assistant around an approved FAQ and deliberately ask questions the FAQ does not answer.

Before you commit

Keep source material current and offer a clear human route for unresolved requests.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Manychat — official product artwork

Manychat (opens a new tab)

Messaging automation with AI features for customer conversations and follow-up.

Details

Sales & support · Some setup

Best for

Businesses handling repeated questions and lead enquiries through social messaging.

Your first experiment

Design one opt-in reply flow for a common enquiry, with an easy handoff to your team.

Before you commit

Manychat AI requires a Pro plan add-on. Follow platform messaging rules and consent requirements; avoid unsolicited automated follow-up.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Retell AI — official product artwork

Retell AI (opens a new tab)

A platform for building and testing AI voice agents for business calls.

Details

Sales & support · Expert setup

Best for

Businesses piloting a narrow phone task such as answering common enquiries.

Your first experiment

Test a receptionist-style flow with staff, including interruptions and a request for a human.

Before you commit

Disclose automation appropriately, handle recording consent and provide a reliable transfer path.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Instantly — official product artwork

Instantly (opens a new tab)

An outreach platform combining campaign workflows, lead data and AI-assisted sales work.

Details

Sales & support · Some setup

Best for

B2B teams with a defined audience and a responsible outreach process.

Your first experiment

Prepare a short, relevant email for a carefully researched prospect list and review it manually.

Before you commit

Check data provenance, consent rules, unsubscribe handling and sender reputation before any campaign.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Lavender — official product artwork

Lavender (opens a new tab)

An AI email assistant that helps sales teams improve clarity and personalisation.

Details

Sales & support · Start yourself

Best for

Reps writing individual prospect emails and follow-ups.

Your first experiment

Review a real draft for unnecessary length and unclear intent while keeping personalisation truthful.

Before you commit

A score does not guarantee replies. Never invent familiarity or facts about a prospect.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Agentforce — official product artwork

Agentforce (opens a new tab)

Salesforce's platform for AI agents connected to customer and operational workflows.

Details

Sales & support · Expert setup

Best for

Teams already using Salesforce with clear data ownership and process rules.

Your first experiment

Pilot an agent on a narrow internal question before allowing customer-facing actions.

Before you commit

This needs careful permissions, reliable CRM data and testing of handoff and failure cases.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Zendesk AI — official product artwork

Zendesk AI (opens a new tab)

AI agents and assistance within Zendesk's customer-service platform.

Details

Sales & support · Some setup

Best for

Support teams with established ticketing and a maintained knowledge base.

Your first experiment

Test suggested answers on common tickets and compare accuracy with your support team's response.

Before you commit

Keep policies current and check escalation, sensitive data and the handling of account changes.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Gorgias AI Agent — official product artwork

Gorgias AI Agent (opens a new tab)

An ecommerce support AI agent connected to store knowledge, policies and customer conversations.

Details

Sales & support · Some setup

Best for

Online shops handling repeated delivery, returns and product questions.

Your first experiment

Pilot answers to common shop questions using your real policies and sample cases.

Before you commit

Test exceptions and permissions before enabling refunds or order changes; retain a human route.

Official source Image source Checked 12 Oct 2026 · Research-based, not a hands-on rating.
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Choosing a tool

Use anonymised or synthetic enquiries first. Check escalation to a person, access to reliable product information and whether the tool records the conversation in the right place.

A good tool is a start.
A connected workflow is better.

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About this directory

We select tools using official product information, not paid rankings or hands-on ratings. Check current features and plans before buying.

Sources checked 12 Oct 2026. We review the directory weekly.

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