Microsoft Copilot Agents for Sales Teams
Sales teams lose selling time to RFPs, account plans, follow-up emails and review prep. These Copilot agents handle the writing-heavy work inside Microsoft 365 Copilot, keeping output consistent with your positioning. Chat with us about the agent you need and OMNIai will tailor it to your sales methodology and workflow, then deploy it.
- 8 Sales agents ready to build
- Faster proposals, sharper outreach and pipeline reviews that write themselves.
- Tailored to your templates, tone and knowledge sources
Inbox Triage Agent
Microsoft 365 · working
Sales & Revenue Agents (8)
RFP Response Writer
For Bid teams, sales engineers
First-draft RFP and proposal responses aligned to your win themes.
Sales Email Writer
For Account executives, SDRs
Sharp outbound, follow-up and re-engagement emails in your tone.
Account Plan Writer
For Account managers
Structured account plans covering goals, stakeholders and growth plays.
Win/Loss Analyser
For Sales leadership
Win/loss analyses that surface patterns and coaching points.
Competitive Intelligence Brief
For Product marketing, sales
Competitor briefings your team can use in live deals.
Pipeline Review Preparer
For Sales managers
Pipeline review packs and talking points built from deal notes.
Partnership Proposal Writer
For Partnerships and BD teams
Partnership proposals with clear value exchange and next steps.
Customer Case Study Writer
For Marketing, customer success
Publishable case studies drafted from project notes and results.
Where These Agents Earn Their Keep
RFP responses in hours, not days
The RFP Response Writer drafts answers aligned to your win themes and previous responses, so bid teams start from 80% rather than a blank page.
Outreach that sounds like your best rep
The Sales Email Writer produces sharp, personalised outbound and follow-up emails in your tone — consistently, across the whole team.
Pipeline reviews without the scramble
The Pipeline Review Preparer builds review packs and talking points from deal notes, so managers walk in prepared.
Quick deployment vs connected build — which do you need?
Quick deployment: instruction-only agents we can stand up in your Microsoft 365 tenant within days. No coding, no Azure. Best for proving value fast.
Connected build: OMNIai tailors the agent to your templates, tone and workflow, connects it to knowledge sources like SharePoint, Outlook or Teams via Microsoft Graph, and handles governance, rollout and training. Best for teams standardising at scale.
Talk to us about the agent you need
Tell our assistant which agent caught your eye and what your team is trying to fix. We'll come back with how it would work in your Microsoft 365 environment and what implementing it involves — no forms, no downloads.
What OMNIai handles for you
Every agent is built, connected and governed by us inside your own tenant — grounded in your templates, SharePoint knowledge, Outlook and Teams where it helps.
- • Agent build and workflow tailoring
- • Knowledge source configuration
- • Governance and rollout support
- • Training and ongoing optimisation
Sales Copilot Agents — FAQs
Implementation you can lean on. OMNIai builds, deploys and supports Copilot agents for businesses across the UK — from single-agent setups to governed, tenant-wide rollouts with knowledge source configuration and team training.
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