What is AI Agents?
What does 'AI Agents' mean?
In a CRM, AI agents are assistants that act on customer data rather than just answering questions about it — drafting and sending follow-ups, updating records, researching an account, qualifying an inbound lead, or logging activity. They work from instructions and rules set by the team, and typically escalate to a person when a task falls outside them.
List of software with AI Agents functionality
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].