2026’s 10 Best AI Sales Assistant Tools: Stay
Ahead of the Competition

Are you ready to move into the future of sales, where every customer interaction feels smooth and personalised? More industries around the world now use AI technology to improve efficiency. AI-powered sales assistants have become essential tools for staying competitive.

These AI agents are transforming customer support and recommendation systems. They handle repetitive tasks, give instant responses, and personalise suggestions better than ever before.

Here are some key statistics:

• AI agents now play a major role in Fortune 500 companies. AI agents are widely used in customer support and product recommendations.
• By 2030, AI will handle up to 80% of all customer interactions.

It’s no longer about asking “if” you need an AI sales assistant. The real question is “which” one fits your needs best. That’s why we’ve listed the top 10 AI sales assistants for you.

10 Best AI Sales Assistant Tools for 2026 to Boost Conversions

1. TechMonk: AI Agents For E-commerce and Banking

TechMonk is an AI agent-powered platform that helps you automate and optimise every stage of customer engagement. It covers everything from acquisition to retention. What sets TechMonk apart is its full-stack marketing toolkit. It combines customer data, segmentation, personalisation, and AI-powered campaigns in one system.

You don’t just deploy AI chatbots. You deploy intelligent, task-oriented AI agents. They perceive, decide, and act across workflows. Each agent learns from customer behaviour, runs campaigns, analyses results, and performs real actions like following up, raising tickets, or closing sales. Together, they make TechMonk a complete AI capital engine for your business.

AI Capital is your collection of AI agents and intelligent workflows that improve over time.

TechMonk’s AI Sales Agent

The AI sales agent understands customer intent, offers personalised recommendations, and can close sales on multiple channels.

Use Cases for E-commerce

• Product Discovery : The virtual sales assistant guides customers with conversations and personalised recommendations to find the right products.
• Cart Recovery : Follows up on abandoned carts via WhatsApp or email, offering reminders and discounts.
• Order Assistance :Provides instant updates on orders, delivery tracking, and payment confirmations.
• Loyalty & Upsell : Suggests complementary products and rewards loyal customers with personalised offers.
• Post-purchase Support : Handles returns, refunds, and feedback to boost satisfaction and retention.

Use Cases for Banking

• Lead Qualification : Engages customers exploring loans or credit options and qualifies them based on eligibility.
• Account Information : Instantly answers balance, transaction history, and card-related questions.
• Loan Assistance :Supports loan applications, document collection, and eligibility checks.
• Fraud Alerts & Notifications : Alerts customers of unusual transactions and provides next-step guidance.
• Personalised Financial Offers : Suggests saving or investment plans based on customer profiles and goals.

Pre-Built AI Agents for Common Operations

TechMonk offers several pre-built AI agents to simplify everyday operations. These agents let you deploy automation quickly without coding or complex setup.

• AI Sales Agent : The AI Sales Agent connects with customers the moment they show interest. It asks personalized questions to understand what they need. Once it knows their preferences, it gives tailored recommendations and instant quotes. This makes the decision process smoother and removes any wait time or complexity.
• AI Support Agent : The AI Support Agent manages 24/7 customer service across channels. It resolves common queries automatically, raises tickets when needed, and escalates complex issues to human agents. This improves efficiency, speeds up responses, and boosts customer satisfaction.
• AI Voice Agents :AI Voice Agents provide natural, human-like conversations for inbound and outbound calls. They handle FAQs, appointment scheduling, and lead qualification.

Build Your Own Agents with AgentMonk

AgentMonk, TechMonk’s AI Agent Builder, lets you create, train, and deploy custom AI agents for your unique workflows.

• Tools Library : TechMonk includes a library of ready-made tools, or you can build your own. These tools allow AI agents to take real actions like raising support tickets or completing customer requests.
• Agents Library : You can choose from a variety of pre-built AI agents for different engagement needs. If you need something more specific, you can build a custom agent that matches your workflows and objectives.
• Agent Flow :TechMonk makes sure all AI agents work together smoothly. The Agent Flow assigns the right agent to each task, ensuring responses are fast and consistent.

Enterprise-Level Features

TechMonk provides enterprise-grade features to make sure your AI agents work efficiently and securely.

• Guardrails: Guardrails keep your AI agents within set boundaries. They prevent prompt hacking and ensure the AI responds safely and correctly.
• Testing Automation: You can test AI agent conversations before deployment. This ensures accuracy and stops potential issues from affecting real interactions.
• Observability: Monitor how AI agents handle different customer inputs. Observability gives you insights to improve performance continuously.
• Traceability: Track every customer interaction and AI response. Traceability helps you evaluate performance and see if agents meet your business goals.

Why TechMonk’s AI Agents Stand Out

TechMonk is more than just a conversational platform. It combines AI agents with a full-stack marketing toolkit to boost their intelligence.

Pricing

Start growing your AI Capital with TechMonk’s AgentMonk plan at just ₹50,000 a month. It is an all-in-one AI Agent platform designed for sales, support, and customer engagement.

Curious about what’s part of the plan? You’ll get 4,000 chat conversations every month. Need a little extra? You can add more at ₹12 for each chat or ₹18 for every voice minute.

There will be a few implementation and customization costs for banks and e-commerce enterprises.

You get it all in one place — GenAI-powered AI Agents for Customer Interaction, Human Agent Module, Customer Data Platform, Agent Builder, Integrations, and Analytics — without paying for them separately.

Instead of switching between different tools, AgentMonk offers one platform with:

2. Cognigy

Cognigy offers an AI-powered platform designed for banks. The AI sales chatbot helps improve customer service and makes financial transactions easier. The platform provides personalised support 24/7. Using conversational AI, Cognigy’s AI agents give real-time and contextual solutions. They also offer smart recommendations that boost customer satisfaction and efficiency.

Use Cases for Banking

• • KYC Identification & Verification : AI agents verify customer identities quickly and securely, making account creation simple.
• • Product Recommendations : They suggest financial products based on user data and behaviour, helping increase cross-selling.
• • Account Management : AI agents handle everyday account queries like balance checks, fund transfers, and account updates, reducing wait times.
• • Loan Applications & Processing : They simplify loan applications by helping with documents and sharing real-time status updates.

Pricing:

They don’t have their pricing plans displayed online. You can contact their team to design a plan that matches your business needs.

3. Convin

Convin is an AI-powered sales assistant platform built for the financial services industry. It gives real-time automated coaching to your agents and helps them follow financial regulations. It also improves debt collection and sales performance. Convin studies agent conversations to help them improve how they interact with customers. This leads to better sales results and stronger customer retention.

Use Cases for FinTech:

• • Debt Collection : AI agents guide and support your agents in real-time to speed up debt recovery. This increases repayment rates and lowers delinquency.
• • Regulatory Compliance : Convin ensures all interactions follow financial regulations. This prevents fines and builds customer trust.
• • Customer Intelligence : It studies customer conversations to find new sales opportunities. It also personalises offers and improves retention strategies.

Pricing:

Their pricing information isn’t published on the website. They currently offer tailor-made plans for businesses.

4. Lyzr AI

Lyzr AI offers a modular AI-powered customer support platform built for the banking industry. It comes with more than 20 customisable agents. These agents automate up to 90% of routine customer queries across chat, email, and voice. This lets your human agents focus on complex customer issues.

Use Cases for Banking:

• • Regulatory Compliance : The platform adjusts to new banking regulations with ease. It keeps your operations compliant with changing industry standards.
• • Cost Reduction : Lyzr automates most customer service tasks. This helps lower operational costs and reduces the need for human agents.
• • Enhanced Customer Experience : It gives instant and consistent responses that improve satisfaction and build loyalty.

Pricing:

The Pro Plan costs ₹8,770 per month and includes 120,000 credits. It does not include Traceability and Observability Logs, Technical Support, or Org General Intelligence. For unlimited credits and additional features, you can choose a customized plan.

5. Haptik

Haptik’s AI customer support platform is a complete solution for the banking and finance industry. It includes many customisable agents that automate customer interactions across chat, email, and voice. These agents manage complex workflows such as loan applications, policy issuance, and fraud detection. They create a smooth and personalised experience for your customers.

Use Cases for Banking

• • Loan Applications : AI agents guide customers through the loan process. They automate document collection, underwriting, and approval to make loan disbursals faster and more accurate.
• • Fraud Detection : AI agents monitor transactions in real time. They detect unusual activity and prevent fraud, improving security for both banks and customers.
• • Account Management : AI agents handle common account queries like balance checks and transaction history. This reduces workload for human agents and speeds up responses.

Pricing:

6. Beam AI

Beam AI offers a unified automation platform built to simplify financial operations. Its AI agents manage tasks like transaction processing, compliance monitoring, customer service, and document management. The platform includes pre-trained agents that you can easily customise. This makes it simple to integrate AI into your workflows.

Use Cases for Finance:

• • KYC Verification : AI agents simplify the Know Your Customer process by automating identity checks and data validation. This makes customer onboarding quick and compliant.
• • Debt Collection : They automate debt resolution by managing communication and tracking payments. This reduces errors and speeds up the collection process.

Pricing:

Pricing plans aren’t available on their website. They offer personalized plans based on each business’s needs.

7. Siena AI

Siena combines the power of AI with a human touch to create a better customer experience for e-commerce. It connects smoothly with your helpdesk, commerce stack, and customer data. This helps it run commerce-specific workflows and deliver personalised support. Siena’s AI agents reflect your brand voice across all channels to keep the experience consistent and unified. They manage up to 80% of customer interactions, which helps boost sales and improve retention.

Use Cases for E-commerce

• • Generative Product Recommendations : AI agents suggest the right products based on customer preferences. This helps increase sales and improve satisfaction.
• • Social Media Engagement : They engage with customers on social platforms, answer product questions, and capture buying intent. This helps turn conversations into sales opportunities.
• • Post-Purchase Workflows : They manage post-purchase tasks like order tracking, refunds, and returns. This ensures a smooth and simple customer journey.

Pricing:

The pricing depends on each business’s needs. You can share a few details on their website, and their team will get in touch with accurate pricing information.

8. Cleed AI

Cleed AI is a complete AI-powered assistant built to improve e-commerce customer service and sales. It connects smoothly with platforms like Shopify, Salesforce, and WooCommerce. Cleed AI automates up to 80% of customer interactions, covering everything from pre-sale guidance to post-purchase support. This multi-agent solution blends human empathy with AI efficiency.

Use Cases for E-commerce:

• • Pre-sale Advisory : AI agents give personalised product recommendations and real-time support. They guide customers through their purchase journey and increase conversion rates.
• • Omnichannel Messaging : They engage customers across different messaging platforms. This ensures a seamless shopping experience from initial engagement to finish.
• • Size Advice : The AI sales assistant for e-commerce stores helps customers pick the right size. This reduces returns, improves satisfaction, and lowers operational costs.

Pricing:

The Business Plan costs around ₹77,223.75 for up to 300,000 visitor sessions per month. It includes instant AI responses, 24/7 availability, and multilingual support. For unlimited sessions, you can choose a custom Enterprise plan.

9. iAdvize

iAdvize is a next-generation AI shopping assistant built to improve customer journeys and drive sales for e-commerce. Unlike regular chatbots, iAdvize focuses on selling. It guides customers through discovery, consideration, and purchase. The AI assistant integrates smoothly with e-commerce platforms and CRMs. It provides tailored recommendations, smart cross-sells, and real-time product suggestions.

Use Cases for E-commerce:

• • Engagement Boosting : AI prompts on product, category, and checkout pages anticipate customer needs. This keeps shoppers engaged and helps them move confidently toward a purchase.
• • Revenue Generation : The AI assistant drives conversions with smart prompts, timely cross-sells, and add-to-cart suggestions during conversations. This leads to higher revenue.
• • AI-Powered Personalisation : iAdvize customises shopping experiences based on user behaviour. This increases the chances of a purchase and boosts overall conversion rates.

Pricing:

Choose a plan that fits your monthly site visits. For example, the Starter Plan costs ₹63,814 per month for up to 50,000 visits. If your website gets more traffic, you can upgrade to a higher plan.

10. Zoovu

Zoovu’s AI-driven guided selling assistant changes the way customers shop online. It provides personalised product recommendations based on each customer’s preferences and needs. You can quickly build, update, and publish personalised product finders using a no-code, drag-and-drop interface. These finders boost engagement and increase conversions.

Use Cases for E-commerce:

• • Personalised Product Recommendations : AI agents suggest the best products based on each customer’s choices. This makes decision-making easy. It also drives more sales.
• • Zero-Party Data Collection : Collect customer insights through interactive question flows. This improves personalisation and helps create targeted marketing campaigns.
• • Omnichannel Support : Deploy assistants across platforms and regions. This ensures consistent and effective product recommendations online and in-store.

Pricing:

Zoovu’s product plans are scalable and flexible. Their team works with you to find a subscription plan that fits your goals.