An AI SDR that asks before it emails.
An AI sales agent researches leads, scores them against your ideal customer, and drafts the first outreach. The difference between a useful one and a risky one is whether it waits for a rep before contacting anyone. QServices builds sales agents on Dynamics 365, Salesforce or HubSpot that draft by default and send only inside limits you set.
| AI sales assistant | AI sales agent | |
|---|---|---|
| Who starts the work | The rep asks | The agent acts on new leads or triggers |
| What it does | Summarises, drafts on request | Researches, scores, drafts and can send |
| Risk | Low: a rep sees everything | Higher: it can reach customers |
| Needs | Good CRM data | Good data, written rules, send limits and an audit trail |
List prices, October 2026. Build and setup are separate.
| Platform | How it's priced | Roughly |
|---|---|---|
| Salesforce Agentforce | Flex Credits: $500 per 100,000; or $2 per conversation; or per-user add-ons from $125 a month | About $0.10 per agent action |
| HubSpot Prospecting Agent | HubSpot credits: 100 per lead researched; packs of 1,000 for $10 | About $1 per lead |
| Dynamics 365 Sales agents | Copilot Credits, through Copilot Studio capacity | Depends on actions per lead |
From Salesforce, HubSpot and Microsoft pricing and billing pages.
Tick what's in place. CAN-SPAM covers B2B email in the US, with penalties of up to $53,088 per email.
| Agent | How it works | What to know |
|---|---|---|
| Sales Qualification Agent, research only | Researches leads and drafts outreach for a seller to send | The safe starting mode |
| Sales Qualification Agent, research and engage | Sends outreach and qualifies on its own | One mode per organisation, and you can't switch back |
| Sales Close Agent | Retiring: no new instances after 30 Sep 2026, removed 30 Oct 2026 | Replaced by the Sales Development agent (preview) |
From Microsoft Learn, October 2026.
Lead volume, response times and CRM data quality.
Who it may contact, what it may say and when a rep must approve.
Leads researched and scored, outreach drafted on the record.
Until the drafts earn trust; then routine sends inside the limits.
Platform agents bill by use: Salesforce Agentforce works out at about $0.10 per action, and HubSpot's Prospecting Agent at about $1 per lead researched. A custom agent adds a build cost. Data cleanup is often the biggest hidden cost.
An opt-out check, contact caps and gaps, approved claims, a sending window, a working unsubscribe, AI disclosure where required, a log of every send, a pause switch and, at first, a rep approving each email.
Use it to take research and first drafts off them, not to replace them. Gartner expects agents to outnumber sellers but fewer than 40% of sellers to say agents improved their productivity, so design the handover carefully.
The agent compares each lead with your ideal customer profile and buying signals, then scores it with reasons. In Dynamics 365, for example, fit above 70% of profile attributes counts as high.
An assistant helps when a rep asks. An agent acts on its own when a lead arrives, and may contact customers, which is why it needs written rules and limits.
Ask how they handle opt-outs and send limits, whether the agent drafts before it sends, how they measure lead quality, and how they'll clean your CRM data first.
Facts on this page checked on 22 October 2026.
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