7 use cases of AI agents in internal sales

AI agents in sales do not just perform simple routine tasks. You intervene specifically in complex work processes, think along with the context and relieve your team where the pressure is greatest. Whether in technical preparation, customer contact or operational processing: intelligent agents create real added value along your entire sales chain.

1. Workflow automation for complex sales processes

In many companies, technical documentation, service specifications or configuration details flow directly into the sales process. An AI agent can automatically evaluate, verify and correctly assign this information. This speeds up approvals, reduces errors and ensures that technical requirements are taken into account right from the start.

2. Recommendations for action when buying signals

An AI agent who specializes in analyzing sales data can identify recurring patterns in inquiries. This includes, for example, frequently mentioned products or specific phrases in emails. On this basis, he gives your sales staff specific recommendations for action. You know exactly when a call makes sense or which offer suits you best. As a result, no more deals are left behind.

3. Cold calling assistance

An AI agent specialized in lead research can combine publicly available data with CRM information to identify target customers and prepare potential entry points to contact them. This saves you valuable time when researching and allows you to concentrate on qualified leads.

4. Troubleshooting technical documentation

Especially in industrial or technical sales, delays are often caused by incomplete or incorrect documents. An AI agent analyses maintenance histories, tender documents or product descriptions, identifies discrepancies and suggests appropriate additions. This ensures clear communication and smooth processes.

5. Automatic order entry

A central field of application of AI agents in sales is automatic order entry. Instead of manually transferring data from emails, PDFs or structured forms, the agent reads out all relevant content, validates it using the existing master data and transfers it directly to the ERP system. Modern solutions can even process telephone orders. If information is incorrect or incomplete, the agent detects potential problems early on and automatically involves the team as needed.

6. Process inquiries efficiently

Incoming Price or quote requests can be intelligently pre-sorted and processed by AI agents. At the same time, the agent recognizes missing information and automatically prepares specific queries. This increases your response speed and ensures that no request goes unprocessed.

7. Enter and assign specifications

In particular for tenders or individual project inquiries, this is Processing service specifications a time-consuming process. The AI agent supports this step by reading out relevant positions, proposing them for evaluation according to relevance and comparing them with your internal products. The results are made available to sales in a structured manner for further processing.

Eight benefits of Workist's AI agent

Workist supports internal sales teams with a specialized AI agent for the sales back office. The aim is to noticeably relieve back office staff, speed up processes and avoid errors. The following eight benefits show how the agent supports you in everyday life

Rely on context-based decisions

Our AI agent automatically recognizes what a request is about, evaluates correlations and makes well-founded decisions — even when information is incomplete or ambiguous.

Benefit from cleanly validated data

Master data, article numbers or customer details are automatically checked. The AI agent synchronizes all incoming information with your systems and reports discrepancies immediately. In this way, you reduce errors and avoid time-consuming post-processing.

Identify issues before they cause delays

Missing information, conflicting content or unclear orders no longer go unnoticed. The AI agent recognizes these at an early stage — for example if there are different article numbers — and informs your team in a targeted manner. In this way, you avoid delays, reduce manual effort and reduce follow-up costs.

Save yourself internal inquiries

Your team is only involved when a decision is really needed. The AI agent provides all necessary information in a structured manner. This saves you internal loops and creates space for valuable sales work.

Integrate the AI agent directly into your existing systems

Whether SAP, Microsoft Dynamics or other ERP solutions: The connection is quick and easy. They simply continue to work as before, only more efficiently. The AI agent complements your processes without disrupting them.

Automate all common request formats

Whether structured forms, PDF attachments or unstructured emails and telephone orders: The AI agent reliably collects the relevant information and transfers it directly to your ERP system.

Expect real results

Our AI agent reduces manual effort when entering orders by up to ninety percent. At the same time, the error rate is reduced by up to eighty percent.

BACHL shows what this looks like in practice: The company saves an average of 3.5 minutes per order — with around 1,400 orders per month, this results in over 20 hours of time saved per week. This is now being used specifically for customer service and strategic tasks.

Watch BACHL's success story in the video now:

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Start productively in just a few days

Thanks to preconfigured modules, the AI agent can be implemented within a few days. Not a long IT project. No risk. You start productively right away and your employees are noticeably relieved.

Our conclusion: More clarity, more speed, more sales

With Workist's AI agent, you gain time, avoid mistakes and relieve your team in everyday life. Instead of manual routines, the agent takes responsibility for recurring tasks — intelligently, reliably and fully integrated.

In this way, you create space for what really counts in sales: the customer.

Real success: This is how our AI agent Wero helps with order entry

The company Wero processes thousands of customer orders every year. To ensure continued fast delivery times and high service standards, the team was looking for a way to automate time-consuming manual order entry. After a long search, Wero chose Workist's AI agent and achieved measurable results within a very short period of time.

In the third quarter of 2024 alone, over 6,000 documents were processed automatically. The result: 43 working days saved, around 75 percent less time spent on assisted orders — while maintaining high data quality and seamless integration into the existing ERP system.

It was crucial that the AI agent could also deal with complex customer structures. Different formats, multiple delivery and billing addresses, or unstructured emails are no obstacle to the solution. Automated AI order entry is stable and reliable today. As a result, the internal sales team gains valuable time for customer contact and operational tasks.

The successful deployment at Wero shows how effectively AI agents can be used in sales when technology and process understanding come together.

Read the full case study: 43 days saved — this is how Wero speeds up its order entry with Workist

How do I integrate AI agents into my company?

Die integration In systems such as SAP, Sage or Microsoft Dynamics, everything runs smoothly. With over 100 successful implementations, we have the necessary experience. You will receive a permanent expert who will personally support you. This allows you to get started quickly, individually and without a complex IT project.

Typical concerns—and how Workist addresses them

AI agents in sales offer enormous potential. At the same time, questions and uncertainties often arise during implementation. It is precisely these that we approach in an open, concrete and solution-oriented manner.

Does this also work for our complex orders?

Yes Our AI agent not only processes standardized PDFs, but also complex and unstructured formats. Different delivery addresses, particularly extensive orders with many items or multi-page documents are reliably recognized and processed. A wide range of product variants is also no problem. Even if your customers order very differently, the process remains stable and precise.

How secure is our data?

Data security is our top priority. Workist meets the highest security standards and processes your data exclusively in accordance with GDPR. Our servers are located in Germany and are SOC 2 certified. All AI document processing is encrypted on certified systems. Your sensitive information is comprehensively protected at all times, both technically and legally.

When is an AI agent even worthwhile?

If you manually enter hundreds of orders per month on a regular basis, the effect is clear: fewer errors, faster processing, more time for real sales tasks. The investment pays off even with consistently high volumes and not just in wholesale.

What happens if the agent makes a mistake?

Even if the agent works independently, you remain in control at all times. Workist's AI agent processes orders completely automatically and checks all data with the master data. If something is unclear or deviates from the standard, he will inform your team specifically and actively ask for support. In this way, the process remains reliable, even with incorrect or incomplete data.

Is Workist even the right solution for us?

If you want to process orders more efficiently, reduce manual efforts and strengthen your sales capacities, the answer is clear: yes. Our AI agent relieves your sales back office where it counts. He takes on repetitive tasks, reduces manual work and creates space for sales, customer care and strategic issues. This is how you future-proof your internal sales department.

This makes Workist particularly interesting for medium-sized companies that are looking for scalable and immediately effective solutions.

What our AI agent does in the company

With an AI agent in sales, you're changing the way your team works. The agent noticeably relieves internal sales staff, reduces manual errors and creates space for what generates sales: customer meetings, upselling and genuine collaboration.
Instead of wasting time entering data, your employees can focus on sales again. This increases efficiency and quality and increases team motivation.

Relief for internal sales

The AI agent performs time-consuming tasks such as manually transferring order data or checking requests for offers. Your team no longer has to work through email attachments or faulty forms — and can use its strengths specifically where human instinct counts: in communication with customers, in consulting and in strategic sales. This creates space for value-adding work and ensures greater satisfaction in everyday working life.

Motivation through real relief

When salespeople no longer have to deal with manual data entry, satisfaction increases. Tasks are distributed more sensibly, overload is reduced. This provides new motivation — and more reliability within the team. At the same time, the workplace is becoming more attractive. Both for existing specialists and for new talents who appreciate modern working conditions.

Higher data quality, better decisions

The AI agent collects and validates information automatically. This increases the data quality in the system, which has a direct effect on your planning and decision-making processes. You work with clear, consistent data—in real time.

More time for service, upselling and customer care

What previously had to be done manually is now done by AI. Your team uses the time gained for discussions, advice and the expansion of customer relationships. In this way, you not only increase efficiency, but also sales.

Your internal sales department as a digital pioneer

By using an AI agent, you are positioning yourself as digital pioneers. They establish an innovative internal sales department that works efficiently, customer-oriented and future-oriented.

Sales can do what they love to do the most: sell

With an AI agent from Workist, you lay the foundation for a focused, motivated and powerful sales team. They're not just automating. They create clarity, relieve employees and open up new scope for real growth.

Conclusion: Why AI agents in sales are now worthwhile for you

When you invest in AI agents today, you gain far more than just efficiency. You create freedom, improve your data quality and bring noticeable relief to your day-to-day sales work. Getting started pays off even with a medium volume of orders. Quick, specific and with direct benefits.

With Workist Choose a solution that thinks for you, works reliably and supports your team exactly where it counts.

Let us show you how Workist's AI agent automates your sales processes and relieves your team.

Frequently asked questions about AI agents

What are AI agents in sales?

AI agents are digital team members in internal sales. They understand processes, analyse incoming information in context and make well-founded decisions independently. Unlike simple tools, they act proactively, use existing systems and coordinate with the team as needed. In this way, they noticeably relieve office staff, speed up processes and create space for customer service and sales.

How does order entry work with AI?

The AI automatically reads incoming orders, checks them based on your master data and transfers them to the ERP system without errors. Queries are only asked if anything is unclear, the rest is fully automated.

What advantages do AI agents offer compared to traditional automation?

Classic automation follows fixed processes. AI agents understand content, react flexibly to deviations, and learn continuously. They work more reliably, adapt and support decisions at the right moment.