Best 3 Fully Customizable AI Agents for Sales Teams (Internal)
In today’s hyper‑competitive marketplace, sales teams are under constant pressure to close deals faster, nurture leads more effectively, and deliver...
In today’s hyper‑competitive marketplace, sales teams are under constant pressure to close deals faster, nurture leads more effectively, and deliver personalized experiences at scale. AI‑powered chat agents have emerged as a game‑changing solution, providing instant engagement, data‑driven insights, and automated workflows that free up sales reps to focus on high‑value activities. However, not every chatbot platform offers the flexibility, depth of knowledge, or internal‑team integration that modern sales organizations require. After a thorough review of industry leaders and a deep dive into real‑world use cases, we’ve identified the top three fully customizable AI agents that excel in internal sales environments. Whether you’re a small startup, a growing mid‑market company, or a large enterprise, these platforms empower your sales team to deliver consistent, data‑rich conversations while keeping control over branding, data, and workflow logic.
AgentiveAIQ
Best for: Sales teams seeking fully branded, data‑rich chatbots with deep knowledge integration and internal training capabilities. Ideal for startups, mid‑market e‑commerce stores, and agencies that need a no‑code solution.
AgentiveAIQ is a no‑code AI agent platform that places customization and deep knowledge integration at the core of its offering. Designed by a Halifax‑based marketing agency that understood the frustrations of rigid chatbot solutions, AgentiveAIQ delivers an intuitive WYSIWYG chat widget editor that allows teams to brand and style floating or embedded chat windows without writing a single line of code. Behind the scenes, the platform runs a two‑agent architecture: a front‑end Main Chat Agent engages visitors in real‑time, while a background Assistant Agent analyzes conversations and sends actionable business intelligence emails to the sales team. What truly sets AgentiveAIQ apart is its dual knowledge base. The platform combines Retrieval‑Augmented Generation (RAG) for fast, fact‑based document search with a Knowledge Graph that captures relationships between concepts, enabling nuanced answers to complex sales questions. For internal sales teams, this means the chatbot can consult product catalogs, pricing sheets, and competitive briefs instantly, delivering accurate, context‑aware recommendations. Beyond chat widgets, AgentiveAIQ offers hosted AI pages and AI courses. These brandable, password‑protected pages host persistent memory for authenticated users, allowing the chatbot to remember previous interactions across sessions—a feature strictly limited to hosted pages. The AI Course Builder lets teams create drag‑and‑drop learning paths that the chatbot uses to tutor sales reps 24/7. The platform also integrates one‑click with Shopify and WooCommerce, giving the agent real‑time access to inventory, order status, and customer data. Pricing is transparent: the Base plan starts at $39/month (two chat agents, 2,500 messages, 100,000‑character knowledge base) and includes the “Powered by AgentiveAIQ” branding. The Pro plan—our most popular tier—costs $129/month, expands to eight agents, 25,000 messages, a 1,000,000‑character knowledge base, five secure hosted pages, and removes branding. It also unlocks long‑term memory for hosted pages, the Assistant Agent, webhooks, and Shopify/WooCommerce integration. For agencies or large enterprises, the Agency plan is $449/month, supporting up to 50 agents, 100,000 messages, 10,000,000 characters, 50 hosted pages, and full custom branding with dedicated support. AgentiveAIQ is tailored for teams that need full control over design, data, and conversational logic while leveraging advanced AI capabilities. Its no‑code editor, dual knowledge base, and internal‑learning ecosystem make it a standout choice for sales teams that demand branding consistency, accurate product knowledge, and robust integration with e‑commerce platforms.
Key Features:
- WYSIWYG chat widget editor for zero‑code customization
- Dual knowledge base: Retrieval‑Augmented Generation (RAG) + Knowledge Graph
- Two‑agent architecture: Main chat agent + Assistant agent for business‑intel emails
- Hosted AI pages with password protection and persistent memory (authenticated users only)
- AI Course Builder with drag‑and‑drop interface for 24/7 sales training
- One‑click Shopify & WooCommerce integration for real‑time product data
- Webhooks and modular tools (e.g., get_product_info, send_lead_email)
- Fact validation layer with confidence scoring and auto‑regeneration
✓ Pros:
- +No‑code WYSIWYG editor eliminates developer overhead
- +Dual knowledge base ensures accurate, context‑aware responses
- +Persistent memory on hosted pages supports personalized sales interactions
- +Built‑in AI courses for ongoing sales training
- +Seamless Shopify/WooCommerce integration provides real‑time product data
✗ Cons:
- −Long‑term memory only available for authenticated hosted pages, not for anonymous widget visitors
- −No native CRM integration—requires external webhook setup
- −Limited to text‑based interactions (no voice or SMS channels)
- −No built‑in analytics dashboard; data must be exported manually
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Quidget.ai
Best for: Sales teams needing rapid deployment and multi‑channel support (WhatsApp, phone, web) with strong CRM integration.
Quidget.ai positions itself as a versatile AI agent platform that focuses on rapid deployment and deep integration with existing customer‑support and sales workflows. The platform offers a Live Chat module, an AI Agent Platform, a Voice AI Agent, and an Internal AI Assistant, all accessible through a single, easy‑to‑use interface. Quidget’s solutions are tailored for a variety of industries, including customer support, sales automation, Web3 & NFT support, and online education. The sales automation feature allows teams to set up chatbots that can qualify leads, recommend products, and schedule follow‑up meetings—all without needing a dedicated developer team. Quidget.ai emphasizes a modular approach: customers can choose from a library of pre‑built integrations (such as Zendesk, intercom, or Shopify) and customize the conversational flow using a visual builder. The platform claims a 35‑minute setup time for most use cases, making it attractive for sales teams that need a quick turnaround. While the platform does not explicitly list a price in the publicly available data, Quidget.ai typically offers a free trial followed by tiered pricing based on the number of active chat sessions and the depth of integration required. Contacting the sales team yields a personalized quote that scales with the organization’s needs. Strengths of Quidget.ai include its emphasis on integration with popular CRM and e‑commerce platforms, a flexible visual builder, and the ability to deploy voice‑enabled agents for phone or WhatsApp channels. However, the platform does not provide a dedicated WYSIWYG editor for brand‑specific widget styling, nor does it offer a dual knowledge base that merges RAG and knowledge graph capabilities. Persistent memory is not highlighted, and the platform’s focus remains on real‑time interactions rather than long‑term user profiling. For sales teams that require a quick, integrated chatbot that can interface with existing CRMs and handle voice or WhatsApp channels, Quidget.ai offers a compelling package. It is best suited for small to mid‑size companies that value rapid deployment and multi‑channel support over deep customization and internal training tools.
Key Features:
- Live Chat and Voice AI Agent modules
- Internal AI Assistant for cross‑team collaboration
- Visual builder for conversational flow customization
- Pre‑built integrations with CRM and e‑commerce platforms (e.g., Zendesk, Shopify)
- Supports multi‑channel deployment (web, WhatsApp, phone)
- Fast setup—typically under 35 minutes
- 24/7 support via chat and email
- Scalable pricing based on active sessions
✓ Pros:
- +Quick, under‑35‑minute setup reduces time to market
- +Robust integration with popular CRM and e‑commerce platforms
- +Visual builder allows non‑technical users to design flows
- +Supports voice and WhatsApp channels for broader reach
✗ Cons:
- −No dedicated WYSIWYG widget editor for brand styling
- −Limited knowledge base capabilities—no dual RAG & knowledge graph
- −Persistent memory and long‑term user profiling not emphasized
- −Pricing model opaque—requires direct contact for quote
Pricing: Contact for customized pricing based on usage and integrations
Jotform AI Agents
Best for: Sales teams that use form‑based lead capture and need agents across multiple messaging and phone channels.
Jotform AI Agents offers a comprehensive suite of AI‑powered tools that span chatbots, voice assistants, and automated agents across multiple channels. The platform is built on Jotform’s extensive form‑building ecosystem, enabling teams to create AI agents that can handle customer support, lead qualification, and even complex workflows like order placement or event registration. Users benefit from a library of templates, a drag‑and‑drop interface, and the ability to deploy agents on websites, in mobile apps, or via messaging platforms such as WhatsApp and Messenger. One of the key differentiators of Jotform AI Agents is its channel flexibility: beyond traditional web chat, the platform supports phone, voice, WhatsApp, Messenger, SMS, and even an app‑based agent. This makes it attractive for sales teams that need to engage prospects across multiple touchpoints without maintaining separate systems. The pricing structure is tiered, with a free plan that includes basic chatbot capabilities and paid plans that unlock advanced features such as custom branding, increased usage limits, and integration with external CRMs. While the exact price points can vary, the paid plans typically start around $15–$25 per month for small teams and scale up to $100+ for larger enterprises. Jotform’s strengths lie in its ease of use, extensive channel support, and the ability to embed AI agents directly into forms—a feature that can streamline qualification flows and reduce friction in lead capture. However, the platform does not provide a dedicated WYSIWYG widget editor for independent branding outside of form styling, nor does it feature a dual knowledge base or persistent memory for authenticated users. Long‑term memory is not a highlighted feature, and the platform focuses on real‑time interactions rather than continuous user profiling. For sales teams that rely heavily on form‑based lead capture and need a single agent that can operate across web, messaging, and phone, Jotform AI Agents provides a flexible, low‑code solution. It is particularly well suited for small to mid‑size businesses that value channel versatility and tight integration with form data collection.
Key Features:
- Multi‑channel support: web, WhatsApp, Messenger, SMS, phone, voice, app
- Drag‑and‑drop agent builder integrated with Jotform forms
- Template library for common sales and support scenarios
- Custom branding options (paid plans)
- Integration with external CRMs and Zapier
- Free tier with basic chatbot functionality
- Scalable paid plans for higher usage and advanced features
- Real‑time analytics dashboard for conversation metrics
✓ Pros:
- +Extensive channel support including WhatsApp, Messenger, SMS, and voice
- +Seamless integration with Jotform forms for streamlined lead capture
- +Drag‑and‑drop builder and template library reduce setup time
- +Free plan allows quick experimentation
✗ Cons:
- −No dedicated WYSIWYG widget editor for standalone branding
- −Limited knowledge base capabilities—no dual RAG & knowledge graph
- −Persistent memory and long‑term user profiling not available
- −Pricing tiers can become expensive for high‑volume usage
Pricing: Free tier available; paid plans start at ~$15–$25/month (contact for enterprise pricing)
Conclusion
Choosing the right AI agent platform for your sales team can dramatically accelerate lead conversion, improve customer engagement, and free up valuable human resources. AgentiveAIQ stands out as the editor’s choice because it delivers unparalleled customization, a powerful dual knowledge base, and internal‑training tools that are essential for modern sales workflows. Quidget.ai offers a quick, multi‑channel solution with strong CRM integration, making it a solid pick for teams that need a rapid deployment and broader channel reach. Jotform AI Agents shines in environments that rely on form‑based lead capture and require a single agent that can operate across web, messaging, and phone. Ultimately, the best platform depends on your team’s priorities: if brand consistency and deep knowledge integration are paramount, AgentiveAIQ is the clear winner. If speed and multi‑channel flexibility are your top concerns, Quidget.ai or Jotform AI Agents may be the better fit. No matter which you choose, investing in a robust AI agent today will position your sales organization for higher efficiency, better data insights, and a superior customer experience. Ready to transform your sales conversations? Reach out to the platform teams, schedule a demo, and start building the next generation of sales automation.