Give your Sales Team instant answers.

The Sales Knowledge Agent gives your sales team instant answers, right inside Microsoft Teams. Account Managers and Executives simply ask a question in plain language and get accurate, role-appropriate responses without switching systems or chasing colleagues.

What you get with our Sales Knowledge Agent

Instant Answers

Ask a question in Teams, get an immediate response — no portals, no searching, no waiting.

Consistent & Governed

Every response is drawn from a single, centralised knowledge base with role-based access controls — so everyone gets the right information, every time.

Current Info

The knowledge base updates automatically, so your team is never working with outdated information.

Comprehensive Coverage

Administrators can upload additional resources like pricing, SLAs, and product details, giving the agent the depth to handle virtually any sales query.

More Time

With information consolidated in one place, your team spends less time searching and more time closing deals.

How it works

Ask a Question

Users ask questions in plain language directly within Microsoft Teams, making it quick and easy to get the information they need without switching systems. 

Retrieve Knowledge

The module pulls live deal data from Bitrix24 and combines it with administrator-uploaded resources from SharePoint to create a central, always-current knowledge base.

Get Answers

The agent interprets each query and delivers clear, contextually relevant responses based on both CRM data and supporting sales content.

Module Key Capabilities

User Validation

Validates the user's email address upon each interaction to confirm they are an authorised user of the Sales Knowledge Agent.

Language Querying

Enables users to ask questions in plain language through Microsoft Teams and receive clear, accurate responses.

Data Validation

Determines the user's assigned role (Account Manager or Executive) and applies the appropriate data access permissions, ensuring Account Managers can only access their own targets while Executives have full visibility across all Account Manager targets.

*Only applicable where the organisation is subscribed to the Sales Dashboard module.

Response Generation

Delivers contextually relevant and reliable responses by referencing both Bitrix24 deal data and administrator‑uploaded content in SharePoint.

Knowledge Intergration

Consolidates deal

data from Bitrix24 and administrator‑uploaded resources from SharePoint into a central knowledge base for comprehensive query resolution.

Admin Management

Allows administrators to enrich the knowledge base by uploading external resources to the designated SharePoint document library.

Transaction Logging

Records all actions and system events to support auditing, traceability, and compliance requirements.

Exception Handling

Detect, track, and manage errors or anomalies, ensuring smooth processing and quick resolution of issues.

Full module spec.

Download our full set of details for the Sales Knowledge Agent module.

Module Enquiry

Frequently Asked Questions

  • What are the module setup requirements?

    A configured and active communication application is required to enable user messaging and support the conversational interaction with the Sales Knowledge Agent.


    The CRM system must have the necessary data fields configured and aligned to receive deal information, ensuring the knowledge base captures deal data accurately and consistently.


    A designated document repository must be provisioned and accessible for administrators to upload and manage supporting resources used by the knowledge base.

  • What is the system compatibility?

    The systems listed below are supported and have been fully integrated with the module.




    Communication Platform: Microsoft Teams


    CRM System: Bitrix24


    Document Repository: Microsoft SharePoint


  • What is the module compatibility?

    Sales Dashboard


    Enables role-based access control and target querying, allowing the agent to validate user roles (Account Manager or Executive) and apply data access permissions scoped to individual targets. Without this module, users cannot query targets through the agent.

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