Jitterbit Sales Agent Fast, secure access to the sales data that matters.

Automated intelligence that keeps sales moving. Deliver critical sales insights instantly—so teams spend less time searching and more time selling.

Behind the Bit: Deploy Prebuilt AI Agents from Jitterbit Marketplace
Discover how Jitterbit agents, including Sales Agent, intelligently automate tasks, streamline core processes, reduce manual work, and deliver fast, real business value.

Everything reps and CSMs need — right when they need it.

The Jitterbit Sales Agent puts critical sales data at your fingertips. Using Slack or your tool of choice, reps and CSMs can instantly access contact details, account history, deal status, contracts and more from connected systems — including your CRM — securely and in seconds. Purpose-built to intelligently automate data retrieval and answer pressing questions, the Sales Agent boosts productivity and keeps sales and customer success teams focused on closing deals and delivering exceptional service.

From fragmented sales workflows to a seamless, automated experience.

Built on the Jitterbit Harmony platform, the Sales Agent simplifies data access, accelerates response time, and keeps sales moving forward through efficient, automated processes. It connects seamlessly with your existing CRM and business systems, allowing teams to work smarter using the tools they already trust.

Built to work with your sales, core systems and application stack.

The Jitterbit Sales Agent removes friction from everyday sales work. Ask questions in plain language and get answers in seconds. No dashboard or app hopping, no system switching and no wasted time: Sales teams stay focused on selling. The Sales Agent securely delivers the data, sales and customer success teams need — instantly.

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Spend Less Time Searching, More Time Selling

Ask any sales, account, product or territory related question in the tool of your choice using natural language. For example, use Slack to ask ‘Which accounts in my territory are up for renewal this quarter?’ and get instant insights to prioritize your outreach.

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Faster Deal Preparation & Follow‑Up

Instant access to contacts and account activity lets reps and CSMs engage with confidence and move deals faster.

Security

Secure, Trusted Answers Across Teams

All data access is governed through secure, permission-based connections, ensuring accuracy, compliance and trust across the organization.

Accelerate your agentic AI journey with Jitterbit.

Jitterbit’s Sales Agent streamlines and simplifies workflows to replace tedious manual steps. It connects seamlessly to your CRM and business systems — giving your sales and customer success teams instant access to the data they need to engage their customers and prospects with confidence.

Jitterbit offers flexible options to fit your team and get your workflows up and running fast:

  • Deploy Jitterbit’s pre-built Sales AI Agent for rapid time-to-value.
  • Build custom agents in Jitterbit Harmony.
  • Access pre-build AI agents, ready-to-use integration recipes and process templates from the Jitterbit Marketplace.
  • Power smart sales workflows with Jitterbit AI Bundles — combining AI agents, AI assistants, and Jitterbit’s Agentic AI Services — for faster implementation and measurable results.
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Governance, compliance and trust.

Comprehensive security, AI accountability, governance, observability and regulatory compliance are built into our Harmony platform — letting you confidently layer AI across your organization and future-proof your AI strategy. Our AI agents and assistants operate within these guardrails, ensuring every automated task is safe, compliant and reliable.

Read our press release:
Jitterbit Sets Industry Standard for Accountable AI with ISO 42001 Certification

Learn more about Jitterbit security

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