Agentic AI has become an integral part of many businesses. They’re more like extensions of sales and marketing than merely tools. The biggest distinction between AI agents and automation tools is that agents have a brain and memory, can “think”, and can use tools. 

That means they’re not bound to pre-existing workflows. They can adjust based on external input without human intervention. The question now is, which AI agents fit best in your existing workflow? 

How to Choose What Type of AI Agent Is Best for You?

There are several types of AI agents on the market. If you have the time and resources, you can even develop a custom AI agent with the help of a developer or agentic AI platforms, like n8n.

But if you want an AI agent you can deploy out of the box, here’s what you should consider first: 

Start with a Clear Use Case

Before choosing an AI agent, define the task or goal you want to automate. For example, if your main goal is to scale outbound prospecting, look for a sales-focused AI agent like Instantly Copilot that can write sales email copy, run campaigns, and track performance across inboxes.

Decide How Much Autonomy You Want

Some agents are reactive and require user input to take action. Others are proactive, meaning they can work continuously toward a goal without your constant supervision.

For example, a simple AI chatbot might wait for customers to initiate conversations and only answer FAQs.

Make Sure It Integrates with Your Workflow

The best AI agent is the one that fits into your daily workflow. If your team uses HubSpot, Google Sheets, or Notion, your AI agent should connect to those tools.

For example, if you're using an AI agent for cold outreach, ensure it can pull contact data from your CRM and send emails from your existing inbox provider like Gmail or Outlook.

Best AI Agents To Include in Your Tech Stack

There isn’t a one-size-fits-all agent, at least not yet. Just remember to choose an agent that can accelerate and scale a system that’s already working. Here are the AI agents we recommend:

Instantly Copilot and Reply Agent: Best Cold Email AI Agents

Prospecting and outreach are two of the most time-consuming tasks in the sales process. Researching leads, validating data, and enrichment can take hours.

Then, you still have to make personalized copy, wait for replies, and monitor campaign performance. Instantly Copilot does all that and more for you. All it takes is a few prompts.

And once your campaigns are up and running, you can cruise on autopilot with Instantly’s Reply Agent. It can write messages in your unique tone, respond with context, provide information to high-intent prospects, and send hot leads directly to your reps. 

Key Features

Instantly Copilot

• Warp Mode: Automates email outreach campaigns in seconds, generates lead lists, crafts email sequences, and sets up campaigns.
• AI-Powered Lead Management: Prioritizes and tracks leads based on engagement and buyer intent signals.
• Real-time Performance Monitoring: Track and adjust campaign performance in real time to optimize results.

Instantly Reply Agent

• Escalation Alerts: Notifies you via Slack, Activity tab, and Unibox when a rep is needed.
• OOO Reply Automation: Identifies Out-of-Office replies from prospects and sends an email when they’re back.
• Confidence-Based Safeguards: Pauses replies and requests your review if product info is missing or context is unclear.

Pricing

Copilot and Reply Agent use Instantly Credits to run requests. You get Instantly Credits when you subscribe to Instantly SuperSearch—they're shared across lead generation, enrichment, Copilot, and Reply Agent tasks. Here are the pricing Plans:

• Growth ($47/month): Includes 1,500 credits 
• Supersonic ($97/month): Includes 5,000 credits
• Hyper ($197/month): Includes 10,000 credits 

You.com: Best Productivity AI Agent

If you need anything done, You.com can do that for you. Just tell it what you want to do, and it’ll execute it using the available tools in your stack.

You.com’s AI agents can do math, research, and logical reasoning. It can also scrape the web to find it if it needs additional context. 

Key Features

• Automated analytics and reporting: Generates full reports based on your data 
• Access to popular AI models: Includes GPT-4o, Claude 3.5 Sonnet, and OpenAI o1
• Complex reasoning and logic: Up to 200k context window
• Live web search: Scrapes the internet in real time to get additional context
• real-time Share AI agents with the members of your team

Pricing

• Free: Basic queries with access to real-time web search.
• Pro ($15/mo): Access to all major AI models (GPT-4o, OpenAI o1, Claude 3.5), file uploads up to 25MB, and 64k context window.
• Team ($25/mo): Everything in Pro plus 50MB file uploads, 200k context window, and zero data retention.
• Enterprise (Custom Pricing): Includes everything in Team plus enterprise analytics, access controls, and Private RAG for secure data scaling from 100KB to 100TB+.

SalesCloser AI: Best AI Sales Agent

SalesCloser.AI is built for businesses in SaaS, professional services, and finance that want to automate lead engagement and customer support 24/7.

Its AI agents handle everything from interactive product demos and appointment setting to onboarding, technical support, and subscription management.

Key Features 

• 24/7 Engagement: Automates lead capture, onboarding, and follow-ups 
• Interactive Demo: Showcases software products with guided, on-demand walkthroughs.
• Qualification Automation: Engage with pre-built flows to capture and qualify leads.
• Appointment Scheduling: Automates booking consultations, meetings, and demos.
• Account Management: Assists users with upgrades, cancellations, and account queries.

Pricing

SalesCloser.AI doesn't publicly list its pricing online. You’ll need to book a demo call to get a tailored quote.

Key Takeaways

AI agents bring productivity and automation with purpose. You’re not stuck with pre-defined workflows or automated sequences. The best AI agents think, use tools, and adjust their course of action based on external input without human intervention. 

If you need an AI agent to help you find the right leads, build profitable email campaigns, reply to prospects, and optimize performance, Instantly Copilot and Reply Agent shouldn’t be slept on. Start your free Instantly trial today.