---
schema_version: "1"
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title: Prepare Your Sales Teams for AI-Driven Selling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/ai_powered_selling_prepare_sales_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ai_powered_selling_prepare_sales_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bcaf9c41a1bb9cb72a4fdf30591b73c2e821b02b3cb3cfb45ebc2784145a104e
description: To maximize your sales teams' productivity, set up essential features that support AI-driven insights and Sales Workspace. Configure connected email and meeting tools, user access, quotas, and AI agents so sellers can capture activity and act on insights.
products:
  - Sales Cloud
release: "264"
---
# Prepare Your Sales Teams for AI-Driven Selling

To maximize your sales teams' productivity, set up essential features that support AI-driven insights and Sales Workspace. Configure connected email and meeting tools, user access, quotas, and AI agents so sellers can capture activity and act on insights.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

## Set Up AI Agents to Sustain Lead Engagement

Help your sales teams keep leads engaged with automated, timely follow-ups powered by AI agents. Configure nurturing flows that support consistent outreach and move leads closer to conversion with less manual effort.

See [Build Your Lead Nurturing Agent](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_setup_agent_builder.htm&language=en_US)

## Set Up AI Agents to Increase LiveChat Prospect Conversion

Help your sales teams respond to inbound prospects instantly with AI-driven LiveChat conversations. Configure automated dialogues that qualify prospects, answer questions, and route potential leads to sellers in real time.

See [Set Up Inbound Lead Generation](https://help.salesforce.com/s/articleView?id=sales.sales_agent_lead_generation_setup.htm&language=en_US)

## Set Up AI Agents to Manage Pipeline

Guide your sellers with AI-driven insights that highlight risks, opportunities, and next actions across the pipeline. Configure automated guidance that helps sellers focus on the right deals and keep opportunities moving with less manual effort.

See [Set Up Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_parent.htm&type=5&language=en_US)

## Set Up AI Agents to Manage Accounts

Strengthen account planning with AI-driven insights that surface key signals, next actions, and growth opportunities. Configure automated guidance that helps sellers stay aligned with their accounts and manage work with less manual effort.

See [Set Up Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_parent_setup.htm&language=en_US)

## What’s Next

After you complete the org setup, ask your sellers to connect their email and meeting recording accounts from the Sales Workspace home page to finish their setup. Once complete, sellers are all set for AI-powered selling.