NeebDesk AI Sales Agent
What NeebDesk AI Sales Agent is
NeebDesk AI Sales Agent handles inbound buyer conversations through website chat, forms and email, with voice also listed among its funnel channels. It answers approved questions, qualifies intent, books meetings and sends context to a CRM. The AI can ask approved questions and score leads by intent, fit, budget and need. Sales teams can route leads to representatives and pass along scores, summaries and conversation history. Listed integrations include Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Google Calendar, Calendly, Microsoft 365, Gmail, Outlook, Slack, Zapier, Make and n8n. Security controls include access permissions, approved playbooks, AI guardrails, human review, audit visibility and secure handoff. Teams can require approval for sensitive pricing, refunds, escalations or commitments. The 14-day trial includes qualification, booking and CRM handoff workflows. Starter supports up to five seats, while Growth supports up to 20. There is no free plan, and autonomous prospecting is not included.
Who it suits
Starter is described for early teams testing AI lead capture; Growth suits sales teams needing qualification and meeting booking. Enterprise is aimed at larger teams needing routing and governance.
What it does well
- Scores leads by intent, fit, budget and need.
- Can book meetings and route leads to sales representatives.
- Connects to listed CRMs and calendar tools.
- Trial includes qualification, booking and CRM handoff.
What to know first
- No free plan.
- Autonomous prospecting is not included.
- Priority support with faster response SLAs costs extra.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Billed monthly · AI conversations up to 1,000/mo · Inbound leads up to 600/mo · Meeting bookings up to 120/mo · CRM syncs up to 1,200/mo · Up to 5 seats · Website + email | $49 a month |
| Growth | Billed monthly · AI conversations up to 5,000/mo · Inbound leads up to 3,000/mo · Meeting bookings up to 800/mo · CRM syncs up to 6,000/mo · Up to 20 seats · Website + email + chat | $79 a month |
| Enterprise | Billed monthly · Custom usage limits · All supported channels · Advanced routing rules · Multiple teams and territories · Approval workflows · Custom CRM workflows · Audit logs · Priority onboarding | On request |
As neebdesk.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
NeebDesk focuses on inbound lead qualification, meetings and CRM handoff, with human review controls for sensitive commitments. Consider its monthly plan limits and the lack of autonomous prospecting before choosing it.
Facts from NeebDesk AI Sales Agent's own pages
- Channels
- The product describes inbound engagement through website chat, forms, and email, with voice also listed among its funnel channels. · neebdesk.com, 8 Oct 2026
- Enterprise controls
- The Enterprise plan lists advanced routing, multiple teams and territories, approval workflows, custom CRM workflows, and audit logs. · neebdesk.com, 8 Oct 2026
- Human review
- The security page says teams can require approval for sensitive pricing, refunds, escalations, or commitments. · neebdesk.com, 8 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Google Calendar, Calendly, Microsoft 365, Gmail, Outlook, Slack, Zapier, Make, and n8n. · neebdesk.com, 8 Oct 2026
- Intended teams
- The plans describe Starter for early teams testing AI lead capture, Growth for sales teams needing qualification and meeting booking, and Enterprise for larger teams needing routing and governance. · neebdesk.com, 8 Oct 2026
- Lead qualification
- The AI can ask approved questions and score leads using intent, fit, budget, and need. · neebdesk.com, 8 Oct 2026
- Maker description
- NeebDesk describes itself as building modern support infrastructure and says its AI agents serve sales and support teams. · neebdesk.com, 8 Oct 2026
- Meetings and handoff
- The product can book meetings, route leads to sales representatives, and provide lead scores, summaries, and conversation history. · neebdesk.com, 8 Oct 2026
- Security controls
- NeebDesk describes access controls, approved playbooks, AI guardrails, human review, audit visibility, and secure handoff. · neebdesk.com, 8 Oct 2026
- Support
- Priority support with faster response SLAs is listed as an add-on. · neebdesk.com, 8 Oct 2026
- Trial
- The AI Sales Agent trial lasts 14 days and includes qualification, booking, and CRM handoff workflows. · neebdesk.com, 8 Oct 2026
- What it does
- NeebDesk responds to inbound buyers, answers approved questions, qualifies intent, books meetings, and sends context to a CRM. · neebdesk.com, 8 Oct 2026
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