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Most teams categorize all AI tools under the same vague "AI tools for sales" umbrella. But if you want to build an effective, scalable AI strategy framework, you need to understand precisely what each one does and where it fits.
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These aren't competing alternatives for the same function.
A virtual SDR that operates as an agent might still use a Copilot for drafting outreach, integrate with workflows for onboarding, and rely on chatbots for common questions. They're complementary components, and your stack should combine them in the right proportion for your objectives.
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| Chatbot | Copilot | Agent | Workflows | |
|---|---|---|---|---|
| How it works | Automated responses, handles FAQs | AI-powered assistant, enhances strategy (Generative AI & reasoning) | Autonomous execution, integrates systems (goal driven) | Prompts extended to a sequence of predefined steps, orchestrated through code |
| Use case | Provide quick answers to common inquires | Refines messaging, drafts emails, suggests insights | Qualifies leads, schedule meetings, updates CRM | Automating a customer onboarding process by pulling user data, generating a welcome email and follow-up |
| Best for | Handling repetitive customer queries | Improving external sales communications and engagement towards leads and prospects | Steamlining workflows & data-driven decisions | Predictable and repeatable tasks when the actions don’t require dynamic decision making |
| Example | How to reset my password | Draft an email from meeting notes | Qualify a lead and book a meeting | Create a multichannel sequence |
La Growth Machine (LGM) is a sales automation solution that helps its users to get answers from their prospects, thanks to precise targeting and a personalized approach on the relevant channels (LinkedIn, Emails, Calls, X...) to transform these discussions into business opportunities.
Unlock our proven outreach strategies tailored to each of your challenges!