Improve research relevance by adding custom web sources to the Sales Qualification Agent

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 31, 2025 Oct 31, 2025

Business value

As a sales team, you need research that’s not only comprehensive but also tailored to your specific industry, customer segments, and business strategy. While a Sales Qualification Agent’s out-of-the-box research provides broad insights, many organizations rely on industry-specific sources, regulatory databases, or niche publications to make informed decisions.

With this enhancement, the agent delivers more relevant, customized insights by incorporating data from public web sources that matter most to your business. You gain real-time access to industry-aligned insights and can engage leads with deeper context, using up-to-date information to ensure outreach is timely and impactful.

Feature details

Admins configure the Sales Qualification Agent to pull relevant insights from specific web sources, so they can tailor research to your industry's needs. Sellers see industry-specific insights from web sources that are relevant for your business.

For example, Contoso's sales ops team wants sellers to see industry details for incoming leads based on NAICS codes. By specifying sources that provide NAICS classifications, admins ensure that sellers receive industry insights directly in their workflow. This approach streamlines research and enables faster, more informed engagements.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Add knowledge sources for the agent (docs)