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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Nov 1, 2025 |
- |
Business value
Sales Qualification Agent qualifies the best-fit leads for your sales team by researching company overviews, finances, news, and competitor details using CRM records and public data. Depending on your business, however, your sellers may need additional insights about the lead's company, such as their past spend from your internal billing data, or financial reports sourced from a country/region-specific data source. With this enhancement, Sales Qualification Agent can be easily configured to research and synthesize these insights and the data source from which they should be obtained.
This level of customization helps your sellers get insights that enable them to effectively understand and engage with each lead. With custom knowledge sources, research is enriched with authenticated, organization-specific data—such as regulatory filings, proprietary databases, or curated third-party subscriptions. This delivers deeper, context-rich insights aligned to the sales motion. This not only saves hours each week for your sellers who no longer have to context- switch and go to multiple sources to assess each lead but also ensures that only the best leads are qualified from higher fidelity of insights.
Feature details
As an administrator, you can:
- Define the custom research data you need and the instructions that guide the agent’s research using configured knowledge sources to surface organizational-specific insights to sellers.
- Configure any knowledge sources, connectors, and MCP Servers supported in Microsoft Copilot Studio.
- Test and review the custom research insights before publishing the agent.
- Equip sellers with the same custom insights for each lead researched and handed off to them, ensuring consistency and relevance across teams.
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.