Pega Sales Automation
Pega Sales Automation uses AI to guide sellers toward leads, opportunities, and content.
Find alternatives to Pega Sales Automation
What it does
- Workflow automation
Features 9
- Workflow automationConnects and automates work across people and systems.
- AI OnboardingCentralized hub for communication and collaboration across teams during onboarding.
- Email and Email AIGen AI automations and insights to boost email productivity.
- Knowledge ManagementAI-powered knowledge content for sellers and customers for faster resolution.
- Lead ManagementManages leads from initial capture through conversion and close.
- AI Coach AgentsAgentic AI agents that accelerate customer resolutions.
- Opportunity AI Insights and ForecastingPredicts win probability, opportunity close dates and stage progression.
- Partner Relationship ManagementPowers collaboration across partner and indirect selling channels.
- Mobile Sales AutomationIntelligent mobile sales applications.
Sources
- Pricing
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Official documentation · 14 Oct 2026
"Contact our sales team"
- Description
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Official documentation · 14 Oct 2026
"guides sellers to the best leads, opportunities and content"
- What it does
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Official documentation · 14 Oct 2026
"unified AI and autonomous workflows"
- Sold within
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Official documentation · 14 Oct 2026
"choose to license Pega Sales Automation"
- Name
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Official documentation · 14 Oct 2026
"More Pega Sales Automation features"
- URL
-
Official documentation · 14 Oct 2026
"More Pega Sales Automation features"
- Deployment
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Official documentation · 14 Oct 2026
"Free 30 day trial is hosted on Pega’s CRM Cloud"
- Interfaces
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Official documentation · 18 Oct 2026
Page: 'Utilize comprehensive and intuitive intelligent mobile sales applications'.
- Intended for
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Official documentation · 18 Oct 2026
Page: 'Empower your team to close deals faster, smarter, and more consistently'.
Also from Pegasystems
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Pega Platform Platform
Pega's platform for orchestrating agents, people and systems on the same work: Blueprint generates the workflow design, Pega GenAI runs inside it, and the decisioning engine the company has sold for four decades is what the agents act on.
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Pega Blueprint Developer tool
An AI-powered application design tool that analyzes existing systems and documentation to generate build-ready workflow applications that can be imported into Pega Platform.
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Pega Customer Engagement Blueprint Application
A generative-AI tool for marketing and CX teams to design customer journeys and preview AI-driven personalization strategies, whose output can be imported into Pega Customer Decision Hub.
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Pega Knowledge Agent Application
An AI knowledge assistant that connects to existing enterprise content stores and answers questions from customers and employees across customer-facing and employee-facing applications.
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Pega Agentic Process Fabric Agent platform
An orchestration layer that registers AI agents, workflows and data from Pega and third-party systems into a unified directory and routes user requests to the right agent or workflow, with support for MCP and agent-to-agent communication.
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Pega Process AI Application
Applies real-time predictive AI and event processing to running workflows to predict and prevent SLA breaches, address service delays proactively, and route work more effectively.
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Pega Customer Decision Hub Application
Pega's real-time decisioning engine for marketing and customer experience teams: it picks the next best action for each customer across web, mobile, email, in-store and phone, and uses GenAI to adjust content and messaging as it runs. One of the products in the Pega Infinity portfolio.
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Pega GenAI Coach Application
An always-on generative-AI mentor embedded in Pega workflows that analyzes in-progress work and gives step-by-step guidance to help users complete cases correctly.
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Pega Customer Service Application
Automates customer-service journeys using AI-driven workflow automation and robotic process automation.
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Pega Process Mining Application
Pega Process Mining uses AI-driven process mining to analyze workflow inefficiencies.
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Pega Task Mining Application
Pega Task Mining analyzes how work is performed at desktop level.
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Pega Smart Dispute Agentic Automation for Issuers uses AI and automation to manage payment disputes and claims.
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Pega Smart Investigate Agentic Automation Application
Pega Smart Investigate Agentic Automation uses AI and workflows to process payment exceptions and investigations.
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