13 Best AI Tools for Customer Engagement

Too many go-to-market (GTM) teams are still playing defense. Outreach is reactive. Data is scattered. Personalization is guesswork. And by the time a signal shows up, it's already stale.

AI isn't a cure-all, but when it comes to improving outreach and building relationships, the best AI tools for customer engagement turn intent into swift action.

What Is AI-Powered Customer Engagement?

AI-powered customer engagement platforms use artificial intelligence to automate outreach, personalize messaging, and orchestrate multi-channel interactions based on real-time buyer signals and intent data. Unlike basic CRM systems or batch email tools, these platforms connect behavioral signals to adaptive workflows that trigger the right message at the right moment across email, phone, chat, and in-app channels.

For GTM teams, this means moving from static campaigns to dynamic, signal-based interactions. The platform watches for changes in buying behavior, prioritizes accounts showing intent, and triggers the right message at the right moment across email, phone, chat, and in-app channels.

Core capabilities include:

• Unified customer view: Consolidates first-party data, intent signals, and engagement history across marketing, sales, and customer success into a single source of truth

• Cross-channel orchestration: Coordinates messaging across email, mobile, web, and in-app touchpoints without manual handoffs or duplicate outreach

• Real-time engagement: Triggers actions based on live buyer behavior such as website visits, content downloads, or product usage patterns rather than scheduled batch sends

• Predictive prioritization: Uses AI to score accounts and contacts by likelihood to convert, helping reps focus time on high-intent opportunities

The result is less wasted effort, faster response times, and engagement that feels relevant instead of generic. These platforms turn data into action for teams measured on pipeline, conversion rates, and revenue outcomes.

Platform Comparison

Here's how the top AI customer engagement platforms compare:

13 Best AI Tools for Customer Engagement

1. ZoomInfo

ZoomInfo delivers B2B intelligence across 500M+ contacts, 100M+ companies, and over 1B buyer signals. The platform combines verified contact data with real-time intent signals to help GTM teams identify accounts showing buying behavior, prioritize outreach, and personalize engagement at scale. Copilot, ZoomInfo's AI assistant, surfaces actionable insights directly in your workflow and automates repetitive tasks like account research and list building. Custom account feeds let SDRs focus only on high-signal opportunities instead of sorting through cold lists.

ZoomInfo integrates natively with Salesforce, HubSpot, Outreach, Salesloft, and other core GTM tools. Data flows bi-directionally, keeping CRM records clean and enriched without manual updates. GTM Workspace centralizes prospecting, engagement, and pipeline management in one interface. Intent data syncs directly into nurture flows for marketing teams. RevOps teams use engagement signals to forecast pipeline with confidence. Customer Success monitors activity alerts to catch churn risk before it shows up on a dashboard.

One team saved 11.5 hours weekly and drove 39% of the pipeline from ZoomInfo signals alone. The platform is recognized by Gartner and Forrester for data quality and GTM intelligence. ZoomInfo maintains GDPR, CCPA, and SOC 2 compliance, meeting enterprise security and privacy standards.

• Real-time alerts based on buyer intent and behavior changes

• Custom account feeds and prioritized outreach lists filtered by firmographics, technographics, and intent

• CRM-integrated workflows that sync data and automate hygiene

• AI-personalized messaging that adapts per contact using InboxAI

• Copilot guidance embedded in daily sales motions to surface next-best actions

• Intent enrichment tied to firmographic and technographic filters for precise targeting

• GTM Workspace for unified prospecting, engagement, and pipeline visibility

• Conversation intelligence integration to connect call insights with account signals

Learn More About ZoomInfo

2. Gong

Gong captures and analyzes sales calls, meetings, and email exchanges to turn conversations into structured data. The platform uses AI to transcribe, tag, and extract insights from interactions across phone, web conferencing, and email. Sales leaders use Gong to identify winning talk tracks, flag at-risk deals, and coach reps based on real conversation patterns.

The platform tracks mention of competitors, objections, pricing discussions, and next steps across every customer interaction. Deal intelligence surfaces risk indicators like lack of executive engagement or stalled momentum. Gong integrates with CRM systems to tie conversation data directly to pipeline stages and forecast accuracy. Teams use the platform to build libraries of high-performing calls and scale what works across the entire sales org.

Gong provides visibility into what's actually happening in customer conversations, not just what reps log in Salesforce. Revenue leaders use aggregated conversation data to spot market trends, refine messaging, and adjust GTM strategy based on what buyers are saying. The platform includes role-based dashboards for managers, reps, and executives with metrics tied to conversation quality and deal progression.

Key Features:

• Auto-call recording and AI transcription across phone, video, and email

• Theme tagging for objections, competitors, pricing, and risk indicators

• Coaching insights tied to real conversations with scorecards and feedback loops

• CRM and pipeline integration with deal risk scoring

• Conversation libraries for onboarding and best practice sharing

• Forecast accuracy tracking based on conversation signals

• Market intelligence dashboards showing trends across customer conversations

Learn More About Gong

3. Salesforce Einstein

Salesforce Einstein adds an AI layer on top of the Salesforce CRM ecosystem. The platform uses machine learning to score leads, predict deal outcomes, and automate workflows based on historical data and user behavior. Einstein analyzes CRM activity to surface high-priority opportunities, recommend next steps, and flag deals that need attention—all without leaving Salesforce.

Einstein includes tools for predictive lead scoring, opportunity insights, and automated activity capture. The platform tracks email opens, meeting attendance, and engagement patterns to calculate likelihood to close. Workflow automation triggers tasks, alerts, and follow-ups based on deal stage changes or time-based rules. Einstein Analytics provides dashboards and reports with AI-driven forecasts and pipeline health metrics.

Einstein integrates with Sales Cloud, Service Cloud, and Marketing Cloud to unify customer data across departments. Einstein Voice allows reps to update records and log activities using voice commands. The AI learns from CRM data to improve predictions and recommendations over time.

Key Features:

• Predictive lead and opportunity scoring based on historical win patterns

• Automated activity capture from email and calendar

• Deal insights and risk alerts tied to engagement metrics

• Workflow automation with AI-triggered tasks and notifications

• Einstein Analytics for pipeline forecasting and revenue intelligence

• Voice-enabled CRM updates and activity logging

• Integration across Sales Cloud, Service Cloud, and Marketing Cloud

• Custom AI model training using Salesforce data

Learn More About Salesforce Einstein

4. Tidlio

Tidio turns customer support from reactive ticket handling into proactive, real-time engagement. Live chat, AI agents, and automation help teams resolve issues faster while qualifying and converting leads. Works for: E-commerce, SaaS, and service businesses focused on fast, personalized customer support.

Key features:

• Live chat for real-time customer conversations

• AI agent (Lyro) for automated support resolution

• Chatbot flows for proactive engagement and sales

• Help desk with ticketing and analytics

Learn more about Tidlio

5. HubSpot

HubSpot CRM provides contact management, deal tracking, and workflow automation for mid-market B2B teams. The platform centralizes customer data across marketing, sales, and service functions with a unified database. AI features include smart content recommendations, send-time optimization, and predictive lead scoring. HubSpot's free tier gives small teams access to core CRM functionality, with paid tiers adding automation, reporting, and advanced AI capabilities.

The platform includes tools for email sequences, meeting scheduling, and pipeline management. Marketing Hub connects to CRM data for segmentation, nurture campaigns, and attribution reporting. Sales Hub adds calling, email tracking, and deal automation. Service Hub provides ticketing and customer communication tools. HubSpot's AI analyzes engagement patterns to suggest optimal send times, prioritize leads, and surface accounts showing buying signals.

HubSpot integrates with hundreds of third-party tools through its app marketplace. The platform offers scalable pricing tiers that grow with team size and feature needs. For mid-market companies building out GTM operations, HubSpot provides an accessible entry point with room to expand. The unified database ensures marketing, sales, and service teams work from the same customer records without data silos.

Key Features:

• Smart CRM with AI insights and workflow automation

• Contact, deal, and activity tracking across marketing, sales, and service

• Workflow automation for lead nurturing and sales follow-up

• Predictive lead scoring based on engagement and firmographics

• Email sequences with send-time optimization

• Meeting scheduling and calendar integration

• Reporting dashboards with attribution and pipeline analytics

• Free entry plan with scalable paid tiers

• App marketplace with extensive integration options

Learn More About HubSpot

6. Crescendo.ai

Crescendo.ai is one of the best AI tools for customer engagement, offering advanced chatbots, AI voice assistants for phone support, and automated email responders. It can resolve complex, multi-step support issues with human-like accuracy, empathy, and decision-making, delivering real resolutions, not just basic replies.

Key features:

• 24/7 omnichannel customer support across chat, voice, email, and SMS in 50+ languages with native-level fluency.

• Human-like AI agents capable of resolving complicated and lengthy issues with 99.8% accuracy.

• Hybrid AI + human support model with seamless handoff for high-priority or sensitive cases

• Proactive customer engagement using intent detection, sentiment analysis, and smart routing

• Built-in analytics & VoC insights to track resolutions, CSAT, and customer trends in real time

Learn more about Crescendo.ai

7. Outreach

Outreach provides sales engagement tools for SDRs, BDRs, and account executives. The platform automates multi-channel sequences across email, phone, and LinkedIn. Reps build cadences that mix touchpoints and timing based on persona, industry, or deal stage. Outreach tracks every interaction and uses AI to recommend optimal send times, subject lines, and follow-up intervals based on response patterns.

The platform includes dialer functionality, email templates, and task management. Sentiment analysis flags responses that indicate interest, objections, or requests to unsubscribe. Sequence analytics show which cadences drive meetings and which steps cause drop-off. Managers use Outreach to monitor rep activity, coach on messaging, and enforce process consistency across the team.

Outreach integrates with CRM systems to log activities and update deal stages automatically. The platform syncs with calendar tools for meeting scheduling and with conversation intelligence platforms like Gong for call insights. Sales leaders use Outreach dashboards to track pipeline generation, activity metrics, and rep productivity. The platform supports A/B testing of messaging and cadence variations to optimize performance over time.

• Multi-channel sequences across email, phone, and LinkedIn

• AI-powered send-time and content optimization

• Built-in dialer with call recording and local presence

• Sentiment analysis to flag interested prospects and objections

• Sequence analytics with step-level performance data

• CRM integration for automatic activity logging

• Manager dashboards for coaching and team performance

• A/B testing for messaging and cadence optimization

• Meeting scheduling and calendar sync

Learn More About Outreach

8. Salesloft

Salesloft offers revenue workflow automation for sales teams. The platform combines cadence management, conversation intelligence, and deal insights in one system. Reps use Salesloft to execute multi-touch outreach sequences, track engagement, and prioritize accounts based on activity signals. The platform analyzes email opens, link clicks, and reply sentiment to surface hot prospects and stalled deals.

Salesloft includes native calling with local presence, voicemail drop, and call recording. Conversation intelligence transcribes calls and flags key moments like objections, competitor mentions, and next steps. Deal intelligence aggregates engagement data across all touchpoints to calculate deal health scores. Managers use these scores to forecast accurately and intervene on at-risk opportunities.

The platform integrates with CRM systems for bi-directional data sync. Salesloft automatically logs activities, updates fields, and creates tasks based on cadence steps and conversation outcomes. Revenue operations teams use Salesloft analytics to measure rep productivity, cadence effectiveness, and pipeline velocity. The platform supports custom workflows and automation rules to enforce sales process without manual tracking.

Key Features:

• Cadence management with multi-channel sequences

• Conversation intelligence with call transcription and analysis

• Deal intelligence and health scoring based on engagement

• Built-in dialer with local presence and voicemail drop

• CRM integration with automatic activity logging

• Email tracking and sentiment analysis

• Revenue analytics for rep productivity and pipeline metrics

• Custom workflows and automation rules

• Forecasting tools based on deal health and activity data

Learn More About Salesloft

9. 6sense

6sense focuses on account-based marketing and buyer intent data. The platform identifies accounts showing research behavior across the web, even before they engage with your content. 6sense tracks anonymous website visitors, content consumption patterns, and third-party intent signals to build a picture of which accounts are in-market. Marketing and sales teams use this data to prioritize outreach and personalize campaigns based on where accounts are in the buying journey.

The platform includes predictive analytics that score accounts by likelihood to purchase and time-to-conversion. 6sense segments accounts into stages like awareness, consideration, and decision based on observed behavior. Campaign orchestration tools let marketers build multi-touch programs that adapt messaging and channel mix as accounts progress. The platform integrates with MAP and CRM systems to sync intent data into existing workflows.

6sense provides visibility into dark funnel activity that doesn't show up in form fills or demo requests. Sales teams get alerts when target accounts spike in research activity or visit high-intent pages. The platform includes ABM advertising capabilities to serve targeted ads to prioritized accounts across display, social, and search channels.

Key Features:

• Account identification using anonymous visitor tracking and IP resolution

• Intent data from third-party sources and first-party engagement

• Predictive analytics for account scoring and stage classification

• Campaign orchestration with multi-touch ABM programs

• CRM and MAP integration for intent data sync

• Sales alerts for high-intent account activity

• ABM advertising across display, social, and search

• Dark funnel visibility into pre-engagement research behavior

Learn More About 6sense

10. LearnExperts

LEAi by LearnExperts combines generative AI with expert-led instructional design frameworks to automate course creation, assessments, and exams while improving learner engagement and outcomes. Instead of starting from a blank page, teams can turn existing materials into complete, structured training programs in minutes—not weeks.

Works for: Customer education, partner training, employee training teams

Best for: Organizations scaling customer training programs, certification bodies, and L&D teams who need speed, consistency, and instructional rigor.

Use it when: You’re rebuilding customer training at scale, maintaining certifications, updating content constantly, or spending too much time authoring and re-authoring courses.

Key features:

• Auto-generate courses, assessments, and exams

• Auto-apply learning science and instructional best practices for optimal learning

• Deliver interactive, multilingual training across multiple formats

• Instantly update and export content to any LMS

11. Clari

Clari focuses on revenue intelligence and pipeline management. The platform aggregates data from CRM, email, calendar, and conversation intelligence tools to provide visibility into deal progression and forecast accuracy. Clari analyzes engagement patterns, meeting frequency, and stakeholder involvement to calculate deal risk scores. Revenue leaders use Clari to inspect pipeline health, identify gaps, and coach reps on stalled opportunities.

The platform includes forecasting tools that combine AI predictions with rep and manager inputs. Clari tracks forecast changes over time and flags deals that slip or pull forward unexpectedly. Pipeline analytics show coverage by segment, rep, and time period. The platform surfaces deals with insufficient activity, missing stakeholders, or long gaps between touchpoints.

Clari integrates with Salesforce and other GTM tools to create a unified view of revenue operations. The platform provides role-based dashboards for reps, managers, and executives with metrics tied to pipeline generation, conversion rates, and forecast accuracy. Revenue operations teams use Clari to standardize deal inspection processes and enforce data quality across the sales org.

Key Features:

• Pipeline analytics with coverage and velocity metrics

• Deal risk scoring based on engagement and activity patterns

• Forecasting tools with AI predictions and manual overrides

• Deal inspection workflows for managers and reps

• Integration with CRM, email, calendar, and conversation intelligence

• Role-based dashboards for reps, managers, and executives

• Forecast tracking with change history and variance analysis

• Activity capture and engagement scoring

• Pipeline gap identification and coverage recommendations

Learn More About Clari

12. Intercom

Intercom is a customer service platform that combines AI-powered support, live chat, and customer communication tools. The platform centers on its Fin AI Agent for automated customer support, helpdesk capabilities including shared inbox and ticketing, and customer service workflows. Product teams use Intercom for onboarding guidance, feature announcements, and in-app messaging to drive adoption through targeted messages triggered by user behavior. Customer success teams use the platform to provide in-app support and proactive outreach based on usage patterns.

Intercom tracks user activity within the product to trigger contextual messages at key moments. New users get onboarding tours and tips. Power users receive announcements about advanced features. Inactive users get re-engagement campaigns. The platform segments users by behavior, plan type, and engagement level to personalize messaging at scale.

The platform includes a help center, knowledge base, and ticketing system for customer support. Live chat connects users with support reps when self-service doesn't resolve the issue. Intercom integrates with Slack, Salesforce, and Marketo to connect customer data across systems.

• Fin AI Agent for automated customer support

• In-app messaging triggered by user behavior and product events

• Onboarding tours and feature announcements

• Live chat for customer support and sales inquiries

• User segmentation by behavior, plan type, and engagement

• Help center and knowledge base for self-service support

• Ticketing system with routing and SLA management

• Integration with Slack, Salesforce, and Marketo

• Re-engagement campaigns for inactive users

• Customer health scoring based on usage and support interactions

Learn More About Intercom

13. Customer.io

Customer.io offers automation tied to user actions and lifecycle stages for B2B and B2C organizations across SaaS, EdTech, Fintech, marketplaces, and healthcare. The platform triggers messages based on product events, user behavior, and time-based rules. Product-led growth teams use Customer.io for onboarding, feature adoption, and retention campaigns across email, push, SMS, and in-app channels.

Customer.io integrates with product analytics tools and data warehouses, ingesting event data to build user profiles and trigger workflows. Conditional branching lets teams create complex journeys that adapt based on user actions or inaction. A/B testing is built into every workflow to optimize messaging, timing, and channel mix.

The platform provides granular control over message frequency, suppression rules, and user preferences. Teams can build logic around user segments, properties, and events. Customer.io includes analytics showing campaign performance, conversion rates, and user journey progression.

Key Features:

• Behavior-triggered workflows across email, push, SMS, and in-app

• Deep product analytics integration with event-based triggering

• Conditional branching and complex journey logic

• A/B testing built into every workflow

• Data warehouse integration for advanced segmentation

• Frequency capping and suppression rules

• Campaign analytics with conversion and journey metrics

• User property and event tracking for personalization

• Onboarding, trial conversion, and renewal automation

Learn More About Customer.io

How to Choose AI Customer Engagement Tools

Not all AI tools are created equal. The right platform depends on your GTM motion, team structure, and where engagement breaks down today. Start with the problem you're solving, then evaluate tools against the criteria that matter most for your business.

Core evaluation criteria:

• Data quality and coverage in your target market

• CRM and tech stack integration depth

• AI capabilities and real-time processing

• Revenue attribution and reporting

Data Quality and Coverage

Engagement only works if you're reaching the right people with accurate information—bad data means wasted outreach, bounced emails, and missed opportunities. Look for platforms that verify contact information, refresh records regularly, and provide coverage across your target market. Data quality directly impacts deliverability, response rates, and rep productivity.

Key considerations:

• Contact and company coverage in your target segments and geographies

• Data verification methods and refresh frequency

• Accuracy metrics like email deliverability and phone connect rates

• Depth of firmographic, technographic, and intent data

CRM and Tech Stack Integration

Your engagement platform should work with the tools your team already uses—deep integration means data flows automatically between systems without manual exports or duplicate entry. Look for bi-directional sync with your CRM, native connections to sales engagement tools, and APIs for custom workflows. Integration depth determines whether the platform fits your process or forces you to change it.

Key considerations:

• Native CRM integration with Salesforce, HubSpot, or Microsoft Dynamics

• Connections to sales engagement platforms like Outreach, Salesloft, or Groove

• Bi-directional data sync that updates both systems in real time

• API access for custom integrations and data warehouse connections

AI Depth and Automation

Rules-based automation saves time, but predictive AI makes better decisions by learning from outcomes instead of following instructions. Look for tools that use machine learning to prioritize accounts, optimize timing, and personalize messaging based on what actually drives results. Real-time processing matters more than batch updates when buyer behavior changes fast.

Key considerations:

• Predictive capabilities like lead scoring, churn prediction, or propensity modeling

• Real-time vs. batch processing for engagement triggers and data updates

• Workflow automation that adapts based on user behavior and outcomes

• Explainability and override options so reps trust the AI recommendations

Reporting Tied to Revenue Outcomes

Activity metrics don't matter if they don't connect to pipeline and revenue. Look for platforms that track engagement through to opportunity creation, deal progression, and closed-won outcomes. Attribution reporting shows which campaigns, sequences, and touchpoints drive deals forward.

Key considerations:

• Revenue attribution models that track first touch, last touch, and multi-touch influence

• Pipeline metrics tied to engagement activities and campaign performance

• Deal stage progression tracking based on engagement signals

• ROI calculations that connect platform spend to closed revenue