Slackbot, the AI
teammate for everyone

Sales reps use Slackbot for deal intelligence and pipeline management — getting instant summaries of deal status, stakeholder insights, and competitive intel from Salesforce without leaving Slack. Service teams leverage it to surface similar past cases, suggest resolution steps, and search knowledge bases for troubleshooting guides — reducing handle time and improving consistency. Marketing uses Slackbot to pull real-time campaign performance metrics, discover content gaps, and get lead intelligence with engagement history and personalized outreach recommendations. Operations teams use it to automate recurring workflows, track cross-functional project status, and query business data conversationally — keeping execution moving without chasing down information across tools. And when any of these teams tag Slackbot into a shared channel, the answer becomes a Surface the whole team can see and act on together, not a one-off reply only one person gets.

Slackbot makes customer management conversational with Slack CRM inside Slack. Instead of switching to a separate CRM, just ask Slackbot to add contacts, update deals, log notes from a call, prep for meetings, or draft follow-up emails. Slackbot turns your everyday conversations into organized customer records, so your lean team stays focused on relationships, not busywork. Learn how to transform your work with Slack CRM for Salesforce.

Slackbot maximizes Salesforce investment by making CRM data instantly actionable in the flow of work. Rather than requiring reps to switch between tools, Slackbot surfaces Salesforce records, reports, and insights directly in conversation, turning pipeline, forecast, or case data into a live dashboard the whole team can act on in the channel. And with the addition of MCP servers for Salesforce CRM, Tableau, and Data 360, every employee can now query, create, and update records without ever opening a Lightning window.

Yes, if enabled by an admin through your connected Salesforce org to your Slack workspace, you can connect Slackbot to your Salesforce data. Every headless or conversational action running through the platform architecture natively inherits user-scoped permission sets, sharing parameters, and field-level security constraints. An agent will never surface data or initiate a workflow in a Slack channel that the interacting employee does not possess explicit credentials to access within core Salesforce instances. And it works both directions: with Slackbot in Lightning, that same AI shows up natively inside Salesforce itself, so you don't have to leave Lightning to get Slackbot's help.

No. Customer data is never used to train large language models. LLM providers do not have access to customer data and the models are run within Slack’s virtual private cloud infrastructure, ensuring that your data stays within Slack’s secure environment.

Slackbot is currently limited to customers on Business+ and Enterprise+ plans. However, we’ll soon be allowing Slackbot trial experiences for Free and Pro users as well. To compare plans, view the top features or upgrade your workspace, visit the Slack Pricing Page.

Slackbot's MCP Client connects Slackbot to any app built on the open Model Context Protocol (MCP) standard — from Salesforce to partners like Box, Linear, Canva, and DocuSign. It lets Slackbot pull live data, update tickets, and trigger workflows across all these tools without leaving the conversation.

Instead of switching between separate AI assistants in each app, you just ask Slackbot in plain language — it routes the request, coordinates the steps, and brings the result back to you.