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| prompts | replies |
|---|---|
| Hey Slackbot, help me build a Slackforce Surface for my sales pipeline | Generating your Surface |
| How can I help you today? | Allow me to reintroduce myself |
| Hey Slackbot, what’s happening with my team today? Summarize any blockers they’ve mentioned. | Searching in files, messages... |
| Hey Slackbot, draft a status update from my latest work activity. | Putting on my thinking cap |
| Hey Slackbot, rewrite this file so it fits my team’s goals and style. | Composing response |
| Hey Slackbot, prep talking points for my next meeting with my team. | There’s a brainstorm brewing |
| Hey Slackbot, turn this document into a version I can send to leadership. | Putting words to work |
Slackbot can update CRM records, automate workflows, work across third-party apps, and turn your Salesforce data into live, interactive app surfaces in Slack. It’s your personal AI teammate, now built for the whole team.
Slackbot turns simple prompts into powerful action from a single conversation, saving you time and effort.
“Show me everything we know about Acme before my meeting.”
“Update the Acme opportunity to the negotiation stage.”
“Create a support case and notify the on-call engineer.”
"Turn today's Acme call notes into a follow-up deck for the exec review."
"Build an interactive dashboard from this quarter's pipeline report."
"Turn deal data into a renewal risk calculator for the account team."
"Pull the Acme account summary and draft a follow-up for my approval."
"Automate the weekly pipeline report and post it here every Friday."
"Build a workflow that files IT requests the moment someone asks."
“Generate and send the contract renewal agreement.”
“Check this pull request against our engineering guidelines and flag risks.”
“Review this contract and highlight any unusual liability or renewal terms.”
With Slackbot , I get a daily brief across our top 25 accounts in each segment, including risk and growth signals from account records, opportunity records, deal notes, Slack channels, and Gong calls.
Bill DwoinenChief Revenue Officer, Mural
Slackbot has quickly become one of the most used AI tools in our stack, and is one of the fastest ways to turn a question into action.
Adrian RosenkranzChief Revenue Officer, Webflow
AI transformation sounds complex, but we started small — activating Slackbot and workflows inside Slack so employees could self-serve without introducing another tool.
Karina EganGM, Business Enablement, LMG
Slackbot understands your role and the structure of your workspace, surfacing only the information you’re permitted to access. Your interactions remain private to you and aren’t visible to anyone else. Your data is never used to train large language models, and every request is handled in a way that keeps your organization’s information safe and compliant.
Fast setup, zero commitment.
Learn how to connect a free Slack workspace to your Salesforce instance today.
Schedule a custom demo, see pricing details, and get answers to your questions.
Slackbot is an out-of-the-box personal AI agent that spans eight core capability areas: workspace intelligence, calendar and scheduling, content creation, productivity and organization, knowledge discovery, Salesforce/CRM actions, automation and skills, and third-party integrations via MCP. It helps employees find information, draft content, manage their calendar, and take action across Slack and connected tools — all from a single conversation. Tag it into a channel, and that same intelligence works for the whole team, turning individual answers into shared context everyone can build on.Slackbot can also query and update Salesforce records, run scheduled recurring tasks, and connect to 20+ partner apps like Figma, Jira, Box, and Zoom. The result is a single AI layer that handles both everyday productivity and complex, multi-step workflows without ever leaving Slack.
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.
Slackbot can update records, surface insights, and act on Agentforce intelligence. All through conversation, without opening a single Salesforce app.
Update Salesforce records, close support tickets, or check campaign performance. Whatever your team needs from Salesforce, Slackbot gets it done through conversation.
From flagging at-risk deals for sales to triaging cases for service teams, Slackbot delivers Agentforce intelligence to the people who need it, exactly when they need it.
No more hunting down dashboards or waiting on a report. Slackbot pulls your Tableau insights directly into the conversation so your team can view the data and act on it fast.
Slackbot is your ultimate teammate, and can search your conversations, generate summaries, build visuals, automate workflows, and so much more.
Slackbot can build charts, prepare presentations, draft briefs, or even create interactive Slackforce Surfaces your whole team can act on, all from a simple prompt.
Start with ready-made skills or build your own through a simple prompt. Trigger them on demand or schedule them to run automatically. No technical setup required.
Slackbot knows your channels, history, and workflows. Every answer is grounded in how your organization actually works, not generic AI output pulled from the internet.
With a single prompt, Slackbot can take action inside your apps and pull in the right specialized agents, so the whole team works from one collective answer.
Tag Slackbot into a channel so the whole team can build on the answer together.
Slackbot connects to Figma, Canva, Jira, Box, Docusign, and more through MCP. No switching tabs, no manual updates — just tell Slackbot what needs to get done, and it handles it.
Claude, ChatGPT, Gemini, Agentforce, Cursor, Vercel, and more. Slackbot brings in the right agent for the job, so your team gets specialized AI working for them without managing multiple tools
