Slack is now included with every new Salesforce org. No setup required. Learn more
Slackbot can update CRM records, automate workflows, work across third-party apps, and answer any question that’s on your mind. It’s your personal AI teammate, and it’s only a DM away.
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.
Ask Slackbot to build a chart, create a presentation, or draft a brief. Slackbot pulls from your data and delivers polished work that’s ready to share.
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.
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.
In Slack, every MCP connection inherits your existing permissions automatically. IT controls which apps and agents Slackbot can access, so your data stays within the trust boundary you already manage.
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.”
Slackbot is at the heart of unifying our ecosystem, creating a seamless self-service environment. It’s a strategic shift that ensures our teams spend less time navigating noise and more time driving the high-impact innovation that defines Engine’s future.
Elia WallenFounder & CEO, Engine
Slackbot has become a vital resource for our teams. Its natural language search is incredibly intuitive, instantly pulling the right context from across DMs and channels into a clear timeline of events, saving hours of manual work.
Peter StoltzVP, Head of CIO Office, reMarkable
Slackbot has become a true digital member of our team, bringing intelligence directly into the flow of work and handling the heavy lifting of digging through data and creating documents that used to take hours.
Brandon MetcalfCEO, Asymbl
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. 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.
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.
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, and with the addition of MCP servers for Salesforce CRM, Tableau, and Data Cloud, 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.
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.
