Build a Slackbot for sales reps' RevOps questions
A RevOps practitioner set up a Slackbot agent to handle common rep questions and found the build took longer than expected.
- What they did
- Jeff Ignacio made a Slackbot with Zapier Agents to answer the sort of questions sales reps send to RevOps when the bot can handle them. He also tried a similar version through ChatGPT Playground linked with Zapier MCP. The setup guide was shown in a video, while the full prompt sat behind a paywall.
- How it went
- The Zapier Agent needed a whole afternoon before it worked. The ChatGPT Playground and Zapier MCP version took a few more hours. His takeaway was that agents still make mistakes and need care.
- Tips
- Plan for plenty of testing time and expect some back-and-forth. This kind of workflow could also be built in Make or n8n.
Try it yourself with Zapier Agents
Help me set up a Zapier Agent Slackbot in [Slack channel] to answer common questions from [sales reps] using [knowledge sources]. First, suggest the best sources to connect and the kinds of questions it should handle. Then draft the agent instructions and a test list of [number] real questions. Before any action that sends a message, updates a record, deletes anything, or submits data, pause and ask me to approve it. If the bot cannot find a solid answer, tell it to say that clearly and tag [person].
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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