Ask a question.
Start with what you want to understand, from sales performance to marketing results.
REVENUE AI FOR SLACK
Your leads. Your next follow-up. In Slack.
Ask about leads and opportunities. Get answers grounded in your CRM, messages, and call history.
Your workspace admin connects Slack, then links each teammate to their Revenue AI account.
Workspace / Revenue AI ⌕
# revenue-ai
AL
Alex
Which leads should I follow up with today?
R
Revenue AI APP
Here's how I'd investigate it.
Close rate investigation
Compare both periods, check changes in lead mix, and look at results by source and team before drawing a conclusion.
Review investigation →Message #revenue-ai
Illustrative interface. Not a live product screenshot.
FROM QUESTION TO CLARITY
Answers grounded in your customer history.
Revenue AI is being built to connect business data with investigations and controlled actions. Slack brings that work into the conversations your team already has.
Follow the evidence.
Compare groups and periods. See what the data supports — and what it doesn't.
Keep control.
Review suggested next steps before any approved action is taken.
BUILT FOR BETTER QUESTIONS
Know who to follow up with, and why.
A number tells you what happened. A useful investigation checks what changed, which groups were affected, and how strong the evidence is.
The panel is an illustrative investigation structure, not a claim about customer performance.
EXAMPLE / INVESTIGATION
Where should we look first?
Check sample sizes, data quality, and timing before treating a pattern as an explanation.
PEOPLE STAY IN CONTROL
Insights are useful. Trust is essential.
The app should respect workspace permissions and the approval rules configured for your business. AI-generated answers may be wrong and should be reviewed before important decisions.
Your leads.
Access should follow the person's role and connected business systems.
Your permissions.
Actions that affect customers should follow the rules your team sets.
Your history.
Distinguish findings from guesses, and show where an answer came from.
GETTING STARTED
Connect your Revenue AI workspace to Slack.
Slack installation is being prepared. A public install link will appear here after the installation and onboarding flow has been tested.
PRODUCT GALLERY
See the workflow in context.
These six concept images illustrate the intended experience. They are not proof that each feature is available today.
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Ask questions
Ask questions
Example product view · Not a verified live screenshot
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Investigate results
Investigate results
Example product view · Not a verified live screenshot
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Find opportunities
Find opportunities
Example product view · Not a verified live screenshot
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Review suggested actions
Review suggested actions
Example product view · Not a verified live screenshot
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Connect business data
Connect business data
Example product view · Not a verified live screenshot
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Keep people in control
Keep people in control
Example product view · Not a verified live screenshot
GET STARTED
Three steps to connect.
Get Revenue AI access
Your organization needs an active Revenue AI account and a connected data source.
Authorize your workspace
An approved workspace admin completes Slack OAuth. The real install link is added only after verification.
Confirm who can act
Bind users to the correct business identity and verify permissions before using actions.
Installation is not enabled in this design preview.
A working Slack OAuth start URL and a real onboarding test are required before the public install button can go live.
HOW WE HANDLE AI
Useful answers. Clear limits.
AI can be wrong.
Generated explanations may contain mistakes. Check the evidence before important decisions.
Access is limited.
Revenue AI must respect the permissions of the people using it and the data they are allowed to see.
People approve actions.
Actions should follow your configured approval and authorization rules.
Do not enter sensitive data into Slack channels unless your organization's policies permit it.
Good to know.
Do I need a Revenue AI account?
Yes. The Slack app works with your Revenue AI setup. Access and connected data depend on your organization's account.
Can Revenue AI act on my behalf?
Actions must follow configured permissions and approval rules. The specific actions available depend on your setup and the features currently enabled.
Can AI answers be wrong?
Yes. AI can make mistakes. Review evidence and verify important information before acting.
Where can I get help?
Visit the support page. The support contact must be verified before public launch.