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Sales, Marketing & SupportAny

Answer sales reps' questions with a Slackbot agent

A RevOps practitioner built a Zapier Agent Slackbot to answer reps' questions; it took an afternoon to work and he concluded agents are imperfect.

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Use case overview

A RevOps practitioner built a Zapier Agent Slackbot to answer reps' questions; it took an afternoon to work and he concluded agents are imperfect.

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Reported experience

  1. What they did

    Jeff Ignacio built a Slackbot as a Zapier Agent, aimed at the kind of question a sales rep sends to RevOps that a bot could answer. A video walks through the setup, and the post includes the prompt, which sits behind the paywall. He also tried a ChatGPT Playground prompt connected through Zapier MCP for the same task.

  2. How it went

    The Zapier Agent took a full afternoon to get working, and the ChatGPT Playground plus Zapier MCP route took several more hours. He concludes that agents are not perfect.

  3. Worth knowing

    Budget an afternoon or more for trial and error. The same flow could be built in Make or n8n, and the full prompt and details are paywalled.

Example prompts

Try with Zapier Agents
Create a Zapier Agent as a Slackbot in [channel] that answers questions from our [sales reps] using [knowledge sources, e.g. Google Drive docs, CRM fields]. If it can't find an answer in those sources, it should say so rather than guess and tag [person]. Test it with 5 real questions I give you and show me the answers before enabling it for the team.

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