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Sales, Marketing & Support

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.

Done withZapier AgentsChatGPT Agent

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.
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.
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.

Try it yourself 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.

Read the original ↗

Source: revengine.substack.com · Jun 6, 2025

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