Poggio superpowers for Slack

At Poggio, we believe enterprise AI works best when it supports users proactively, directly in the places where they do their work day to day.

That’s been our bet from day one: Poggio’s real-time intelligence proactively flowing to many surfaces, with one powerful platform underneath that’s purpose-built for revenue organizations.

For B2B GTM leaders and their teams, that means delivering Poggio natively in Salesforce, Agentforce, and Slack:

• Poggio offers a native managed package for Salesforce so real-time intelligence lives in the system of record.
• Poggio exposes account context to any agent (Agentforce, Claude, custom-built agents, and internal automation) via MCP so they’re guides to take the right action in every account. Our Agentforce Extension brings that same context natively into Agentforce.
• Now, the Poggio Slack App integrates natively with Slackbot via MCP.

With Poggio across surfaces, this opens up exciting new use cases that combine Poggio intelligence with everything else that's connected to Salesforce, Agentforce, and Slackbot via managed workflows and scheduled actions. It’s Poggio’s real-time intelligence extended across your stack and right into Slack, where sellers already work.

Automating workflows and completing tasks in Slack to augment seller success

Poggio’s Slack App enables revenue leaders to scale best practices and position every seller to perform like the top 1% by proactively pushing account intelligence, proven sales plays, enablement content, and more right in their flow of work.

For example, when a new lead comes in, RevOps can use Poggio’s managed package and Slack App to launch an automated workflow across Salesforce and Slack to move the lead forward.

First, Poggio kicks off deep research on the new opportunity, automatically creating an account plan in the Account Plan object of Salesforce. With Poggio connected to the Slack channel for the account, Poggio agents can deliver real-time account intelligence, like the account plan, direct to sellers in Slack.

Poggio helps sellers target the right buyer within an account and understand what they care about with a detailed stakeholder map inside Salesforce and the account’s Slack canvas.

Poggio also creates the Three Whys and relevant use cases for the account, enabling sellers with best practices and proven sales plays tailored to their GTM motion, ICP, solutions, and value framework.

And Poggio agents proactively maintain the account plan, stakeholder map, and other intel in Salesforce and Slack so it’s always current and relevant. Poggio agents deliver alerts to sellers in Slack to notify them of account changes, like a new stakeholder, the departure of a champion, competitor announcements, and more.

Poggio’s real-time account intelligence and customer context arms sellers to take the right next step in the account. Sellers can even engage in conversation with @Poggio in Slack to ask questions about an account, get guidance on the best sales play, or help them prep for an upcoming customer meeting.

Activate Poggio superpowers across your stack

With Poggio native in the surfaces where sellers and agents work, it’s like having Poggio superpowers across your stack. Proactively deliver real-time intelligence to power seller and agent success in Salesforce, Agentforce, and Slack today by installing Poggio’s:

• Managed package for Salesforce
• Agentforce Extension, and
• Slack app

Once the Poggio Slack app is installed:

• Connect to Poggio: Type @poggio followed by a question or command (e.g. "Build an account plan for Salesforce") in any Slack channel. You’ll be prompted to sign in to Poggio.
• Link accounts to channels (optional): Type /poggio link <accountdomain.com>, and Poggio will automatically post summaries of important news, financial filings, team updates, and other account changes to the channel with deep research synced to canvases in those linked channels.

More detail is available in the Poggio documentation for Slack App Setup and Usage, or contact us for help in getting Poggio added to your Slack workspace today. Andiamo!