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Querying Sumble from Slack

Research accounts, find prospects, rank your book of business, and analyze sales plays with the Sumble AI agent inside Slack.

The Sumble Slack agent gives each rep a personal AI assistant that can research accounts, find prospects, rank your book of business, and analyze sales plays — all without leaving Slack.

Open the Sumble app in Slack and start a conversation, use one of the quick-start actions in the Home tab, or @-mention Sumble in any channel it's a member of. In a channel thread, everyone who posts there shares the same conversation with the agent, so a teammate can pick up where you left off.

The AI agent is available on Pro and Enterprise plans. Free plan users receive Signal alerts only.

Quick-start actions

The Home tab includes four one-click actions:

Action
What it does

Intelligence Brief

Research a company, including hiring trends, tech stack, and key signals

Find Prospects

Surface new accounts that fit your ICP

Rank Accounts

Prioritize your current book of business

Sales Plays

Upload a document and get suggested next steps

Click any action to start a thread, or ask the agent anything directly.

Example prompts

From prospecting to expansion, the agent is built for every role in the revenue org:

  • "Here's a list of event attendees. Look them up in Sumble and draft a follow-up email for each."

  • "Check my accounts in Sumble and tell me the top five I should prioritize today."

  • "Create a game plan for the Acme account."

  • "Here are my top MQLs this week. What's their data tech stack — warehouses, ETL tools, etc. — and what's a good angle for outreach?"

  • "Find me whitespace accounts that fit our ICP but aren't in our CRM."

Attaching files

You can attach files directly to any Slack message and the agent reads them in-thread. Supported formats include documents (PDF, Word, plain text), spreadsheets (Excel, OpenDocument), presentations (PowerPoint, OpenDocument), and images (PNG, JPEG, GIF, WebP).

You can attach up to 5 files per message, each up to 500 KB. Files stay available for the duration of the thread, so you don't need to re-attach them in follow-up messages.

The agent can also generate files for you — for example a spreadsheet, slide deck, Word doc, or PDF report — and upload them back to the thread when you ask for one.

When it's useful, the agent supplements Sumble data with live web results — for example, checking for recent news about an account — and cites its sources. This same web research also enriches your priority signal digests.

Memory

The agent maintains two layers of memory:

  • Thread memory — within a single Slack thread, context carries across follow-up messages for 14 days, so you can pick up a conversation days later and it will know where you left off.

  • Persistent memory — separately, the agent remembers your preferences, goals, and account context across different threads and conversations, not just the one you're in. Share your ICP or priorities once and the agent can draw on them the next time you talk to it, even in a different channel or DM.

Support and data quality

You can ask the agent to submit a support request or flag a data quality issue directly from the thread — no need to leave Slack.

Credits

Each agent response consumes credits from your plan's monthly allowance, based on the tools and data lookups involved. More complex requests use more credits than a simple account lookup.

See the MCP tools reference for per-tool credit costs, and check your remaining credits in Account Settings.


For setup, permissions, troubleshooting, and FAQ, see the Slack Agent overview.

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