Overview

Research accounts, find prospects, rank your book of business, and receive Signal alerts with the Sumble agent inside Slack.

The Sumble Slack app does two things:

• Gives each rep an AI agent that can research accounts, find prospects, rank your book of business, and analyze your sales plays directly in a Slack thread

• Delivers Sumble Signals alerts to your team

Use it when you want account research inside Slack, AI prospecting and whitespace discovery, or Signal alerts routed to each rep automatically.

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

In this section

• Querying Sumble from Slack — the AI agent: quick-start actions, example prompts, file attachments, memory, and credits.

• Signal alerts in Slack — delivery options, priority filters, and alert content.

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How to set up the Slack agent

A Slack admin installs the app once for the workspace.

1

Open Account Settings

Go to Account Settings in Sumble.

2

Add to Slack

Click the Add to Slack button.

3

Install the app

Follow the prompts to install the Sumble app in your workspace.

Once installed, Sumble matches workspace members to Sumble accounts by email.

Each matched user receives a welcome DM with quick-start options.

Individual users connect their own Slack account from Account Settings.

If your email doesn't match between Slack and Sumble, select your Slack user manually during setup. Sumble shows your team name so you can confirm the right workspace.

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Troubleshooting

Not receiving alerts

• Check that your Slack account is connected in Account Settings

• Confirm your Sumble email matches your Slack email, or complete the manual connection

• Make sure you haven't muted the Sumble app in Slack

Check your notification preferences in the Home tab too. You may have Don't send any updates selected.

The AI agent is not responding

• The AI agent requires a Pro or Enterprise plan. Confirm your plan in Account Settings

• Start a new message in the Sumble app DM, or open the Home tab and use a quick-start action

• Replies come in-thread. Check the thread on the original message if you don't see a response

Need to reconnect

Go to Account Settings and click the Slack button again to re-authorize.

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Slack permissions

Scope	What it's for
chat:write	Send alerts and agent messages via DM
chat:write.public	Post alerts to public channels when configured
files:read	Read files attached to agent messages
team:read	Display your team name during manual connection
users:read	Map users between Slack and Sumble
users:read.email	Match Slack users to Sumble users by email

Need help? Contact [e-mail]. Use of this integration is subject to Sumble's Privacy Policy.

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FAQ

What is the Sumble Slack agent?

The Sumble Slack agent is Sumble's AI assistant inside Slack for account research, prospecting, whitespace discovery, sales planning, and Signal alerts.

Who can use the AI agent in Slack?

The AI agent is available on Pro and Enterprise plans.

Free plans can receive Signal alerts in Slack, but do not get agent access.

Can the Slack agent research accounts and prospects?

Yes. You can ask it for company research, prospect discovery, account ranking, sales plays, and whitespace accounts directly in a Slack thread.

Can the Slack agent read uploaded files?

Yes. The agent can read supported documents, spreadsheets, presentations, and images that you attach to a Slack message.

How are Signal alerts routed in Slack?

Sumble uses your account ownership mapping so each rep receives alerts for their own book of business.