Introducing CentroBot: the Slackbot for Microsoft Teams

Say hello to CentroBot
, your AI teammate in Microsoft Teams

Your team works in Teams. The answers live in Salesforce, SharePoint, and everywhere else. CentroBot closes the gap: it finds the answer, cites the source, and updates the record without anyone leaving the conversation.

CentroBot mascot
Microsoft Teams
What did we commit to in Northwind's renewal call?
Ask CentroBot…
Grounded in Salesforce, Microsoft Teams, SharePoint, and any MCP server.
CentroBot mascot
New to the team. Already caught up.

Hi, I'm CentroBot 👋

Most AI assistants start every conversation from zero. I don't. I'm connected to the systems your company already runs on: Salesforce, Microsoft Teams, SharePoint, and any MCP server you add. That means I answer with your accounts, your history, your documents. And I show my work: every claim is cited to the record, message, or file it came from.

CentroBot mascot
Go ahead. Ask.

Ask me anything. I'll show my sources.

Find answers
Prep for meetings
Update Salesforce
Summarize the deal room
Analyze documents
Microsoft Teams · Chat with CentroBot
What did we commit to in Northwind's renewal call last week?
CentroBot
Two commitments: a 12-month price lock at current seat count, and SSO delivery before the March renewal date. Both are logged on the opportunity.
Salesforce · Northwind Renewal
Teams transcript · Oct 14
Microsoft Teams · Chat with CentroBot
Prep me for my 2:00 with Dana Reyes: open opportunities, recent emails, and any open support cases.
CentroBot
Here's your brief for Dana Reyes:
Acme Expansion, $84k. Stage moved to Negotiation on Monday.
Salesforce · Acme Expansion
Dana asked for revised pricing by Friday in her last email.
Email · Aug 4
One open support case: SSO provisioning delay, escalated yesterday.
Salesforce · Case 04412
Microsoft Teams · Chat with CentroBot
Move Northwind Expansion's close date to March 15 and log today's call.
CentroBot
Proposed change · Northwind Expansion
Close Date
Feb 28, 2027
Mar 15, 2027
Activity
None
Call logged · Aug 6
Confirm
Cancel
I ask before I write.
Microsoft Teams · # northwind-deal-room
PS
@CentroBot What's changed in this channel since Monday? Flag anything blocking the contract.
CentroBot
Since Monday: legal returned the MSA redline, procurement approved the security questionnaire, and the close date moved to March 15. One blocker: the redline strikes the data-residency clause, and no one has responded yet.
Teams · 14 messages
SharePoint · MSA redline v3
Posted to the channel. Visible to everyone in the deal room.
Microsoft Teams · Chat with CentroBot
Compare the MSA redline in SharePoint against our standard terms and list what changed.
CentroBot
Three changes from standard terms:
1. Liability cap lowered from 2× to 1× annual fees (§9.2).
2. Data-residency clause struck entirely (§11.4).
3. Payment terms extended from net-30 to net-60 (§4.1).
SharePoint · MSA redline v3
SharePoint · Standard MSA

I'm wherever the conversation is.

In the Centro tab

A dedicated workspace for deeper, multi-step questions and record work.

@mention in a channel

Coming soon - Summon me into a deal room. The answer is shared with the whole team.

Action Prompts

Coming soon - You don't prompt me. I'll prompt you before deals and cases go stale.

Plain language in. Cited answers out.

1
Connect

You sign in to the systems you already have access to. Your existing permissions carry over: nothing new to configure.

2
Ask

I search connected systems as you. I can only see what you can see.

3
Answer and act

I reply with every claim cited, surface the record, and update Salesforce only after you confirm.

CentroBot mascot
The section your CISO reads first.

Built for teams where the wrong answer is a compliance problem.

  • Honors existing permissions. I answer as the person asking. They see only data they're already allowed to see.
  • Every answer is cited. Each claim links to its source record, message, or document.
  • External access is scoped. Partners reach a curated integration user, never the full CRM.
  • Administered from Salesforce. Access rules live where your security model already lives.
  • Writes require confirmation. A person approves every record change before it's committed.

One switch decides who sees what.

Internal: acts as the user

Employees sign in; record-level security and private-channel membership are honored automatically.

External: integration user

Partners never authenticate; a scoped service account exposes only what you curate.

Salesforce and Microsoft out of the box. Anything with an MCP server after that.

Add Confluence, ServiceNow, or your internal tools. Register systems, scope which tools I can use, and assign audiences, all from the Salesforce admin console your team already manages.

Salesforce
Teams
SharePoint

Frequently asked questions

How is CentroBot different from Slackbot?

Slackbot lives in Slack. CentroBot brings the same conversational, grounded-answer experience to Microsoft Teams, with no per-message metering, support for users who don't hold a Salesforce license through a governed automation user, and open MCP extensibility for systems beyond Salesforce.

How is CentroBot different from Microsoft 365 Copilot?
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Copilot grounds in Microsoft 365 content. It doesn't reach into Salesforce out of the box. CentroBot grounds across both sides of the stack: Salesforce records and Microsoft Teams and SharePoint content in one answer, with a citation to the source. It's built for teams whose work spans both systems, not one vendor's walls.

Does every user need a Salesforce license?
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No. Anyone in Teams can ask CentroBot questions and get grounded answers. For users without a Salesforce seat, updates will flow through a governed automation user (coming soon), so the whole team participates without buying a license for everyone in the channel.

What data can CentroBot see?
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Only what your systems already allow. CentroBot respects the Salesforce permission model: if a user can't see a record, CentroBot won't surface it to them. Admins control which sources are connected (Salesforce, Teams, SharePoint, MCP servers) and how CentroBot is rolled out.

How does CentroBot handle writes to Salesforce?
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CentroBot updates records directly from the conversation: log a call, update a stage, or edit a field without anyone opening Salesforce. Writes happen under the user's own permissions, so nothing gets changed that the user couldn't change themselves, and every update is attributable.

What is an MCP server?
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MCP (Model Context Protocol) is an open standard for connecting AI assistants to external systems. Any system that exposes an MCP server can become a grounding source for CentroBot, whether that's an internal tool, another SaaS product, or a data source. It's how CentroBot extends beyond Salesforce and Microsoft without waiting for Centro to build a one-off integration.

See CentroBot on your own data.
We'll connect a sandbox to Salesforce and Teams and walk your team through a live deal.