Introducing CentroBot

Slackbot for Microsoft Teams

CentroBot answers questions and updates records by pulling from Salesforce, Teams, SharePoint, and your other systems. Inspired by Slackbot, built for Teams.

Enterprise GradeSecure & TrustedEasy Setup

Book Demo

Grounded in Salesforce, Microsoft Teams, SharePoint — and any MCP server.

One agent, every surface

Meet your reps where they already work.

Answers and Salesforce record actions, wherever the conversation is happening.

In the Centro tab

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

@mention in a channel

Summon it into a deal room; the answer is shared with the whole team.

In the Copilot side pane

Docked alongside Outlook, Word, and Teams for Microsoft 365 Copilot users.

How it works

Ask in plain language. Get an answer you can trust.

Connect

Users Connect to the Systems they have access to, covering the security and permissions already existing

Ask

CentroBot searches connected systems as the person asking, honoring their permissions.

Answer and act

Replies with every claim cited, surfaces the record, and updates Salesforce only after someone confirms.

Security and governance

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

✓Honors existing permissions. CentroBot answers as the person asking — only data they are 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. Set access rules where your security model already lives.
✓Writes require confirmation. A person approves every record change before it is committed.

Access modes

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.

What is inside

The details that make it useful every day.

Cross-source grounding

One answer spanning the CRM, Teams chats and transcripts, and SharePoint docs.

Cited, with the source shown

Inline citations reveal the exact source and which system it came from.

Confirmed write-back

Update opportunities, log calls, and edit records from chat — behind a confirm step.

Bring your own MCP servers

Salesforce and Microsoft out of the box; add Confluence, ServiceNow, or any MCP server.

Governed from Salesforce

Works across surfaces

Teams tab, channel @mentions, and the Copilot side pane — same agent, same answers.

See CentroBot on your own data.

We will connect a sandbox to Salesforce and Teams and walk your team through a live deal.

Book Demo