Getting Started with the Spotlight.ai Agent for Slack

Overview

The Spotlight.ai Agent for Slack is your AI deal coach, built directly into Slack. It combines enterprise sales expertise, full deal context, and live account intelligence to help revenue teams qualify faster, coach smarter, and close more deals - without leaving Slack.

What Spotlight.ai does

Spotlight.ai understands your deals end-to-end. It ingests meeting transcripts, CRM opportunity data, and MEDDICC qualification frameworks, then cross-references live public web data about your accounts, so every answer is grounded in real evidence rather than guesswork.

Asking Spotlight.ai about your deals

Ask Spotlight.ai anything about your pipeline in plain language, for example:

"Show me the ACME - Renewal Y2 deal"
"How strong is my Champion?"
"What MEDDICC gaps do I have?"
"What risks could stall this deal?"
"Help me build a strategy to get higher in the account"

Revenue intelligence and risk detection

Spotlight.ai proactively highlights missing qualification elements and flags risks before they derail your deal, such as an unconfirmed Economic Buyer, a weak business case, or a competitor lurking in the background.

Account intelligence from the web

Spotlight.ai uses live public web data to help you tailor your positioning, refine your value hypotheses, and craft messaging that resonates - informed by what's actually happening at the account right now.

Finding the exact moment in a meeting

Spotlight.ai surfaces the exact moments in your meeting transcripts where metrics, decision criteria, pain points, or stakeholders were discussed, so you always know what's been confirmed and what's still missing.

Taking action without leaving Slack

Update pipeline activities, log qualification progress, and act on deal recommendations, all from within Slack, without switching to your CRM.

Permissions

On behalf of users, Spotlight.ai can:

View information about a user's identity
View a user's email address
View a user's Slack avatar and Slack workspace's basic information

On behalf of the app, Spotlight.ai can:

View messages and other content in direct messages that Spotlight.ai has been added to
View messages that directly mention @spotlight.ai in conversations the app is in
Send messages as @spotlight.ai
Act as an App Agent
Add shortcuts and/or slash commands that people can use