Build Salesroom workflows with AI Agents

Salesroom has transformed how sales teams run meetings and track engagement with powerful real-time AI features. But as sales professionals juggle multiple tools, vital insights often get siloed. Integrating Salesroom with Runbear’s AI agent brings your meeting intelligence and analytics into Slack, Microsoft Teams, or Discord, unlocking a new era of automated updates, instant information retrieval, and next-level team collaboration—right inside your daily chat platform.

About Salesroom

Salesroom is a real-time, AI-powered call recording and meeting intelligence platform built to maximize sales team performance. It streamlines the entire sales cycle with features such as automatic meeting reminders, live coaching, AI-driven transcription, and actionable post-meeting insights. Integrations with CRMs like Salesforce and HubSpot ensure seamless data flow, helping teams capture every customer detail and optimize their sales strategy. Salesroom’s user base spans sales professionals, managers, and revenue leaders seeking to drive more productive client conversations and revenue growth through actionable analytics and meeting automation. By equipping sales teams with automated documentation and real-time assistance, Salesroom helps organizations close more deals, reduce manual workload, and elevate client interactions.

Use Cases in Practice

Runbear’s AI agent integration with Salesroom introduces practical, tangible improvements for every sales team. Picture this: after every Salesroom call, your agent auto-generates a summary and posts it in your team’s Slack channel. If a team member wants to reference a critical conversation or find key action items, they simply message the AI agent—no more combing through lengthy transcripts. At the end of the week, scheduled reports provide leadership with a pulse on deal progress, while all participants get a clear list of follow-ups, boosting task accountability. By offloading repetitive digging and manual reporting to an intelligent teammate, sales organizations operate with faster communication, better knowledge sharing, and a consistently informed team. Similar to how teams leverage AI agents for smart sales reporting and business analytics, Salesroom integration translates complex sales data into actionable insights—directly where the team works.

Salesroom vs Salesroom + AI Agent: Key Differences

Integrating Salesroom with Runbear transforms how sales teams operate. Instead of toggling between apps or relying on manual reports, teams unlock AI-powered automation and conversations that put Salesroom knowledge directly where they work. See how workflows become effortless:

Implementation Considerations

Adopting the Runbear + Salesroom workflow requires teams to prepare for a few practical considerations. First, initial setup involves connecting Salesroom to Runbear and mapping key meeting data to your team’s chat workflows. Teams may need brief training to understand how to interact with the AI agent and establish best practices for querying Salesroom information in Slack or Teams. Change management is vital: sales leaders should align on which summaries, reports, or action items should be broadcasted in channels to avoid information overload. Evaluate security and data governance policies, as Salesroom meeting content will be more widely accessible. Finally, assess cost-benefit by comparing manual effort and information gaps versus the automation and increased productivity gained by integrating AI agents. Laying the groundwork upfront ensures smoother adoption and maximizes long-term returns.

Get Started Today

Integrating Salesroom with Runbear’s AI agent empowers sales teams to finally access meeting intelligence and workflow automation—wherever they collaborate. By turning chat platforms into a central hub for actionable updates, on-demand answers, and scheduled analytics, your sales organization unlocks higher productivity and better results. Try the integration today and experience how AI agents make Salesroom’s insights seamlessly actionable for your entire team—no more silos, no more missed action items, just smarter selling together.