Preps every call from transcripts, notes, CRM and Slack, drafts the follow-up, and keeps context from one call to the next.
What this Grok bot does
Keep every key account warm without rebuilding context each time.
Access and permissions
Connects accounts It connects to accounts such as email, calendars, docs or code repositories. Connect them one at a time and start with read-only access where you can.
- Chat apps — Reads or posts in Slack, Discord or similar
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
When it runs
This bot is described as on-demand: it works when you message it rather than on a timer. That keeps usage low and makes it a good bot to try first.
Before you add Account Manager
- Let the bot research and draft; keep sending manual at first.
- Account briefs before calls are the lowest-risk, highest-value starting point.
- Review CRM write access carefully — bad data spreads fast.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
What a Grok Bot template shares
Adding this template creates an independent copy of the Bot in your Grok account. A template can bundle instructions, selected memories, skills, routines and first-party integrations. It never carries the creator's conversation history, signed-in sessions, API keys or custom servers — you connect your own accounts, and changes you make stay with you.
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