How Rolebotz Works

One AI agent. Plug-and-play expertise. Works inside Slack, Teams, or Google Chat — connected to your systems, ready from day one.

1

Install in Slack or Teams

Add Rolebot to your workspace in a few clicks. No servers, no APIs, no IT tickets. Your AI agent lives where your team already works.

  • 2-minute install from marketplace
  • Works in any channel or DM
  • Mention @Rolebot to start
  • Thread-based conversations with memory
# operations
JD
John D.

@Rolebot what invoices are overdue?

R
RolebotAPP

You have 3 overdue invoices totaling $12,450. The oldest is 47 days past due from Acme Corp. Want me to draft follow-up emails?

2

Slot In BotteryPacks

BotteryPacks are plug-and-play knowledge modules that turn your Rolebot into a domain expert. Each pack contains SOPs, workflows, and tool integrations for a specific business function.

  • Finance: AP Clerk, AR Specialist, Controller
  • Revenue: Revenue Hunter, Deal Desk, Churn Predictor
  • Operations: Demand Planner, Procurement, Logistics
  • Add or remove packs anytime
ROLEBOT + BOTTERY PACKS
AP Clerk
AR Specialist
Logistics
Demand Planner
Revenue Hunter
+ Add Pack

One agent. Infinite capabilities.

3

Connect Your Systems

Link your ERP, email, calendar, and other tools so Rolebot can access real data. Secure OAuth connections — your credentials never touch our servers.

  • QuickBooks, NetSuite, Sage Intacct, SAP
  • Outlook & Google Workspace (email + calendar)
  • Read-only by default, write access when you're ready
  • Approval buttons for sensitive actions
Sage Intacct NetSuite Workday
4

Your Data Stays Yours

PowerGrid runs inside your cloud. Your files, ERP data, and financials never leave your environment. We deliver intelligence through a secure API layer — you own everything.

  • Deploy on AWS, Azure, or GCP
  • Dedicated partition per customer
  • Bring your own encryption keys
  • Full audit trail included
Zero Data Extraction — your data stays in your bucket
Enterprise Isolation — no shared databases
Your Cloud, Your Rules — full control
Audit Trail — every action logged
5

It Learns Your Business

Rolebot gets smarter with every interaction. It remembers your contacts, preferences, workflows, and patterns — building a knowledge base unique to your organization.

  • Learns from emails, meetings, and transactions
  • Remembers vendor preferences and payment patterns
  • Personal memory per user + shared team knowledge
  • Gets more useful every week
# finance-ops
SM
Sarah M.

@Rolebot schedule a call with the FedEx rep

R
RolebotAPP

That's Mike Chen — you last spoke March 2nd about the rate renewal. He prefers Tuesdays after 2pm. Want me to send a calendar invite for next Tuesday at 2:30?

Ready to get started?

One agent. Infinite roles. Setup takes minutes, not months.

Request Demo