All answers
Buying and evaluation

How do I evaluate a sales agent that operates in Slack or an AI assistant?

Evaluate a sales agent in Slack or an AI assistant by the work it completes, the data it can access and the controls around actions. A conversational interface can reduce friction, but it does not prove autonomy or value. Test research accuracy, approvals, exceptions and reporting on a real account workflow rather than a scripted chat demonstration.
October 8, 2026

Follow one task end to end

Ask the agent to research a relevant person, explain possible paths and propose a next step. Check whether sources and uncertainty remain visible in the conversation.

Inspect action controls

Determine who can request work, approve an introduction and send externally. An internal message should not grant access to private records or permission to use someone's name. Test corrections and refusals.

Clarify operational ownership

Who handles a stalled task, missing data or a sensitive response? Distinguish software automation from a vendor service team and work your users still perform.

Measure completed outcomes

Track appropriate requests, delivered introductions, held qualified meetings and internal effort. Interface adoption alone is not commercial return.

Orbb's relationship-led execution can be evaluated this way. Confirm the current supported channels and tools rather than assuming every Slack, Teams, API or MCP capability is included in the proposed engagement.

Related questions

Orbb researches the relationships your company already has — across customers, employees, investors and partners — then runs the introduction end to end, from finding the path to the meeting in the calendar.
See it on your own accounts