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Use a chat to investigate one question across connected services and any files you add. Replit can gather relevant context, compare sources, and organize the findings around the outcome you need.

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Prepare for a customer call

Before a renewal call, review the customer record in Salesforce, relevant Slack threads, and the renewal brief in Google Drive. Ask Replit to surface risks, wins, unanswered questions, and five topics for the call.

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Research across your sources

1

Connect the relevant tools

Confirm that Salesforce, Slack, and Google Drive are connected. Connector permissions determine which records, conversations, and files Replit can access.If a tool isn’t connected yet, Agent can prompt you to connect it in the chat:You can also connect it from Settings.Salesforce is the example below. Other integrations can use different setup and permission screens.
  1. Go to Integrations in Settings.
  2. Search for the tool you need.
  3. Enable it when necessary, then select Sign in.
  4. Complete the provider sign-in and permissions flow.
Settings Integrations page with Salesforce in the search results and a Sign in button

Search for Salesforce in Settings > Integrations.

Salesforce connection dialog explaining provider authentication and the permissions Replit requests

Review the provider and permissions before continuing.

2

Run the prompt

Name the customer and the decision or call outcome you need to prepare for in one complete request.
3

Review the evidence

Check the source records, messages, and files behind important findings. Ask Replit to separate confirmed facts from open questions or assumptions.
4

Refine the call brief

Ask follow-up questions, change the emphasis, or turn the findings into a concise agenda for the call.

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Add context when needed

If the renewal brief is not in connected Google Drive, upload it to the chat. If current public information would improve the preparation, you can search the web. Keep follow-up questions in the same chat. Once the brief is accurate, you can turn the findings into an agenda, plan, or task list.

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Next steps