Slack app
The problem it solves
Coaching that shows up in the moment.
A coach in every moment
Guidance arrives when it’s needed, not in a document your team may never open.
Visibility that drives results
See where the team is stuck, who is mastering what, and feed the signals back into your playbook.
Grounded in real context
Connected to the tools your team already uses as well as the Sales Playbook, so every answer is rooted in real deal context.
How it works in Slack
Taskbase is a conversational agent. It works in a direct message with the app. Never broadcast into your team’s channels.
01
Open the Taskbase conversation in Slack and ask a question in plain language. Answers are grounded in your team’s playbook and the deal context Taskbase can access—no new tab, no copy-paste.
02
Taskbase spots a forgotten follow-up, surfaces a buying signal, and helps with the right angle to engage. Nudges arrive privately in a direct message. Nothing is broadcast to your team.
What works in the field feeds back into your playbook, so the strategy improves continuously instead of ageing in a folder.
Getting started
Every coach is built around a specific sales team, so we start with a conversation—not a configuration screen. There’s no software for your team to set up or learn.
01
Leave us your details
We reply within two business days to arrange a short alignment call. Nothing to install yet and no account to create.
02
We build the coach
We shape the coach around your playbook, deal flow, and team—then connect the tools you already use and test it end to end.
03
Install and onboard
We send a personal Add to Slack link, support the workspace approval, introduce the coach, and keep tuning it as your playbook evolves.
AI-generated responses
Responses may be inaccurate or incomplete. Review AI-generated content before acting on it or sending it to a customer. Taskbase does not use Slack data to train large language models.
Narrow, purpose-built access
Taskbase requests only the Slack permissions needed to power your direct-message coaching, recognize the right person, and read files you explicitly share.
Here when you need us
Need help or already working with Taskbase? Email support@taskbase.com. We reply within two business days—no account or sign-up needed.