Account Expert

How to use Account Expert

1. 1

   Open the Grok Bot page

   Click "Open" on this page to jump to Account Expert's page on x.ai.

2. 2

   Sign in with X

   Grok Bot authorizes through your X (Twitter) account.

3. 3

   Install the template

   Install Account Expert to spin up your own dedicated bot instance.

4. 4

   Connect tools and run

   Connect the tools it needs (Gmail, Notion, etc.) and it keeps working 24/7.

Key features of Account Expert

• Runs on Grok Bot with its own cloud computer, online 24/7
• Focused on the Operations use case
• Integrates with Slack, Gmail, Gong, Granola

Account Expert FAQ

Prompt template

Set up a new bot for me dedicated to one strategic account, in its own chat. Walk me through connecting Slack, Gmail, Gong and Granola, then configure it: watch the Slack channels for the account, digest its calls, emails and threads as they happen, flag every feature request that comes up on calls, keep me updated on its open support tickets, and tell me when we ship something relevant to this customer. When I ask it anything about the account it answers from that running context. Ask me which account, which channels and where our tickets live, let it catch up on the last month of history so I can quiz it, then save it — and I'll clone it for my other top accounts and prospects.