Upsales AI Employee - Automate Upsales | Viktor
Upsales AI employee
Viktor is an AI employee that connects to Upsales and helps you track deals and customer relationships through a sales pipeline, running 45 Upsales actions for you like Get NPS, Get User, and Get Stage. Ask in plain English from your workspace; Viktor does the work in Upsales and reports back. Viktor connects with a scoped API key.
Free to start
No credit card
Works in Slack & Microsoft Teams
What is a Upsales AI agent?
A Upsales AI agent is an AI that connects to your Upsales account and completes work in it - it doesn't just answer questions about Upsales, it takes the actions. Viktor is an AI employee that works in Upsales on your behalf and delivers the finished result to your workspace.
Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Upsales actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
About Upsales
Win more deals with Upsales
You ask in your workspace
Describe what you need in plain EnglishViktor picks the actions
Selects from 45 Upsales actions, chains them togetherRuns in Upsales
Helps you track deals and customer relationships through a sales pipeline - your real data.Reports back
Delivers the finished result to your workspace
What can you ask Viktor to do in Upsales?
Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.
- “Update the Upsales deal I closed today and move it to won.”
— you, to@Viktor - “Pull this week's pipeline from Upsales and post a summary to #sales every Friday.”
— you, to@Viktor - “Find contacts in Upsales we haven't touched in 30 days and draft follow-ups.”
— you, to@Viktor - “Cross-check Upsales against our billing records and flag deals that don't match.”
— you, to@Viktor
How does Viktor work with Upsales?
Step 1: Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Step 2: Tell Viktor what you need
Message Viktor in Slack like you'd message a teammate. "Reconcile this month's invoices and flag anything weird." "Pause Meta campaigns above $40 CPA and move the budget to winners." Plain English, any tool.
Step 3: Viktor operates, you review
Viktor opens the tools, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
What can Viktor do in Upsales?
Ask in plain English from your workspace. Viktor picks the right Upsales actions, runs the work, and reports back. No workflows to build.
AllCompanyContactOpportunityOrderStageAppointmentUserActivityNpsProductOther
- Other
List User ID Options
Retrieves available options for the User ID field.
- Other
List Stage ID Options
Retrieves available options for the Stage ID field.
- Other
List Product ID Options
Retrieves available options for the Product ID field.
- Other
List Order ID Options
Retrieves available options for the Order ID field.
- Other
List Opportunity ID Options
Retrieves available options for the Opportunity ID field.
- Other
List NPS ID Options
Retrieves available options for the NPS ID field.
- Other
List Contact ID Options
Retrieves available options for the Contact ID field.
- Other
List Company ID Options
Retrieves available options for the Company ID field.
- Other
List Activity Type ID Options
Retrieves available options for the Activity Type ID field.
Viktor uses Upsales together with your other tools
Ask for outcomes that span tools - Viktor pulls from Upsales, cross-references the rest of your stack, and delivers one finished result.
Slack
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Gmail
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Google Sheets
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Notion
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Salesforce
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Stripe
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Upsales integration FAQ
Does Viktor integrate with Upsales?
Yes. Upsales is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Upsales from their workspace - no workflow builder, no code.