C1ProspectingBot v2

AI-powered SDR prospecting assistant for the ConductorOne sales team. Built in Go, powered by Claude, deployed as a Slack bot.

The bot runs an agentic research loop — given a rep's name or a company, it pulls intent signals from Common Room, checks Salesforce for active opportunities, verifies ICP fit, finds and enriches contacts via Apollo and Lusha, and surfaces relevant collateral from Google Drive — all in one response.

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What It Does

• Morning kickoff — posts a daily top-10 account list to #ai-prospecting at 6am PT (Mon–Fri), scoped to each rep's territory
• On-demand research — @C1ProspectingBot research Acme Corp triggers a full account brief
• Contact enrichment — finds verified work email, personal email, and phone via Apollo + Lusha
• Opportunity gating — never recommends an account with an active Salesforce opportunity
• ICP filtering — enforces 1,000–15,000 employee range; verifies headcount via web search
• Territory awareness — automatically scopes results to the asking SDR's states
• Collateral lookup — searches the Google Drive collateral folder for relevant case studies and templates

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Architecture

Slack (Socket Mode)
      │ ▲
      ▼ │
┌─────────────┐     ┌───────────────────┐
│  Go Bot     │────▶│  Claude API       │
│  (main.go)  │◀────│  (tool_use loop)  │
└─────────────┘     └───────────────────┘
      │
      ▼
┌────────────────────────────────────────────┐
│              Tool Implementations           │
│  Salesforce  │  Common Room  │  Apollo.io  │
│  Lusha       │  Gong         │  Notion     │
│  Google Drive│  Brave Search │             │
└────────────────────────────────────────────┘

Flow:

1. Slack @mention → Socket Mode event → bot handler
2. User message + system prompt sent to Claude with 21 tool definitions
3. Claude returns tool_use blocks; bot executes tools against real APIs
4. Results fed back to Claude; loop continues until end_turn
5. Final text response posted to Slack thread

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SDR Territory Map

SDR	Regular States	Strategic States	Daily Target
Jessica	CA, OR, WA, ID, MT, WY, AK	—	10 accounts
Siena	MS, TN, AL, GA, SC, FL	—	10 accounts
Claire Sulek	ME, VT, NH, NY, MA, CT, RI	PA, NJ, DE, MD, DC, VA, NC, SC, GA, FL	7 regular + 3 strategic
Cole Pammer	PA, NJ, DE, MD, DC, VA, NC, SC, GA, FL, HI, CA	CA, OR, WA, ID, MT, WY, AK	7 regular + 3 strategic
Jonathan	ND, SD, MN, IA, WI, IL, MI, IN, OH, KY, WV	—	10 accounts

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Project Structure

prospecting-bot-v2/
├── cmd/bot/main.go              # Entry point: -mode=slack (default) or -mode=cli
├── internal/
│   ├── auth/
│   │   └── google.go            # Google OAuth2 browser flow (one-time sign-in)
│   ├── bot/
│   │   ├── handler.go           # Slack Socket Mode event handler
│   │   └── poster.go            # Slack reply helpers
│   ├── cli/
│   │   └── repl.go              # Local REPL for testing without Slack
│   ├── config/
│   │   └── config.go            # Env var loading
│   ├── llm/
│   │   ├── client.go            # Anthropic SDK wrapper
│   │   ├── loop.go              # Agentic tool-use loop
│   │   └── prompt.go            # System prompt + morning kickoff prompt
│   ├── scheduler/
│   │   └── scheduler.go         # Cron job for daily morning kickoff
│   └── tools/
│       ├── registry.go          # Tool definitions + dispatch (21 tools)
│       ├── salesforce.go        # Salesforce REST API
│       ├── commonroom.go        # Common Room REST API
│       ├── lusha.go             # Lusha contact + company enrichment
│       ├── apollo.go            # Apollo.io contact enrichment
│       ├── gong.go              # Gong call history
│       ├── notion.go            # Notion search
│       ├── googledrive.go       # Google Drive search + read
│       └── websearch.go         # Brave Search web search
├── Dockerfile                   # Multi-stage build → ~10MB image
├── docker-compose.yml
├── Makefile
├── .env.example                 # All env vars documented
└── go.mod

---

Setup

Prerequisites

• Go 1.23+
• A Slack workspace where you can create apps
• Anthropic API key — console.anthropic.com

1. Clone and install dependencies

git clone https://github.com/conductorone/prospecting-bot-v2
cd prospecting-bot-v2
go mod tidy
go build ./cmd/bot   # verify it compiles

2. Configure environment

cp .env.example .env
# Fill in .env with your credentials (see below)

Minimum required to run:

ANTHROPIC_API_KEY=sk-ant-...
SLACK_BOT_TOKEN=xoxb-...
SLACK_APP_TOKEN=xapp-...

Each data source needs its own key — the bot runs gracefully without any of them (returns a helpful "not configured" message instead of crashing).

3. Create the Slack App

1. Go to api.slack.com/apps → Create New App → From manifest
2. Paste this YAML manifest:

display_information:
  name: C1ProspectingBot
  description: SDR prospecting assistant powered by Claude
features:
  bot_user:
    display_name: C1ProspectingBot
    always_online: true
oauth_config:
  scopes:
    bot:
      - app_mentions:read
      - chat:write
      - channels:read
      - channels:history
      - groups:read
      - groups:history
settings:
  event_subscriptions:
    bot_events:
      - app_mention
      - message.channels
      - message.groups
  interactivity:
    is_enabled: false
  socket_mode_enabled: true
  token_rotation_enabled: false

3. Install to workspace → copy Bot User OAuth Token → SLACK_BOT_TOKEN
4. Basic Information → App-Level Tokens → create token with connections:write → SLACK_APP_TOKEN
5. Invite @C1ProspectingBot to #ai-prospecting

4. Connect Google Drive (one-time)

1. Google Cloud Console → APIs & Services → Library → enable Google Drive API
2. Credentials → Create OAuth 2.0 Client ID
   • Type: Desktop app
   • Redirect URI: http://localhost:9999/callback
3. Copy Client ID and Secret into .env
4. Run make cli and type auth google — browser opens, sign in with Google SSO, done
5. Refresh token is saved automatically to .env

---

Running

Local CLI (testing — no Slack needed)

make cli
# or
./bin/bot -mode=cli

Type prompts at the > cursor. Try:

• I'm Claire Sulek, show me my hottest accounts today
• Research Acme Corp
• Find contacts at Stripe
• Draft a cold email for the CISO at Cloudflare
• morning kickoff
• auth google — connect Google Drive
• tools — show all tools and credential status

Slack Bot

make run
# or
./bin/bot

In #ai-prospecting: @C1ProspectingBot what are my hottest accounts this week?

Docker

make docker-run
# or
docker compose up --build

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Tools (21 total)

Tool	Source	What it does
search_salesforce_accounts	Salesforce	Find accounts by name
check_salesforce_opportunities	Salesforce	Gate: check for active opps before recommending
get_salesforce_contacts	Salesforce	Existing contacts at an account
get_salesforce_account_activity	Salesforce	Recent activity (inactivity = high priority)
get_common_room_high_intent_accounts	Common Room	Accounts with intent score ≥ 70
get_common_room_account_signals	Common Room	"Why now" signals for a specific account
get_common_room_contacts	Common Room	Contacts with real engagement activity
enrich_contact_lusha	Lusha	Work email + phone for a single contact
bulk_enrich_contacts_lusha	Lusha	Batch enrich up to 5 contacts
enrich_company_lusha	Lusha	Firmographics: headcount, industry, revenue, tech stack
enrich_contact_apollo	Apollo.io	Work email, personal email, phone for a single contact
bulk_enrich_contacts_apollo	Apollo.io	Batch enrich up to 10 contacts
list_gong_calls	Gong	Recent call history for a company
search_notion	Notion	Search internal collateral and playbooks
get_notion_page	Notion	Read full content of a Notion page
list_collateral_folder	Google Drive	Full directory tree of the collateral folder
search_google_drive	Google Drive	Full-text search within the collateral folder
read_google_drive_file	Google Drive	Read a Google Doc, Sheet, or Slides file
verify_employee_count	Brave Search	Confirm headcount is in ICP range (1K–15K)
search_company_news	Brave Search	Buying signals: security news, leadership changes, compliance
web_search	Brave Search	General web lookup

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Account Priority Scoring

Priority	Criteria
🔥 High	Common Room score 70+, signals in last 7 days, no SF activity 5+ months, no active opp
🌡️ Medium	Score 70+, signals in last 14 days, SF activity 3–6 months ago
❄️ Low	Score below 70, no recent signals
⚠️ Skip	Active SF opportunity or Closed Won

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Scheduled Morning Kickoff

Runs at 6am PT, Mon–Fri by default. Posts a top-10 account list with intent signals, contacts, and outreach suggestions to SLACK_CHANNEL.

To test locally:

# In .env:
SCHEDULE_CRON=* * * * *   # fires every minute

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Docker Deployment

The Dockerfile uses a multi-stage build — final image is ~10MB (distroless base).

docker build -t c1prospecting-bot .
docker run --env-file .env c1prospecting-bot

Or with compose:

docker compose up -d