# RevOps Agent The Bunny RevOps agent is an AI assistant that answers questions about your accounts, subscriptions, and metrics — and carries out many of your day-to-day billing tasks — in plain language. Ask it a question or give it an instruction, and it works directly against your live Bunny data. It's available two ways: inside Bunny as a chat window, and in Slack as a bot you can message. Both are powered by the same underlying tools, so they can do the same things. ### What you can ask **Questions about your data:** > Who are our top 5 customers? > > How much was the last invoice to Acme Co for? > > Is Superdesk on the Pro plan? > > When is the next renewal for Silverfern Industries? > > Which customers are currently getting discounts on their subscriptions? **Tasks to carry out:** > Create a new subscription for Bluestar Financial on the Pro plan with 10 users. > > Apply a 10% discount on the next renewal for Jones & Co. > > Import the plans and pricing from example.com/pricing. > > Give me a CSV of the top 50 customers by MRR. > > Increase Happy Smiles Inc to 25 users starting on May 1st 2026. The agent works within your own permissions — it can only see and change what you could see and change in Bunny directly. Tasks that bill a customer, such as applying a quote, happen as a deliberate step, so you stay in control of anything that has a financial effect. {% hint style="warning" %} **Use metrics as a guide, not gospel.** The agent is good with words and workflows, but it can occasionally make mistakes on calculated figures like total ARR and MRR. For numbers you need to be exactly right, check the Analytics area — those figures are authoritative. {% endhint %} ### Activating the AI assistant The quickest way to get started is inside Bunny. Click the thunderbolt icon to open a new chat with the RevOps agent.
#### Connecting to Slack To use the agent in Slack, first enable the [Slack Notify integration](https://claude.ai/guide/advanced-guides/integrations/slack.md). 1. Click the button to authorize Bunny's connection to your Slack workspace. 2. Toggle the switches to enable both the integration and the AI agent.
You can now message **@bunny** in Slack.
The agent replies in a thread, where you can continue the conversation. ### How to get the best results **Give it one task at a time, in its own chat or thread.** The agent keeps the whole conversation in mind as context. That's helpful when everything is related, but it can cause confusion if you switch between unrelated topics in the same chat. Starting a fresh chat or Slack thread for each new task keeps the agent focused. For example, it's fine to ask about your metrics and then, in the same chat, ask for a CSV of those metrics — it's all one topic. But a single message that bundles unrelated tasks together is harder to get right: > Import all of the plans from example.com/pricing and then create a new subscription for Acme Inc on the Pro plan and also adjust the number of users on Superdesk's subscription to 28. Break that into three separate messages instead: > Import the pricing… > Create the subscription… > Adjust the users on the subscription… **Be specific.** Names, plans, quantities, and dates all help. "Increase Happy Smiles Inc to 25 users starting on May 1st 2026" gives the agent everything it needs; "bump up their users" leaves it guessing. **Preview before you commit.** For anything that changes billing, you can ask the agent to show you what will happen — for example, what an account's next invoice will look like — before you tell it to go ahead. ### A note on accuracy and tool use The in-app chat agent and the Slack bot share the same set of capabilities. Behind the scenes, Bunny guides the agent on which tools to use and in what order, so it follows the right workflow — for instance, drafting a quote and only applying it as a final step, or pulling a ready-made report rather than computing figures by hand. This guidance is why the agent is reliable for workflows, and also why the warning above matters: where a precise calculated total is involved, the Analytics area remains the source of truth. ### Need more? We're continually improving the RevOps assistant based on your feedback. If there are recurring tasks you'd like to offload to the AI, tell us — we want to help save you time. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.bunny.com/guide/tour/ai/revops-agent.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.