# RiskAdvisor AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to RiskAdvisor with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 3 RiskAdvisor actions for you like Update Client, Create Client, and Create Risk Profile. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in RiskAdvisor and reports back. Setup takes about two minutes. - Tool: RiskAdvisor - Category: Sales & CRM - Connection: API key - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/riskadvisor ## What can you ask Viktor to do in RiskAdvisor? - "Update the RiskAdvisor deal I closed today and move it to won." - "Pull this week's pipeline from RiskAdvisor and post a summary to #sales every Friday." - "Find contacts in RiskAdvisor we haven't touched in 30 days and draft follow-ups." - "Cross-check RiskAdvisor against our billing records and flag deals that don't match." ## What can Viktor do in RiskAdvisor? (3 actions) - **Update Client** - Updates an existing in RiskAdvisor. - **Create Risk Profile** - Creates a risk profile in RiskAdvisor. - **Create Client** - Create a new client in RiskAdvisor. ## How does Viktor work with RiskAdvisor? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect RiskAdvisor with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the RiskAdvisor actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a RiskAdvisor AI agent? A RiskAdvisor AI agent is an AI that connects to your RiskAdvisor account and completes work in it - it doesn't just answer questions about RiskAdvisor, it takes the actions. Viktor is that agent: an AI employee that works in RiskAdvisor on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 RiskAdvisor actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About RiskAdvisor RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive RiskAdvisor actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with RiskAdvisor? Yes. RiskAdvisor 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 RiskAdvisor from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect RiskAdvisor to Viktor? Ask Viktor in Slack or Microsoft Teams to connect RiskAdvisor, then paste an API key from your RiskAdvisor account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in RiskAdvisor? Viktor can run 3 RiskAdvisor actions, including Update Client, Create Client, and Create Risk Profile - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate RiskAdvisor? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which RiskAdvisor actions to take, runs them, and reports back. ### Is my RiskAdvisor data secure with Viktor? Yes. Viktor connects to RiskAdvisor with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the RiskAdvisor integration cost? Nothing extra - every integration, including RiskAdvisor, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use RiskAdvisor together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from RiskAdvisor, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses RiskAdvisor together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.