# Roll AI employee Viktor is an AI employee that connects to Roll and helps you track deals and customer relationships through a sales pipeline, running 13 Roll actions for you like Find Project, Find Company, and Create Project. Ask in plain English from your workspace; Viktor does the work in Roll and reports back. Viktor connects with a scoped API key. - Tool: Roll - Category: Sales & CRM - Connection: API key - Actions available: 13 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/roll ## What is a Roll AI agent? A Roll AI agent is an AI that connects to your Roll account and completes work in it - it doesn't just answer questions about Roll, it takes the actions. Viktor is an AI employee that works in Roll 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 Roll actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Roll Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 13 Roll actions, chains them together 3. **Runs in Roll** - Helps you track deals and customer relationships through a sales pipeline - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## 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 Roll 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. ## What can you ask Viktor to do in Roll? - "Update the Roll deal I closed today and move it to won." - "Pull this week's pipeline from Roll and post a summary to #sales every Friday." - "Find contacts in Roll we haven't touched in 30 days and draft follow-ups." - "Cross-check Roll against our billing records and flag deals that don't match." ## How does Viktor work with Roll? 1. Open Viktor in a supported workspace. 2. Connect Roll with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Roll actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Roll? (13 actions) - **List Rate Id Options** - Retrieves available options for the Rate Id field. - **List Type Options** - Retrieves available options for the Type field. - **List Lead Source Id Options** - Retrieves available options for the Lead Source Id field. - **List Project Id Options** - Retrieves available options for the Project Id field. - **List Employee Options** - Retrieves available options for the Employee field. - **List Company Id Options** - Retrieves available options for the Company Id field. - **Find Project** - Find a project. - **Find Or Create Project** - Find a project or create it if it doesn't exists. - **Find Or Create Company** - Find a company or create it if it doesn't exists. - **Find Company** - Find a company. - **Create Time Record** - Create a new time. - **Create Project** - Create a new project. - **Create Company** - Create a new company. ## Viktor uses Roll 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) ## FAQ ### Does Viktor integrate with Roll? Yes. Roll 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 Roll from their workspace - no workflow builder, no code. ### How do I connect Roll to Viktor? Ask Viktor in your workspace to connect Roll, then paste an API key from your Roll 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 Roll? Viktor can run 13 Roll actions, including Find Project, Find Company, and Create Project - 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 Roll? 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 your workspace, and Viktor decides which Roll actions to take, runs them, and reports back. ### Is my Roll data secure with Viktor? Yes. Viktor connects to Roll 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 Roll integration cost? Nothing extra - every integration, including Roll, 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 Roll 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 Roll, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## 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.