---
title: "Grok Bots Are Here: Hand Multi-Step CRM Work To AI Teammates"
description: "Grok Bots now connect to unLocked CRM on Pro and Max. Hand a Bot a job in plain English and it works your leads, pipeline, and follow-ups end to end."
url: https://unlockedcrm.ai/blog/grok-bots-integration-announcement
canonical: https://unlockedcrm.ai/blog/grok-bots-integration-announcement
category: "Product"
published: 2026-09-29
updated: 2026-09-29
last_updated: 2026-09-29
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/grok-bots-integration-announcement
summary: "unLocked CRM now integrates with Grok Bots on the Pro ($149/mo) and Max ($247/mo) plans."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/grok-bots-integration-announcement
source: unLocked CRM — AI CRM for insurance agents
---

# Grok Bots Are Here: Hand Multi-Step CRM Work To AI Teammates

## TL;DR

unLocked CRM now integrates with Grok Bots on the Pro ($149/mo) and Max ($247/mo) plans. A Bot does everything the Grok chat connection does — reading 18 record types, creating and updating records, logging activity, and managing tags — plus it can send SMS and email, move pipeline stages, and enroll contacts in workflows, running multi-step jobs in the background on a schedule.

## Key data points

- unLocked CRM's Grok Bots integration launched in September 2026 on the Pro and Max plans.
- A Grok Bot connected to unLocked CRM can send SMS and email, move pipeline stages, and enroll contacts in workflows — actions the Grok chat connection does not take.

Connected Grok changed where agents get answers: instead of exporting data, they ask. But every answer still ended with you doing the work.

**Grok Bots close that gap. The Grok Bots integration for unLocked CRM is now live on Pro and Max.**

A Bot is an AI teammate inside Grok with its own workspace. You give it a job in plain English — "every morning, work my uncontacted Facebook leads: log a call note, send a first text, and move them to Contacted" — and it runs the whole thing, checking in when it needs your approval.

## Everything the chat connection does

Bots connect through the same per-record-type permissions as the Grok chat connection:

- Read leads, clients, ACA leads, policies, commissions, tasks, appointments, activities, communications, pipelines, opportunities, workflows, email campaigns, Agent AI data, and tags
- Create and update leads, clients, policies, tasks, appointments, and opportunities
- Log activities and communications (append-only, so history is never rewritten)
- Create and update Agent AI scripts and campaigns, and webhooks
- Add and remove contact tags

## And more than chat

Because a Bot finishes whole jobs, it can also:

- **Send texts and emails** — the follow-up goes out in your voice, not drafted for you to copy over
- **Move pipeline stages** — advance every opportunity that hit its milestones
- **Enroll contacts in workflows** — new leads, birthday sequences, renewal touches, in the right sequence automatically

## Built for the background

Bots keep working when you close the laptop. They remember your preferences between sessions, and you can show one a workflow once and have it rerun on a schedule. Work that needs a decision waits for your approval.

## Pricing

Included on **Pro ($149/mo)** and **Max ($247/mo, $197 billed annually)**, per user. No add-on fee.

[See the Grok Bots integration](/integrations/grok-bots)

## FAQ

### undefined



### undefined



### undefined



## Related

- https://unlockedcrm.ai/blog/grok-bots-vs-grok-chat-insurance-crm
- https://unlockedcrm.ai/blog/insurance-workflows-to-hand-to-a-grok-bot
- https://unlockedcrm.ai/blog/grok-bot-permissions-and-guardrails-insurance
- https://unlockedcrm.ai/blog/how-to-set-up-grok-bots-unlocked-crm

---

Source: [Grok Bots Are Here: Hand Multi-Step CRM Work To AI Teammates](https://unlockedcrm.ai/blog/grok-bots-integration-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/grok-bots-integration-announcement.
