Team Leads in Bonzo have the ability to access and manage Company Settings, allowing them to set up specific rules and functionalities for their team. These settings include managing roles, team members, billing, add-ons, custom views, custom statuses. It's important to note that only top-level users, such as SuperUsers and Team Leads, have access to these settings. Unless the top-level user has granted you access to specific setting or feature, as a team Member, you may not be able to view or edit these settings.

Company Settings Tab

Company Settings enable Team Leads to personalize their Bonzo experience and manage settings and features that affect team members throughout their company.

1. From "Settings," scroll down to the "Company" tab and click on "Company."

    

   

    

2. Under "Basic information," you'll see your company name, total team members, and the date and time you joined Bonzo. Click on the circle to the right to change your company logo. This image will just appear within Bonzo.

    

   

    

3. In the next fields, you can edit your company name (as it appear internally in Bonzo), add your NMLS ID, and change your timezone. It's important to note that these fields do not filter down to the rest of your company and only apply directly to your account.

    

   

    

    

4. Top-level users can define specific time windows for sending automated messages from campaigns or pipelines within their organization. Messages scheduled outside of this window will be dropped and not retried, aligning all automated communications with company policies. This setting, supersedes campaign or pipeline sending windows created by team members. 
   
   

5. As discussed in "Account Settings," in order to enable and enforce "MFA" across your company, "2FA" must be turned on for the top-level user (Team Lead or SuperUser). Similarly, to allow prospects to send your team members inbound email attachments, "MFA" must be active.

    

    

   

    

   You will also notice the option to toggle company access to AI features. This feature is available only for accounts on our Token-based communication system. It allows accounts to use Bonzo Spark (our platform AI) for tasks such as transcribing and summarizing calls or generating campaign templates and event messages.

    

6. Next, fill in your company's address information (required by the CAN-SPAM Act) It's important to note that the address you put here should match what is on the company's tax forms.

    

   

    

7. Managing call dispositions allows you to standardize the way your company categorizes call outcomes, especially in an auto-dial session. By setting predefined call dispositions, Team Leads can ensure that every team member uses a consistent terminology for call results. Team Leads can also restrict permissions to prevent individual users from changing these dispositions, ensuring that the standardized system remains intact and all team members adhere to the same call outcome categories.

    

   

    

8. Select your preferences on the following setting options:

    

   

    

   • Forward incoming calls to prospect owner: If you check this option, calls will always be forwarded to prospect owner, even if prospect calls somebody else's number

• Hide prospect source: If this option is selected, we'll hide the prospect source from your team members

• Default sender: allows you to define and lock the sender switcher dropdown, essentially establishing a default rule for anyone who has access to a sender switcher tab. Either the message will send from "Owner" or assignee of the contact record OR it will send as "Me" whoever is accessing the sender switcher tab, usually a Team Lead.

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2. The next feature is available to those accounts on our Token-based system. If toggled, it will allow Bonzo AI to automatically transcribe all inbound & outbound voicemails for your account only. Please keep in mind the token cost for this feature is 10 tokens per started minute. (e.g. if the recorded voicemail is 1:30, the token cost will be 20 tokens).

    

   

    

    

3. In the following fields, add any company specific Email/SMS disclaimers that you'd like to have attached to your team's outgoing communications. Simply fill in the empty fields, but note that the SMS disclaimer must contain the word "Stop."

    

   

    

    

4. Sender Identification is a required setting for all Bonzo communications to new prospects. It uses "My Name" and "My Company Name" merge tags to inform new prospects who is messaging them. These merge tags pull data from the name and company fields in each user's account and company settings. Therefore, it is essential to ensure these fields are completed and accurate.

    

   

    

    

   Please note that the sender identification will not be automatically added to Nurture campaigns. It is assumed that the Bonzo user and the prospect already have a relationship. However, if needed, the sender identification can be manually added using Merge Tags.

    

5. Select your preferences on the following setting options:

    

   

    

    

   • External URL & Loan external URL: these features in Bonzo are designed for teams that integrate with external systems. By passing a record ID from another system into Bonzo for Prospects or Loans, these features allow you to create direct links to the corresponding records in the external system.

• Email Archive Address: when an email address is included in this field, every email sent via Bonzo marketing server by users in your company, will also be sent to this address. Essentially acting as a company-wide email archive.

• Disable call recording: selecting this option will prevent team members from being able to record calls

• Listing agent as realtor role: if toggled on, it allows your team to define listing agents as a separate realtor role type, providing your team members with more accurate tracking and outreach throughout the loan process.

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2. Finally, select all applicable industry tags so that Bonzo can provide you and your team access to all necessary templates and resources.

    

   

    

   After making any changes to the settings, be sure to scroll down to the bottom and click "Save" to apply the changes.

    

Roles

Establishing user roles specify permissions and access based on individual responsibilities within your company. By defining user roles, top-level users (Team Leads & SuperUsers) ensure every member has appropriate access to complete their operational tasks.

1. To create user roles within your company, begin by clicking on "Settings," navigating down to the "Company" tab, and then selecting, "Roles." Here you will see the standard list of permissions available to user seats across your organization and a brief description of what the permission allows.

2. To set up a new role and grant or revoke these permissions, click on the pink button in the top left, "+Add new role."

    

   

    

    

3. Name the role according to your organizational preference (e.g. Management, LOA, Processor, etc.).

    

   

    

4. You then have the option to select 1 of 3 system roles or seat types that are present in Bonzo (e.g., SuperUser, Team Lead, or Team Member). However, we suggest leaving this system role blank.

    

   

    

   This approach avoids the automatic assignment of roles every time a new team member is created and allows for greater flexibility across your company. Instead, you can create various custom roles, such as LOA1 and LOA2, and apply them as needed without restricting them to a single seat type.

   For instance, the LOA1 custom role listed below, allows broader permissions, making it suitable for management positions and team leads. Conversely, the LOA2 role is designed with tighter restrictions, making it better suited for regular team members.

    

   

    

5. In general, when defining custom role permissions, ensure they match the responsibilities of each role. This approach guarantees that all users have the necessary access to perform their duties effectively and maintain the structure of your organizational hierarchy. Click "Create" to finalize the setup.

    

   

    

6. You can confirm that the role has been created and view the role's granted or revoked permissions by returning to the "Roles" page.

    

   

    

   Make edits directly to this role by clicking on the dropdown next to each individual permission. Always remember to save changes.

    

   

    

   You can "Edit," "Copy," or "Delete" the created role by clicking the three vertical dots or breadcrumbs next to the role name at the top.

    

   

    

7. After setting up the roles and permissions, implement them by assigning the roles to the appropriate team members within your company. Navigate to the "Team Members" in the General tab, click on a team member.

    

   

    

8. Next, scroll to the right, and click on the pink "Edit" button to assign them the new role.

    

   

    

9. In this update screen, you can assign your team to each new role you have created. Scroll down to "Custom Role," select the appropriate role, and click "Update."

    

   

    

10. In the team member view, you'll notice the custom roles displayed next to each team member’s name and seat type. For instance, Bonzo Bob, our team lead, has been assigned the LOA1 custom role, which grants more permissions. Conversely, Molly Bonzo, a team member, has been assigned LOA2, a more restrictive role.

     

    

     

    Keep in mind, it’s essential to regularly review and adjust the roles and permissions. This ongoing evaluation helps ensure that the access levels remain aligned with company's needs as they evolve.

Team Members

As a Team Lead, the Team Members page offers management and oversight capabilities for your team. You can add new team members, manage token limits, grant access to add-on features, assign custom roles, and edit permissions at a granular level.

1. Navigate to "Settings" in your sidebar navigation and click on "Team Members" under the "Company" tab.

    

   

    

   Here you will see all active user seats on your team. You can search for a team member by name in the search bar or click on "Archive" to view inactive or disabled users

2. To add a team member, click on the "+ Add Team Members" button in the top right. It's important to note, in order to add a team member, you must first purchase the team member seat. This can be done in the "Addons" section in your "Company Tab" and the process is outlined in the Addons section of this article.

    

   

    

   Once the new team member seat is purchased, return to your "Team Members" page and complete the fields to add the new team member. At this stage you can assign a Bonzo seat role which provides default access based on the role (e.g. Team Member, Team Lead, or SuperUser.) You can also assign a custom role based on your company specific criteria. These custom roles are created in the "Roles" section under your company tab and were explained in the above section in this article.

    

   

    

   Once you click "Save" the new team member will receive an invite to the email you designated above.

    

3. Scroll over on a team member to see view their Token usage and limit, and if they have access to various features and functionality like, Round Robin, Bonzo Coaching, and Reputation IQ.

    

   

    

   • Token Usage & Limit: only for teams on our new Token-based system. The number on the left reflect the amount of tokens this team member has used, while the number on the right shows their monthly limit. You can change team member token limits by clicking the "Edit" button to right of their name (this process will be explained in detail below).

• Round Robin: indicates the team member can be included in Round Robin access within a lead generating campaign.

• Bonzo Coaching: is an add-on feature and is describe in more detail in our Addons section below.

• Reputation IQ: is an add-on feature and is describe in more detail in our Addons section below.

• Bonzo Brand Lab: is an add-on feature currently in Beta testing and is not available to all accounts.

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2. By scrolling all the way to the right on a team member and clicking the three vertical dots, you will be able to make some quick changes to their account.

    

   

    

   • Disable: removes access to Bonzo for this team member. Please note, disabled accounts still count as active user seats. To remove the account and user seat, click on "Delete" and then navigate to "Addons" to remove the user seat from your monthly billing.

• Toggle Coaching Access: gives this team member access to Bonzo coaching. Please note, coaching must first be purchased in your company "Addons" before it can be applied to team member.

• Mark As Team Owner: transfers top-level admin access and ownership to another member of the team.

• Toggle Reputation IQ Acces: gives this team member access to Reputation IQ. Please note, Rep. IQ must first be purchased in your company "Addons" before it can be applied to team member.

• Toggle Bonzo Brand Lab Access: gives this team member access to Brand Lab. This feature is currently in Beta testing and is not available to all accounts.

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2. For more granular changes to this team member's account, click the "Edit" button.

    

   

    

   Below the basic details, you can make changes to a team members seat role (e.g. Team Member, Team Lead, SuperUser), granting them default access and permissions that come with that role. You can also assign a custom role based on your company specific criteria. These custom roles are created in the "Roles" section under your company tab and were explained in the above section in this article.

    

   

    

   In the next section, you'll be able to adjust the team member's monthly token limit. This limit is the total amount of tokens this user will be able to draw from your team's total token pool (e.g. if your total pool is 50,000 tokens and you set the limit to 20,000 tokens, that is the max amount that team member can use per month).

   To give this team member unlimited usage, check the "Unlimited token usage" box. This allows the user to draw from your team's total token pool continuously until the pool is either depleted or replenished.

   The "Toggle off from Round Robin" removes the ability for this team member to receive leads in a round robin format during a specific campaign.

    

3. In the final section, you can make granular edits to this specific team member's permissions. The "Role" column on the left reflect the permission access as established in the custom roles section of the "Roles" tab. The "Custom" column reflects any immediate changes you would like to make to those existing permissions.

    

   

    

   The permissions in the "Custom" column override any role-based permissions assigned to a user. Therefore, it's advisable to edit this column only for specific cases and to do so sparingly. For better tracking and oversight of team access, it's recommended to edit role-based permissions or create a new role with the necessary adjustments.

    

Billing

Managing billing as a Team Lead involves overseeing a range of financial responsibilities that ensure the smooth operations of your company. This includes handling add-ons, managing team members, and overseeing token allotments.

1. To begin managing billing settings, navigate to the "Settings" section and click on the "Billing" tab. Here, you can view and manage various aspects of your billing.

    

   

    

2. To activate your subscription and handle monthly invoices, you must have an active credit card on file. You can add payment methods by clicking on the "Add Payment Method" button. Here, you will be prompted to enter your credit card details, including the card number, expiration date, and CVV.

    

   

    

   After entering your card details, you will also need to provide your billing address and a valid email address. When completed, click "Save."

    

   

    

   This information ensures that your payment method is properly linked to your account and that you receive all billing-related notifications and invoices. Keeping your payment method up to date is crucial to avoid any disruptions in your organization’s access to the platform.

    

3. Next, specify the email account where you'd like to receive invoices. For example, it can be the account you registered with Bonzo or perhaps the email for your accounting department.

    

   

    

4. The Invoices and Payment History section offers a high-level view of your invoice totals in list form, including any prorations due to mid-cycle changes.

    

   

    

   This photo does NOT reflect accurate pricing.
   
    

   Prorations appear on your invoice as micro charge-backs to your account.

    

   

    

   To help you understand prorations, let's say you add a new user seat on the 15th of the month. Since this new seat is added halfway through the billing cycle, Bonzo will only charge you for the remaining days of that month instead of the full month. This partial charge is a proration.

    

5. Clicking "Download" on an invoice allows you to view the invoice as a PDF and provides a more detailed view of costs, such as monthly seat costs and add-ons like pipelines and IVR.

    

   

    

   This photo does NOT reflect accurate pricing.

    

6. Further down the page, you can view your Tokens Settings.

    

   Tokens are an internal digital currency used for outbound automated messaging, such as broadcasts, campaigns, and pipeline event messages, as well as various AI functionalities on the platform like AI Trainer: ChatBot, AI-generated event messages, and AI transcription and summarization.

   Although your company might not yet use the token-based system, all accounts will eventually transition to it, offering more control over automated outreach and providing advanced features to provide your team with a competitive advantage.

    

   

   Here you will be able to see a breakdown of your total monthly tokens and when they renew, as well as buy a one time purchase of additional tokens. 

    

7. One time purchases of tokens are there to supplement your monthly allotment. These are especially useful for handling periods of increased activity. Set up a one-time purchase by clicking "Buy tokens".

    

   

   Token allocation and cost is based on the per member seat price. Please note this photo does NOT indicate accurate pricing for every account.

    

8. At the bottom of the page, view your team's Historical Token Usage which tracks token consumption over different periods (week, month, and three-month views) and filter by team and user for detailed analysis. Click on the three dashes in the top right to establish filter settings for precise analysis.

    

   

    

    

Note: To learn more about Tokens, click on the button below.
Tokens: General Overview

Addons

In Bonzo, addon features can be managed by top-level users (Team Lead or SuperUser), with each feature providing different capabilities to enhance the platform’s functionality.

1. To navigate to "Addons," click on "Settings" and scroll down to the "Company" tab. Keep in mind that only top-level users will have access to manage these features.

    

   

    

2. Click the "+" symbol to add the feature or license to your monthly billing cycle. After selecting the appropriate addons, scroll to the bottom and click "Update addons." Keep in mind, the total price reflect the addons + your monthly subscription plan.

    

   

    

Below you'll find a list of available addons. Please note, prices listed are subject to change.

Additional Team Members:

• By clicking the (+) here, you are increasing the number of user seats on your team.

  • Once you add this team member seat, you will be able to add their account and send them their login credentials by clicking into the "Team Members" Tab and clicking "+ Add Team Member".

Pipelines Access:

• By clicking the (+) here, you are giving yourself and your team access to our Pipelines feature. Pipelines are designed to guide the flow of tasks and processes for you and your team. Click the link to learn more: Bonzo Pipelines

Reputation IQ:

• By clicking the (+) button here, you are purchasing a "Reputation IQ" license. This license allows you and your team to protect the reputation of your Bonzo phone numbers by providing data on their health when calling and messaging. Please note that you must purchase one license per user seat for access to Reputation IQ. With this tool you can:

  • Recycle a phone number (up to 5 times) and get a different number for use

  • Monitor when you are showing up for clients as Spam

  • Click the link to learn more: Rep IQ

IVR:

• By clicking the (+) here, your team gains access to an "IVR" phone number. This allows you as the Team Lead to create a phone tree within Bonzo (Eg. Press 1 for Jason, Press 2 for Molly, Press 3 for Support, etc.).

  • Click the link to learn more: IVR

Local Presence:

• By clicking the (+) here, your team gains access to "Local Presence" which provides a set of Bonzo numbers with specific area codes located near you in order to increase your pick-up rate.

  • Click the link to learn more: Local Presence

Legends (Bonzo Coaching License):

• By clicking the (+) button here, you are purchasing a "Coaching" license. This license allows the user to attend two strategy calls each month with Bonzo Power Users. Please note that you must purchase one license per user seat to access Coaching.

  • Gain access to live coaching calls as well as our extensive library of past calls.

  • To preview, click on the link: Overcoming Objections w/ Andy Zemon

Member Success:

• By clicking the (+) here, you are adding team access to our Member Success Program, which pairs you with a Bonzo expert for more hands-on, curated support

  • Member Success is a minimum 3 month commitment, and must be cancelled by the account owner.

  • Click the link to learn more: Member Success

*Note: when team members leave your company, it's important to remove any purchased addons associated with their user seat. This includes, "Additional Team Members," and any seat based licenses like "Rep IQ" or "Legends." Simply click the subtraction icon next to the addon feature and then click "Update addons" to ensure your monthly invoices are up-to-date.

Note: To learn more about the Addons listed above, click on the link below.
Addons: General Overview

Custom Fields & Views

Custom fields & views offer powerful customization options for tracking specific information that may not be native to the platform but is essential for your team and workflow. With no limit on the number of custom views you can create, Team Leads have the flexibility to create "Views," "Subviews," and "Fields" to ensure that every data point is organized and stored.

Views: found in the details section of a contact record, views are the tabs (Mortgage, Recruiting, etc.) that hold additional fields and data.

Fields: found within views or tabs, fields are boxes that hold the actual data points on your contacts (i.e. First Name, Last Name, Telephone Number, Email, etc.).

Subviews: found within the views or tabs, subviews visually separate large groups of fields, making it easier for you and your team to view and organize their data.

1. From your dashboard, navigate to the "Company" tab, and click on "Custom Fields & Views." Here you will see two tabs: "Views" and "Fields."

   The Views tab reveals any existing custom views and allows you to create new ones by clicking on the pink "+ Add view" button.

    

    

   

    

   The Fields tab provides a collection of all the unique fields that you have created or that have been shared with you.

    

   

   
   Click on the "pencil" icon to edit a field and to include it in one or multiple views

   

    

2. To create a new view, click on the Views tab and then on "+Add View." Remember, by creating a view, you are creating a new tab under which to house additional fields and data. In addition, you can make this new view visible to all members on your team, provide access based on different seat types, or, if you're a top-level user (SuperUser or Team Lead), grant access to a custom role that you've created for your organization.

    

   

    

    

   You'll also have the option to hide fields in the view if the fields are empty; preventing unnecessary clutter in your data organization.

    

   

    

3. Click "Create" to establish the view.

    

   

    

   Once the view has been created, click on the arrow icon to view and create fields and subviews for this new view.

    

   

    

4. Click on "+Add field" and then enter a "Field name," which will be the title of the field (e.g., First Name, Last Name, Telephone Number, Email). The "Field type" determines the field's functionality, and the "Help text" provides information that appears when you hover over the field. For certain field types, "Options" allows you to create a dropdown menu that team members can select from.

    

   

    

5. Once you've created your new fields, you can create "Subviews" to house additional fields grouped underneath the data fields you created above. Similar to views, for subviews, first create the view and then create the fields.

    

   

    

6. Once you've finalized your views, fields, and subviews, click "Create" and these views and subsequent fields will be active in the "Details" section of every contact record for you and your team.

    

    

   

    

   When you update fields in a contact record from this view or any other view, the fields will be highlighted in green, and a caution symbol will appear next to the view. This serves as a reminder to save the updated field information before navigating to another area of Bonzo. If you attempt to navigate away from the page without saving you will receive a pop-up notification reminding you to save.

    

   

    

   Simply click the pink "Save" button at the bottom of the page.

    

Custom Statuses

Establishing custom statuses allows you and your team to label, manage, and track contacts based on criteria specific to your company. This functionality is useful for identifying and categorizing prospects as they move through different stages of a pipeline. Additionally, it helps create subcategories to differentiate between various partners, such as VIP Realtors with Diamond Status, Platinum Status, Gold Status, and more. This system enhances your team's ability to organize and streamline contact management effectively.

1. Navigate to the "Settings" and select "Custom Statuses" under the "Company" tab. Here, you can create new statuses or modify existing ones.

    

   

    

2. Click on "+Add Status" to create a new status. Establish the status name and create any sub-statuses that may apply. When you are finished, click "Create."

    

   

    

3. Now, you will see your new status in your "Custom Statuses" and this status and any sub-statuses will be accessible across your team.

    

   

   Team members can assign the status from their "People" tab by selecting the contacts and clicking the "Pencil" icon.

    

   

    

   Once assigned, this information will be viewable under the "Status" column in you or your team member's People database.

    

   

    

    

   A team member can also create an advanced filter in their "People" tab based on this data point to quickly view and take action on all contacts with this status.

    

   

Referrals

The Bonzo referral program allows members to create and share a personalized referral link, earning 50 credits for each new member who signs up through the link. Members can track their referral performance, including deals and total income, directly within this tab in their Bonzo account.

1. To find your unique referral code, navigate to "Settings" and click on "Referrals" under the "Company" tab. Click on "+ Create referral link" in the top right to generate a new link.

    

    

   

    

    

2. Next, add your name or your company name to end of the uniquely generated link and click "Create."

    

   

    

3. You'll now be able to copy and share the referral link by clicking on the "pages" icon. Below that you will see stats and your total income from your link.

    

   

    

   Below the summary, you can edit the referral link. Keep in mind that if you update the link, anyone who has the old link but hasn't registered yet will no longer be able to use it, as the old link will become inactive.

   At the bottom of the page, you will see prospective members that have clicked on your link and begun the signup process.

   A few things to keep in mind:

   • Referral links and tracking are only available at the Team Lead level.

   • Referral links do not apply to SuperUser accounts.

    

Resource Links

With Resource Links, top-level users (SuperUsers and Team Leads) can now add company-specific resource links to centralize essential tools directly on the Bonzo dashboard for their entire team. Found at the bottom of your navigation sidebar, these links offer convenient access to any organization critical platform, such as intranet portals, loan origination systems, company websites, or other tech-stack tools. This enhancement allows Bonzo to become your daily operations hub, where team members can quickly access all the necessary tools for their work without leaving the platform. 

Note: To learn more about Resource Links, click on the link below.
Company Settings: Resource Links

Labels

The Labels feature allows top-level users to categorize campaigns and pipelines across their team or organization according to their intended purpose. These labels are fully customizable to suit your needs. This initial version of labels supports better organization and will set the foundation for advanced filtering options within both the Campaigns and Pipelines tabs in future updates.

Note: To learn more about Labels, click on the link below.
Company Settings: Labels

Top-level users in Bonzo can access and manage Company Settings, including roles, team members, billing, add-ons, custom views, and statuses. Only SuperUsers and Team Leads have this access, and team members can only view or edit these settings if granted permission by a top-level user.

Note: To learn more about Bonzo's settings, click the link below.
Settings: General Overview