In this chapter you will learn essential Admin functionalities that focus on managing pipelines, utilizing the Content Library, and overseeing tasks and reports. You will understand how to create, modify, and manage pipelines to ensure a consistent flow of processes across teams, align them with organizational objectives, and maintain security through proper permissions. Additionally, you will discover how to use the Content Library as a centralized hub for storing and sharing message templates, enhancing communication efficiency and consistency. Lastly, you will explore how to monitor and manage tasks across the organization and generate reports to track key metrics, optimize performance, and align team activities with strategic goals.
Estimated Learning Time: 10 min
Managing Pipelines
Managing pipelines at the Admin level ensures a consistent flow of processes across teams. Admins can create, modify, and manage pipelines to align with organizational goals. Access pipelines by navigating to the "Content" dropdown in your dashboard and selecting "Pipelines," organized into "Default," "Shared," and "Templates" tabs. Default Pipelines are for individual teams, Shared Pipelines are for organization-wide use, and Templates are customizable. Admins can edit pipelines to update stages, modify event triggers, and refine workflows. Managing permissions within pipelines maintains control and security. These capabilities enhance organizational efficiency and team performance.
Content Library
*Update: you can now manage call and video scripts from your content library. These scripts provide guidance and talking points for your teams when calling prospects or creating marketing videos.
The Content Library in Bonzo is a centralized hub for storing and sharing quick replies and message templates, including text, email, voicemail, and task messages. Admins can manage and distribute resources across the entire organization, while regional Admins can do so within their specific teams. This feature allows for the creation, organization, and sharing of templates, ensuring that the right communication materials are accessible, enhancing efficiency and consistency in messaging. By utilizing the Content Library, teams can access standardized and effective communication resources, promoting a cohesive and efficient workflow across the organization.
Tasks & Reports
*Update: Admin Adoption Reports now contain a column which reflects "active" vs. "inactive" users.
Admins in Bonzo have the capability to monitor tasks and deploy reports to ensure alignment with broader administrative and strategic goals. They can track platform usage metrics, such as total messages sent, response rates, and campaign activities. Admins can create, assign, and monitor tasks, as well as toggle between upcoming, overdue, and completed tasks. Additionally, they can generate reports under the "Management" tab to review team performance and optimize engagement. These functionalities help Admin oversee organizational activities and ensure alignment with strategic objectives, enhancing overall efficiency and success.
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Admin Chapter 5: Importing
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Admin: Pipelines
Admin: Content Library
Admin: Tasks & Reports