Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
ChatBot - AI Trainer
ChatBot, Bonzo's AI Trainer, allows you and your team to practice and refine your sales tactics by interacting with an AI-powered trainer directly within Bonzo. This tool simulates real-life conver...
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Tokens: Team Limits
Top-level users (SuperUser or Team Lead) has the ability to manage and control the token usage of individual team members. In your "Teams" tab you can establish specific token limits for each team ...
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Arive: Field Mapping & Default Pipeline Stages
ARIVE Display Field ARIVE Field ID Bonzo Display Field Bonzo Field ID ARIVE Display Loan Id ariveLoanId N/A loan_id Lead Source leadSource Lead Source lead_source ...
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Communication Settings: Domain Authentication
Domain authentication is essential for ensuring that your marketing emails reach your audience’s inboxes and not their spam folders. By setting up a custom marketing domain, you can significantly i...
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SuperUser: Communication Settings
Communication settings allow you to customize and manage how you communicate with your contacts through email and your unique Bonzo number. Within this tab, you can start the verification process, ...
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Integrations: Sales Boomerang
To integrate your Sales Boomerang account with Bonzo, follow the steps below: Go to your Settings in Bonzo by clicking on your name in the upper-left corner of the page and selecting "Settings"....
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People: Custom Columns & Column Views
Setting up custom columns and column views offer a powerful way to tailor the 'People' tab in Bonzo to meet your specific needs, enhancing your efficiency by presenting only the most relevant infor...
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Pipelines: Settings
Similar to Campaigns, Pipelines have Settings that are specific to each Pipeline. To Find these settings: Begin by clicking on the Pipeline tab in the left menu of your Dashboard. To select ...
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Campaigns: Templates
Bonzo offers fully customizable campaign templates designed to enhance your outreach and engagement efforts. These templates are tailored to address various outreach scenarios, providing you with s...
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Bonzo Referral Program
When you share your referral link with non-Bonzo members, you will receive a one time $50 credit applied to your next bill. To find your unique referral code, navigate to Settings-->Company tab--...