Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Communication Settings: Verification
Verification is the process of registering your Bonzo phone number with your business (Level 1, or “Brand” verification) and your messaging use case (Level 2, or “Campaign” verification) with the c...
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Pipelines: General Overview
Pipelines in Bonzo is a robust feature designed to streamline your sales process, providing a structured way to track and communicate with your contacts. By creating customizable stages, you can se...
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Integrations: LOS
Loan Origination Software (LOS) helps mortgage lenders streamline the loan origination process, automating tasks like application submission, underwriting, credit checks, and loan approval. While ...
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Integrations: Floify
The Floify integration with Bonzo seamlessly syncs prospect and loan details between both platforms. When prospects register, submit an application, or reach milestones, their information is automa...
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People: Formatting, Custom Fields & Views, Importing
FormattingOrganizing and reviewing your data before importing it into Bonzo is a crucial step that can save you time by preventing errors and rework. Below, we'll explore essential spreadsheet orga...
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Addons: Local Presence
Local Presence is an add-on feature in Bonzo that helps you establish a local connection with prospects by offering a selection of phone numbers with different area codes. When you make an outbound...
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AI Transcription & Summarize
With Bonzo AI and Tokens, you can automatically transcribe and summarize all inbound and outbound calls and voicemails. You have the flexibility to either enable automatic transcription and summari...
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Tokens: Billing Portal
The Billing Portal in Bonzo is a comprehensive tool that provides top-level users (Admins and Team Leads) with management and oversight capabilities over their team's token usage. Accessible from t...
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Throughput Guide: Best Practices & Tips
At high sending volumes, every segment adds up. Understanding how segment counts and carrier throughput limits work gives you direct control over your per-message costs — and is essential to scalin...
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Admin: Account Settings
Account settings allow you to personalize your Bonzo experience and manage various aspects of your individual account. While many features in this section are more relevant at the team level, certa...