Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
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 (SuperUsers and Team Leads) with management and oversight capabilities over their team's token usage. Accessible fr...
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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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SuperUser: 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...
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Integrations: VONK
How does this integration work? When someone fills out your VONK form, they will be instantly created as a lead in Bonzo. Upon creation, you can route them to a specific campaign or pipeline stag...
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Campaigns: Day Based vs. Date Based
When engaging your audience through campaigns, it's essential to distinguish between Day-based and Date-based campaigns. Understanding this difference helps establish the right campaign length and ...
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Pipelines: Templates
Pipeline Templates give you a structured starting point for organizing and tracking your contacts through the sales process. Instead of building stages from scratch, you can select a premade templa...
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People: Tagging, Filtering, Creating Custom Lists
Tagging Bonzo tags are labels you can attach to your contact records. They act like keywords, letting you categorize and group similar data points. Contacts in your People tab can have multiple tag...
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Code Protected Files
Bonzo’s code-protected files feature lets you securely share sensitive documents with your contacts through our encrypted network, avoiding the risks of sending attachments back and forth through v...
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MMI: Data Enhancements
When integrating MMI with Bonzo, you gain access to intelligent data that empowers you to make informed decisions about realtors and prospects. This enhanced data is seamlessly integrated into vari...