# Bots for sales, RevOps and marketing teams · Bonggy

> Eleven bots teams run in Bonggy, from Boomerang to Relay. Each one does one job, runs a six-part flow you can edit, and answers to a revenue goal.

Source: https://www.bonggy.com/bots

## Sales

### Boomerang

Spots when a past champion lands at a new company and drafts the reopen.

- Job: Tells you when a lost deal's champion changes jobs.
- Role: researcher
- Page: https://www.bonggy.com/bots/boomerang
- **Trigger:** A champion on a closed-lost deal changes jobs (checked daily)
- **Context:** Closed-lost deals from the last 18 months · CRM contacts · job-change feed
- **Steps:** Match the new company to your ICP · Pull notes from the lost deal · Draft a short note in your voice
- **Approval:** You, before any note is sent
- **Output:** A draft note and a CRM task on the new account
- **Goal:** Q4 new pipeline
- **Hard limit:** never send without my ok

_Example flow. Every part is editable._

### Dossier

Digs into an account and its people so the rep walks in prepared.

- Job: A brief before every first call.
- Role: researcher
- Page: https://www.bonggy.com/bots/dossier
- **Trigger:** Before every first call on your calendar
- **Context:** CRM · call notes
- **Steps:** Read past calls · Research the account and its people · Write the brief
- **Approval:** Internal only
- **Output:** A brief in chat, before the meeting
- **Goal:** Q4 enterprise logos
- **Hard limit:** never contact anyone

_Example flow. Every part is editable._

### Unstick

Finds stalled deals and suggests the next step that moves them.

- Job: Mondays: stuck deals and next steps.
- Role: value generator
- Page: https://www.bonggy.com/bots/unstick
- **Trigger:** Every Monday 08:00
- **Context:** Open deals in the CRM · calendar · call notes
- **Steps:** Read every open deal · Flag no next step or 14+ days quiet · Suggest one next step per deal
- **Approval:** You, before any CRM change
- **Output:** This chat · a CRM task per deal
- **Goal:** Q4 enterprise logos
- **Hard limit:** never email anyone

_Example flow. Every part is editable._

Works in the Marketing → Sales handoff group.

### Draftsmith

Turns research into a brief or message a rep can actually use.

- Job: Research into a follow-up draft, for approval.
- Role: value generator
- Page: https://www.bonggy.com/bots/draftsmith
- **Trigger:** After a meeting ends
- **Context:** Call notes · the brief · company tone
- **Steps:** Pull the research · Draft the follow-up
- **Approval:** You, before any email is sent
- **Output:** An email draft for approval
- **Goal:** Q4 enterprise logos
- **Hard limit:** never send without approval

_Example flow. Every part is editable._

## RevOps

### Compass

Watches the pipeline against the goal and nudges when it drifts.

- Job: Accounts drifting from the ICP, deals with no next step.
- Role: researcher
- Page: https://www.bonggy.com/bots/compass
- **Trigger:** Daily 07:00
- **Context:** Pipeline · ICP
- **Steps:** Check ICP fit · Flag off-ICP accounts · Flag deals with no next step
- **Approval:** Internal only
- **Output:** A report in chat
- **Goal:** Q4 enterprise logos
- **Hard limit:** don't change any records

_Example flow. Every part is editable._

### Tidy

Cleans up CRM records, fills gaps and flags what's off.

- Job: Missing fields and duplicates; proposes fixes, for approval.
- Role: value generator
- Page: https://www.bonggy.com/bots/tidy
- **Trigger:** Fridays 17:00
- **Context:** CRM records
- **Steps:** Find missing fields and duplicates · Propose fixes
- **Approval:** You, before any CRM change
- **Output:** A proposed set of fixes
- **Goal:** A forecast you can explain
- **Hard limit:** never delete a record

_Example flow. Every part is editable._

### Delta

Preps the forecast and explains what changed since last week.

- Job: Before the weekly call: what changed and why.
- Role: modeller
- Page: https://www.bonggy.com/bots/delta
- **Trigger:** Thursdays 16:00
- **Context:** Pipeline snapshots
- **Steps:** Compare this week with last · Explain what changed
- **Approval:** Internal only
- **Output:** A summary in #revops
- **Goal:** A forecast you can explain
- **Hard limit:** read-only

_Example flow. Every part is editable._

## Marketing

### Sweet Spot

Maps the segments most worth your team's time.

- Job: Segments and which ones win.
- Role: modeller
- Page: https://www.bonggy.com/bots/sweet-spot
- **Trigger:** Monthly
- **Context:** Closed-won deals
- **Steps:** Segment the wins · Find which segments win
- **Approval:** Internal only
- **Output:** A report
- **Goal:** Pipeline from inbound
- **Hard limit:** read-only

_Example flow. Every part is editable._

### Echo

Pulls themes and pains out of calls and campaigns.

- Job: Pains and objections from recent calls.
- Role: researcher
- Page: https://www.bonggy.com/bots/echo
- **Trigger:** One-off, or weekly in a group
- **Context:** Last month's call notes
- **Steps:** Pull the top pains and objections
- **Approval:** You, before posting to #q4-campaign
- **Output:** A post in #q4-campaign
- **Goal:** Pipeline from inbound
- **Hard limit:** don't write copy yet

_Example flow. Every part is editable._

Works in the Marketing → Sales handoff group.

### Quill

Drafts content in your team's voice, ready for review.

- Job: Posts, pages and emails in your voice, for approval.
- Role: value generator
- Page: https://www.bonggy.com/bots/quill
- **Trigger:** Fridays 10:00
- **Context:** Company tone · pains from Echo
- **Steps:** Draft posts, pages and emails in your voice
- **Approval:** You, before anything is published
- **Output:** Drafts for approval
- **Goal:** Pipeline from inbound
- **Hard limit:** never publish

_Example flow. Every part is editable._

### Relay

Routes inbound leads to the right owner, fast.

- Job: Scores new leads against the ICP and briefs the right rep.
- Role: researcher
- Page: https://www.bonggy.com/bots/relay
- **Trigger:** On a new lead
- **Context:** CRM · ICP
- **Steps:** Score against the ICP · Pick the right rep · Brief them
- **Approval:** Internal only
- **Output:** A brief in #inbound and the owner set in the CRM
- **Goal:** Pipeline from inbound
- **Hard limit:** never reply to the lead

_Example flow. Every part is editable._

Works in the Marketing → Sales handoff group.

## How to start

Start from a preset, or from a sentence. Either way, the flow is yours.