Lesson 45 · Work with BoB
Pick a Loop for every team
Four recurring-work templates in Workflows.
You’ll be able to
- Find an Agent Loop for each team
- Start with a ready-made template
- Review recurring work and approvals
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Transcript
You can now find a recurring BoB workflow for every team.
Open Workflows, then New Workflow. Start from a template and choose Agent Templates.
For Customer success, choose Churn Risk Watch Loop. Each weekday, it looks for accounts that need attention and quotes the evidence.
For Product insights, choose Feature Request Tally Loop. Each Monday, it counts what customers asked for and who asked.
For CRM and pipeline, choose Sales Objection Roundup Loop. Each Friday, it reviews objections and how your team answered.
For leadership, look under Reports and delivery for Company Pulse Loop. Each weekday, it brings the biggest customer themes together.
Open an existing Loop. Talk to BoB on the left and review its settings on the right.
Review Triggers and Agent Instructions. Triggers set when the Loop runs. Instructions tell BoB what to watch for.
Open Approvals to review proposed actions before they are sent or posted.
Next up, Taxonomy Explorer.
