BOTN AI · Guide setup
AI guide setup
Tell BOTN AI about your business and how you sell, and it answers more accurately and writes more naturally. Set how far it should help and your send-approval rules here too.
Preview · BOTN AI guide setupSave guide
BOTN AI guide
Business info
botn Consulting
Auto sales
New-car delivery / insurance plan
How far should AI help?
Up to campaign drafts
Selling as a team?
Approval rules
Bulk send needs approvalOn
Confirm before sendingOn
What you fill in
- Business info — business name, industry, products/services, target customers
- Tone & forbidden phrases — preferred tone, phrases to avoid, common objections and responses
- Help level — five levels from how-to only up to ‘prep actions for approval’
- Approval rules — approve bulk sends, confirm before sending
The five help levels
- How-to only
- Up to drafting copy
- Up to recommending contacts
- Up to campaign drafts
- Prep actions for approval
Where to find it
Settings → BOTN AI guide. Once saved, the assistant and the in-screen AI cards use this information.
Turn on ‘team selling’ and suggestions consider owners and assignment; with approval rules on, bulk work always waits for your confirmation. This month’s AI usage shows at the top and under billing.