botn Guide

Guides and workflows to get the most out of botn — run a full sales cycle, from importing contacts to closing and following up, in one place.

What is botn?

botn is a mobile-first sales OS for people who sell from their contacts. It isn’t a heavy general-purpose CRM — it focuses on running one sales cycle, lightly and fast, in a single place.

The core flow boils down to two loops. Whatever screen you’re on, you’re really advancing one of these two.

• Booking loop — booking link → intake form → contact card → notes → next action → follow-up → close.
• Campaign loop — partial import → segment by tags → send → track replies → consult, book, quote, close.

Get started fast

Your first 5 steps

If you’re new, follow this order. Each step links to its own guide page.

1. Install the app — Add it to your home screen without an app store — it launches fast like an installed app. → Install guide
2. Set up your account — Fill in workspace info, and invite members if you work as a team. → Settings · Members
3. Connect contacts — Sign in with Google to connect your Google Contacts — existing contacts gather into customer cards. → Connected accounts
4. Import contacts — Bring existing customers in via card OCR or CSV. Don’t move everything — import only what you need. → Import
5. Explore the core — Open the contact card, campaigns, bookings, and revenue once each. → Contact card · Campaigns · Bookings · Revenue

The Today screen — start your day here

The Today tab is the first screen you see. It summarizes today’s to-dos, overdue follow-ups, and total contacts, then lists the action to handle first as a card.

• Overdue actions surface first with an Overdue badge. Handle them before they cool off.
• When there’s nothing to do, you’ll see ‘Today is clear.’ That’s a good time to send a campaign and create new responses.

→ Today in detail

Two tools you’ll use everywhere

• Command palette — On desktop, ⌘K (or Ctrl K) ) lets you search a contact or jump to any screen instantly.
• BOTN AI — the button in the header opens the AI assistant panel anywhere. → BOTN AI assistant

What’s inside

• Getting started — onboarding, install, core concepts, the Today screen → Onboarding · Concepts
• BOTN AI — the assistant you summon anywhere, and AI guide setup → Assistant · Guide setup
• Contacts — contact cards, tags, import, AI assist → Contact card · Tags · Import
• Core workflows — campaigns, bookings, calendar, forms, pipeline & deals, quotes, products, doc sharing → Campaigns · Bookings · Pipeline
• Communication — templates, email campaigns, actions, notes, sequences → Templates · Actions
• Admin · Integrations · Reports — settings, members, billing, privacy, email sync, revenue reports → Settings · Email sync · Revenue

Tips from the field

• Don’t move all your contacts at once — import only the people you’ll actually reach this quarter. Your screens stay light and Today stays clear.
• If you keep writing the same message, save it as a template. You can reuse it in campaigns and one-off sends alike. → Templates
• The help button in each screen’s header opens this guide’s page for that exact screen in a new tab. When stuck, tap it first.

Related pages

• Onboarding quickstart
• Core concepts — data model
• Contact card
• Campaigns
• Revenue reports