Core concepts — the data model

The key objects you’ll meet again and again in botn. Understand this model and you’ll see how every feature connects.

botn doesn’t make you learn new concepts on every screen. Once you understand the handful of objects below and how they flow into one another, every screen tells you what you’re looking at and what to tap.

Core objects

Almost everything in botn runs on these seven objects. The link at the end of each item opens its detailed guide.

• Contact — the hub where info, tags, notes, actions, deals and email all gather. → Contact card
• Tag — labels for sorting & segmenting; campaign targeting and filters. → Tags
• Action — a to-do: what to do next for this contact. → Actions
• Deal & Pipeline — open opportunities with stage & amount. → Pipeline
• Campaign & Playbook — the unit for announcing and tracking responses. → Campaigns
• Booking & Form — consult intake and pre-questions. → Bookings, Forms
• Products / Docs / Templates — quotes, shared docs, reusable copy. → Offerings, Docs, Templates

These objects aren’t isolated. A form submission creates a contact card, a tag defines a campaign’s audience, a campaign response creates an action, and working an action opens a deal. Enter something once and it shows up across every connected screen.

Status badges

Contacts carry a status badge along the sales flow: New Announced Responded Quoted Won Opted out

The real status values are more granular — New → To announce → Announced → Responded → Scheduled → Quoted → Reviewing → Won, plus Lost / On hold and Opted out. As the deal progresses, the badge naturally moves to the next step.

How status changes

• Change it directly from the status selector at the top of the contact card.
• Sending a campaign moves its recipients to 'Announced'.
• An incoming form or booking marks the contact 'Responded'.
• 'Opted out' is set automatically when the customer clicks the unsubscribe link in a campaign email.

The flow at a glance

This flow boils down to two loops — the booking loop that follows one person deeply, and the campaign loop that announces to many at once and harvests responses. Both loops meet on the contact card, and both end at the revenue report.

Your first steps, in order

1. Start by installing the app so you can open it straight from the home screen.
2. Then bring people in via Import contacts. Don’t import everyone — only what you need.
3. Sort the imported contacts with tags so they’re ready for campaigns and segments.
4. Now choose a loop — a campaign to send, or a booking link to share — and create responses.
5. As responses arrive, work them from the Today screen — actions appear there for you to handle.

Tools available on every screen

• Command palette — On desktop, ⌘K (or Ctrl K) ) searches contacts by name and jumps to any screen. It’s a desktop-only feature.
• BOTN AI — the sparkle button at the top-right ( ) summons the AI assistant anywhere. It shows suggestions tailored to the screen you’re on, and its answers come with buttons that jump straight to the relevant screen. → BOTN AI assistant

Your conversation with BOTN AI continues even after you close the panel or move between pages. Tap ‘New chat’ in the panel only when you want a fresh topic.

Things people mix up

• Tags and status are different. Status is the sales stage (New, Responded, Won…), while tags are classification labels (#VIP, #repeat…). A contact has one status but can carry many tags.
• Actions and deals are different. An action is a single ‘to-do for today’; a deal is the whole opportunity in progress. You’ll work through many actions before closing one deal.

Related screens

Today · Contact card · Tags · Actions · Pipeline · Campaigns · Revenue