Next-action recommendations
Reads your records and points out what to do now.
Key features
Customer summaries
Summarizes customers and deals in a line to share context fast.
Message drafts
Drafts the message you're about to send.
Company enrichment
Fills in company info automatically to help you prep.
How it works
- 1
Step 1 · Capture customers and activity
Bring your customers, deals, and activity logs like calls, meetings, and notes into BOTN. The more your scattered sales data lives in one place, the sharper the AI's suggestions get. Just log things the way you already work, no extra busywork.
- 2
Step 2 · AI suggests the next action
Based on what you've logged, the AI proposes who to contact and when, and which deals to prioritize first. It flags stale deals and customers who need a follow-up so nothing slips through. On a blank morning, it gives you a 'today' list to start from.
- 3
Step 3 · Review the draft, then you send it
The AI writes a message draft alongside a summary of the customer and deal. Company enrichment fills in context about who you're talking to. The draft is only a suggestion, you review it, edit it, and decide whether to send it.
Information overload
As contacts, notes, campaigns, and deals pile up, 'what to do now' gets blurrier. Important customers get buried in between.
What the BOTN AI assistant does
BOTN AI reads your records to recommend the next action, summarize customers, and draft the message to send.
- Next-action recommendations
- Customer & deal summaries
- Context-aware message drafts
- Company info enrichment
People decide, AI prepares
AI prepares drafts and suggestions; you review and send. No starting from scratch means faster outreach.
How people use it
Solo reps design their day from the recommendation list each morning. Teams align context fast with customer summaries during handoffs.
Who uses it
Juggling dozens of customers alone, it's easy to forget whose turn it is. BOTN preps your next contacts and message drafts every day, so you just review and send. That means fewer deals going cold from a missed follow-up.
Pull each rep's scattered customer notes into one place, and let the AI summarize deals and lay out the next action for each. Managers quickly see which deals are stuck, while reps take the draft and polish it in their own voice. A human always makes the send decision.
What you get
- Get today's contact list without the guesswork.
- Skip re-reading customer and deal context every time.
- Cut writing time with ready message drafts.
- Lose fewer deals to missed follow-ups.
FAQ
Does the AI contact people on its own?
No. AI makes recommendations and drafts; a person decides to send.
What informs the recommendations?
Your customer, deal, and activity history in BOTN inform the next action and message.
Can I try it for free?
Free plans include basic enrichment; paid plans add monthly AI credits.
Does the AI send messages to customers automatically?
No. BOTN's AI only suggests next actions and writes message drafts. Reviewing, editing, and deciding whether to actually send is always up to you. It's not an auto-send tool, it's an assistant that supports your judgment.
What are the suggestions based on?
They're based on the customer details, deal progress, and activity logs like calls, meetings, and notes stored in BOTN. The more complete and accurate your records, the more useful the suggestions become. The AI summarizes data and proposes priorities, but the final call is yours.
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