Communication · Quick actions
Quick actions
Send document links, scan business cards, write notes and voice notes — the actions you use most, on one screen.
The Actions tab is the fastest hub once you know what to send or record. Mentions from teammates appear at the top, followed by three groups of tiles — send documents, reach customers, record. The button at the top right summons BOTN AI instantly.
Send documents — four link types
- Send a quote — pick one of your quotes and copy/send its public link.
- Send a form — intake forms links, picked and sent.
- Send a doc — shared docs get a tracked link made on the spot — you’re notified when it’s opened.
- Send a booking link — opens the calendar’s booking list — copy the link from the ‘My booking page’ card at the top. → Bookings
Reach customers
- Scan a business card — Import opens to scan cards or add contacts.
- Send guidance — email campaigns opens.
Record
- Write a note — pick a contact, then write a text note .
- Voice note — recording opens full-screen; on save, AI transcribes and summarizes. You can pick the contact after recording.
Where are my follow-up to-dos?
Dated follow-up to-dos live on the Today screen — overdue ones surface as ‘Urgent’, today’s under ‘Today’, and you complete them there. Think of Actions as the button hub and Today as the task list.
To create a to-do, use ‘Add task’ on a contact card or deal, or ask BOTN AI: “create a follow-up task for Mr. Kim tomorrow”.
Notes · Sequences · Templates · Today · Email campaigns