Wizards, in the top bar, holds four guided setups for administrators, with AI suggesting as you go:
- CRM pipeline wizard: describe your business and put your stages in order, and AI writes each stage's tasks and messages for you to approve. An administrator meets it the first time they open the CRM. If your pipeline is already set up, press Skip wizard.
- Leads campaign wizard: choose your channels (Linkedin, e-mail, phone) and whether one person or two run the outreach. It starts from a campaign our team prepared, and AI writes each step's messages in your language.
- Call wizard: choose the templates your calls start from in Bamya Call: preparation, scenarios and the post-call summary. It runs once, before Bamya Call opens.
- Task template wizard: a task, how often it repeats, and its message, written by AI.
Until an administrator finishes or skips the CRM and Call wizards, colleagues who open the CRM or Bamya Call see whom to ask.
New, in a template window, now asks first: Continue with the wizard, or Continue directly. Only administrators now make new campaign, pipeline and task templates, or use one from the Community. Everyone else goes on working with the templates you have.