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Chapter 9, Tasks, Videos, and Team Chat πŸ’¬
Chapter 9, Tasks, Videos, and Team Chat πŸ’¬

Get your videos created, tasks set, and connect with your team, all within Bonzo!

Updated over a week ago

Chapter Overview:

In this chapter, learn how to utilize these three powerful features: Tasks, Videos, and Team Chat. With Tasks, users can efficiently manage their workload by creating, organizing, and tracking tasks across different screens. The Video feature enables users to create engaging content. Meanwhile, Team Chat serves as a hub for real-time communication and collaboration across your team, offering tools like chat rooms and the AI Trainer: Chatbot for practicing sales strategies. Together, these features empower users to streamline workflows, create compelling content, and foster effective teamwork within the Bonzo platform.


Setting Tasks so you Never Miss an Important Message, Event, or Action πŸ“


Tasks in Bonzo are vital for organization and productivity, offering various creation methods. From the Tasks tab, users can add tasks with details like title, description, and assignee, syncing them with integrated calendars. Tasks can also be generated from the People tab or directly from a contact's profile, ensuring tailored follow-up actions. Team Leads gain additional functionalities like managing dispositions and assigning contacts to power dial groups, enhancing task management efficiency across teams.


Video Studio: Your Gateway to Killer Content πŸŽ₯

The Video tab in Bonzo organizes your personal and team videos, with "My Videos" housing your personal collection. Create folders for better organization, like "Realtors" or "Past Clients," by clicking "Add Folder" and naming it. Adding new videos is simple – just click "add video" to upload from your device, record within Bonzo, or upload from your computer, ensuring the appropriate format for emails or texts.


Managing Videos and Using Scripts! ✍️

In the Video tab, accessing options by clicking the three dots beside a video allows actions like moving it to another folder, viewing and editing it, renaming, duplicating, downloading, archiving, or deleting it. Additionally, the "Scripts" tab enables the creation of teleprompter-like guides for video recordings, accessed by clicking "Add Script," naming it, writing content, and sharing with the team if desired.


Video Editing βœ‚οΈ

In Bonzo's Video Studio, you can enhance your videos to captivate your audience. Start by refining video details like titles and descriptions, then incorporate action-oriented Calls to Action (CTAs) to drive viewer engagement. Trimming unnecessary parts, enabling comments, integrating Calendly for scheduling, and selecting enticing thumbnails further optimize your video's impact, transforming it into compelling content that resonates with your audience.


Caption your Videos & Increase Accessibility πŸ“–

In Bonzo's Video Studio, automatic captions ensure accessibility for all viewers. Easily edit captions by accessing the video, navigating to the captions section, and making necessary adjustments with a simple click. Additionally, toggle captions on or off to customize the viewing experience, ensuring your videos align perfectly with your audience's preferences and needs.
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Easily Communicate with your Team via Team Chat! πŸ’¬


Team Chat in Bonzo facilitates seamless collaboration and communication among team members. Accessible from the general tab, it offers features like creating chat rooms, adding emojis, gifs, and attachments, and even linking prospects for quick reference during discussions. Additionally, the AI Trainer: Chatbot feature enables users to practice sales strategies and handle objections, enhancing team performance and cohesion.
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