Customize
Edit how BambuSDR thinks, talks, and routes work.
Communication Playbooks
The playbooks below group Emma's communication rules by the sales moment they support. Use this as the map, then jump into prompts, resources, cadence, or booking settings only when that lane needs a change.
Handoff / Booking
Qualified leads, booking-link language, handoff context, and the transition to the sales team.
Min Order Decline Downsell
How Emma offers the Faire path when the $500 direct opening order is the blocker.
Questions / Buying Info
Responses for pricing, catalog, starter kit, product education, and material requests.
Not Ready / Future Partner
Warm routing for leads who are not yet licensed, not open, or not ready for the minimum.
Technical Issues
Broken links, inaccessible files, and other access problems that should stay out of auto-DQ.
Closeout / DQ
Polite final-touch notes for declines, no-response exits, and non-fit conversations.