Customize

Edit how BambuSDR thinks, talks, and routes work.

Deal Scoring

Keep NEW DEALS Sales-owned while Emma enriches the Deal for internal review. This route never sends email to the prospect.

Enable New Deals enrichmentWhen enabled, Emma reads only the configured Deal stage. She creates internal enrichment and notes but sends no prospect-facing email.

Deal pipeline IDNEW DEALS stage ID

Quiet window: Emma waits 120 seconds after a Deal enters NEW DEALS before enrichment begins. No prospect email is sent from this lane.

Application fork

Page 1 only remains in the normal Emma Lead flow. Page 1 plus Page 2 is a Sales-owned New Deal; Emma enriches it without emailing the prospect.

PRO application - Page 1 form IDPRO application - Page 2 form ID

Review routing

These targets define the controlled review actions. Every action re-checks HubSpot ownership, active Deals, current stage, and booked calls before making a change.

Send to Emma returns to

Leads > New (new-stage-id)

SALES CONNECT Deal stage ID

Every review action needs a human confirmation. Emma never sends a prospect email from Deal Scoring, and cancelling a call always opens HubSpot for a human to complete.

Slack delivery

Test with a private DM first. Switch to Sales only after the DM and enrichment path are verified.

ModeTest DM user IDSales channel ID

Slack app token is not configured yet; modes will remain unable to post.