One shared contact base, owner workspaces, two-cycle outreach and capacity planned in minutes, not quotas.
Bota Group
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To do
–
today
Completed
–
today
Overdue
–
Calls today
–
connected of attempted
Capacity planning loads with your tasks.
The next five business days, by date. Tasks move to Today when their day comes.
Needs attention
Contacts that fell out of the normal flow: what, why it matters, how to fix it, and who resolves it. Nothing here is changed automatically.
Waiting on a reply or information
Cooling & reactivation
My leads
Who
Contact
Where it stands
Last touch
Added
Next step
Pick a task or a lead.
Log call
Review overdue tasks
Tick the tasks, choose one action. Nothing changes until you press Apply. Cancelled tasks are kept in the contact's history.
Working hours and minutes per task
Capacity planning counts the minutes of your working day against what is logged and scheduled. Calls to a contact are scheduled in the contact's own US time zone.
Activity by person
Person
Calls
Connected
Call min
Emails sent
Replies
Meetings
Opportunities
JD requested
JD received
To HR
Won
Lost
Overdue
Opt-outs
Bounces
Calls and replies are outcomes logged in the period. Emails sent are plan emails confirmed sent. Opportunities are deals opened. Overdue is open right now, counted as My Workspace counts it. Test contacts are left out.
Automation errors
Team today
Calls due today
Lead
Phone
Call
Due
Owner
From the lead response sequence. Open the lead to log how the call went: Connected, No answer or Left voicemail.
Recommended actions
Nothing waiting. Good day.
Leads by source
Category
Source
Leads
Replied
Qualified
Meetings
Proposals
Won
Lost
Deals by source and relationship
Source
Relationship
Deals
Qualified
Meetings
Proposals
Won
Lost
Open
New MRR
Pipeline MRR
Ad spend by platform and campaign
Platform
Campaign
Spend
Impressions
Clicks
Leads
Cost per lead
Won
Filters
Industry, city, state, country and size match on part of the text.
#
Who
Contact
Category
Where it stands
Sources
Owner
Tags
Added
Select a contact.
Add contact
Next: assign an owner and choose a sequence. Someone already on file (same email, LinkedIn, or the same person at the same company) is refused with a link to the record.
Import contacts
Column matches
Spreadsheet column
Contact field
Sample
Row
Result
Contact
Changes
Blank cells never erase anything. Rows marked Review are not saved; fix them in the file or on the record. Contacts missing from this file are left untouched.
Campaign
Type
Audience
Status
Progress
Replies
Needs attention
Owner
Automatic sending (admins)
BOTA core sequences
The three plans Elva's structure ships with. They are never changed in place: view one and customize a copy.
Other sequences
Email templates
Placeholders: {{first_name}}, {{company}}, {{owner_name}}. A template is a starting point for an email step in the builder.
Item
Kind
Needs
Proposed
Created
New Campaign
New Sequence
New Template
Start outreach
Nothing here restarts automatically. Contacts with an open callback, meeting or follow-up stay in My Workspace.
Cooling / Exhausted
The plan ran out with no response. The review date ends the cooling; an admin can approve a restart.
Revisit later
They said not now and gave a date. A review task lands on the day.
Paused outreach
Paused by an outcome (callback, out of office) or by hand. Resume continues the plan where it stopped.
HR recruiting is out of scope; update contract progress here after hearing from HR. The sales owner keeps attribution throughout.
Transfer lead
What moves to the new owner
All history stays with the contact. The transfer is recorded with your name, time and reason.
Log a meeting
Connections
Integrations
Integration
What it feeds
Status
Each connection and the plan or screen it feeds. Status comes from the live checks (Health, Calendly, outreach settings).
Lead response sequence
Lola's fixed-wording plan for new inbound leads: an acknowledgement right away, calls for leads who gave a phone number, follow-ups on business days 1, 3 and 6 (Mon to Fri, 9 to 6 Eastern), then Unresponsive and a check-in six months later. It stops on a reply, a stage change, an opt-out or a connected call. Off keeps today's welcome email. Test runs it only for the addresses listed.
Calendly
When someone books on the calendar, the lead moves to Meeting scheduled (a new contact is created if needed), the automatic follow-ups stop, "Looking forward to speaking" is emailed a few minutes later, and "Looking forward to tomorrow" is prepared as a Gmail draft the business day before. Needs a paid Calendly plan and the personal access token saved as the Worker secret CALENDLY_TOKEN.
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Team assistant inbox
Team members email or forward to the assistant's mailbox: a LinkedIn screenshot, a name and a company, "hot lead, note: …". The assistant adds each contact to the sender's Today (or fills the blanks of one that already exists), then looks up what is missing on the web. Every field on the profile says where it came from. It only obeys active Command Center users, only when Gmail confirms the sender, and it sends no email. Dry run records what it would do without adding anything.
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Recent emails
Received
From
Subject
Status
What happened
Ad platforms
Three things each platform can do: send leads in, report spend, receive outcomes back. Meta sends leads today; spend needs a token.
Platform
Status
Leads in
Spend
Outcomes back
Last sync
What it takes
Passkeys
A passkey signs you in with your face, fingerprint or device PIN: no password to type, and nothing a fake page can steal. Add one on every device you use. Your password keeps working as the backup.
BOTA