Make Your Bot Cite the Record

Every line in a bot's CRM summary should link to the record it came from. No link, no line. Image: BotStaffer.

When a bot summarizes your CRM, ask it to put a record link or ID next to every claim. "Renewal pushed a quarter" is a statement. The same line with a link to the opportunity is something you can check in a few seconds.

If the bot cannot point to a record, the line comes out or gets marked unknown. Anything it found outside the CRM (a company website, a press release) gets labeled as outside the CRM. Read the CRM Before Outreach covers the habit of starting from the record.

Part of Using Your Bot to Mine Your CRM. A Guide to Getting Your Bot to Do Better QA has more on checking the work, and more short lessons live in BotStaffer Tips.