Organize accounts, contacts and Super Connectors with your own tags, and set up alerts just by chatting with Rudy. Try uploading a CSV and asking Rudy to analyze it for you.
Shared Rudy chat links open only for members of your workspace. Share a chat with teammates as before; people outside your workspace can't open the link.
Create any tags you like and apply them to accounts, contacts and Super Connectors, one at a time or in bulk. Filter the accounts and connectors lists by tag, and pick tags when you upload a list so every record it creates carries them.
Describe the alert you want and Rudy builds the trigger with you: he offers choices, confirms the schedule, lets you pick a Slack channel and checks before saving. You can start from the Triggers page or improve an existing trigger in chat, and scheduled triggers can deliver results by email.
Rudy can now run analysis over CSVs you upload and over large result sets, right in the chat. File uploads also read more formats, including HubSpot exports, Excel files and tables inside PDF, PowerPoint and Markdown files.
When your company invests in other companies, Boomerang turns those portfolio companies into warm paths, so your own investments open doors at target accounts.
Questions about a change? Ask Rudy in Slack, or see it on your own network.
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Rudy, our AI referral agent, finds the warm path, drafts the ask for the right person to send, and tracks it to the meeting.
