Features and How-To Guides
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      Personalize Your Sales Workflow with 'My Bebop'

      My Bebop is your hub to personalize Bebop—create teams, define products, and upload sales content so its AI can deliver real-time support using Bebop's wingman feature, and tailored sales playbooks to your reps.

      Why Use 'My Bebop'?

      When you personalize Bebop through My Bebop, you unlock a powerful set of benefits. 

      • AI That Knows Your Business: Tailor Bebop’s tone, pitch, and objection handling to match how your team actually sells.

      • Precision Playbook Generation: Reps get personalized sales intelligence, battle cards, and messaging recommendations on demand—always grounded in the right context.

      • Save Time & Cut Guesswork: No more hunting through folders for assets. Bebop automatically delivers the right info at the right time.

      • Continuously Improve: Refine tone, strategy, and content inputs to keep Bebop aligned with what works best.

       How to Personalize with My Bebop

      Click the 'My Bebop' tab in the left-hand menu.



      Define the Products You Sell

      Go to My Products and hit “Create new.”

      • Think of these as the solutions you sell—grouped by segment, use case, or offer.

      • Products are the foundation for how Bebop tailors its responses and playbooks.

      • You can assign one product to many teams, and vice versa.



      Consulting Firm Example

      Structure based on project types or verticals served.

      • Digital Transformation Advisory – Systems integration, data strategy, and tech roadmap planning

      • Org Design & Change Management – Workforce planning, leadership coaching, and DEI strategies

      • Healthcare Compliance Consulting – Regulatory frameworks, audit support, and training

      This setup supports precise, expertise-driven playbooks that reflect the language, pain points, and outcomes typical of each consulting engagement.

      Products can be configured based on service lines, sales angles, solution type or geographic market. 

      E.g. Marketing Company Example

      Structure based on core service offerings tailored to client goals.

      • Paid Media Campaigns – Includes Google Ads, Meta, and LinkedIn campaign packages

      • Content Marketing Programs – Blog strategy, SEO writing, and thought leadership content

      • Brand Strategy & Creative – Visual identity, messaging, and rebrand deliverables

      This setup allows Bebop to generate playbooks that match each client’s marketing goals and align responses with the tone and tactics for each service line.

      Please note, if you have an individual subscription to Bebop and are not on our Team's plan, you will not see the 'teams' option on your My Bebop page.

      Click here to learn more about the benefits of our Teams plan today!

      Upload Your Content to Fuel the AI

      In the Product Documents section:

      • Upload everything that shapes how your team sells: tone of voice guides, pitch decks, FAQs, objection handling templates, sales methodologies, and more.

      • Assign each doc to the appropriate product(s). Some content—like your tone guide—may apply across multiple products.

      📁 Bebop uses these documents to generate on-brand, context-specific responses and sales support in real time.

      Examples of documents and content you can upload to train Bebop are:

        • Your sales pitch

        • Common email examples

        • Details about your products or services

        • Tone of voice guidelines for how you want Bebop to sound
        • Relevant information on your company such as your mission statement or core values
        • Details on your sales process

      The more you add, the better Bebop performs. Make it yours—and let it do the heavy lifting.

       What Reps Get from a Personalized Setup

      Once you’ve configured My Bebop, each team member gets a fully personalized experience:

      • Custom AI Responses: When using Wingman or creating playbooks, the content is tailored to their assigned teams and products.

      • Context-Aware Playbooks: Reps just type a prospect or customer name, and Bebop delivers a sales playbook infused with the right tone, messaging, and objection-handling—based on your setup.

      • Easy Context Switching: Selling across products? Reps can switch product context in seconds, and Bebop updates its outputs accordingly.

      Why Setting Up 'My Bebop' Matters

      My Bebop is more than a settings page—it’s the heart of your sales AI strategy. By organizing teams, defining products, and uploading your best content, you turn Bebop into a living, evolving resource that empowers reps with:

      • Sales support that actually sounds like your brand

      • Playbook tailored to the real context of each call

      • Tools that grow and improve as your team and messaging evolve

      Set it up once. Refine over time.  Make it yours—and let it do the heavy lifting.