Jobs
A job is one interaction — a call, SMS conversation, or form — where an agent reaches out to a Client File on your behalf. Each job ties to one Client File and one script (the conversation flow the agent follows).
Jobs land in the Review queue once the agent finishes. Open a job to see what it captured and confirm the data.
Job statuses
| Status | What it means |
|---|
| Review | Ready for you to review. |
| In progress | The interaction is still running. |
| Processed | Review is complete. |
| Flagged | Marked for attention. |
| Failed | The interaction didn’t complete successfully. |
Pending vs trusted
When an agent captures information during a job, it arrives as pending. Pending data is visible and attributed but not authoritative yet.
Accept a pending value and it becomes trusted — the authoritative value on the Client File. Trusted data is what gets written to your CRM and used downstream.
Every value carries provenance: where it came from, when, and through which channel. Provenance stays with the value through review so you can always trace its origin.
Intake
Intake is the review step inside a job. It shows pending data the agent captured alongside any trusted values already on the Client File.
Open a job and you see:
- Pending rows — captures from this job, waiting for your decision.
- Trusted rows — what’s already confirmed from a previous review, CRM sync, or another source.
For each pending row, Accept it (promotes to trusted) or Ignore it (clears it without changing trusted). Click Save Pending once all rows are addressed.
If trusted already has the correct value and a pending row just repeats it,
Ignore it — no need to accept it again.
Review page vs Client Files page
These two pages serve different purposes:
| Page | What it’s for |
|---|
| Review | The job queue. Open jobs, work intake, move pending to trusted. |
| Client Files | The Client File directory. Browse Client Files, view their full history. Select client files for outbound communications. |
Channels
Bob supports multiple interaction types:
| Channel | Description |
|---|
| Call | Phone conversation |
| SMS | Text message conversation (Coming soon) |
| Form | A mobile-friendly form sent to the client via SMS. They tap the link, fill it out on their phone, and the answers flow back as pending data. An effective way to capture information without a live conversation. |
| Email | Coming soon |
Scripts
A script defines what an agent does during an interaction — the questions it asks, how it branches based on responses, and what information it collects. Your admin configures scripts.
Client Files
A Client File is a person or case in Bob. It holds all trusted data for that person or case — from any source — in one place. Each field on a Client File is a slot.