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Help Center/Getting started/Recommendations from Noa, Tal and Ido

Recommendations from Noa, Tal and Ido

The system notices when something is waiting for you - missing content, a lead waiting for a reply, overdue tasks - and shows a recommendation with a button that does the work.

1 Nov 2026

You don't have to remember to check everything. The Bambook team keeps an eye on your business and shows short recommendations: what happened, why it matters, and one button that takes care of it. Noa recommends on marketing, Tal on sales and Ido on finance.

Where to see recommendations

The recommendations card appears at the top of each department's pages, and only when there is something to recommend:

  • Marketing (the organic content page) - "Noa recommends".
  • Products - a first campaign idea after you add a product.
  • Sales - "Tal recommends".
  • Finance dashboard - "Ido recommends".

The card shows up to three recommendations, most urgent first. More waiting? Click +N more recommendations.

What they recommend

  • Marketing: few posts planned for the coming week, or time has passed since your last weekly plan (Create weekly content), a ready post that is not scheduled (Schedule it), a social plan waiting for approval (Approve all and schedule), overdue tasks (Place in the calendar) and a first campaign idea (See the idea).
  • Sales: a lead waiting for a reply beyond the target time (Write a WhatsApp), a lead nobody has reached out to yet or your very first lead (Open the lead), and a new Meta lead form (✓ Yes, take them in).
  • Finance: a check that all your numbers are in (Start the check) and a first business plan that is ready (See the plan).

Approve with one click

Click the button on the recommendation. Some buttons take you to the page where the action happens, and for others Noa does the work herself: for example Create weekly content starts creating the week's content, and you can follow its progress in the bell. While it works you see "Noa is on it…".

Note: Recommendations that cost money or credits, such as creating weekly content or approving a social plan, are shown only to the business owner, and only the owner can approve them.

Postpone or hide

Next to each recommendation there are two icons: Remind me tomorrow brings it back tomorrow morning, and Not now removes it from the card. If the situation sorted itself out in the meantime, for example someone already replied to the lead, the recommendation closes by itself.

Who sees what

The business owner sees all recommendations. Other team members see only recommendations about things they are responsible for (for example a lead assigned to them), and only in departments open to them. Some important recommendations also arrive in the bell, by email and on WhatsApp.

Tip: If your business has the Customer Hub, all recommendations from every department are also gathered on its tasks page.

Did not find an answer?

Fastest: the support button inside the app - the bot answers right away and passes you to an agent when needed. You can also email us, and the support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.

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In this guide
  1. 1. Where to see recommendations
  2. 2. What they recommend
  3. 3. Approve with one click
  4. 4. Postpone or hide
  5. 5. Who sees what
Related guides
Creating a social content plan - from an empty calendar to a full weekOrganic content · 4 minOnboarding - a short introduction to your businessGetting started · 4 minAdding a product or serviceGetting started · 4 min
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