Please Note: Buffini Mode is currently available to an invited group of early access users. We'll be expanding access in the coming weeks—stay tuned. If you received a beta invitation, this article will walk you through everything you need to know to get started.
Interested in joining future iterations of the beta? Sign up here!
What is Buffini Mode?
Buffini Mode brings Buffini & Company's Work by Referral methodology directly into the BoldTrail Streams app. Instead of juggling your daily action plan in Referral Maker and your contacts in BoldTrail, Buffini Mode surfaces everything in one place—who to call, who to send a note to, and who to pop by, all on the go.
When Buffini Mode is enabled, you'll see a new section in the Streams app called the Priority Action Center (PAC). This is your daily home base.
Getting Started
No setup required on your end. When your alpha access is enabled, Buffini Mode will be set as your default experience the next time you open the Streams app. Just log in with your existing BoldTrail credentials—no new account, no extra steps.
Please note: Phase 1 is available on iOS only. Android support is coming in a future release.
The Priority Action Center
The Priority Action Center is the heart of Buffini Mode. Every day, it surfaces your most important relationship actions—Calls, Notes, and Pop-Bys—ranked by contact grade and recency so you always know who needs to hear from you and when.
Here's how it works:
You'll see up to 5 cards at a time per action type (Calls, Notes, Pop-Bys). As you complete cards, new ones populate automatically.
Use the toggle at the top of the PAC to filter by action type.
Contact grade badges (A+, A, B, C) appear on each card, pulled directly from your Referral Maker rankings.
Note and Pop-By cards also display the contact's last activity date and home address.
Recurrence Cadence
Your contacts reappear in the PAC based on their grade—A+ every 30 days, A every 60, B every 90, and C every 120. You don't have to manage this manually; the system handles it.
Tapping a Card
When you tap a PAC card, the AI Assistant opens. From there, you can complete the action—make the call, log the note, or confirm the pop-by—and the completion event is automatically sent back to Referral Maker. After a card is completed, it will clear from your PAC.
What Happens If a Contact Isn't in BoldTrail Yet?
Your PAC is powered by your Referral Maker contacts. If a contact appears in the PAC but doesn't yet exist in BoldTrail, the AI Assistant will guide you through adding them on the spot.
For example, you might see a prompt like: "Sarah Mitchell isn't in BoldTrail yet—would you like me to add her so this call gets logged?"
You'll be asked for a few basic details. Either a phone number or an email address is required to create the contact—both are not required. Once added, your action can proceed normally, and the completion event will sync back to Referral Maker.
Making Calls
When you tap a Call card, the AI Assistant will open with context about the contact and offer a call script. From there, you can bridge the call using your Smart Number.
With a Smart Number: Your call is bridged, recorded (where permitted), and an AI-generated call summary will be sent to you via push notification once it's ready. Tap the notification to review your notes in the AI Assistant.
Without a Smart Number: You can still log calls manually.
Notes and Pop-Bys
When you tap a Note or Pop-By card, the AI Assistant opens and provides a short overview of the task—including suggested content or pop-by ideas pulled from your contact history. Once you've completed the task, confirm it in the AI Assistant, and the card will be dismissed.
Please Note: WoY (Waiting on You) notifications resolved by a Note or Pop-By action must be manually dismissed in the Waiting on You section of Streams. Call completions via Smart Number will update WoY automatically.
Frequently Asked Questions
Why is there nothing under a contact's name on my PAC card?
If you've never contacted that person before, the subtitle will be blank. This is expected. The next time you contact them, more info will be available.
Will completing PAC actions affect my Waiting on You section?
Yes, partially. Completing a call via Smart Number will also clear the relevant WoY notification if one exists. Note and Pop-By completions will not automatically clear WoY—those need to be manually dismissed.
Can I use Buffini Mode on Android?
Not yet. Phase 1 is iOS only. Android support is on the roadmap and will be coming in a future release! Stay tuned for more details.
What's coming next?
Future phases will bring additional features, including Win the Day/Win the Week progress tracking, goal setting, and more. Stay tuned for updates.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!