OS is designed to automate, streamline, and scale your business operations, giving you the tools to manage everything from sales, marketing, and client communication to funnels, automation, and financial tracking—all in one place. Let’s dive in and explore how OS can transform your business and accelerate your success!
1. Welcome to your new OS!
This step-by-step demo will guide you through all the powerful features and assets available in your account, helping you streamline your business operations like a pro. Let’s dive in!
2. My Messages
Manage all your communications in one place!
Email
SMS & WhatsApp
Instagram & Facebook
Tips:
Set up your syncs & integrations
Purchase a phone number
Create trigger links to send clean URLs & track clicks
3. My Calendars
View and manage your:
Meetings & Appointments
Calendar settings & scheduling rules
Appointment stats & analytics
4. Calls & Pipelines
Optimize your sales process with:
Opportunity pipelines
Attribution reporting
Manual call management
Call reports & tracking
5. Contacts & Emails
Access & organize your contacts with:
Smart lists for segmentation
Contact management & filtering
6. Email, SMS & WhatsApp Templates
Create & send:
Email campaigns & newsletters
Automated SMS & WhatsApp messages
Custom email, SMS, & WhatsApp templates
7. Funnels & Websites
Build & manage:
Funnels & websites
Online stores & digital shops
Quizzes & chat widgets
Video & image uploads
Domain management
Website & funnel analytics
8. Automations & A.I.
The core of your OS—fully automate your business!
Create automations to streamline operations
Deploy the AI Bot to handle inbound messages
Activate AI Voice for outbound & inbound calls
9. Forms & Surveys
Gather leads, qualify contacts & collect feedback with custom-built:
Forms
Surveys
10. Courses & Client Portals
Host & manage:
Online courses & communities
Client portals for seamless client interaction
Certificates & milestone tracking
11. Content Calendar
Plan, schedule & analyze your social media posts:
Automate content distribution
Track engagement & performance
12. Payments & Contracts
Manage all financial transactions with:
Order & subscription tracking
Payment links & product listings
Coupons & discount management
Contracts & invoices
13. Ads & SEO
Optimize visibility & marketing with:
SEO tools & tracking
Google reputation management
Ad performance insights
14. Account Settings & Integrations
Customize & connect everything:
Manage phone numbers, email services & integrations
Adjust system values & preferences
15. Team Management
Streamline collaboration with:
Project management tools
Team chat & communication channels
Task tracking & delegation
Team reporting & analytics
16. Dashboard
Access your key insights & analytics in one place.
17. Resources
Find support & learning materials:
Guides & checklists
Playbooks & strategy docs
Community discussions
18. Master Your OS!
This system is designed to automate, streamline, and scale your operations—all from one platform. Let’s build & scale!