A closer look at SalesOS.

Keep products, callers, prospect research and management conversations together in a company workspace. Follow the readiness checklist to prepare your operation.

Open Overview and follow the company readiness checklist. Each company has its own products, callers and connected accounts.

Open Account security. Set up an authenticator and complete verification before configuring protected company settings.

In Integrations, connect your company’s OpenAI key. Review the usage consent before saving. Your company pays its own provider account.

Connect your company’s Apollo account and confirm its permissions. Prospect search and phone enrichment are separate operations.

Open Products and start a website draft. Review the extracted source passages, edit the details and resolve unknowns before submitting for approval.

Choose an approved product version, name the campaign and set its currency and spending allowance. Expand the queue and retry options if needed.

Open Human & AI calling. Select Human or AI for outbound calls, then independently choose Human, AI or a message for return calls. Save the campaign options.

Choose an approved product, model and voice. Write the disclosed opening and objective. Verify model access, then approve the profile. Live calling still needs activation.

Open Research, choose the campaign and set a result limit. Run research against the approved audience using your connected Apollo account.

Inspect the returned facts and possible buying hypotheses. Select suitable prospects and import them. Request telephone enrichment separately when needed.

The human desk has microphone, reservation and call controls. Check the input device and request eligible work. Telephone use requires an authorised company connection and activation.

The human-call permission workflow starts with an unrecorded connection. After telephone activation, follow the approved notice and permission steps before requesting recording.

Open a call review and inspect the transcript. For permitted recordings, evidence links seek to the matching audio. This example fixture has no recording.

Open AI manager to ask questions, explain blockers or challenge feedback. Connected company AI is required for live replies. This is an example conversation.

Open Performance to review a plan’s behaviour, target and practice task. Acknowledge the plan and discuss any unclear expectations with your manager.

Open Practice and submit a written response to the owner-defined exercise. Company AI provides feedback. Practice completion remains separate from live call metrics.

Open Reports and choose a reporting period. Read outcomes with their denominators and sample sizes. Later comparable calls determine improvement.

Return to Overview to check readiness and operational blockers. Prepare your team, review owner decisions and keep approved campaigns and provider accounts current.

Check readiness, reported blockers and owner decisions. Keep approved products, caller schedules and company connections current.