Prospecting
Discover and enrich eligible contacts.
One shared work queueSALESOS PLATFORM
Your salespeople.
Supported by SalesOS.
Keep your team and connect the work around every conversation: approved products, prospect research, human calling, AI coaching and performance reporting.
EXPLORE THE INTERFACE
Your guided product tour
20 annotated chapters · 3 min 20 sec
Walkthrough of implemented screens using example data. Telephone use requires activation. Use fullscreen or pause at any step.
Read the step-by-step guide
- Your team. One workspace.
Keep products, callers, prospect research and management conversations together in a company workspace. Follow the readiness checklist to prepare your operation.
- Start with your workspace
Open Overview and follow the company readiness checklist. Each company has its own products, callers and connected accounts.
- Secure your account
Open Account security. Set up an authenticator and complete verification before configuring protected company settings.
- Connect company AI
In Integrations, connect your company’s OpenAI key. Review the usage consent before saving. Your company pays its own provider account.
- Connect Apollo
Connect your company’s Apollo account and confirm its permissions. Prospect search and phone enrichment are separate operations.
- Draft from your website
Open Products and start a website draft. Review the extracted source passages, edit the details and resolve unknowns before submitting for approval.
- Create your campaign
Choose an approved product version, name the campaign and set its currency and spending allowance. Expand the queue and retry options if needed.
- Choose who speaks
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.
- Prepare your AI profile
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.
- Research the approved audience
Open Research, choose the campaign and set a result limit. Run research against the approved audience using your connected Apollo account.
- Review and import prospects
Inspect the returned facts and possible buying hypotheses. Select suitable prospects and import them. Request telephone enrichment separately when needed.
- Prepare your calling desk
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.
- Connect, then ask permission
The human-call permission workflow starts with an unrecorded connection. After telephone activation, follow the approved notice and permission steps before requesting recording.
- Review call evidence
Open a call review and inspect the transcript. For permitted recordings, evidence links seek to the matching audio. This example fixture has no recording.
- Talk with your AI manager
Open AI manager to ask questions, explain blockers or challenge feedback. Connected company AI is required for live replies. This is an example conversation.
- Agree a focused plan
Open Performance to review a plan’s behaviour, target and practice task. Acknowledge the plan and discuss any unclear expectations with your manager.
- Practise the behaviour
Open Practice and submit a written response to the owner-defined exercise. Company AI provides feedback. Practice completion remains separate from live call metrics.
- Check later results
Open Reports and choose a reporting period. Read outcomes with their denominators and sample sizes. Later comparable calls determine improvement.
- Keep the operation moving
Return to Overview to check readiness and operational blockers. Prepare your team, review owner decisions and keep approved campaigns and provider accounts current.
- Review your next actions
Check readiness, reported blockers and owner decisions. Keep approved products, caller schedules and company connections current.
AN AI MANAGER FOR YOUR TEAM
Coach. Listen. Practise. Follow up.
Discuss call evidence, explain blockers and practise a focused skill. Review subsequent comparable calls for improvement. Your team can challenge assessments; you retain employment and operational decisions.
Choose how much to delegateOne connected workflow
- Approve product knowledge and campaign rules.
- Research prospects and prepare the calling queue.
- Make human calls and record permitted evidence.
- Review outcomes, coach and follow up.
Your callers and AI manager.
One connected team.
Explore the configured workflow (live calling is disabled). Follow the prospect through your team. You approve the rules, choose who calls and decide who answers when they call back. SalesOS keeps the context connected.
YOU SET THE DIRECTION
Your rules govern every stepCompany owner
Approve products, audiences, budgets and automation permissions.
Approved campaign
Next prospect
Human caller selected
Assign human callers with approved product guidance.
Your outbound choiceConversation
The prospect
A cold prospect or a warm lead.
Company-scoped contact recordCalls back
AI handler selected
Save who should handle the campaign’s return calls.
Independent incoming choiceOutcomes + permitted evidence
THE IMPROVEMENT LOOP
AI manager
Discuss human-call evidence with each caller, capture blockers, assign written practice and review later calls.
DiscussEvidence and blockers
PractiseOne focused priority
ReviewLater comparable calls
Back to the next conversation. Better preparation for the caller. Appropriate decisions for the owner.
This diagram shows campaign configuration. Live telephone use is currently disabled and requires approved activation. AI conversations and written feedback require the company’s OpenAI connection.
EXPLORE THE PLATFORM
Everything around the call.
Connected capabilities, with clear activation requirements.
Products and approved knowledge
Company AI required for website drafts
Explore capabilities
Website-assisted setup
Turn a public product page into an editable draft. Supported JavaScript pages can be read in a browser; source passages and missing information stay visible.
Versioned sales rules
Approve claims, limitations, pricing guidance, qualification and playbooks. Earlier calls retain the product version that applied at the time.
Multiple product programmes
Give each product its own audience and campaign. Assign caller readiness to the relevant approved product version.
Research and prospect discovery
Authorised Apollo account required
Explore capabilities
Apollo research, including MCP
Run company-authorised research, inspect the returned facts and review prospects before importing them into SalesOS. Possible buying interest stays a hypothesis.
Separate phone enrichment
Search first, enrich separately. Missing numbers, partial results, pending completion and provider errors have explicit states.
Audience and spend controls
Use supported approved buyer filters, estimated enrichment budgets and in-flight limits. Unsupported filters are rejected; actual provider credits still need reconciliation.
Campaigns and prepared work
Configurable queue buffer
Explore capabilities
Straightforward campaign setup
Choose an approved product, currency and allowance using normal form fields. Adjust queue size, search batches and call retry settings.
Automatic queue replenishment
Authorised workers refill a configured queue buffer. Caller eligibility and restrictions control access to the prepared work.
Coordinated contact ownership
Reservations prevent two callers taking the same contact at once. Deduplication and account ownership help coordinate work across products.
The human calling desk
Twilio connection and activation required
Explore capabilities
Browser phone controls
Request microphone access, select an input device, mute, use the keypad and hang up. Telephone use requires an activated company connection.
Authorised outbound calls
SalesOS checks the caller, product, destination, contact restrictions and calling window before connecting through the company’s Twilio account.
Callbacks and call outcomes
Handle requested callbacks, incoming routing and offline fallback. Save call records and wrap-up outcomes even when later processing needs attention.
Recording and call evidence
Permitted human-call evidence required
Explore capabilities
Permission-controlled recording
Connect without recording by default. Follow the approved notice and permission steps, with confirmed recording controls and refusal or withdrawal handling.
Private playback and transcripts
Review permitted audio with timestamped transcript segments and evidence links. Search the transcript and seek to the relevant moment.
Review, challenge and correct
Inspect qualification, observations, uncertainties and possible claim risks. Callers can challenge assessments; reviewed transcript corrections retain their history.
A two-way AI manager
Company OpenAI connection required
Explore capabilities
A private, persistent conversation
Each caller membership has a persistent thread, visible to authorised company management. Company AI uses recent context to answer questions and discuss feedback.
Check blockers before assigning practice
Check queue and connection status, schedules and reported blockers. Product and data concerns can be referred to the owner for review.
Coaching that fits the working day
Use working schedules, briefings and quiet hours. Avoid interruptions during calls and combine repetitive alerts into useful follow-through.
Practice and improvement plans
Written exercises and evidence-based review
Explore capabilities
Up to two focused priorities
Plans record a behaviour, baseline, owner-defined target and practice task, evidence and review threshold. Callers can acknowledge or discuss an assigned plan.
Practice with feedback
Submit a written response to the assigned exercise for AI feedback. Practice completion does not raise live performance scores.
Review later conversations
Use subsequent comparable calls to evaluate progress. Plans record their review and result, instead of ending at “training completed”.
Campaign calling configuration
Configuration available · live calls require activation
Explore capabilities
Independent call routes
Save the outbound caller type and incoming handler separately for each campaign.
Product-bound AI profiles
Create a draft profile with its product version, opening, objective, model and voice. Verify model access and approve the profile.
Company calling controls
Configure the company number, operating permissions and call-duration and concurrency limits. Live telephone use requires activation.
Pipeline and useful reporting
Recorded outcomes and explicit targets
Explore capabilities
Opportunity stages
Track prospects through the sales pipeline with recorded stage changes, reasons and confirmed outcomes. AI suggestions remain distinguishable from facts.
Targets that fit your business
Set behaviour-rate targets for a campaign and ramp stage. Reports retain periods, denominators and sample sizes; model observations still need quality review.
Explain gaps in context
Review activity, conversations, qualification and outcomes alongside operational blockers. Empty queues prompt investigation rather than invented leads.
Company and team workspaces
Company-scoped memberships
Explore capabilities
Private team invitations
Create an email-bound private invitation link and share it with your caller. Roles control navigation and access.
Safe company switching
A person can belong to several companies with separate roles, assigned work and conversation histories. New company workspaces begin empty.
Membership and readiness
Manage access, revoke memberships and prepare callers for each product. This is company software, with no public caller marketplace or payroll.
Owner decisions and reliable automation
Schedules and action grants apply
Explore capabilities
Evidence and context packets
Review recent evidence, plans, caller responses and blockers alongside the requested decision. Record a resolution or a request for further review.
Owner answers reach the caller
Save an owner or manager decision into the caller thread. The exception records who resolved it. Employment decisions stay with people.
Work continues with your browser closed
Durable jobs schedule work and track proposals, execution and provider results. Retries and reconciliation are provider-specific; ambiguous results may need operator investigation.
Google Calendar & Microsoft 365 / Outlook
OAuth application setup and host consent required · live verification pending
Explore capabilities
A calendar for each meeting host
Each person receiving appointments connects their own Google or Microsoft calendar and sets working hours, meeting length, booking notice and gaps.
The right host for each campaign
Select eligible hosts when creating a campaign. Callers choose a host and an available time; booking attribution stays with the caller.
Bookings that stay connected
Recheck availability before booking, reschedule or cancel appointments, and reconcile provider changes. A confirmed invitation is kept separate from attendance.
Account security and data access
Verified identity and authorised access
Explore capabilities
Company-scoped access
Verified accounts, multi-factor security and company membership checks protect workspaces. Callers see their assigned work and private reviews; support content access requires an audited grant.
Private media and data lifecycle
Recording access is authorised. Retention, deletion, export and offboarding workflows keep their progress and retry status visible.
Account security
Verify your email and use an authenticator for protected company operations. Manage access through company memberships.
Your questions, answered.
Can our team use Google Calendar or Outlook?
Yes—the host-calendar workflow supports Google Calendar and Microsoft 365 / Outlook calendars, including Outlook.com accounts. Each meeting host connects one provider and one calendar, and campaign owners select eligible hosts. Provider application setup and host consent are required; live account verification is still pending. Support covers calendars and meeting invitations.
How does the AI manager support callers?
With company OpenAI connected, callers can ask questions, discuss recent evidence and report blockers. Target-based plans provide written practice and review later comparable calls. Scheduled coaching follows your working hours and action grants.
What does the performance report show?
Reports show recorded outcomes and applicable behaviour observations against campaign and ramp-stage targets, with periods, denominators and sample sizes. Review AI observations against the evidence.
Can I configure human and AI calling routes?
Yes. Each campaign stores an independent outbound selection and incoming handler. Product-bound AI profiles have their own approval and model-access checks. Live telephone use requires separate activation and is currently disabled.
Can one company sell several products?
Yes. Each company can have multiple products, campaigns and callers. Approved knowledge, buyer criteria, caller readiness and campaign targets stay specific to the relevant programme.
Can I start by pasting my website?
Yes. SalesOS can draft product details from a public website, including supported pages that need browser rendering. You review source passages, edit the draft and resolve unknowns before approving it. Linked pages are not automatically a complete website crawl.
What happens if someone declines recording?
The permission workflow governs recording. SalesOS does not secretly transcribe or score unrecorded audio. Manual call outcomes remain available, and analysis must represent missing evidence as unknown or not applicable.
Will the AI manager keep working when I am offline?
Authorised background work runs independently of an open dashboard. What the manager may do depends on your automation mode, action grants, working schedules and connected providers. Exceptions needing an owner decision remain available for review.
Do callers get a say in their feedback?
Yes. The manager thread is two-way. Callers can explain circumstances, raise blockers, ask questions and challenge assessments. Improvement plans are reviewed against later comparable calls, not just whether a practice exercise was completed.
Who pays the external providers?
Your company pays Apollo, Twilio and OpenAI directly through its own connected accounts. SalesOS software access is separate. A campaign’s spending allowance is a control, not an additional SalesOS charge for those vendor costs.
Can I sign up and immediately start calling?
Create a workspace first, then connect accounts, approve product rules, invite and prepare callers, and complete the relevant operating and live-provider checks. Live calling is currently disabled and requires successful configuration, approved testing and activation.
Bring your team into SalesOS.
Start with your company workspace, team, products and connected accounts. Telephone use requires activation.