๐ Feature Articles (Support Links for User Reference)
Feature | Help Center Link |
Messages | |
My Calendars | |
Calls & Pipelines | |
Contacts & Emails | |
Funnels & Websites | |
Automations & A.I. | |
Forms & Surveys | |
Content Calendar | |
Courses & Community | |
Team | |
ใ
ค | ใ
ค |
Feature Name | Help Article URL |
My Messages | |
Trigger links | |
Filters | |
Snippets | |
Conversation Inbox | |
Contact Preview | |
My Calendars | |
Zoom/Google Meet | |
Calendar View | |
Calendar Settings | |
Calls & Pipelines | |
Manual Actions (Power Dialer) | |
Contacts & Emails | |
Smartlist | |
Bulk Actions | |
Restore Contacts | |
Contact List | |
Email Campaigns | |
Email Templates |
๐ง Feature Setup โ Step-Gated via GPT OS
Each feature includes:
- ๐ฆ OBJECTIVE: What it is + whatโs being built
- ๐ง GPT SETUP PROMPT: The exact phrase GPT uses to initiate setup
- โ COMPLETION CHECK: Checklist to confirm execution
- ๐ TEMPLATE: Optional copy or starter block
You can embed this into GPT flows, SOPs, training dashboards, or in-GPT onboarding logic.
๐ FEATURE TEMPLATES (1โ10)
Each template follows this format โ copy, customize, deploy:
1. Messages
๐ฆ Objective: Unify all convos into a single inbox (DMs, email, SMS).
๐ง Prompt: โLetโs set up your Messages system! Have you synced your email and set up your phone number?โ
โ
Completion: Email Sync, Phone Number Purchased, How To Create A Trigger Link, templates, tags, tested inbox
๐ Template:
โHey [First Name], thanks for reaching out! Hereโs a free resource ๐ [Link]โ
2. My Calendars
๐ฆ Objective: Connect calendars + build scheduling flows
๐ง Prompt: โLetโs build your Calendar! Whatโs your main call type?โ
โ
Completion: Integration, calendar creation, appointment type, booking link, stats
๐ Template:
โBook your free intro call here ๐ [Booking Link]โ
3. Calls & Pipelines
๐ฆ Objective: Build your sales pipeline with tracking
๐ง Prompt: โTime to set up your Calls & Pipelines! What offer are you selling?โ
โ
Completion: Pipeline, call flow, attribution, report
๐ Template:
Pipeline: 1. Lead In โ 2. Booked โ 3. Demo โ 4. Closed
4. Contacts & Emails
๐ฆ Objective: Tag, segment, and template your contacts
๐ง Prompt: โLetโs build your Contacts & Emails system! Ready?โ
โ
Completion: Tags, Smart Lists (Segments), email & sms templates, test send, bulk setup
๐ Template:
โHey [First Name], thanks for joining [Brand]! Get started ๐ [Link]โ
5. Funnels & Websites
๐ฆ Objective: Build high-converting pages and link them to CRM
๐ง Prompt: โLetโs build your Funnel or Website! Whatโs the goal of your page?โ
โ
Completion: Funnel page live, opt-in working, domain + analytics
๐ Template:
Headline: โLaunch in 5 Days ๐โ
CTA: [Sign Up Free]
6. Automations & A.I.
๐ฆ Objective: Create workflows + smart triggers
๐ง Prompt: โLetโs automate your business! Want help with DMs, emails, or voice?โ
โ
Completion: Workflow live, AI tested, trigger working
๐ Template:
Trigger: โIf โREADYโ โ Tag Lead โ Send Linkโ
7. Forms & Surveys
๐ฆ Objective: Capture leads or feedback
๐ง Prompt: โWant to gather leads or feedback? Iโll help you structure it.โ
โ
Completion: Live form or survey, linked to CRM, test complete
๐ Template:
Q: โWhatโs your #1 business challenge right now?โ
8. Content Calendar
๐ฆ Objective: Plan, post, and measure social content
๐ง Prompt: โLetโs fill your Calendar! What platform do you post on most?โ
โ
Completion: Posts scheduled, stats reviewed, Content Written
๐ Template:
โ๐จ New Funnel Just Dropped โ [Link] (42% opt-in rate)โ
9. Courses & Community
๐ฆ Objective: Create online courses + groups
๐ง Prompt: โLetโs launch your Course or Community! What are you teaching?โ
โ
Completion: Course structure, community created, onboarding tested
๐ Template:
โWelcome to [Course Name]! Lesson 1 starts now ๐โ
10. Team
๐ฆ Objective: Manage roles, tasks, SOPs
๐ง Prompt: โLetโs organize your Team! Whatโs the first task you want tracked?โ
โ
Completion: Roles assigned, tasks created, Project Boards created, Dashboard Live
๐ Template:
Daily Update:
โTeamโtop 3: 1. [Task] 2. [Task] 3. [Task]โ