Build Your OS Account
Feature Articles:
Messages Overview
My Calendars Overview
Calls & Pipelines Overview
Contacts & Emails Overview
Funnels & Websites Overview
Automations & A.I. Overview
Forms & Surveys Overview
Content Calendar Overview
Courses & Community Overview
Team Overview
Feature Overview: OS Platform Tools
Feature 1: Messages
One inbox to rule them all—combine DMs, emails, and texts so you never miss a lead (or a “where’s my link?” panic message).
Feature 2: My Calendars
Your fully synced command center for bookings, reschedules, and reminders—so smooth it feels like time is working for you.
Feature 3: Calls & Pipelines
Track every lead, close more deals, and manage your sales flow like a pro—even if you’re winging your pitch with coffee in hand.
Feature 4: Contacts & Emails
Tag ‘em, group ‘em, message ‘em—build your audience and keep the convo flowing with smart segments and plug-and-play templates.
Feature 5: Funnels & Websites
Launch sleek funnels, pixel-perfect pages, and link it all to your automations. Fast builds. Big results.
Feature 6: Automations & A.I.
Bots that message, reply, and follow up while you sleep? Yeah, we’ve got that—plus full-blown AI flows for scaling on autopilot.
Feature 7: Forms & Surveys
Capture leads, run quizzes, gather feedback—forms and surveys so easy, even your leads will say “wow.”
Feature 8: Content Calendar
Plan, schedule, and track all your content in one place—so you actually post the thing before the launch is over.
Feature 9: Courses & Community
Your content, your vibe, your people—turn ideas into income with online courses and buzzing community spaces.
Feature 10: Team
SOPs, tasks, dashboards, and chats—finally get your team out of your inbox and into a flow that actually works.
🧠 Feature Setup | Step-Gated ChatGPT
Below is the step-by-step format for each core feature. Each section includes:
- 📦 OBJECTIVE (What it is + what they’ll build)
- 🧠 GPT SETUP PROMPT (What the GPT says to guide them)
- ✅ COMPLETION CHECK (What must be done to mark complete)
- 📄 TEMPLATE (Optional starter copy or structure)
🔑 FEATURE 1: Messages
📦 OBJECTIVE
What this feature is:
A central inbox that unifies all your convos—DMs, emails, SMS, and more—in one place.
What the user will build:
- Trigger links for tracking messages
- Filters and tags to organize replies
- Message templates and quick replies
- A unified inbox view for all channels
🧠 GPT SETUP PROMPT:
“Let’s set up your Messages system! I’ll help you create templates, trigger links, and organize your inbox for max efficiency. What platforms are you connecting first?”
✅ COMPLETION CHECK
- Trigger link created
- Template added
- Filters or tags applied
- Inbox view tested
- Marked complete ✅
📄 TEMPLATE
Quick Reply:
“Hey [First Name], thanks for reaching out! I’ll get back to you shortly. In the meantime, here’s a free resource you might like 👉 [Link]”
🔑 FEATURE 2: My Calendars
📦 OBJECTIVE
What this feature is:
Your scheduling command center—appointments, calendar views, and booking pages made easy.
What the user will build:
- Calendar connected (Google, Outlook, etc.)
- Appointment types (Calls, demos, etc.)
- Booking page with custom availability
- Stats & filters setup for tracking
🧠 GPT SETUP PROMPT:
“Let’s build your Calendar! I’ll help you connect your calendar, set appointment types, and create a booking page. What’s your main call type?”
✅ COMPLETION CHECK
- Calendar integrated
- Booking link live
- Appointment types created
- Stats view tested
- Marked complete ✅
📄 TEMPLATE
Booking Link Message:
“Book your free intro call here 👉 [Booking Link]
We’ll review your goals and map out your next steps.”
🔑 FEATURE 3: Calls & Pipelines
📦 OBJECTIVE
What this feature is:
A sales CRM with call tracking, opportunity pipelines, and attribution dashboards.
What the user will build:
- Sales pipeline with custom stages
- Manual and auto call flows
- Attribution tracking
- Call performance stats
🧠 GPT SETUP PROMPT:
“Time to set up your Calls & Pipelines! I’ll help you build your sales pipeline, assign opportunities, and set up call reporting. What offer are you selling?”
✅ COMPLETION CHECK
- Pipeline created
- Call workflow active
- Attribution tracking on
- Call report tested
- Marked complete ✅
📄 TEMPLATE
Pipeline Stage Example:
- Lead In
- Call Booked
- Demo Complete
- Closed Won
🔑 FEATURE 4: Contacts & Emails
📦 OBJECTIVE
What this feature is:
A smart contact list and messaging hub with email, SMS, and WhatsApp templates.
What the user will build:
- Tagged contact segments
- Email templates
- SMS/WhatsApp templates
- Bulk message capability
🧠 GPT SETUP PROMPT:
“Let’s build your Contacts & Emails system! I’ll help you tag your contacts, write email templates, and send bulk messages. Ready?”
✅ COMPLETION CHECK
- Contact segment created
- Email template saved
- SMS/WhatsApp template tested
- Bulk message sent
- Marked complete ✅
📄 TEMPLATE
Welcome Email:
“Hey [First Name],
Thanks for joining [Brand Name]!
Let’s get you started 👉 [Link]”
🔑 FEATURE 5: Funnels & Websites
📦 OBJECTIVE
What this feature is:
The engine behind your pages, forms, shops, quizzes, and analytics.
What the user will build:
- Funnel or website page
- Form or opt-in
- Domain connection
- Analytics widget
🧠 GPT SETUP PROMPT:
“Let’s build your Funnel or Website! What’s the goal of your page? I’ll help you design the layout and connect it to your CRM.”
✅ COMPLETION CHECK
- Funnel or website published
- Opt-in form live
- Domain connected
- Analytics tracking working
- Marked complete ✅
📄 TEMPLATE
Headline:
“Join the Free Challenge and Launch in 5 Days 🚀”
CTA: [Sign Up Free]
🔑 FEATURE 6: Automations & A.I.
📦 OBJECTIVE
What this feature is:
Workflow automations, AI chatbots, and voice assistants all working for you.
What the user will build:
- Automation workflow
- AI chatbot flow
- Voice bot (Platinum only)
- Trigger-based actions
🧠 GPT SETUP PROMPT:
“Let’s automate your business! Do you want help with DMs, emails, or voice bots first? I’ll help you build workflows that save time.”
✅ COMPLETION CHECK
- Automation built
- AI bot tested
- Trigger added
- Results reviewed
- Marked complete ✅
📄 TEMPLATE
Automation Trigger:
If contact replies “READY” → Tag as Lead → Send booking link
🔑 FEATURE 7: Forms & Surveys
📦 OBJECTIVE
What this feature is:
Your form + survey builder for capturing leads, feedback, and data.
What the user will build:
- Single-page form
- Multi-page survey
- Embed or shareable link
- CRM connection
🧠 GPT SETUP PROMPT:
“Time to create your Forms or Surveys! Want to gather leads or feedback? I’ll help you structure your form and connect it to your pipeline.”
✅ COMPLETION CHECK
- Form or survey created
- Shared or embedded
- Connected to pipeline
- Submission tested
- Marked complete ✅
📄 TEMPLATE
Survey Question:
“What’s your #1 business challenge right now?”
🔑 FEATURE 8: Content Calendar
📦 OBJECTIVE
What this feature is:
Your content planning and scheduling tool for social posts.
What the user will build:
- Monthly calendar view
- Scheduled posts
- Post performance stats
- Tag-based organization
🧠 GPT SETUP PROMPT:
“Let’s fill your Content Calendar! I’ll help you map out posts, schedule them, and analyze results. What platform do you post on most?”
✅ COMPLETION CHECK
- Posts scheduled
- Calendar updated
- Stats reviewed
- Marked complete ✅
📄 TEMPLATE
Post:
“🚨 New Funnel Just Dropped → [Link]
This one’s converting at 42% opt-in rate.”
🔑 FEATURE 9: Courses & Community
📦 OBJECTIVE
What this feature is:
Create and manage online courses + private communities.
What the user will build:
- Course structure + lessons
- Student onboarding
- Community group
- Certificate or app access
🧠 GPT SETUP PROMPT:
“Let’s launch your Course or Community! What are you teaching or hosting? I’ll help you structure your content and onboard your members.”
✅ COMPLETION CHECK
- Course built
- Community created
- Onboarding flow ready
- Access tested
- Marked complete ✅
📄 TEMPLATE
Course Welcome:
“Welcome to [Course Name]!
Log in here: [Link]
Lesson 1 starts now 🚀”
🔑 FEATURE 10: Team
📦 OBJECTIVE
What this feature is:
Your internal dashboard for team chat, SOPs, and task management.
What the user will build:
- Team chat setup
- Role assignments
- SOP folder
- Task board
🧠 GPT SETUP PROMPT:
“Let’s organize your Team! I’ll help you assign roles, link SOPs, and automate task check-ins. What’s the first task you want tracked?”
✅ COMPLETION CHECK
- Team roles added
- Tasks assigned
- SOPs linked
- Chat tested
- Marked complete ✅
📄 TEMPLATE
Daily Update:
“Team—today’s top 3:
- [Task 1]
- [Task 2]
- [Task 3]
Let’s go 💥”
🚀 Add WebPilot to OS GPT – Expand OS Capabilities Instantly
✅ Why Add WebPilot?
WebPilot supercharges OS GPT by enabling:
- 🔗 Direct URL Access: Instantly pull data from web pages and documents.
- 🌐 Dynamic Web Content Loading: Integrate live information directly into your prompts.
- 🔎 Multiple Search Engines: Search multiple sources for richer responses.
- 🤖 Enhanced Answer Generation: Get deeper insights and more robust outputs.
- 📜 Long-Form Content Generation: Create extended documents, walkthroughs, and guides.
🗂️ How to Integrate WebPilot into OS GPT:
Step 1: Configure Web Browsing Settings
- Navigate to the Config Tab in your OS GPT settings.
- Scroll down to the Web Browsing section.
- Uncheck the Web Browsing option.
- This clears the default browsing setting to make space for WebPilot's integration.
Step 2: Add WebPilot as an Action
- In the Action Section of the Config Tab, click the
[Add Action]button.
- This opens a new action configuration panel.
- You are now ready to input WebPilot's integration link.
Step 3: Import WebPilot YAML Configuration
- In the Import from URL field, paste the following URL:
plaintext CopyEdit https://gpts.webpilot.ai/gpts-openapi.yaml
- Privacy Policy:
- You can review the privacy terms here:
WebPilot Privacy Policy
- Click Save & Deploy to activate WebPilot within OS GPT.
🔹 Capabilities Added to OS GPT:
Capability | Description |
🔗 URL & File Direct Access | Instantly fetch data from URLs and external files. |
🌐 Dynamic Web Integration | Live content retrieval for real-time information. |
🔎 Multi-Search Integration | Access multiple search engines for deeper responses. |
✍️ Long-Form Content | Create expanded, context-rich documents seamlessly. |
🤖 Enhanced Answer Logic | More robust and AI-driven responses in workflows. |
🚀 OS GPT Enhanced Modes with WebPilot:
Mode | What You’ll Build with WebPilot | End Result |
🏗️ OS Builds | Pull live data from websites directly into Funnels & Pipelines | Real-time data for automation triggers and logic |
✍️ Copy & Messaging | Auto-generate high-converting sales copy using live market data | Fresh, market-aligned copy that sells |
🌐 Page Building | Populate landing pages with dynamic, real-time content | Fully up-to-date pages with live market insights |
🗂️ Board Planning | Access live checklists and SOPs from URL-based sources | Real-time synced boards for automation planning |
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