Know who needs attention
See new leads, missed touches, and stalled opportunities in one place.
Lead operations powered by BOS Beta
Every lead gets a next step.
Lead Director gives your team one clear queue for follow-up, outreach, booking, and pipeline work. Packaged BOS products can operate that live workflow securely from ChatGPT.
Already have access? Launch Lead Director◎ ChatGPT
Show every new lead without a first touch. Draft the outreach and give the team today’s call list.
Message ChatGPT↑
Education Center GPT Skill
BOS MCP Connection
Education Center context · authenticated role · approved actions
New→Contact→Book→Close
Lead Director + Managed Integrations
Lead Director · Gmail · Google Calendar · Sheets · Voice
12 leads prioritized · 8 drafts ready
call list created · nothing sent
call list created · nothing sent
ChatGPT / Codex
BOS MCP Connection
Managed Integrations
Role-Aware Actions
Approval Controls
A calmer sales day
Give the team a clear queue. Keep the pipeline moving.
Lead Director turns scattered lead work into one guided operating path.
Give each rep a next step
Use a ranked queue and stage guidance to focus the day.
Book without the shuffle
Work with live calendar availability and keep meetings tied to the lead.
Direct the work through GPT
Ask for a plan, drafts, a call list, or a pipeline check in plain English.
How it works
One prompt. One governed operating path.
The installed BOS product brings its GPT Skill through the single BOS MCP connection. Lead Director supplies the live pipeline workflow behind it.
1
Ask for the outcome
Describe the queue, follow-up, booking, or pipeline result you need.
plain language inside GPT
2
The product skill uses BOS
BOS projects authorized Education Center tools through the user's existing platform connection.
/mcp/apps/bos/platform
3
Lead Director runs the workflow
BOS works through the authorized pipeline and managed integrations.
scope · approval · action · audit
Lead operations
Everything is organized around the job.
Readiness labels show what is active now and what remains in beta.
Import
Bring leads in from supported sources, including Google Sheets workflows.
Bulk intake · source contextPrioritize
Rank the queue so the right person can work the right lead next.
Stages · queues · role contextContact
Call, email, or text from the lead record and keep the history together.
One-tap actions · templatesSchedule
Use Google Calendar context to coordinate meetings and next steps.
Availability · event creationCall
Support outbound qualification and inbound receptionist workflows with operator control.
Voice workflows · warm transferMeasure
Review pipeline state, response activity, and the work that still needs attention.
Reports · exceptions · outcomesSee the work
Watch Lead Director Base in action.
The demo shows the guided product experience where your team drives each interaction.
- A clear lead-to-close pipeline
- Fast call, email, and scheduling actions
- Google Sheets and calendar workflows
- Operator visibility across the journey
Product demo · Lead Director Base
Managed integrations
Use live systems through one secure service.
The available Education Center GPT Skill never needs your provider credentials in chat. BOS owns authorization, scope, and the provider connection.
Google CalendarAvailability and meeting events
Google SheetsLead intake and bulk workflows
Email and messagingDrafts, templates, and follow-up
Voice workflowsQualification, routing, and transfer
AI workspaceChatGPT / Codex, Claude, Gemini, or supported Copilot hosts
Available GPT productEducation Center
MCP service/mcp/apps/bos/platform with host-managed OAuth 2.1
BOS applicationLead Director pipeline and operator workflow
BOS authorityActor, organization, installation, role, plugin, and capability scope
ProvidersOnly managed integrations authorized for the operation
Beta access
Bring one pipeline. See one operating day clearly.
Beta access is for teams that want a guided lead queue today and a governed path to GPT-assisted operations.
Questions
Know what to expect.
Does Lead Director replace our whole CRM?
The beta focuses on the daily lead operating path: intake, queue, follow-up, scheduling, and pipeline state. Fit depends on your current systems and process.
Can GPT send messages or change records?
Allowed actions depend on the authenticated BOS connection, your role, provider authorization, and workflow controls. The interface shows when work is drafted and when an action has been completed.
Where do provider credentials live?
Provider credentials stay in BOS-managed credential storage. They are kept out of chat, skill files, and customer settings.
What happens after I request access?
The team reviews your use case and follows up about beta fit, setup, current availability, and any commitment required.
Give every lead a next step.
Request beta access and see how Lead Director fits your team’s operating day.