BOS

Business Operating System

Business Growth, Made Simple

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Settings

Communication Settings

Set up the providers BOS uses for email, SMS, calls, meetings, files, and team notifications. These settings should support CRM-native communication, approval-safe sending, and plain-language setup help.

BOS Communication Assistant

Use this assistant to understand Gmail, Twilio, SMS, calling, Google Workspace, provider setup, API key help, and approval-safe sending.

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Budget-friendly communication strategy

BOS should help users control outreach costs. Twilio powers real SMS, calls, replies, and logging, but users should also have safe manual options when needed.

Launch-safe approach: draft messages in BOS, review them, require approval before sending, and show estimated cost before paid SMS or larger campaign actions.

Twilio call/text setup
ConfiguredCRM number: ********1116

Twilio is ready for CRM-native calling/texting workflows that BOS exposes as they are approved and enabled.

Email providers

Gmail / Google Workspace

Priority

Connect Gmail or Google Workspace to draft, review, approve, send, and log email from BOS.

Outlook / Microsoft 365

Planned

Future support for Microsoft email accounts and business inboxes.

SMTP / Custom Email

Planned

Allow users to connect custom sending domains or existing email infrastructure.

Resend

Planned

Optional transactional or campaign email provider for scalable sending workflows.

Google Workspace priority

BOS should prioritize Google Workspace first so users can connect business email, scheduling, meetings, files, spreadsheets, and slide assets.

Gmail
Google Calendar
Google Meet
Google Drive
Google Sheets
Google Slides
Open Google Workspace setup
Phone and texting

Twilio SMS

Priority

Send and log text messages from lead, contact, campaign, and follow-up workflows after proper setup and approval.

Twilio Voice

Priority

Support CRM-native calling, call logging, call outcomes, and future call workflow automation.

Team communication

Slack

Planned

Send team notifications, approvals, and campaign updates into Slack channels.

Google Chat

Planned

Support Google Workspace team communication and internal notifications.

Discord

Planned

Support community/team notification workflows for organizations that use Discord.

Meetings, scheduling, and approval-safe sending

Google Meet

Planned meeting links for follow-ups, demos, sales calls, and team collaboration.

Google Calendar / Calendly

Planned scheduling support for tasks, follow-ups, meetings, and appointment links.

Review before sending

BOS should draft messages first, let users review or edit, and require approval before sending emails, texts, social posts, or campaign actions.