Lead Director, in conversation Beta

Find the lead.
See the way forward.

Ask GPT about a lead. Get their current stage, a visual path to enrollment, and the next trial date—all from Lead Director.

Request Beta Access →Watch the Demo
Already have access? Launch Lead Director
A real GPT conversation with Lead DirectorFind a lead → See the journey
Actual GPT response to Find lead Tweedle Dee: found in Cherry Creek Lead Director, status Trial Scheduled. A diagram shows the structural route to Enrollment, directly or through Pending Approval, alongside alternative outcomes. Eligibility is unverified.
Actual client response · 6 September 2026 · Cropped for focus and privacy. Open the image to view full size.

01 Find the right recordA name brings back the lead and their current stage.

02 Understand the pathSee the route to enrollment and the other possible outcomes.

03 Keep the next date in viewThe response includes the scheduled trial and the limits of the available evidence.

The details that move work along

Know what’s coming next.

The same response brings the scheduled trial into view, so the team can prepare for the conversation.

Detail from the same GPT response: Trial Scheduled to Enrollment, directly or through Pending Approval; eligibility unverified. Trial: September 16, 2026 at 11:00 a.m. MDT.
Detail from the same client response. Trial date and status rechecked against live Lead Director on 10 September 2026.
Read the screenshot text

Principal structural path: Trial Scheduled → Enrollment, directly or through Pending Approval. Eligibility is unverified; return and nurture loops are omitted.

Trial: September 16, 2026, at 11:00 a.m. MDT.

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.

⌕

Know who needs attention

See new leads, missed touches, and stalled opportunities in one place.

☷

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.

Available
⇩

Import

Bring leads in from supported sources, including Google Sheets workflows.

Bulk intake · source context
Available
☷

Prioritize

Rank the queue so the right person can work the right lead next.

Stages · queues · role context
Available
➤

Contact

Call, email, or text from the lead record and keep the history together.

One-tap actions · templates
Available
▦

Schedule

Use Google Calendar context to coordinate meetings and next steps.

Availability · event creation
Beta
☎

Call

Support outbound qualification and inbound receptionist workflows with operator control.

Voice workflows · warm transfer
Beta
▥

Measure

Review pipeline state, response activity, and the work that still needs attention.

Reports · exceptions · outcomes

See 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.

Request Beta Access →Read Documentation

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.

Request Beta Access →Launch Lead Director