Revenue OS · Onboarding

Set up your revenue agent

Fill this in and your AI revenue agent goes live — it revives your old leads and works every new one to booked calls, in your voice, 24/7. ~10 minutes. The more you give it, the sharper it is.

How it works, plainly: it sends from your mailbox (one app-password — it never sees your phone or other accounts). Nothing sends until you approve it, until you choose to let it run on its own. Anyone who opts out is honored instantly and permanently. You only connect what you want; revoke anytime.

Your business

Business name *What you sellPrice / packagesWhat a great-fit lead looks likeVoice / tone the agent should use

What the agent should know

Facts, pricing details, FAQs, objection answers, your processYour best proof — results, case studies, testimonials it can mentionAnything it must NEVER say or do (hard guardrails)

Your email (so it sends as you)

Use an app-password, not your normal password. Gmail app-password guide →

Email providerFrom name leads seeYour email addressApp-password

Booking + sending

Your booking link (Cal.com)Your timezone (UTC offset, e.g. Sydney = 10)Send from (hour, 24h)Send until (hour, 24h)

Your leads

Connect any of these — the agent pulls leads itself. (Your dead-lead list: a CSV export you’ll upload, or paste in the dashboard.)

Google Sheet of leads (published CSV link)GoHighLevel API key (if you use GHL)Generation — what to watch for (people asking for this)

How hands-on

To start, every message is reviewed before it sends— nothing goes out without a human OK. Once you’re happy with how it writes, it’s switched to autonomous so it works your leads 24/7 on its own.

Source-owned, audit-ready. You can change any of this anytime in your dashboard.