Demo seed — Metro Auto facts, not a live rooftop. Messages never send. Intelligence lists factory names; official EPA/NHTSA claims attach from Rig1.
Articles
Rooftop playbooks for this OS. Not the LearnHouse Course.
Lead webhook from the dealer site
Sales OSpublishedPOST /api/webhooks/lead from the website or n8n. Optional first-response is HITL only.
The Sales OS walk on this desk
Sales OSpublishedEight steps from home or Settings. Drafts only. Same facts as the pilot checklist.
Tasks on the floor
Sales OSpublishedTasks are floor follow-ups and first-touch work. Pending is the open queue. Closing a task does not send.
Scoreboard: what the numbers mean
Sales OSpublishedScoreboard projects SLA, HITL drafts, aged units, and open tasks from this pipeline — not a second tracker.
Working a lead card (notes, match inventory, first-response draft)
Sales OSpublishedOpen the lead from the pipeline. Notes stay internal. Match this-VIN stock. Draft first reply lands in Approvals.
Using the Sales OS pipeline (stages + SLA)
Sales OSpublishedPipeline board tracks stages, first-touch SLA, inventory SoT, and HITL approvals.