BOS

Business Operating System

Business Growth, Made Simple

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AI Discovery Queue

Review leads, contacts, organizations, enrichment ideas, and funnel opportunities before saving them into BOS.

Discovery Workflow

1. Find

Use AI-assisted search and scraping to find prospects by audience, location, organization type, or campaign goal.

2. Review

Approve, reject, enrich, or organize suggested records before they become real CRM data.

3. Build

Turn approved prospects into leads, contacts, organizations, funnels, campaigns, and follow-up workflows.

Discovery Guardrails

Public Sources First

Discovery workflows should prioritize public websites, user-provided lists, connected accounts, and approved data sources.

Review Before Saving

Users should approve discovered leads, contacts, enrichment, and funnel placement before records are added to the CRM.

Cost and Compliance Controls

Higher-cost AI actions, bulk scraping, enrichment, and outreach should use clear approvals, limits, and workspace settings.

Future Review Queues

Suggested Church Leads

Planned

Review AI-found churches by location, size, ministry focus, website quality, and outreach fit.

Suggested Partner Organizations

Planned

Review potential business partners, referral partners, community groups, and networking relationships.

Enrichment Requests

Planned

Approve website research, contact discovery, email cleanup, organization summaries, and next-step suggestions.