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Step-by-step guides for every OCCS feature.

Getting started

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Operate

AI Concierge — auto-reply to inbound SMS & DMs

A 24/7 assistant that answers inbound texts and social DMs in your brand voice, qualifies leads, and books meetings.

Time zones — how scheduling shows the right time to everyone

Each meeting type is authored in your zone, invitees see slots in their own zone, and you can lock a zone for in-person events.

Meeting outcomes & the follow-up playbook

Mark a meeting qualified / not-a-fit / no-show / reschedule in one click and the matching follow-up fires automatically.

Customize the booking confirmation page

Add-to-calendar, your brand + logo, a 'while you wait' video, helpful links, an accent color — or redirect to your own thank-you page.

Automation coverage — turn on what you're not using

The homepage card shows which automations are on vs dormant, the highest-leverage one to enable next, and your coverage trend.

Campaign Workspaces — how-to

Strategy briefs feed campaigns. Campaigns branch into channels. Readiness checks catch the missing pieces before launch.

Reviews & Approvals — how-to

Optional approval gates on broadcasts, sequences, A/B tests, and scheduled posts — with revision threads and audit trail.

Contacts, Lists & Scoring — how-to

CSV / Sheets import, AI enrichment, lead scoring — keyed for personalization downstream.

Lead Scoring — how-to

Score every contact on profile completeness, real engagement (last 30 days of opens + clicks), and role/seniority — qualified / hot / warm / cold grades, workspace-tunable thresholds.

Inbound Capture — how-to

Lead-form webhooks from Google Ads, Meta Lead Ads, Zapier, or any HMAC-signed POST — auto-routed and auto-enrolled.

Auto-sync (Meta) — how-to

OCCS keeps Meta data fresh in the background — boost performance refreshes every 30 minutes, lead-form leads pull every 10 minutes.

Scale