# Help Center

> 👋 Hey Builder! Need a hand?

## English

### Getting Started

- [Widget OS 101](https://help.teamos.ai/en/articles/10986557-widget-os-101.md): Learn how to use the chat widget in the bottom-right corner of your OS. It’s your shortcut to support, updates, and guided help!
- [Support OS 101](https://help.teamos.ai/en/articles/11072130-support-os-101.md): Learn how to access and navigate support articles to quickly find the answers and guidance you need.
- [Demo's OS 101](https://help.teamos.ai/en/articles/11095362-demo-s-os-101.md): Learn how to find the demo trainings for every feature in your OS. From setup to scaling, the walkthroughs are always just a click away.
- [Widget OS 101 \(New Structure\)](https://help.teamos.ai/en/articles/13355336-widget-os-101-new-structure.md)

### Account Setup

- [Business Profile](https://help.teamos.ai/en/articles/9888868-business-profile.md): How to set up your business profile within OS.
- [My Profile](https://help.teamos.ai/en/articles/10642957-my-profile.md): Set up your profile, sync email & calendar, connect Zoom, and update availability for a seamless workflow.
- [How to Integrate Your Payment Provider](https://help.teamos.ai/en/articles/10548055-how-to-integrate-your-payment-provider.md): Payment Provider Integration Instructions
- [Email Sync & Warm Up](https://help.teamos.ai/en/articles/10508386-email-sync-warm-up.md): How to sync your Gmail/Outlook
- [Purchase & Register Your Phone Number](https://help.teamos.ai/en/articles/10008670-purchase-register-your-phone-number.md): A quick guide to purchasing a phone number and registering for A2P.
- [Calendar Sync & Zoom](https://help.teamos.ai/en/articles/9889789-calendar-sync-zoom.md): How To Sync Your Calendars & Zoom
- [WhatsApp + OS Phone Number Integration](https://help.teamos.ai/en/articles/11025627-whatsapp-os-phone-number-integration.md): Set up WhatsApp Business using a phone number purchased through OS in just a few simple steps.
- [Integrating Facebook & Instagram](https://help.teamos.ai/en/articles/10348311-integrating-facebook-instagram.md): A complete walkthrough to connect your Facebook and Instagram accounts to your OS platform.
- [Domain Connection](https://help.teamos.ai/en/articles/11025330-domain-connection.md): A step-by-step guide to connecting root and subdomains to your account using manual DNS setup.

### Features

- [My Messages Overview](https://help.teamos.ai/en/articles/11005268-my-messages-overview.md): The "My Messages" tab is a centralized hub for managing, tracking, and organizing conversations across multiple messaging channels.
- [My Calendars Overview](https://help.teamos.ai/en/articles/11005291-my-calendars-overview.md): The "My Calendars" tab is a centralized tool for managing appointments, tracking schedules, filtering events, and customizing settings.
- [Calls & Pipelines Overview](https://help.teamos.ai/en/articles/11005304-calls-pipelines-overview.md): The "Calls & Pipelines" tab helps track contact opportunities, manage sales pipelines, analyze call and lead attributioN.
- [Contacts & Emails Overview](https://help.teamos.ai/en/articles/11005317-contacts-emails-overview.md): The "Contacts & Emails" tab is a central hub for managing contacts, organizing email campaigns, and creating message templates.
- [Funnels & Websites Overview](https://help.teamos.ai/en/articles/11005320-funnels-websites-overview.md): The "Funnels & Websites" tab is a comprehensive tool for managing funnels, websites, media, e-commerce stores, domains, analytics, and more!
- [Automations & A.I. Overview](https://help.teamos.ai/en/articles/11005325-automations-a-i-overview.md): The "Automations & A.I." tab is a powerful section that connects and streamlines system processes, allowing users to manage automations!
- [Forms & Surveys Overview](https://help.teamos.ai/en/articles/11005334-forms-surveys-overview.md): The "Forms & Surveys" tab is essential for creating and managing single-page forms and multi-page surveys!
- [Courses & Community Overview](https://help.teamos.ai/en/articles/11005346-courses-community-overview.md): The "Courses & Community" tab is a comprehensive area for creating and managing courses, community groups, certificates, and client portals!
- [Content Calendar Overview](https://help.teamos.ai/en/articles/11005351-content-calendar-overview.md): The "Content Calendar" tab allows you to plan, post, and analyze your social media content, providing insights through integrated statistics
- [Payments & Contracts Overview](https://help.teamos.ai/en/articles/11005353-payments-contracts-overview.md): The "Payments & Contracts" tab is where you manage your products, contracts, transactions, affiliate programs, and more within OS.
- [Ads & SEO Overview](https://help.teamos.ai/en/articles/11005362-ads-seo-overview.md): The "Ads & SEO" tab allows you to manage SEO listings, social media ads, and online reputation.
- [Settings Overview](https://help.teamos.ai/en/articles/11005366-settings-overview.md): The "Settings" tab allows you to manage business and user profiles, integrations, phone numbers, email services, and other custom settings.
- [Team & Reports Overview](https://help.teamos.ai/en/articles/11005369-team-reports-overview.md): The "Team" tab helps manage internal communications, tasks, projects, SOPs, reports, and analytics to streamline team operations.
- [Resources Overview](https://help.teamos.ai/en/articles/11005371-resources-overview.md): The "Resources" tab provides access to training materials, the OS Academy community, the Partner Portal, and helpful trainings!

### Automations

- [IG Comments & DM’s Automation 🎨](https://help.teamos.ai/en/articles/10638590-ig-comments-dm-s-automation.md): Automate Instagram DMs and comment replies to boost engagement and collect contact info effortlessly.
- [Simple | Personal Calendar 🧑‍🎨](https://help.teamos.ai/en/articles/10698049-simple-personal-calendar.md): An automation that confirms, reminds, and tracks personal calendar appointments with precision.
- [Simple | Weekly Newsletter 📩](https://help.teamos.ai/en/articles/10638867-simple-weekly-newsletter.md): A weekly newsletter automation that keeps your audience engaged with consistent, value-packed emails.
- [Simple | SMS Sequence 💬](https://help.teamos.ai/en/articles/10639895-simple-sms-sequence.md): A simple yet powerful SMS automation that delivers consistent follow-up over 5 days.
- [Simple | WhatsApp Sequence ❎](https://help.teamos.ai/en/articles/10698064-simple-whatsapp-sequence.md): An automation sequence designed to initiate and manage WhatsApp conversations at scale.
- [Funnel Opt-In Automation ⚡️](https://help.teamos.ai/en/articles/11029093-funnel-opt-in-automation.md): A simple automation to capture funnel leads, follow up, and track engagement.
- [Payments Received Automation 💸](https://help.teamos.ai/en/articles/10641177-payments-received-automation.md): An automation designed to streamline payment processing, contract handling, and client onboarding—without lifting a finger.
- [Client Onboarding Automation 🫶](https://help.teamos.ai/en/articles/11029280-client-onboarding-automation.md): A streamlined automation to ensure clients book, prepare for, and show up to their onboarding call.
- [Community Automation 🦄](https://help.teamos.ai/en/articles/10698073-community-automation.md): An automation built to welcome, tag, and nurture new community members with ease.
- [Course Automation 🎓](https://help.teamos.ai/en/articles/10698074-course-automation.md): An automated workflow to onboard, engage, and nurture new course members from day one.
- [Tasks & Projects Automation 🥷](https://help.teamos.ai/en/articles/11095939-tasks-projects-automation.md): How to activate the Tasks & Projects Automation 🥷
- [How to Set Up Your IG DM System](https://help.teamos.ai/en/articles/12083502-how-to-set-up-your-ig-dm-system.md): Turn every Instagram comment, DM, and story reply into an automated lead funnel.
- [Adv. | Personal Brand Automation 🧑‍🎨](https://help.teamos.ai/en/articles/10830704-adv-personal-brand-automation.md): How to set up your Personal Brand Automation
- [Funnels, Websites & Leads Automation ⚡️](https://help.teamos.ai/en/articles/10740053-funnels-websites-leads-automation.md): This step-by-step guide walks you through setting up & launching this automation for seamless lead management, engagement, and conversions.
- [Adv. | Auto-Follow Up Automation ⚙️](https://help.teamos.ai/en/articles/10740126-adv-auto-follow-up-automation.md): A powerful automation that keeps your leads warm, nurtured, and progressing toward conversion—completely hands-off.
- [Adv. | IG x FB Comments & DMs Automation 🎨](https://help.teamos.ai/en/articles/10831469-adv-ig-x-fb-comments-dms-automation.md): A full-scale automation to capture, engage, and convert leads from Instagram and Facebook comments or DMs.
- [Sales Discovery Calls Automation💰](https://help.teamos.ai/en/articles/10740178-sales-discovery-calls-automation.md): A fully automated sales call system that books, tracks, and follows up—turning leads into conversions on autopilot.
- [Adv. | Payments Received 💸](https://help.teamos.ai/en/articles/11029790-adv-payments-received.md): An advanced automation built to track payments, update pipelines, and onboard clients—without missing a beat.
- [Adv. | Client Onboarding 🫶](https://help.teamos.ai/en/articles/10698071-adv-client-onboarding.md): An advanced client onboarding automation designed to wow clients and streamline every touchpoint from signup to post-call nurture.
- [Adv. | Clients, Courses & Community Nurture 🩶](https://help.teamos.ai/en/articles/10831485-adv-clients-courses-community-nurture.md): A nurture automation designed to engage clients, course participants, and community members through timely support and personal touchpoints.
- [Adv. | Payment Management Automation 🏦](https://help.teamos.ai/en/articles/11030008-adv-payment-management-automation.md): An automation that manages failed payments, pause requests, and client offboarding with full visibility and control.
- [A.I. Chat Inbound Messages Automation 💬✨](https://help.teamos.ai/en/articles/11048810-a-i-chat-inbound-messages-automation.md): How to activate the A.I. Chat Inbound Messages Automation 💬✨
- [Adv. | Affiliates Automation](https://help.teamos.ai/en/articles/10896094-adv-affiliates-automation.md): This automation tracks affiliate sales, manages payouts, and keeps your team and affiliates notified and engaged throughout the process.
- [Adv. In-Person Events Automation 🎤](https://help.teamos.ai/en/articles/11072634-adv-in-person-events-automation.md): This automation manages the entire in-person event journey, from promotion and reminders to post-event follow-ups.
- [Print On-Demand Shop Automation](https://help.teamos.ai/en/articles/10831567-print-on-demand-shop-automation.md): This automation streamlines the entire print-on-demand order process, from purchase to delivery and post-sale follow-up.

### Imports & Transfers

- [ClickFunnels Instant Import](https://help.teamos.ai/en/articles/10658370-clickfunnels-instant-import.md)
- [Importing Courses from Kajabi](https://help.teamos.ai/en/articles/9900026-importing-courses-from-kajabi.md)
- [Transfer From GHL Agency To OS!](https://help.teamos.ai/en/articles/10007673-transfer-from-ghl-agency-to-os.md): How to transfer your sub-account from a different GHL Agency
- [How To Import Contacts](https://help.teamos.ai/en/articles/9946864-how-to-import-contacts.md)
- [Importing Email Templates](https://help.teamos.ai/en/articles/10111505-importing-email-templates.md)
- [Import Survey](https://help.teamos.ai/en/articles/10829962-import-survey.md): Complete the Import Survey before your Kick-Off call to ensure a smooth transition.
- [Printful Integration](https://help.teamos.ai/en/articles/11465039-printful-integration.md)

### Partner Portal

- [Partners OS 101](https://help.teamos.ai/en/articles/9998346-partners-os-101.md): Create your Custom OS Brand, Understand the Partner Program, Access the Partner Portal & Join the MRR Club.
- [Partner Projections](https://help.teamos.ai/en/articles/11089545-partner-projections.md): Calculate your Partner MRR Projections + SWAS

### Messages 

- [Internal Comments in Conversations](https://help.teamos.ai/en/articles/10257233-internal-comments-in-conversations.md)
- [How To Filter Your Conversations \(Quick Filters\)](https://help.teamos.ai/en/articles/10257221-how-to-filter-your-conversations-quick-filters.md)
- [How To Use The Message Inbox](https://help.teamos.ai/en/articles/10257209-how-to-use-the-message-inbox.md)
- [Do Not Disturb Settings](https://help.teamos.ai/en/articles/10257226-do-not-disturb-settings.md)
- [How to Schedule a Message in Conversations](https://help.teamos.ai/en/articles/10257201-how-to-schedule-a-message-in-conversations.md)
- [Contact Details - Messages Panel](https://help.teamos.ai/en/articles/10009459-contact-details-messages-panel.md)
- [How To Send An SMS](https://help.teamos.ai/en/articles/10257212-how-to-send-an-sms.md)
- [Text & Email Snippets Overview](https://help.teamos.ai/en/articles/10257267-text-email-snippets-overview.md)
- [How to Send a Group SMS](https://help.teamos.ai/en/articles/10257240-how-to-send-a-group-sms.md)
- [How To Create & Use SMS Templates](https://help.teamos.ai/en/articles/9944092-how-to-create-use-sms-templates.md)
- [WhatsApp Integration & Setup](https://help.teamos.ai/en/articles/9939352-whatsapp-integration-setup.md): How to create and integrate your WhatsApp
- [Instagram Direct Messaging](https://help.teamos.ai/en/articles/10257199-instagram-direct-messaging.md)
- [Instagram OS](https://help.teamos.ai/en/articles/12150795-instagram-os.md)
- [Manual Calls System](https://help.teamos.ai/en/articles/10257306-manual-calls-system.md)
- [Manual Actions](https://help.teamos.ai/en/articles/10257280-manual-actions.md)
- [Voicemail Settings](https://help.teamos.ai/en/articles/11471582-voicemail-settings.md)

### Calendars

- [How To Setup Your Calendar](https://help.teamos.ai/en/articles/9948484-how-to-setup-your-calendar.md)
- [Calendar Settings](https://help.teamos.ai/en/articles/9889602-calendar-settings.md): Basic Calendar Settings For "OS"
- [How To Set Up A Round Robin Calendar](https://help.teamos.ai/en/articles/10009190-how-to-set-up-a-round-robin-calendar.md)
- [Calendars Overview](https://help.teamos.ai/en/articles/9889759-calendars-overview.md): Simple Overview Of OS Calendars
- [How to Connect a Custom Form to Your Calendar](https://help.teamos.ai/en/articles/10008921-how-to-connect-a-custom-form-to-your-calendar.md)
- [Calendar Types](https://help.teamos.ai/en/articles/10008938-calendar-types.md)
- [How to sync OS Calendars With Outlook](https://help.teamos.ai/en/articles/10303190-how-to-sync-os-calendars-with-outlook.md)
- [Zoom Integration](https://help.teamos.ai/en/articles/10149336-zoom-integration.md)
- [Google Analytics - Funnels](https://help.teamos.ai/en/articles/12140068-google-analytics-funnels.md)
- [Wordpress Hosting Setup Guide](https://help.teamos.ai/en/articles/15434595-wordpress-hosting-setup-guide.md)
- [Find Appointments within a Contact](https://help.teamos.ai/en/articles/10009128-find-appointments-within-a-contact.md)
- [Appointments Section within Calendars Tab](https://help.teamos.ai/en/articles/10008981-appointments-section-within-calendars-tab.md)
- [Manually Booking New Appointment](https://help.teamos.ai/en/articles/10009049-manually-booking-new-appointment.md)
- [How To Edit An Appointment](https://help.teamos.ai/en/articles/10009186-how-to-edit-an-appointment.md)
- [Viewing Appointments in Calendar](https://help.teamos.ai/en/articles/10009172-viewing-appointments-in-calendar.md)
- [How To Edit/Update The Calendar Availability & Slot Settings](https://help.teamos.ai/en/articles/10008919-how-to-edit-update-the-calendar-availability-slot-settings.md)
- [Understanding and Preventing Double Booking in Your Calendars](https://help.teamos.ai/en/articles/10008923-understanding-and-preventing-double-booking-in-your-calendars.md)
- [How to Schedule an Appointment from the Contacts Tab](https://help.teamos.ai/en/articles/10009479-how-to-schedule-an-appointment-from-the-contacts-tab.md)
- [How to Navigate Your Team's Schedule with Ease](https://help.teamos.ai/en/articles/10009187-how-to-navigate-your-team-s-schedule-with-ease.md)

### Contacts

- [Contact Details - Overview](https://help.teamos.ai/en/articles/10009425-contact-details-overview.md)
- [Importing Contacts](https://help.teamos.ai/en/articles/11818923-importing-contacts.md)
- [How to Send Bulk SMS Messages](https://help.teamos.ai/en/articles/10009318-how-to-send-bulk-sms-messages.md)
- [How To Delete Multiple Contacts](https://help.teamos.ai/en/articles/10009355-how-to-delete-multiple-contacts.md)
- [How To Export Multiple Contacts](https://help.teamos.ai/en/articles/10009369-how-to-export-multiple-contacts.md)
- [How To Add Multiple Contacts To A Campaign / Workflow](https://help.teamos.ai/en/articles/10009386-how-to-add-multiple-contacts-to-a-campaign-workflow.md)
- [How To Send Review Requests To Multiple Contacts](https://help.teamos.ai/en/articles/10009388-how-to-send-review-requests-to-multiple-contacts.md)
- [How To Merge Multiple Contacts](https://help.teamos.ai/en/articles/10009390-how-to-merge-multiple-contacts.md)
- [Smart List Quick Action Buttons](https://help.teamos.ai/en/articles/10009391-smart-list-quick-action-buttons.md)
- [Troubleshooting Importing Contacts](https://help.teamos.ai/en/articles/10009414-troubleshooting-importing-contacts.md)
- [How To Create Smart Lists](https://help.teamos.ai/en/articles/10009482-how-to-create-smart-lists.md)
- [Common Use Cases for Smart Lists](https://help.teamos.ai/en/articles/10009483-common-use-cases-for-smart-lists.md)
- [Managing Your Smart Lists](https://help.teamos.ai/en/articles/10009484-managing-your-smart-lists.md)
- [How To Edit Smart Lists](https://help.teamos.ai/en/articles/10009485-how-to-edit-smart-lists.md)
- [Email Sending Guide: Best Practices](https://help.teamos.ai/en/articles/9900106-email-sending-guide-best-practices.md)
- [Google Account Icon Setup](https://help.teamos.ai/en/articles/10382079-google-account-icon-setup.md)
- [Setting Up a Default Header](https://help.teamos.ai/en/articles/10149393-setting-up-a-default-header.md)
- [Postmaster Tools](https://help.teamos.ai/en/articles/10149400-postmaster-tools.md)
- [Email Warm Up](https://help.teamos.ai/en/articles/10338946-email-warm-up.md)
- [Email Sending Domain Setup](https://help.teamos.ai/en/articles/11025479-email-sending-domain-setup.md): A step-by-step guide to setting up a dedicated email sending domain using DNS records.
- [Bulk Email Verification](https://help.teamos.ai/en/articles/9977624-bulk-email-verification.md)
- [Email Campaigns](https://help.teamos.ai/en/articles/10289823-email-campaigns.md)
- [How To Use The Email Builder](https://help.teamos.ai/en/articles/9949232-how-to-use-the-email-builder.md)
- [Email Campaign Settings](https://help.teamos.ai/en/articles/10289841-email-campaign-settings.md)
- [Click Tracking for Email Campaigns](https://help.teamos.ai/en/articles/10289832-click-tracking-for-email-campaigns.md)

### Forms

- [How To Build A Form](https://help.teamos.ai/en/articles/9953253-how-to-build-a-form.md)
- [How To Build A Survey](https://help.teamos.ai/en/articles/9954020-how-to-build-a-survey.md)

### Products

- [How to Build a Course](https://help.teamos.ai/en/articles/10149234-how-to-build-a-course.md)
- [How to Drip Content in Your Courses](https://help.teamos.ai/en/articles/10149266-how-to-drip-content-in-your-courses.md)
- [Manage Your Course Comments](https://help.teamos.ai/en/articles/10149269-manage-your-course-comments.md)
- [Setting the Expiry Date on Certificates](https://help.teamos.ai/en/articles/10149272-setting-the-expiry-date-on-certificates.md)
- [Membership Course Upsells](https://help.teamos.ai/en/articles/10149581-membership-course-upsells.md)
- [Course Subscriptions & Offers](https://help.teamos.ai/en/articles/11033248-course-subscriptions-offers.md): How to set up your course offer.
- [Communities Overview](https://help.teamos.ai/en/articles/10149594-communities-overview.md)
- [How to Manage Members Inside Groups](https://help.teamos.ai/en/articles/10149741-how-to-manage-members-inside-groups.md)
- [Learning Tab \(Courses\)](https://help.teamos.ai/en/articles/10149804-learning-tab-courses.md)
- [How to Add A Free Course in Your Community](https://help.teamos.ai/en/articles/10149820-how-to-add-a-free-course-in-your-community.md)
- [Customize Your Community Theme](https://help.teamos.ai/en/articles/10149846-customize-your-community-theme.md)
- [Private Channels in Communities](https://help.teamos.ai/en/articles/10149853-private-channels-in-communities.md)
- [How to Use the Community Chat Feature](https://help.teamos.ai/en/articles/10149858-how-to-use-the-community-chat-feature.md)
- [How to Create Community Events](https://help.teamos.ai/en/articles/10149861-how-to-create-community-events.md)
- [How to Create a Community Group](https://help.teamos.ai/en/articles/11030214-how-to-create-a-community-group.md): Instructions for building your community group
- [Community Subscriptions](https://help.teamos.ai/en/articles/11032053-community-subscriptions.md): How to monetize your community group.
- [Setting up the Client Portal](https://help.teamos.ai/en/articles/10149303-setting-up-the-client-portal.md)
- [Client Portal Dashboard](https://help.teamos.ai/en/articles/10149322-client-portal-dashboard.md)
- [Client Portal Email Settings](https://help.teamos.ai/en/articles/10149325-client-portal-email-settings.md)
- [Client Portal Overview](https://help.teamos.ai/en/articles/10149327-client-portal-overview.md)
- [How to Change Passwords for Membership Users](https://help.teamos.ai/en/articles/10149557-how-to-change-passwords-for-membership-users.md)
- [OS Mobile Apps](https://help.teamos.ai/en/articles/10103948-os-mobile-apps.md)
- [Branded Mobile App](https://help.teamos.ai/en/articles/10394008-branded-mobile-app.md)

### Builders

- [Webinar Funnels](https://help.teamos.ai/en/articles/10099945-webinar-funnels.md)
- [6 | Form Opt-In ⚡️](https://help.teamos.ai/en/articles/10698068-6-form-opt-in.md)
- [URL Redirects Overview](https://help.teamos.ai/en/articles/10149434-url-redirects-overview.md)
- [How To Add A Product To A Funnel](https://help.teamos.ai/en/articles/10639709-how-to-add-a-product-to-a-funnel.md): Connecting Products to Funnels & Using Order Forms
- [Build Your Funnel](https://help.teamos.ai/en/articles/10640545-build-your-funnel.md): A step-by-step training on building a clean, conversion-ready funnel from scratch using prebuilt sections and custom branding.
- [XML Sitemaps](https://help.teamos.ai/en/articles/15261997-xml-sitemaps.md)

### Posts

- [Facebook Conversion API](https://help.teamos.ai/en/articles/10008830-facebook-conversion-api.md)
- [How to schedule Posts in Bulk on the Social Planner \(CSV\)](https://help.teamos.ai/en/articles/10261515-how-to-schedule-posts-in-bulk-on-the-social-planner-csv.md)
- [Connecting Your Instagram Business Account to Your Facebook Account](https://help.teamos.ai/en/articles/10348309-connecting-your-instagram-business-account-to-your-facebook-account.md): How to connect your Instagram with Facebook
- [Ad Manager](https://help.teamos.ai/en/articles/10459510-ad-manager.md)
- [Ad Manager: Audience controls](https://help.teamos.ai/en/articles/10459518-ad-manager-audience-controls.md)
- [Ad Manager: Create Ad campaigns using templates](https://help.teamos.ai/en/articles/10459523-ad-manager-create-ad-campaigns-using-templates.md)
- [Setting up of Facebook Ad Form](https://help.teamos.ai/en/articles/10459524-setting-up-of-facebook-ad-form.md)
- [Ad Manager | Monthly Budget](https://help.teamos.ai/en/articles/10459526-ad-manager-monthly-budget.md)
- [Media Storage](https://help.teamos.ai/en/articles/10596264-media-storage.md)
- [Social Posting Formats](https://help.teamos.ai/en/articles/10619325-social-posting-formats.md)
- [How To Use The Content Planner](https://help.teamos.ai/en/articles/9950277-how-to-use-the-content-planner.md): How to schedule your social media posts with the content planner.

### Automations

- [AI Studio in OS](https://help.teamos.ai/en/articles/14462980-ai-studio-in-os.md)
- [Conversation AI Bot — Overview & Setup Guide](https://help.teamos.ai/en/articles/14325492-conversation-ai-bot-overview-setup-guide.md)
- [Conversation AI Setup](https://help.teamos.ai/en/articles/14326023-conversation-ai-setup.md)
- [Advanced Settings Overview](https://help.teamos.ai/en/articles/14326324-advanced-settings-overview.md)
- [Training Your Conversation AI Bot](https://help.teamos.ai/en/articles/14326421-training-your-conversation-ai-bot.md)
- [Web URLS & Links](https://help.teamos.ai/en/articles/14326627-web-urls-links.md)
- [Conversation AI Agents Dashboard](https://help.teamos.ai/en/articles/14326689-conversation-ai-agents-dashboard.md)
- [AI Prompting](https://help.teamos.ai/en/articles/14326727-ai-prompting.md)
- [A.I. Voice Calls Automation🎙️✨](https://help.teamos.ai/en/articles/11096004-a-i-voice-calls-automation.md): How to activate the A.I. Voice Calls Automation
- [How to Create Voice AI Agents](https://help.teamos.ai/en/articles/14324198-how-to-create-voice-ai-agents.md): Creating a Voice AI Agent is fast and easy, and it will help your business field phone calls so your office staff can focus on more pressing tasks like following up with warm leads and closing deal...
- [Voice AI Outbound Calling](https://help.teamos.ai/en/articles/14324297-voice-ai-outbound-calling.md): Voice AI Outbound Calling streamlines outbound call scheduling directly within your workflow actions. This enhancement enables automated call management, improved agent utilization, and robust sche...
- [Voice AI Agents Dashboard](https://help.teamos.ai/en/articles/14324597-voice-ai-agents-dashboard.md): The Voice AI Agents Dashboard provides enhanced analytics to help users gain valuable insights into call performance, user sentiment, and triggered actions. This dashboard enables a more data-drive...
- [Voice AI Custom Actions](https://help.teamos.ai/en/articles/14324616-voice-ai-custom-actions.md): This article will show you how to use Voice AI Custom Actions to enable real-time webhook integrations during live calls. This powerful feature allows your AI agents to interact with external syste...
- [Knowledge Base Integration for Voice AI Agents](https://help.teamos.ai/en/articles/14324802-knowledge-base-integration-for-voice-ai-agents.md): Welcome to a smarter way to power your Voice-AI agents! The new Knowledge Base Integration for Voice-AI Agents in OS lets you deliver accurate, context-aware responses by connecting each agent to a...
- [Appointment Booking for Voice AI Agents](https://help.teamos.ai/en/articles/14324918-appointment-booking-for-voice-ai-agents.md): Easily streamline your scheduling process with the new Appointment Booking feature for Voice AI Agents in OS. This update empowers your AI to suggest and confirm meeting slots directly on calls—eli...
- [Enable and Configure Voice AI Outbound Calling](https://help.teamos.ai/en/articles/14327395-enable-and-configure-voice-ai-outbound-calling.md): Step-by-step guide to enable Voice AI outbound calling, verify identity, ensure compliance, and activate your agent for structured, automated call workflows inside your OS.

### Ads

- [How to set up a Funnel Event Pixel for Facebook Conversion API?](https://help.teamos.ai/en/articles/10008787-how-to-set-up-a-funnel-event-pixel-for-facebook-conversion-api.md)
- [How to Add Facebook Pixel to Your Website](https://help.teamos.ai/en/articles/10008831-how-to-add-facebook-pixel-to-your-website.md)
- [Facebook Lead Ad Integration](https://help.teamos.ai/en/articles/10440018-facebook-lead-ad-integration.md)

### Payments

- [How to Integrate Square](https://help.teamos.ai/en/articles/10058972-how-to-integrate-square.md)
- [How to Apply A Manual Charge to A Contact](https://help.teamos.ai/en/articles/10009474-how-to-apply-a-manual-charge-to-a-contact.md)
- [How To Setup A Checkout Page](https://help.teamos.ai/en/articles/11025748-how-to-setup-a-checkout-page.md): A step-by-step guide to setting up a checkout page by linking products to your funnel.
- [How to create an Affiliate Campaign](https://help.teamos.ai/en/articles/10054396-how-to-create-an-affiliate-campaign.md): Creating your affiliate campaign has never been easier! Follow this guide to get your campaign up and running.
- [How to Track Affiliate Referrals Using Coupon Codes](https://help.teamos.ai/en/articles/12158745-how-to-track-affiliate-referrals-using-coupon-codes.md): Effectively track your affiliates and influencers through referral links and coupon codes.
- [POS System: Tap to Pay, Active Transactions & Mobile Payments](https://help.teamos.ai/en/articles/12609398-pos-system-tap-to-pay-active-transactions-mobile-payments.md): Collect payments fast with Tap to Pay, Active Transactions, and mobile POS tools.
- [Public Documents](https://help.teamos.ai/en/articles/10629049-public-documents.md)
- [Email + Phone + WhatsApp Pricing](https://help.teamos.ai/en/articles/9939369-email-phone-whatsapp-pricing.md): Here you can find the pricing for communication methods.
- [Managing Payment Method & Wallet](https://help.teamos.ai/en/articles/10064146-managing-payment-method-wallet.md): How to view your subscription, payment, transactions & cards on file.

### Settings

- [Settings: Team Management](https://help.teamos.ai/en/articles/10149450-settings-team-management.md): Managing your team members.
- [How to Reset Your Password Through My Profile & My Staff](https://help.teamos.ai/en/articles/10149443-how-to-reset-your-password-through-my-profile-my-staff.md)
- [HIPAA & GDPR Compliance](https://help.teamos.ai/en/articles/10692164-hipaa-gdpr-compliance.md): 🔐 OS Compliance Measures: Your Data, Secure & Protected
- [Tasks OS 101](https://help.teamos.ai/en/articles/11072035-tasks-os-101.md): Quickly get your account set up by following step-by-step checklists inside the chat widget.
- [Custom Values List](https://help.teamos.ai/en/articles/11158414-custom-values-list.md)
- [Phone System Trust Center](https://help.teamos.ai/en/articles/10008906-phone-system-trust-center.md)
- [A2P Sole Proprietor](https://help.teamos.ai/en/articles/10089056-a2p-sole-proprietor.md)
- [Understanding A2P](https://help.teamos.ai/en/articles/10084033-understanding-a2p.md)
- [Phone Number Settings Explained](https://help.teamos.ai/en/articles/10008908-phone-number-settings-explained.md)
- [Why are my Calls marked as Spam, and how can I avoid it?](https://help.teamos.ai/en/articles/10008901-why-are-my-calls-marked-as-spam-and-how-can-i-avoid-it.md)
- [Recommendations and Best Practices for Maintaining a Positive Caller Reputation](https://help.teamos.ai/en/articles/10008898-recommendations-and-best-practices-for-maintaining-a-positive-caller-reputation.md)
- [WhatsApp Coexistence Integration](https://help.teamos.ai/en/articles/11025654-whatsapp-coexistence-integration.md): Set Up WhatsApp Business Using An Exist WhatsApp Business Account
- [Interactive Voice Response \(IVR\) Guide](https://help.teamos.ai/en/articles/10628314-interactive-voice-response-ivr-guide.md): How to turn live your IVR assistant
- [How to Create an Object](https://help.teamos.ai/en/articles/10149501-how-to-create-an-object.md)
- [Objects Overview](https://help.teamos.ai/en/articles/10149484-objects-overview.md)
- [How To Setup A Root/Sub Domain](https://help.teamos.ai/en/articles/9967736-how-to-setup-a-root-sub-domain.md)
- [Setting Up Branded Domains](https://help.teamos.ai/en/articles/9939450-setting-up-branded-domains.md)
- [Custom Values](https://help.teamos.ai/en/articles/10149380-custom-values.md)
- [How To Use Custom Values](https://help.teamos.ai/en/articles/10149383-how-to-use-custom-values.md)
- [Custom Fields Overview](https://help.teamos.ai/en/articles/10149350-custom-fields-overview.md)
- [Wix Integration](https://help.teamos.ai/en/articles/10333941-wix-integration.md)
- [Trainerize Integration](https://help.teamos.ai/en/articles/10372515-trainerize-integration.md)
- [Quickbooks Integrations](https://help.teamos.ai/en/articles/10548093-quickbooks-integrations.md)
- [Shopify Integration](https://help.teamos.ai/en/articles/10397051-shopify-integration.md)
- [Private Integrations](https://help.teamos.ai/en/articles/13154530-private-integrations.md)
- [Efficiently Organizing Contacts with Tags](https://help.teamos.ai/en/articles/10009481-efficiently-organizing-contacts-with-tags.md)
- [Tags](https://help.teamos.ai/en/articles/10149426-tags.md)