Docs & Guide

How RealSalesOS works

Everything in one place — what each part does, how a call flows end to end, and how to wire it into the tools you already use.

1. What RealSalesOS is

RealSalesOS is an AI phone receptionist for service businesses. It answers every call in under a second — 24/7 — qualifies the caller, answers questions about your pricing and hours, books appointments on your calendar, and notifies you. It never sleeps, never puts anyone on hold, and never lets a call ring out to a competitor.

2. What happens on a call

  1. Rings → AI answers in <1s with your greeting.
  2. Intake. It asks the right questions for your trade, filters spam, and detects urgency.
  3. Answers. Pricing, service area, hours — straight from your dashboard settings.
  4. Books. Checks live calendar availability and locks the slot while the caller is still on the line.
  5. Confirms & notifies. Caller gets an email/SMS confirmation; you get an alert with the full call summary.
  6. Escalates. Emergencies or “I need a person” trigger a warm transfer to your handoff phone.

3. The dashboard, setting by setting

Every setting in your dashboard has a hover tooltip (the ⓘ icon). Here’s the full reference:

Business name
How callers know you. Used in the greeting: “Thanks for calling [Business Name].”
Service area
Where you operate. The AI politely routes out-of-area callers and still captures the lead.
Hours of operation
When you’re open. After-hours callers get voicemail or a callback. Format: “Mon–Fri 8a–6p, Sat 9a–1p.”
Pricing / services
What the AI quotes when callers ask “how much?” Be specific — vague pricing kills bookings.
Greeting
The first words callers hear. Leave blank for the default. Keep it under ~12 words.
Voice
Pick a built-in voice, or upload a 30–90s clean WAV/MP3 to clone your own. The new Voice ID auto-fills.
Handoff phone
Your cell or main line. The AI transfers callers here for emergencies or when they ask for a human.
Calendly URL
Your public Calendly link. Used as a booking fallback when Google Calendar isn’t connected.
After-hours only
AI handles nights/weekends only; a human answers during business hours.
Owner SMS on booking
Get a real-time text the moment the AI books an appointment.
Daily digest
A morning summary of yesterday’s calls (bookings, voicemails, transfers).
Telegram chat ID
Instant Telegram alerts for leads, bookings, and urgent calls. DM @RealSalesOSBot for your chat ID.

4. Booking: Google Calendar & Calendly

Google Calendar (preferred). Connect it once from the dashboard. The AI reads your real free/busy in real time, offers open slots, and writes a confirmed event with the caller as an attendee — they get a calendar invite automatically.

Calendly (fallback). If Google Calendar isn’t connected, the AI shares your Calendly link and captures the lead so nothing is lost.

5. Notifications: SMS, email, Telegram

  • Email — booking confirmations to the caller and to you (always on).
  • SMS — owner alerts, caller recaps, daily digest. Requires SMS to be provisioned on your number.
  • Telegram — instant push for leads, bookings, and urgent calls. Add your chat ID in the dashboard.

6. Human handoff

When a caller asks for a person or the AI detects an emergency, it warm-transfers the live call to your handoff phone and sends you the context so you’re not starting cold. Set the handoff number in the dashboard — make it a real human line, not the AI’s own number.

7. Outbound webhooks (Zapier / Slack / custom)

In the dashboard’s Outbound webhooks section you can add up to 3 URLs and choose which events fire them:

  • lead.new — a new lead was captured
  • booking.created — an appointment was booked
  • call.completed — a call finished, with summary
  • call.urgent — an urgent call was flagged

Slack incoming-webhook URLs are auto-detected and posted as a formatted message. Any other URL gets a JSON POST: { event, customer_id, business_name, ts, data }. Point it at Zapier, Make, n8n, or your own endpoint.

8. Status & uptime

The live status dot in the top navigation reflects a real-time health check. For the full breakdown — KV store, voice-agent heartbeat, and recent activity — see the status page.

9. Getting help

Questions the docs don’t cover? See the FAQ or reach us from the contact page. Want to see it live first? Call the demo line: (737) 787-9017.