Roadmap
What is built, and what comes next.
Planned work is listed here in full. Everything marked planned is a plan, not a promise of a date. There is no SalesOS release yet: merged work lives on the development branch until the first release.
- Phase 1
Foundation
Merged, not yet released- Server-side approval gate for agent sends on WhatsApp and LinkedIn, with autonomy levels from blocked to auto within budget and an undo window
- Approvals decided only by a signed-in member, never by a key, token or MCP tool
- Approved recipient and text frozen at request time on the channel tools
- Prospect text wrapped as untrusted content on the WhatsApp and LinkedIn tools (the email tools are not covered yet)
- One identity per person across email, phone, WhatsApp and LinkedIn; a reply anywhere stops the person everywhere
- Agent event feed and task queue
- Phase 2
WhatsApp
In progress- WhatsApp through a self-hosted WAHA sidecar, linked as an unofficial device from your own phone
- For warm conversations only: an agent can never start a chat with someone who has not written in, replied or consented
- Account health, locks and human pacing per number
- A teammate taking over a thread holds agents and sequences for that person
- Chat threads in the unified inbox
- Phase 3a
Agent surface
Planned- A curated MCP profile across several workspaces, a plugin and CLI verbs
- Dry runs, cost previews and draft-only defaults for agent tools
- Send ceilings on campaign launches, readiness checks, and approvals that go stale after an edit
- Known contacts visiting your site as a signal
- Phase 3b
AI teammates
Planned- Roles with a job, a scope, a schedule and send and spend budgets, activated by a person
- A plays catalog that names every prerequisite and approval gate
- Enrichment through your own provider keys, cheapest verified result first, with a cost preview
- Phase 4
LinkedIn
Planned- LinkedIn through a self-hosted sidecar on your own workers, with a person signing in and caps
- Sender personas, so a prospect hears from the same person on every channel
- LinkedIn steps in campaigns
- Phase 5a
Dashboard
Planned- An approvals screen, channel accounts, and a "waiting on you" view
- Per-lead launch review and a roles page
- Phase 6
Second brain
Planned- Canonical voice, positioning and playbooks that change only by approved proposal
- Reply drafts that cite approved company knowledge
- A website bootstrap that writes drafts for review
- Phase 5b
Chat home and teammates
Planned- Remie in a shared chat home, with each role as a named teammate
- Handoffs, play cards and a get-started checklist
- Phase 7
End-to-end review
Planned- A scripted agent flow from list to approved send, and a final review of the whole branch
- Phase 8
Signals and the morning list
Planned- A short ranked list per market each delivery day, with a dated reason, a decision-maker and an opener
- Fit and timing scores where every point traces to a criterion or a sourced signal
- One company timeline of signals; Start play turns an item into an enrolment a person approves
- Later: company-level website visits behind consent, public registers and tenders
- Phase 9
Founder-led content
Planned- LinkedIn and X post drafts in your canonical voice, approved per post
- Later
Agencies
Planned- Client roles for agencies running a workspace per client
Not on the roadmap. Things SalesOS will not become.
An AI that sends on its own. A contact database or data reseller. A deliverability or inbox placement guarantee. A WhatsApp blaster or a way around a provider's limits. A LinkedIn scraper or engagement pod. Person-level visitor identification. An enterprise ABM and ad-targeting suite.
Follow along in the open.
Every change lands in the public repository first. The changelog lists what has been merged.