The Challenge
Businesses wanted AI agents that could actually handle outreach and customer conversations without needing a complicated setup.
- Teams needed a way to create voice agents without hiring a technical team or learning complex AI tools.
- Sales teams were losing time on manual calls, missed follow ups, scattered notes, and disconnected contact lists.
- Businesses needed call recordings, transcripts, summaries, and outcomes in one place so every conversation could be reviewed later.
- Teams wanted to run campaigns, monitor live calls, send messages, and manage appointments without jumping between separate tools.
- They also needed a safer way to manage consent, calling rules, opt outs, and outreach compliance before scaling campaigns.
The Solution
Outreach OS turns AI calling into a complete workspace for sales, support, and appointment based teams.
- Create AI voice agents with a name, voice, language, greeting, personality, instructions, and the actions they are allowed to take.
- Test agents directly in the browser before connecting them to real phone calls or campaigns.
- Import contacts, organize them by workspace, save notes, track call history, and manage every lead from one CRM.
- Launch outbound call campaigns where an AI agent calls a list of contacts and follows a custom script.
- Control campaign settings like calling hours, daily call limits, retry attempts, voicemail behavior, and call pacing.
- View every call with its status, transcript, summary, recording, duration, and final outcome.
- Monitor live calls in real time so the team can see what is happening while campaigns are running.
- Send and receive SMS and email conversations from a unified inbox connected to each contact.
- Book appointments, check availability, reschedule meetings, and connect calendar tools for smoother follow up.
- Build a knowledge base so agents can answer questions using approved business information.
- Connect useful tools like CRMs, calendars, email, spreadsheets, payment tools, and Prospect Demo lead lists.
- Import leads from Prospect Demo, call those businesses, ask if they want a demo website, then send the demo link by SMS when they agree.
- Embed a voice agent on a website so visitors can talk to it directly from the page.
- Track analytics for calls, contacts, appointments, campaign progress, and agent performance.
- Manage outreach compliance with opt outs, consent records, quiet hours, and do not call protection.
What the App Does
- Create AI voice agents with custom voices, greetings, instructions, and actions.
- Test agents in the browser before using them with real calls.
- Run outbound call campaigns to contact lead lists automatically.
- Control calling hours, call speed, retry attempts, voicemail behavior, and daily limits.
- Manage contacts in a CRM with notes, call history, tasks, appointments, and lead details.
- Review every call with transcript, summary, recording, duration, and final outcome.
- Monitor live calls while campaigns are running.
- Send and receive SMS and email from one unified inbox.
- Connect calendars so agents can book and reschedule appointments.
- Use a knowledge base so agents answer with approved business information.
- Connect tools like CRM systems, calendars, email, spreadsheets, payment tools, and Prospect Demo.
- Import Prospect Demo leads and send demo website links after a prospect gives consent.
- Embed a voice agent on a website so visitors can speak with it directly.
- Track campaign progress, call results, appointment activity, and agent performance.
- Protect outreach with consent records, opt outs, quiet hours, and do not call controls.