> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getoutbox.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> Track deals in pipelines with stages, and automate them from agents and workflows

## Overview

The **Opportunities** tab is where you **log and manage opportunities** in one place. Organize them into **pipelines**, move contacts through **pipeline stages**, and keep sales motion visible alongside your AI agents.

Use it for anything you would track as a deal or next step: booked demos, quotes sent, contracts out, and closed won or lost.

<CardGroup cols={2}>
  <Card title="Pipelines & stages" icon="diagram-project">
    Structure how opportunities flow from new to closed with stages that match your process.
  </Card>

  <Card title="Agent & workflow actions" icon="bolt">
    Create or update opportunities from voice/chat tools and from workflows—no copy-paste.
  </Card>
</CardGroup>

***

## Pipelines and stages

* **Pipelines** – Separate funnels for different products, teams, or campaigns (for example “Inbound” vs “Outbound”).
* **Stages** – Steps within a pipeline (for example *Qualified* → *Proposal* → *Won*). Move opportunities forward as conversations progress.

<Tip>
  Align stage names with how your team already talks about deals so reporting and handoffs stay obvious.
</Tip>

***

## Tools: Create & Update Opportunity

Add these from the **Tool Library** on voice or chat agents so the AI can **create** a new opportunity or **update** an existing one (stage, value, notes, etc., depending on configuration).

See the [Tool Library](/tool-library) for full details and the [Voice Agents](/voice-agents) / [Chat Agents](/chat-agents) guides for attaching tools.

***

## Workflow actions: Create & Update Opportunity

In [Workflows](/workflows), use **Create Opportunity** and **Update Opportunity** to drive pipeline updates from automation—for example after a high-score call, a Meta form submit, or an inbound webhook.

***

## Next steps

<CardGroup cols={2}>
  <Card title="Workflows" icon="diagram-project" href="/workflows">
    Automate opportunity updates from triggers and branches
  </Card>

  <Card title="Tool Library" icon="books" href="/tool-library">
    Create Opportunity and Update Opportunity tools
  </Card>
</CardGroup>