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Welcome to Outbox AI

This quickstart guide will walk you through everything you need to create, test, and deploy your first AI agent. No coding required.
Start your 14-day free trial at getoutbox.ai to follow along with this guide.

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Get Started in 3 Steps

1

Access Your Dashboard

Log in to your Outbox AI account and familiarize yourself with the dashboard. You’ll see an overview of contacts, calls, conversations, status breakdowns, and key statistics for all your agents.
2

Create Your First Agent

Navigate to the Agents tab and create either a voice agent (for inbound/outbound calling) or chat agent (for web chat, Messenger, Instagram). Use our AI-powered prompt generator to build a complete agent in seconds.
3

Test & Deploy

Test your agent directly in the platform, then share a branded demo link with clients or deploy it live. All fully white-labelled under your brand.

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Understanding the Dashboard

Your dashboard is command central for managing all your AI agents and client accounts.
Monitor performance at a glance with real-time data on contacts, calls, conversations, and status breakdowns. Track success rates, pickup rates, and costs across all campaigns.
Add contacts manually for campaigns or sync automatically from GoHighLevel. View all chats and calls per contact in one unified conversation view.
Track every outbound call with cost, duration, and outcome. Manage call queues when concurrency lines are full. View chat logs across all messaging platforms.
Every call is automatically rated from 0% to 100% based on performance metrics, helping you optimize your agents over time.

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Connect GoHighLevel (Optional)

Outbox AI offers native GoHighLevel integration to seamlessly sync contacts, trigger workflows, and manage conversations within your CRM.
GoHighLevel integration is optional but highly recommended for agencies already using GHL for client management.

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Setting Up Your Integration

For a complete step-by-step guide on connecting your GoHighLevel account, including screenshots and troubleshooting, see our GoHighLevel Integration Guide.

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What You Can Do With GHL Integration

Send AI Call Action

Trigger outbound AI calls directly from GHL workflows with pre-filled contact data.

AI Call Completed Trigger

Automate follow-up workflows based on call status, outcomes, and agent responses.

Contact Sync

Keep contacts synchronized between Outbox AI and GoHighLevel in real-time.

Conversation History

All AI calls and chats automatically appear in the contact’s GHL conversation timeline.
Pro Tip: Set up GHL workflows to automatically trigger AI calls when new leads are added, or send follow-up SMS/emails based on call outcomes.

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Creating Your First Agent

Agents are the core of Outbox AI. Choose the type of agent you want to build and follow the configuration steps below.
Perfect for inbound receptionist duties or outbound calling campaigns. Handle calls 24/7 with natural conversation.

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Step 1: Set Your Agent Prompt

The Prompt is the backbone of your agent’s behavior — what it says, how it handles objections, and what outcomes it aims for.
1

Describe Your Agent

Simply type what you want your agent to do (e.g., “Qualify solar leads and book appointments”). Outbox AI will generate a complete prompt using years of refined frameworks.
2

Review & Customize

Review the generated prompt and adjust the tone, objectives, and conversation flow to match your needs.

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Step 2: Add Tools

Connect your agent to actions for seamless automation:

Calendar Booking

Book appointments via Cal.com or GoHighLevel calendars

Send SMS

Send follow-up text messages during or after calls

Send Email

Trigger email sequences based on call outcomes

CRM Actions

Update contact fields, add tags, or trigger workflows

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Step 3: Build Your Knowledge Base

Give your agent the information it needs to answer questions accurately:
Upload PDFs, documents, or text files with product info, FAQs, or pricing details.
Enter your client’s website URL and we’ll automatically scrape and format the content using Firecrawl.
Copy and paste any relevant information directly into the knowledge base.

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Step 4: Configure Voice Settings

Customize how your agent sounds and behaves on calls:
Select from 1,000+ AI voices across different accents, genders, and speaking styles. Preview each voice before selecting.
Choose the AI model that best fits your use case (speed vs. intelligence trade-off).
Add subtle background sounds like office ambience or silence for a more natural feel.
Set what your agent says when the call connects (e.g., “Hi, this is Sarah calling from Solar Solutions…”).
Configure phone numbers to forward calls to if needed (e.g., transfer to human agent).

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Testing & Sharing

1

Test In-Platform

Every agent can be tested directly inside the platform. Chat with it or call it to see how it performs before going live.
2

Share Demo Links

Generate a branded demo link (web call or phone call) and share it with clients. This is an excellent way to win new business — clients can try the agent themselves, fully white-labelled with your branding.
3

Deploy Live

Once you’re happy with the results, deploy your agent to handle real customer interactions 24/7.

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Pre-Built Tools Library

No coding required. Just click and activate:

GoHighLevel

Native CRM integration with workflow automation and contact sync.

Cal.com

Seamless appointment booking directly from conversations.

Twilio

Voice calling and SMS messaging infrastructure.

Sendgrid

Email delivery and automated follow-ups.

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Managing Companies & Rebilling

Each client company has its own settings for billing, phone numbers, and integrations. Keep everything organized and separated.
Manage multiple client companies from one dashboard. See spend per client and set custom pricing: - Add retainer fees (e.g., 200/month)−Adjustcallratemarkups(cost200/month) - Adjust call rate markups (cost 0.12/min, charge $0.16/min) - Set chat multipliers to mark up message costs
Set your pricing once, and the system handles all invoicing and payment collection from your clients. You receive revenue minus the platform fee — fully automated.

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White Labelling Your Platform

Make Outbox AI completely yours:
1

Upload Your Branding

Add your logo, company name, and brand colors to the platform.
2

Set Custom Domain

Point your subdomain (e.g., app.yourагency.com) to Outbox AI with simple DNS records.
3

Email Branding

Send all system emails from your own domain, so clients never see Outbox branding.
Your clients will see it as your software — Outbox branding won’t appear anywhere.

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Next Steps

JavaScript SDK

Integrate voice calls into your web applications

API Reference

Explore the full API documentation for custom integrations.

Join SKOOL Course

Access our free comprehensive course on building and selling AI agents.

Discord Community

Get support, share best practices, and connect with other agencies.