Documentation

Everything you need to master OutreachAgent — guides, API reference, and tutorials.

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Quick start

1Create your account
2Connect your inbox
3Import contacts
4Launch your first sequence

All documentation

Getting Started

Set up your account, connect your inbox, and send your first sequence in under 10 minutes.

  • Quick-start guide
  • Connect Gmail / Outlook
  • Import your first contacts
  • Create a sequence

API Reference

Full REST API documentation. Webhooks, authentication, rate limits, and code samples.

  • Authentication & API keys
  • Contacts endpoints
  • Sequences endpoints
  • Webhook events

Email Setup

Advanced email deliverability — SPF, DKIM, DMARC, warmup, and bounce management.

  • Email authentication (SPF/DKIM)
  • Inbox warmup guide
  • Managing bounces
  • Deliverability checklist

WhatsApp & SMS

Connect WhatsApp Business, manage templates, set up drip sequences, and stay compliant.

  • Connect WhatsApp Business API
  • Message template approval
  • SMS compliance guide
  • WhatsApp sequences

CRM & Pipeline

Manage deals, set up custom pipelines, track activities, and forecast revenue.

  • Pipeline configuration
  • Custom fields & stages
  • Deal health scores
  • Activity logging

Automation

Build no-code automations with triggers, conditions, and multi-step workflows.

  • Automation builder overview
  • Trigger types & conditions
  • Action blocks
  • Automation recipes

Integrations

Connect HubSpot, Salesforce, Zapier, Slack, Shopify, and 30+ more tools.

  • HubSpot two-way sync
  • Zapier & Make integration
  • Slack notifications
  • Shopify integration

Security & Compliance

GDPR, CCPA, SOC 2 Type II, data residency, SSO, and audit trails.

  • GDPR data processing
  • SSO configuration
  • Audit log overview
  • Data export & deletion
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