OutCallerAI Documentation
Build, connect, and operate production voice AI workflows with OutCallerAI.
OutCallerAI is a workspace for building and operating AI-assisted customer conversations. Product teams configure reusable agents and use cases; operators manage leads and monitor live workflows; implementation teams connect customer data through integrations, webhooks, and the public API.
Use these guides to move from a controlled first workflow to a production deployment with observable outcomes and clear ownership of customer data.
Choose where to begin
Start with the product model, build a working agent, or go directly to the API reference if you are integrating an existing system.
From idea to production
The same operating loop applies whether you are launching outbound calls, handling inbound conversations, or connecting a customer workflow to your CRM.
- 01Define the outcomeChoose the customer job—qualification, appointment booking, follow-up, support, or another repeatable conversation.
- 02Configure the conversationCreate a use case, assign an agent, write its instructions, and connect only the knowledge and tools it needs.
- 03Connect customer dataAdd leads manually, import them in bulk, or synchronize records through forms, Sheets, HubSpot, webhooks, or the API.
- 04Test before scalingRun representative conversations, inspect transcripts and outcomes, then refine prompts, data mapping, and escalation behavior.
- 05Operate and improveMonitor performance, review exceptions, and send results back to the systems your team already uses.
Product guides
Each guide maps to a real product surface and explains when to use it, how it fits into the workflow, and what to verify before production rollout.
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