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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, integrate from TypeScript or Python, connect your existing tools, or go directly to the API reference.

Understand the platform

Learn how agents, use cases, leads, calls, and conversations work together.

Build your first agent

Configure a voice, instructions, knowledge, and calling behavior.

Explore the API

Browse generated endpoint schemas, examples, and the API playground.

SDKs & MCP

Integrate from TypeScript, Python, or connect AI coding agents through the Model Context Protocol.

Integrations

Connect forms, calendars, messaging, email, CRM, webhooks, and Postman.

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.

  1. 01Define the outcomeChoose the customer job - qualification, appointment booking, follow-up, support, or another repeatable conversation.
  2. 02Configure the conversationCreate a use case, assign an agent, write its instructions, and connect only the knowledge and tools it needs.
  3. 03Connect customer dataAdd leads manually, import them in bulk, or synchronize records through forms, Sheets, HubSpot, webhooks, or the API.
  4. 04Test before scalingRun representative conversations, inspect transcripts and outcomes, then refine prompts, data mapping, and escalation behavior.
  5. 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.

01DashboardRead call volume, outcomes, duration, and performance trends.02Use Cases & LeadsBuild outbound workflows, assign agents, and import customer records.03ConversationsReview recordings, transcripts, outcomes, and captured context.04Knowledge BaseGround agents with approved websites and workspace documents.05IntegrationsConnect forms, calendars, messaging, email, CRM, and webhooks.06Echo WidgetConfigure and embed the AI chat experience on your website.07SummarizerTurn recordings into editable briefs and structured summaries.08EvaluationsTest agent changes against repeatable personas and scenarios.09Usage & BillingUnderstand plan limits, calling minutes, and workspace consumption.

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