FAQ
Frequently asked questions
Answers about OutreachBox agents, workflows, pricing, security, and getting started.
How does agentic marketing automation work in OutreachBox?
You describe a goal and OutreachBox agents plan and carry out the work: they research prospects, generate personalized email sequences and content, schedule multi-step follow-ups, and optimize for search and AI answers. Workflows run on schedules or live signals, the platform handles warmup, deliverability, and reply tracking, and high-risk actions wait for your approval.
Getting Started
- What is OutreachBox?
- OutreachBox is an agentic marketing automation platform. AI agents research prospects, generate on-brand content, run email outreach, and optimize for SEO and AI answer engines, inside workflows that run on schedules, live market signals, or webhooks, with human approval on high-risk actions.
- How do I get started?
- Simply sign up for a free account, complete your profile, and follow our onboarding wizard. You can start sending campaigns within minutes of signing up.
- Is there a free trial available?
- Yes! We offer a 14-day free trial with full access to all features. No credit card required to start your trial.
- What do I need to get started?
- All you need is your business email and basic information about your target audience. Our AI will help you create compelling content and campaigns.
AI Agents & Automation
- What can OutreachBox agents do?
- Agents research and qualify prospects, draft blogs, social posts, and email sequences in your brand voice, run outreach across your inboxes, audit SEO, and improve how often AI answer engines cite you. A supervisor can split a large goal across several agents.
- How do I keep agents under control?
- High-risk actions pause for human approval in the approval inbox. Outputs are scored by an LLM judge for goal fit, accuracy, and brand safety, every step of every run is logged, and Brand Brain loads your voice and banned phrases into each run.
- What can trigger a workflow?
- Workflows can run on a schedule (daily, weekly, monthly, or cron), from a signed webhook, or on live signals such as a competitor change, a rising trend, an AI citation gained or lost, or a campaign reply.
- Can I use OutreachBox from Claude, ChatGPT, or Cursor?
- Yes. The OutreachBox MCP server connects Claude, ChatGPT, Cursor, VS Code, and other MCP clients to your workspace using a scoped API key.
Pricing & Billing
- What pricing plans are available?
- We offer Free, Starter, Professional, and Enterprise plans. Each plan is designed to accommodate different business sizes and needs.
- Can I change my plan anytime?
- Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any billing adjustments.
- What payment methods do you accept?
- We accept all major credit cards, PayPal, and wire transfers for Enterprise accounts.
- Is there a setup fee?
- No, there are no setup fees for any of our plans. You only pay for your monthly subscription.
Features & Functionality
- What kind of AI features are included?
- OutreachBox includes AI agents for research, content, outreach, SEO, and AEO, a planner that turns goals into workflows, an AI Copilot you can chat with, AI content generation, lead scoring, and campaign analytics.
- Can I integrate with other tools?
- Yes, we offer integrations with popular CRM systems, email providers, social media platforms, and marketing tools. Check our integrations page for the full list.
- Is there an API available?
- Yes, we provide a comprehensive REST API for developers who want to build custom integrations or automate workflows.
- Can I customize campaigns?
- Absolutely! You can customize every aspect of your campaigns including templates, sending schedules, targeting criteria, and automation rules.
Security & Privacy
- Is my data secure?
- Yes, we use industry-standard encryption, secure data centers, and follow strict security protocols to protect your data.
- Do you sell user data?
- No, we never sell or share your personal data with third parties. Your data is only used to provide and improve our services.
- Is GDPR compliant?
- Yes, we are fully GDPR compliant and provide tools to help you manage data privacy and consent.
- Can I export my data?
- Yes, you can export all your data at any time in various formats including CSV, JSON, and PDF.
Support & Community
- What kind of support do you offer?
- We offer email support, live chat, community forums, comprehensive documentation, and video tutorials. Enterprise plans include dedicated account managers.
- Is there a community forum?
- Yes, our active community forum is a great place to connect with other users, share tips, and get advice from our team.
- Do you offer training?
- We provide free video tutorials, documentation, and webinars. Enterprise customers can request personalized training sessions.
- How can I request features?
- You can request features through our community forum or by contacting our support team. We regularly review and implement user suggestions.
Still need help?
Can’t find what you’re looking for? Our support team is here to help.