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Frequently asked questions
Straight answers about the platform, the AI agents, deliverability and how this compares to running a stack of point tools.
Platform
An AI sales and outbound CRM. One workspace for inbound, outbound, sales and marketing: your people, companies and deals, sequences sent from your own mailboxes, every reply in one inbox, workflows, and AI agents that read each reply and act on it, on your own model key.
Teams that sell to other businesses and run outbound themselves: founders, SDR and AE teams, agencies running many clients, and RevOps people tired of maintaining the glue between point tools.
Single-purpose tools are strong in their slice. In Outboundrix the slices share one record, so there is no export, sync job or reconciliation between your list, your sending, your inbox and your pipeline. Deliverability is part of every send, and the AI runs on your own key.
Deliverability
Yes. Mailbox rotation, a send schedule (7, 10 and 20 a day in weeks 1-3, never more than 25 a day per mailbox), SPF/DKIM/DMARC checks and the suppression list apply to every send, and the sequence editor checks for spam words as you write. Hard bounces are suppressed automatically, and a campaign pauses itself if its bounce rate reaches 6% once 200 people have been emailed. There is no warmup network: no warmup mail is exchanged. It is not a separate per-mailbox subscription.
Yes. Connect Google Workspace or Microsoft 365 mailboxes with a sign-in, or any SMTP and IMAP mailbox on your own domain; the send schedule and rotation apply across the pool you provide. Free-mail addresses such as Gmail or Outlook.com cannot send.
AI agents
Yes. Connect an Anthropic key or any OpenAI-compatible provider (OpenAI, Gemini, Grok or your own model) so you control model choice and cost. We never mark up tokens. The AI agents and AI writing come with Teams and up.
The reply agent reads every new reply, labels its intent and acts: an interested reply gets a deal, a follow-up task and a drafted answer; an unsubscribe is suppressed; an out-of-office resumes the sequence on the return date. The deliverability agent watches bounces and lowers a mailbox's daily limit, or pauses a mailbox or a campaign, before a domain is burned; it never raises a limit, and you approve anything it resumes. The research agent reads a company's own website and writes an opening line for {{research_line}}, each line tied to the quotes it came from; a line that names something its quotes do not say is never sent. The pipeline agent reads replies from people with an open deal and keeps the deal current: it moves it or marks it lost with their reason (you approve first), gives it the person's owner and files the next step as a task; it never marks a deal won. AI also drafts a sequence from your ideal customer, writes the first email of a new sequence and personalizes the first email for each person at send time. And your own AI agents (Claude Code, Cursor, n8n) can work in your workspace through the MCP server, on an API key.
You decide how loose. Every action the agent can take is set to act on its own, ask you first, or never. By default a drafted reply waits for your approval, and the sender sends it like any other email: the model never sends. The suppression list, your plan and its monthly allowances apply whatever the model wrote, and every text it writes is kept with the model and who approved it.
Developer platform
Yes. A public REST API with per-workspace keys scoped to contacts, sequences, campaigns and mailboxes, with rate limits. Forms and tools can also post leads to an inbound URL without a key.
HMAC-signed webhooks fire when a contact is created, updated or deleted through the REST API; the API documentation lists which events fire today. Workflows can also call any HTTP API on events in the app and use its answer, and a workflow can start when another system posts to its own URL. Your own AI agents (Claude Code, Cursor, n8n, or one you build with the Claude Agent SDK or the OpenAI API) connect through the MCP server, which offers the API's contact, sequence, campaign and status operations as tools on the same API keys and scopes; the API documentation shows how.
Data and compliance
Mostly from you: import a CSV (up to 200 MB, by plan), post leads to an inbound URL, use the REST API, or sync HubSpot, Salesforce or Pipedrive. The lead scraper can also fill a list from Trusted Leads’ B2B contact data. Hard bounces go on your suppression list automatically and are never emailed again.
Yes. We support data processing agreements, access and deletion requests, and the controls described on our security and privacy pages.
Yes. Your data is yours: export people as CSV or through the API, and request deletion at any time.
Plans and support
No. The free plan runs a real mailbox, sequence and pipeline indefinitely so you can validate the motion before paying.
Yes. An upgrade starts right away and credits the unused part of your current month. A downgrade or cancellation takes effect at your next renewal.
Email support on every plan. Our first-response targets: within 2 business days on Free, 8 business hours on Startup and Teams, and 2 business hours on Agency and Enterprise, with onboarding by the founding team on Enterprise. Targets, not a contractual SLA.
Still have questions?
The team that builds the platform answers. The help center covers setup and deliverability in more detail.