Getting Started

Outgi uses one-time password (OTP) login — no passwords to manage. Enter your email, receive a 6-digit code, and you are in.

Creating Your Account

Go to outgi.com/login, enter your work email, and click Send OTP. Check your inbox for a 6-digit code (valid 15 minutes). After your first login you will be prompted to set your workspace name and select your account type (B2B, NGO, Government, etc.) — this controls which modules are visible in your sidebar.

Quick Start: Your First Campaign in 10 Minutes

• Step 1 — Connect a domain (sidebar → Domains → Add Domain). Enter your domain, then add the 3 DNS records shown. Click Verify.
• Step 2 — Import contacts (sidebar → Contacts → Import CSV). Download the sample CSV, fill in your prospects, upload. Required columns: firstName, email. Optional: lastName, company, website, jobTitle, phone.
• Step 3 — New Campaign (sidebar → Campaigns → New Campaign). Name it, choose Cold Email as the first stage, select your verified domain.
• Step 4 — Write your sequence. Add Stage 1 (email), set a subject line and body. Use AI Write to generate a first draft, or type your own. Add follow-up stages at Day 4 and Day 9.
• Step 5 — Assign contacts. Choose the contact list you imported.
• Step 6 — Activate. Click Activate Campaign. Outgi will start sending on your defined schedule.

Domain & Email Setup

Outgi sends email directly from your domain via Nodemailer — no third-party ESP (SendGrid, Mailgun, etc.). This gives you full deliverability control but requires correct DNS setup.

Required DNS Records

Go to Domains → your domain → DNS Records. Outgi shows you the exact values to copy. Here is what each record does:

SPF — tells receiving mail servers that Outgi is allowed to send on your behalf.

Type: TXT
Host: @  (or your domain name)
Value: v=spf1 include:mail.outgi.com ~all

DKIM — cryptographically signs each email. Outgi generates a unique key per domain.

Type: TXT
Host: outgi._domainkey
Value: v=DKIM1; k=rsa; p=<your-public-key-shown-in-dashboard>

DMARC — tells receivers what to do if SPF/DKIM fail. Start with p=none (monitor only) for 2 weeks, then upgrade to p=quarantine.

Type: TXT
Host: _dmarc
Value: v=DMARC1; p=none; rua=mailto:support@yourdomain.com

Email Warm-Up

A new domain/mailbox has no sending reputation. Sending thousands of emails immediately will trigger spam filters. Outgi's warm-up module ramps sending volume automatically:

• Week 1: 5–20 emails/day
• Week 2: 20–50 emails/day
• Week 3–4: 50–150 emails/day
• Week 5+: up to your plan limit

Enable warm-up in Domains → your domain → Warm-Up tab. Outgi sends warm-up emails to a network of real inboxes and marks them as not-spam. Allow 4–6 weeks before running large campaigns from a new domain.

Deliverability Troubleshooting

• Bounce rate above 5% — clean your list. Remove role addresses (info@, admin@), catch-all domains, and contacts older than 12 months.
• Spam complaint rate above 0.1% — slow sending, improve copy relevance, add a one-click unsubscribe link.
• Emails landing in promotions — avoid image-heavy HTML, reduce link count, send plain text or minimal HTML.
• Domain on a blacklist — check MXToolbox. Request removal from URIBL, Spamhaus, or Barracuda directly.

Cold Email

Sequence Structure

A 4-touch cold email sequence consistently outperforms both shorter and longer sequences. Recommended timing:

• Email 1 (Day 1) — short intro. Problem you solve + one relevant reason you reached out. Under 100 words. No attachments.
• Email 2 (Day 4) — value add. Share a useful insight, a case study, or a specific stat relevant to their industry.
• Email 3 (Day 9) — social proof. Name a similar company you helped and the outcome. Ask for a specific time slot.
• Email 4 (Day 15) — breakup. "I'll stop following up after this. Happy to reconnect whenever the timing is right."

Subject Line Best Practices

• Keep it under 50 characters — most mobile clients cut off at 40
• Avoid spam trigger words: Free, Guaranteed, Act Now, Limited Time, No obligation
• Use their company name or first name when possible: "Question for {{company}}"
• A/B test by creating two versions with different subjects — Outgi splits sends 50/50

Available Merge Variables

{{firstName}}    — Contact's first name
{{lastName}}     — Contact's last name
{{company}}      — Company name
{{website}}      — Company website
{{jobTitle}}     — Job title
{{city}}         — City (if provided)
{{customField1}} — Custom field 1
{{customField2}} — Custom field 2

Contact Forms

The contact form agent uses browser automation to find and submit the contact form on a prospect's website. This reaches people who have no publicly listed email address.

How the Agent Works

• Outgi loads the prospect's website URL (from their website field)
• The agent locates a contact or inquiry form — usually at /contact, /about, or in the footer
• AI fills in your name, email, and the personalised message body
• The form is submitted. The outcome (Success / No Form Found / Error) is logged in the campaign

Maximising Form Success Rate

• Ensure the website field contains the company root domain (e.g. acmecorp.com, not linkedin.com/company/acme)
• Messages should be under 500 characters — form fields often have character limits
• Include your reply email in the message body as a fallback

Voice AI

Outgi makes automated outbound calls using FreeSWITCH + SignalWire for telephony and Kokoro TTS for voice synthesis. Calls are placed from your assigned phone number.

Call Flow

• Dial — Outgi dials the contact's phone number at the scheduled time
• Live answer — the AI delivers your script, listens for responses, and can transfer the call to you (the user) if the prospect wants to speak to a human
• Voicemail detected — a pre-recorded message is left automatically. Outgi detects voicemail with 95%+ accuracy
• No answer — logged. The campaign can be configured to retry after X days

Writing a Call Script

Scripts are written in plain text. Keep the opening under 15 seconds (about 35 words). Use natural, conversational language — avoid bullet-point phrasing when spoken aloud.

Example script:

Hi {{firstName}}, this is [Your Name] calling from [Your Company].
I noticed {{company}} has been growing quickly — I wanted to
reach out briefly about how we help teams like yours with
outreach automation. Do you have 30 seconds?

[If yes → continue to value prop]
[If voicemail → leave shorter version]

Getting a Phone Number

Go to sidebar → Phone Numbers → Buy Number. Choose a local number in your target area code. Numbers are $1/month and billed from your prepaid wallet. Voice calls cost $0.015/minute.

SMS

Two-way SMS campaigns via SignalWire. SMS achieves 98% open rates and is ideal for follow-up after an initial email or call.

Setting Up SMS

• Purchase a phone number (sidebar → Phone Numbers) — the same number can be used for both voice and SMS
• Add an SMS stage to your campaign sequence
• Write your message. SMS messages must be under 160 characters to avoid splitting. Outgi shows a character counter.

Compliance for SMS

Outgi automatically appends "Reply STOP to unsubscribe" to all outbound SMS. Contacts who reply STOP, UNSUBSCRIBE, CANCEL, END, or QUIT are immediately suppressed across all channels.

Direct Mail

Outgi integrates with PostGrid to send physical postcards to your contacts in Canada and the US. Ideal as a high-impact follow-up after digital touches.

How It Works

• Add a Direct Mail stage to your campaign (requires contacts with a mailing address)
• Design your postcard in the campaign builder — upload a front image or use a template
• Write your message (back of postcard, up to 500 characters)
• Outgi submits the order to PostGrid. Cards are printed and mailed within 2–3 business days
• Delivery tracking is available in the campaign analytics view

Pricing

• Canada: $1.20 per postcard (includes printing + postage)
• United States: $0.95 per postcard
• International: PDF download available for self-mailing

Return address on all cards: 250 Consumers Road, Suite 719, Toronto ON M2J 4V6, Canada

WhatsApp

Outgi supports WhatsApp outreach via your Meta Business Account (WABA). WhatsApp messages achieve high open and reply rates for business communications.

Prerequisites

• A verified Meta Business Account
• A WhatsApp Business Account (WABA) approved by Meta
• At least one pre-approved WABA message template

Setup

• Go to Settings → Channels → WhatsApp
• Click "Connect Meta Account" and follow the OAuth flow
• Select your WhatsApp Business Account and phone number
• Import your approved message templates (they sync automatically from Meta)

Using WhatsApp in Campaigns

• Add a WhatsApp stage to any campaign sequence
• Select an approved template and map template variables to contact fields (e.g., {name} → First Name)
• WhatsApp messages are wallet-charged per message (same as SMS)
• Replies appear in your Outgi Inbox alongside email and SMS replies

LinkedIn, Messenger & Instagram

Outgi connects to LinkedIn, Facebook Messenger, and Instagram via Unipile — a secure social channel connector. All three channels are configured from a single Unipile connection.

Setup (Unipile)

• Go to Settings → Channels → Social (Unipile)
• Click "Connect LinkedIn" — you'll authenticate with your LinkedIn credentials via Unipile's secure OAuth
• Optionally connect Facebook Messenger and Instagram from the same panel
• Each social account is connected once; all three channels become available for campaigns

LinkedIn Outreach

• Send LinkedIn connection requests with a personalised note (up to 300 characters)
• Send direct messages to 1st-degree connections
• Add LinkedIn stages anywhere in your campaign sequence
• Replies appear in your Outgi Inbox as "LinkedIn" channel replies

Messenger & Instagram DMs

• Send Facebook Messenger messages to public business pages and contacts
• Send Instagram DMs to business accounts and creators
• Both channels follow the same campaign stage pattern as email and SMS

AI Features

AI Message Writing

Click AI Write in any message editor. You provide a prompt describing the tone, goal, and key points. Outgi uses Claude Haiku to generate a unique, personalised message for each contact — pulling in their name, company, job title, and any research data available.

Example prompt:

Write a cold email introducing Outgi to a VP of Sales.
Mention their company growth if we have data on it.
Focus on the time wasted switching between tools.
Keep it under 80 words. Conversational tone. No buzzwords.
End with a soft CTA to a 15-minute call.

Reply Classification

Every inbound reply is automatically classified:

• POSITIVE — interest expressed, meeting requested, asking for more info. Campaign paused automatically.
• NEUTRAL — general question, not-now, referral to someone else.
• NEGATIVE — unsubscribe request, not interested. Contact suppressed immediately.
• OUT_OF_OFFICE — auto-reply detected. Campaign paused until their return date.
• BOUNCED — hard bounce. Email address removed from future sends.

Lead Research (AI Intelligence)

In any contact record, click Research. Outgi uses Gemini 2.5 Pro to search the web for recent news, company info, funding rounds, and relevant context about the prospect. This data is stored on the contact and used by the AI when writing personalised messages.

CRM & Pipeline

Contact Records

Every contact has a profile showing: all outreach activity (emails sent, opened, clicked, replied), call log, SMS history, postcard tracking, AI research notes, custom fields, and consent status. Access via Contacts → click any contact name.

Pipeline Stages

The CRM pipeline (sidebar → CRM) has 5 default stages: New Lead → Contacted → Positive Reply → Meeting Booked → Closed. Drag and drop contacts between stages. Positive replies auto-move contacts to the Positive Reply column.

Inbox — Reply Management

Sidebar → Inbox shows all inbound replies across all channels in one unified view. Each reply shows the AI classification and the full conversation thread. Use the action buttons to: mark as handled, book a meeting, archive, or move to pipeline stage.

Compliance & Legal

CASL (Canada)

Canada's Anti-Spam Legislation applies to all commercial electronic messages sent to Canadian recipients. Key requirements:

• Express consent — opt-in checkbox or written permission. Stored in Outgi as consent type "Explicit opt-in"
• Implied consent — existing business relationship within the last 2 years, or publicly listed business contact information
• Identification — your name and mailing address must appear in every message (Outgi adds this automatically)
• Unsubscribe — one-click unsubscribe must be honoured within 10 business days

CAN-SPAM (United States)

• No deceptive subject lines or headers
• Physical mailing address required in every email (Outgi adds from your profile)
• Honour opt-out requests within 10 business days
• B2B cold email is permitted under CAN-SPAM with proper identification

GDPR (European Union)

Suppression Lists

Outgi maintains a global suppression list per workspace. Anyone who unsubscribes, bounces (hard), or marks a message as spam is added automatically and will never be contacted again across any campaign. You can also manually add addresses under Settings → Suppression.

Billing & Account

Subscription Plans

• Starter (Free) — 500 contacts, 1 domain, 2,500 emails/month, cold email + contact form
• Growth ($49/mo) — 10,000 contacts, 5 domains, 50,000 emails/month, all channels
• Scale ($149/mo) — 100,000 contacts, unlimited domains, unlimited emails/month, all channels + API
• Agency ($399/mo) — unlimited contacts, unlimited domains, white-label, client sub-accounts

Prepaid Wallet

SMS, voice calls, and direct mail are billed from a prepaid wallet balance. Your subscription plan does not cover these channel costs. Top up your wallet in Billing → Add Funds.

Channel rates:
SMS (outbound)     $0.008 / message
SMS (inbound)      $0.003 / message
Voice calls        $0.015 / minute
Direct Mail (CA)   $1.20  / postcard
Direct Mail (US)   $0.95  / postcard
Phone numbers      $1.00  / month each

Invoices

Monthly invoices are emailed to your account email and available in Billing → Invoices. Invoices include both subscription and wallet top-up line items. Download PDF for accounting.

Cancellation

Cancel anytime in Billing → Manage Subscription. Your account stays active until the end of the current billing period. Wallet balance is non-refundable but remains usable until the account closes. Export all data before cancelling via Settings → Export Data.

Analytics

Campaign Metrics

• Delivery rate — emails accepted by the recipient mail server (target: above 95%)
• Open rate — tracked via a 1×1 pixel (note: Apple MPP inflates opens — use reply rate as the real signal)
• Click rate — clicks on tracked links in your emails
• Reply rate — the most reliable engagement signal. B2B benchmarks: 3–8% is good, 8%+ is excellent
• Bounce rate — keep below 2% to protect domain reputation
• Unsubscribe rate — keep below 0.5% per send

Analytics Dashboard

Sidebar → Analytics shows charts for all metrics over time, broken down by campaign, channel, domain, and contact segment. Use the date range picker to compare periods. Export any chart as CSV.

Conditional Sequences (Branch Logic)

What is Branch Logic?

Branch logic lets you build smart sequences that automatically route prospects to different follow-up paths based on their behavior. Instead of sending the same Stage 3 to everyone, you can send a different message to prospects who opened your email vs. those who didn't.

How to Configure a Branch Condition

• Open the campaign editor (Campaigns → Edit Campaign)
• After any stage (except the last), click + Add branch condition
• Choose a trigger: Prospect replied, Prospect opened the message, Prospect clicked a link, Prospect did NOT open, or Prospect did NOT reply
• Set Then go to: which stage to jump to when the condition is met
• Set Otherwise: which stage to jump to when the condition is not met
• Save the campaign

Example: Two-Path Sequence

Stage 1: Initial cold email

Branch after Stage 1: If prospect replied → go to Stage 3 (soft close). Otherwise → go to Stage 2 (follow-up nudge).

Stage 2: Follow-up for non-openers (shorter, more direct message)

Stage 3: Booking request for warm prospects (longer, more detailed message)

API Reference

Authentication

All v1 API requests require a Bearer token. Generate API keys at Settings → Developers → API Keys.

Authorization: Bearer YOUR_API_KEY

Base URL

https://outgi.com/api/v1/

Rate Limits

• Scale plan: 60 requests/minute
• Agency plan: 300 requests/minute
• All responses include X-RateLimit-Remaining and X-RateLimit-Reset headers

Endpoints

• GET /api/v1/contacts — list all contacts (paginated: ?page=1&limit=20)
• POST /api/v1/contacts — create a new contact
• GET /api/v1/campaigns — list all campaigns
• GET /api/v1/replies — list replies (filter by campaignId)
• GET /api/v2/contacts, PATCH /api/v2/contacts/:id — full CRUD (v2)

Webhook Events

Subscribe to events at Settings → Webhooks. Events sent as POST with X-Outgi-Signature (HMAC-SHA256).

• reply.received — prospect replied to a campaign message
• target.opted_out — contact unsubscribed or was suppressed
• campaign.completed — all contacts in a campaign have finished the sequence
• booking.created — new appointment booked via the calendar link

Canadian Data Residency & PIPEDA Compliance

Where Your Data Lives

All Outgi data — contacts, campaigns, replies, analytics, and attachments — is stored exclusively on servers located in Canada. Data never transits through US data centres. This is a core architectural decision, not a configuration option.

• Database: PostgreSQL on Canadian servers, AES-256 encryption at rest
• File storage: Object storage in Canada (MinIO), encrypted
• Transit encryption: TLS 1.3 on all connections
• Backups: 30-day retention, encrypted, Canadian jurisdiction

PIPEDA Compliance

Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) governs how commercial organizations handle personal information. Because Outgi stores all data in Canada, your prospect data never leaves Canadian jurisdiction — satisfying the key PIPEDA requirement for data residency in regulated industries.

Regulated Industries

Outgi is the only B2B outreach platform with Canadian data residency, making it suitable for:

• Law firms — client data and prospecting lists stay in Canada
• Financial advisors & wealth managers — FINTRAC and OSFI-adjacent data handling requirements met
• Healthcare recruiters — prospect data subject to provincial health privacy laws stays domestic
• Government contractors — Canadian data residency is often a procurement requirement

Data Processing Agreement (DPA)

Enterprise customers and regulated industries can request a signed Data Processing Agreement from support@outgi.com. The DPA covers: data categories processed, retention periods, sub-processors, and your rights under PIPEDA.