Docs
OutboundManager help centre
Setup in the right order, the API key each tool needs, how every number is counted, and how to keep your keys and data safe.
Start here
- Set up OutboundManager in the right orderThe full setup path for a new workspace, in the order that gets you correct numbers fastest, and why each step sits where it does.
- API keys by toolWhich key each supported tool needs, where to create it, the scopes or plan it requires, and what its API cannot give us.
- Security best practicesA short checklist for admins: least-privilege keys, who should hold which role, rotating keys, and what to do when someone leaves.
- Frequently asked questionsShort answers on what OutboundManager does, setup, data, numbers, replies, enrichment, AI, billing and security.
Getting started
Set up a workspace in the right order and connect your tools.
- Set up OutboundManager in the right orderThe full setup path for a new workspace, in the order that gets you correct numbers fastest, and why each step sits where it does.
- API keys by toolWhich key each supported tool needs, where to create it, the scopes or plan it requires, and what its API cannot give us.
- A guide for repsWhat you see when you are invited as a rep, how to answer your replies, and what your manager can and cannot see.
Guides
How each part of the product works, and how to get the most from it.
- Reps, senders and campaign ownersHow activity gets credited to a person: rep records, sender mapping, campaign owners, and what happens when you change any of them.
- The reply queueOne queue for replies from every tool: how replies are classified, assigned and answered, and which ones are kept out of your reply rate.
- EnrichmentFind work emails and phone numbers with your own provider keys: the waterfall, the quality floor, the cache and monthly credit budgets.
- AI featuresAsk your data, reply drafts, coaching notes and campaign diagnosis: what each one does, its limits, and exactly what is sent to the AI provider.
- The weekly reportA Monday summary of last week by email or Slack: what it contains, when it is sent and how to set it up.
- Attribution and HubSpot write-backHow a deal is credited to a campaign, channel and rep, how to check it, and how to write the result into HubSpot deal properties.
- Team, roles and permissionsThe three roles, exactly what each can see and do, how invites work, and how a login is linked to a rep record.
Reference
Exact definitions, sync behaviour, billing and data access.
- How every number is countedThe exact definition behind each number: sends, human replies, reply rate, positive replies, calls, meetings, pipeline, targets and periods.
- Syncing and data freshnessWhen data is synced, how the first backfill works, what Sync now does, and how to read a connection's status.
- Trial, plans and read-only modeHow the 7-day trial works, what Pro costs, what happens when a trial or subscription ends, and what read-only mode pauses.
- API and data accessHow to get your numbers out of OutboundManager: CSV, HubSpot properties, Slack and email reports, and the read-only JSON endpoints behind the dashboards.
Security and data
How keys and data are protected, and what to do on your side.
- Security overviewHow your API keys and data are protected, what OutboundManager can and cannot do in your tools, and an honest list of what is not in place yet.
- Security best practicesA short checklist for admins: least-privilege keys, who should hold which role, rotating keys, and what to do when someone leaves.
- Your data: what is read, stored and deletedWhat OutboundManager reads from your tools, what it keeps, where it goes, and how to delete it.
Help
Best practices, fixes for common problems and short answers.
- Best practices for running your team on OutboundManagerHabits that keep the numbers trustworthy and useful: naming, mapping, a weekly rhythm, targets, replies and enrichment budgets.
- TroubleshootingFixes for the problems people hit most: a key that is not accepted, missing or low numbers, unassigned activity, deals without credit, and paused features.
- Frequently asked questionsShort answers on what OutboundManager does, setup, data, numbers, replies, enrichment, AI, billing and security.
Looking for one tool? Every integration has its own page under Integrations. Policies are under Security, Privacy and Terms. Something missing? Contact us.