Your AI sales agent · inside ChatGPT

Go from a good offer
to a better pipeline.

Keep your business profile, potential customers and personalized outreach drafts organized with Outlio inside ChatGPT. Research candidates, review evidence and write messages without jumping between spreadsheets.

Create account & start in ChatGPT Open Outlio plugin

Demo access is free. No credit card, mailbox, or email-verification vendor required. No messages are sent.

Your next step · ChatGPT

Start Outlio in ChatGPT

Outlio works inside ChatGPT. Install the private test plugin, connect your existing Outlio account when asked, and paste this onboarding prompt. No second account or Gmail connection is required.

1. Open / install Outlio in ChatGPT

Your ready-to-paste onboarding prompt

@Outlio Start onboarding my Outlio sales agent. Use the Outlio plugin tools to check my connected account and existing saved profile first. If my business profile is missing, ask me what I sell, who I sell to, target countries, company sizes and decision-maker roles, one short question at a time. Summarize the profile and ask for confirmation before saving with save_business_profile. After that, help me define and create my first prospecting campaign using create_research_campaign, and ask whether to queue it. Use list_research_campaigns to report actual status; never claim research has executed if the cloud worker or provider is unavailable. Explain that email connections are optional, never ask for API keys in chat, and do not send outreach. Keep onboarding and campaign management in ChatGPT.

3. In ChatGPT, open a new Work conversation, select Outlio with @ or the plugin selector, and paste the prompt. The private installation link works only for accounts with access; public directory listing is pending approval. If tools aren't available, reconnect the plugin rather than relying on a generic answer.

Business profiles and campaigns are saved by the Outlio MCP tools in your account, even though you manage them through ChatGPT. Live search may be unavailable. Sending is disabled.

ChatGPT research and drafting toolsPrivate account dataNo automatic outreachChatGPT-first workflow

Three steps to a clearer pipeline

Work in ChatGPT, not another dashboard.

Describe your business

Give Outlio your offer, target industry and ideal customer. No external services needed.

Research and organize

Discover candidate businesses when live search is available, or save companies you already know. Keep sources and uncertainty visible.

Draft in ChatGPT

Generate personalized drafts, review them and save them privately. Outlio cannot send mail in this demo.

Built around your approvals

Research first.
Outreach later.

Outlio distinguishes user-supplied information from unverified public search snippets. You decide which leads to keep and which draft messages to use. Connecting an email provider is not part of the demo.

Example · simulated conversation

You: Help me find clients for my website agency.

Outlio: Tell me your ideal industry and country. I can help prepare leads and draft messages for your review.

You: Save this prospect and draft an introduction.

Illustration only — not a live product result.

Free early access

Try the workflow without paying.

Create an account, open the private Outlio plugin and paste the onboarding prompt. Beta limits apply.

Get started free

Go from a good offerto a better pipeline.