- WhatsApp
Templates
- Email
Connecting a mailbox
- What you need before an AI can answer your email
- Connect Gmail to an AI that reads and answers your email
- Connect a Google Workspace shared inbox (and what your admin has to approve)
- Put an AI on a support@ or sales@ Google Group — no admin needed
- Send email as an alias: connect a Gmail "Send mail as" address
- Connect Outlook or Microsoft 365 to an AI email assistant
- Connect a Microsoft 365 shared mailbox: Full Access and Send As explained
- Connect a Microsoft 365 Group so an AI can answer its shared inbox
- Why your Gmail or Outlook connection isn't working
Answering mail
- Can AI answer my emails? Draft, autonomous and human-only, explained
- Let AI draft your email replies and approve them before they send
- Make the AI answer email from your website and your documents
- Summarise a long email thread
- What an AI email assistant can't do with your inbox
- Why the AI didn't reply to an email
- Voice
Answering calls
Making calls
- SMS
- Telegram
- Agents
- Integrations
- Conversations
Real-time insights and actions
Post-conversation insights and actions
Voice
Voice, from the number inward.
A phone call has more moving parts than any other channel: a number, a route, a menu, a machine, a recording. These guides follow one call through all of them.
Answering calls
A number, an agent behind it, and what happens to the call after the caller hangs up.
What you need before Octo can take calls A number, an agent, and a binding between them. Where each lives, and why a number that answers is not proof that anything is set up. Set up an AI phone receptionist Describe the job in a sentence, take the test call, then tune what you heard. Where each piece lands in the dashboard, and the question Octo will not guess. The limits that actually bind on calls you receive Almost none of them, and that cuts both ways. Where the caps live, what they do not cover, and the one gap we have not closed. Why your voice agent isn't working Ordered by how often each one is the answer. The first is the one that looks like success, and it accounts for most reports. What happens after the call Where the call lands, what gets pulled out of it, and why a Dialog Insight attached to the agent is worth more than one attached to a campaign.
Making calls
Campaigns and contact lists: what has to be true before the first call goes out, and the ceilings that decide how fast the rest follow.
What you need before Octo can call anyone A list with the right phone field, a signature, and a timezone. The contact-field distinction that silently removes people from your audience. Run your first call campaign Nine sections of the composer, in the order you meet them, with the field that decides whether the results are usable and the two settings that quietly do nothing. Campaign types, and what each one is for Four cards on the New Campaign screen, and only one of them holds a conversation. Which to pick, and the two features that share the words voicemail drop. The limits that actually bind on a campaign Three concurrency ceilings, a schedule window, per-number pacing and a retry policy. Where each lives, and the four rules that surprise people. Why your campaign isn't dialling It says Running and nothing is happening. Eight causes ordered by frequency, starting with the two that aren't faults, and where each one shows itself. What happens after the campaign A results summary that aggregates what every call found out, an export, and the two outcome groups that mean different things about your list.
Your agent's voice
The voice your agent speaks in, the model behind it and the pipeline it runs on, the same whether it answers calls or makes them.
Voice pipelines: what to pick and what it costs Three options on one dropdown, the model family each carries, and the ladder to climb when the agent mishandles a phone menu. ElevenLabs voice models: Turbo v4, Conversational v3, Flash v2.5 and Multilingual v2 The same voice can sound four different ways. What each ElevenLabs model sounds like on a phone call, how fast it starts speaking, which languages it cannot speak, and what it costs. Use your own ElevenLabs voice on your phone agent Save your ElevenLabs key in Integrations, import your cloned or designed voices, and your agent answers calls in that voice. ElevenLabs bills you for the speech; we charge no credits for it.