Free guided beta · No payment method

Take Outlio for a test drive.

This is a safe research-and-drafting demonstration, not an outbound email campaign. Use fictional details first. Your ChatGPT plugin must be installed and linked to the same Outlio account.

Your next step · ChatGPT

Your Outlio account is ready. Activate your sales agent.

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.

Before you begin

Create your free Outlio account. Confirm your email if Supabase requests it.
Install the private Outlio test plugin through your existing private plugin link and connect with Outlio OAuth. Review the requested access and approve only if you agree.
Open a conversation with Outlio selected, then try the prompts below in order.

The private plugin is not listed publicly. Live search requires a platform-managed provider and may report unavailable. You can still save a fictional lead and create a draft without a vendor subscription.

Step 1

Set up a business profile

I run a website agency for dental practices in Spain. We build websites with easy appointment booking. Help me define my ideal customer and save my business profile in Outlio.

Step 2

Find and assess candidates

Use Outlio to search for dental clinics in Valencia. Show each source URL and explain which information has not been verified. If live search is unavailable, tell me rather than inventing leads.

Step 3

Save a fictional demo prospect

Using Outlio, save a fictional prospect called Blue Cedar Dental, website https://example.org, with this user-provided note: 'This is a demo; they might benefit from better appointment booking.'

Step 4

Create a brief and draft

Use my saved Blue Cedar Dental prospect to prepare a short brief and draft a friendly cold introduction. Save the email as a draft only; do not send anything.

Step 5

Verify privacy and status

Show my saved Outlio prospects and unsent drafts. Confirm no emails were sent, and explain which facts are user-provided rather than verified.

What success looks like

Login and OAuth connect without a payment requirement.
Outlio saves your business profile and your own demo prospect.
The brief and drafts are visible only to your signed-in account.
All drafted emails remain unsent. No mailbox or verification service is required.
Outlio does not claim unverified web snippets are confirmed facts.

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