Portal GuideAI Agents
How to set up outbound agents
Configure AI agents for outbound communication through DealerAI Reach.
Outbound agents handle automated messages sent to customers proactively — follow-ups, re-engagement campaigns, and appointment reminders. Setting up an outbound agent configures how the AI represents your dealership in outgoing communications.
Configure an outbound agent
Go to Agents from the sidebar.
Select the outbound agent or locate the Outbound configuration section.
Configure the Phone Number — the number that outbound SMS messages will be sent from.
Set the Voice Identity — the voice profile used for outbound voice calls (if applicable).
Edit the agent's prompt to define its outbound communication style and goals.
Click Save to apply.
Outbound vs. inbound agents
| Aspect | Inbound Agent | Outbound Agent |
|---|---|---|
| Trigger | Customer initiates contact | System initiates contact |
| Channels | Webchat, SMS, social | SMS, email, voice |
| Goal | Answer questions, qualify leads | Follow up, re-engage, remind |
| Tone | Reactive, helpful | Proactive, concise |
Link to Reach sequences
Outbound agents work in tandem with Reach sequences:
- A Reach sequence determines when and why to contact a customer.
- The outbound agent determines how the message is crafted and delivered.
- Configure sequences in Reach settings.
The outbound phone number must be provisioned and verified before messages can be sent. Contact your administrator if you need a new number set up.
Tips
- Keep outbound prompts short and action-oriented — customers respond better to concise messages.
- Test outbound messages with internal numbers before activating campaigns.
- Ensure the voice identity matches your dealership's brand (professional, friendly, etc.).
- Coordinate outbound agent settings with your Reach follow-up and re-engagement configuration.