Tool
Outreach
Outreach AI Agents (Research, Deal, Meeting Prep, Omni): Sales engagement platform agents: scheduled account/prospect research, AI deal-field updates (incl. via Slack), meeting prep briefs, and Omni chat agent. Vendor page
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9 use cases
Outreach: Get meeting briefs with talking points
The Meeting Prep Agent builds attendee briefs and talking points from prior conversations before each meeting.
How: Open the upcoming meeting → Read the brief → Add your agenda
Source · Checked Oct 24, 2026
Outreach: Keep opportunity fields updated from conversations
The Deal Agent surfaces AI-recommended changes to opportunity fields based on conversation intelligence, and is designed to reduce manual updates.
How: Review recommended changes → Accept or edit → Check before forecast calls
Source · Checked Oct 24, 2026
Outreach: Research accounts with conversation and public data
The Research Agent combines Outreach conversation data, engagement data, and public data to build account strategies.
How: Run research on a target account → Review the strategy → Pick an entry point
Source · Checked Oct 24, 2026
Outreach: Write personalized messages across channels
The Personalization Agent turns research and buyer context into messages for each channel.
How: Select prospects → Generate messages → Edit and send
Source · Checked Oct 24, 2026
Outreach: Ask questions across accounts, calls, and pipeline
Omni answers plain-language questions across accounts, conversations, and pipeline and can take action.
How: Ask Omni a pipeline question → Refine the question → Act on the answer
Source · Checked Oct 24, 2026
Outreach: Re-engage a lost account by addressing past objections
Outreach's demo shows an agent researching a previously lost account and drafting an email that addresses earlier objections.
How: Pick a closed-lost account → Review the agent's research and draft → Edit and send
Source · Checked Oct 24, 2026
Outreach: Show live battlecards during calls
Kaia records meetings, transcribes in real time, and shows live battlecards so reps can answer tough questions.
How: Invite Kaia to the meeting → Watch for battlecards → Review after the call
Source · Checked Oct 24, 2026
Outreach: Auto-generate meeting summaries and follow-ups
Kaia generates meeting summaries and follow-ups with action items and auto-updates fields.
How: Record the meeting with Kaia → Review the summary → Send the follow-up
Source · Checked Oct 24, 2026
Outreach: Update every deal from one grid
The deal grid lets reps edit all deals in one view with changes written back to the CRM.
How: Open the deal grid → Update stage and next step → Confirm CRM sync
Source · Checked Oct 24, 2026