Personalized Homepage Experience Overview

Created by Sachin Verma, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Note: Feature(s) Pending Rollout

Features and functionality described on this page are part of our February 2026 release, which is rolling out to eligible customers February 12-March 13, 2026. See our Release Notes here to learn more.

Objective

Provide an overview of the personalized homepage experience and widgets available for use.

Applies To

Outreach Users

Before You Begin

First, ensure an admin has enabled the personalized homepage experience for the organization.
Have Smart Account Assist and Deal Assist (If applicable) enabled by an admin to access full capabilities of the homepage.
The onboarding process for this experience cannot be skipped. Previous versions of the homepage will no longer be available once this experience is enabled.

Overview

The Personalized Homepage Experience introduces a customizable and active homepage for Outreach users. It is designed to surface the most relevant information, workflows, and insights individual for each user, all in one place - helping them start their day faster and stay focused on what matters.

This page replaces the static “360” homepage with a tile-based layout users can self-customize to match their daily sales workflows.

A simple one step onboarding process that sets up a default homepage layout based on the user’s core priorities, helping them get productive from day one.
This homepage currently supports pre-built layouts suited for XDRs and AEs roles to start their day focused. They can instantly view their tasks, scheduled emails, upcoming meetings, and key deals without navigating to another page.
Users can further personalize their homepage with tiles like “Team Activity Leaderboard” or “Favorite Accounts” to keep their most relevant metrics front and center.
The new experience also brings both Account Assist and Opportunity (Deal) Assist directly to the homepage, consolidating them into a single, easily accessible Assist experience.

Procedure

Once the feature is enabled, the next time users return to the homepage, they are greeted with a one-click onboarding experience.

Select a preferred template for the default homepage.
Click Next.

Customize the homepage

You can personalize your default layout by clicking Edit Layout, allowing you to:

Add tiles from the tile library
Remove tiles from the homepage
Rearrange and adjust sizing of desired tiles

The tile library currently supports the following tiles:

Tile Name	Description
Today’s scheduled emails	View all the emails scheduled to be sent today for your sequences. Quickly scan what’s going out and stay on top of your outreach.
Scheduled emails (chart)	A weekly bar chart showing the total scheduled emails coming from your sequences for each day of the week. Includes key metrics like total volume, sequence distribution, and delivery stats, helping you plan your sending strategy at a glance
Tasks	See your pending tasks for the day across emails, calls, and other activity types - all in one place, so you never miss a step.
Upcoming tasks (chart)	A weekly chart breaking down upcoming tasks (emails, calls, others) by day. Get a clear picture of your task load to plan ahead effectively.
Activity	A list of all activities across the platform with filter options to customize the feed as per individual user's needs.
Upcoming meetings	Shows your meetings for today or the week, sorted by time. A quick way to stay on top of your calendar without leaving the homepage. Create new meetings and listening to recordings of past meetings from this tile.
Pipeline	Track your revenue, open pipeline & gap to quota at a glance with this chart
Favorite Accounts	Displays the accounts you’ve marked as favorites, sorted by options like last updated, account plan updated, last contacted, and name. Slideout panel accessible by clicking on an account.
Favorite Opportunities	Displays the opportunities you’ve marked as favorites, sorted by options like amount, last updated, close date, and last contacted. Slideout panel accessible by clicking on an opportunity.
Activity leaderboard	See how you and your teammates are performing across key metrics like calls made, emails delivered, meetings booked/held, and prospects added. Switch between metrics to view different leaderboards.
Best time to call	A heatmap showing the best times to call based on historical answer rates for outbound calls. Time zones are localized to each viewer, helping you identify the most effective calling windows.

Outreach AI Assist on the homepage

The AI Assist can be used to inquire about any Account and Opportunity in the organization. The assist consist of:

A topic selector
- You can select either Account or Opportunity from a dropdown to inquire specific questions about it.
A conversational dialog box
- You can write free form questions or select from the list of pre-defined questions upon typing.
- Assist capabilities are in parity with the existing Smart Account and Deal Assist, including time period filtering.

Additional Information

Frequently Asked Questions

What if the Admin enables the homepage but does not enable Smart Account Assist or Deal Assist?

The homepage Assist chat will still be visible but unusable until the Admin enables the feature. If you only have one Assist turned on, the homepage Assist chat is usable but will only provide the capability of the selected Assist that was turned on.

Note: Smart Deal Assist is only available as an Admin-accessible toggle if you have the Deal SKU purchased.

Who will have access to add Pipeline chart on the homepage?

Pipeline chart will only be access if you have forecasting enabled and you are part of the user rollup hierarchy as an Account Executive.

Note: Pipeline chart is not available for territory based rollup hierarchy. You also need Deal SKU purchased in order to access the setup required to enable this tile.