Getting Started

Onboarding & platform basics

Learn How It Works

• Platform Overview
• Account Setup
• Org Settings

Get Help With an Issue

• Onboarding Troubleshooting

Sales Engagement

Sequences, email & voice

Sales Engagement Overview

• Sales Engagement Overview

Learn How It Works

• Sequences
• Triggers
• Rulesets

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Get Help With an Issue

• Sequences Troubleshooting
• Email Troubleshooting
• Voice Troubleshooting

View all 5

Agents & AI

Omni & AI agents

Agents & AI Overview

• Agents & AI Overview

Learn How It Works

• Omni
• Research Agent
• Personalization Agent

View all 9

Get Help With an Issue

• AI Agents Troubleshooting

Account Management & Relationship Mapping

Prospects & accounts

Account Management & Relationship Mapping Overview

• Account Management & Relationship Mapping Overview

Learn How It Works

• Prospects
• Accounts
• Smart Views & List Management

View all 7

Get Help With an Issue

• Account & Prospect Troubleshooting
• Import Troubleshooting

Deal Management & Success Plans

Opportunities, deal health & success plans

Deal Management & Success Plans Overview

• Deal Management & Success Plans Overview

Learn How It Works

• Opportunities
• Deal Health
• Success Plans Setup

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Get Help With an Issue

• Opportunities Troubleshooting
• Success Plans Troubleshooting

Forecasting & Pipeline Management

Forecasts, quotas & pipeline health

Forecasting & Pipeline Management Overview

• Forecasting & Pipeline Management Overview

Learn How It Works

• Configuring Forecasts & Pipeline
• Quota & Goals
• Territory & Multi-Currency

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Get Help With an Issue

• Forecasting & Pipeline Troubleshooting

Conversation Intelligence

Kaia, recordings & rep coaching

Conversation Intelligence Overview

• Conversation Intelligence Overview

Learn How It Works

• Kaia Configuration
• Kaia for MS Teams
• Kaia for Zoom

View all 7

Get Help With an Issue

• Kaia Troubleshooting

Rep Coaching

AI-powered coaching, topics & performance insights

Rep Coaching Overview

• Rep Coaching Overview

Learn How It Works

• Content Cards
• Custom Topics
• Coach Cards

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Reporting & Analytics

Reports, dashboards & analytics

Reporting & Analytics Overview

• Reporting & Analytics Overview

Learn How It Works

• Reporting Suite Overview
• Team & Rep Performance
• Sequence & Activity Reporting

View all 7

Get Help With an Issue

• Reporting Troubleshooting

Platform Admin

Users, settings & privacy & security

Platform Admin Overview

• Platform Admin Overview

Learn How It Works

• User Management & Governance
• Org Configuration
• Single Sign On

View all 6

Get Help With an Issue

• Platform Troubleshooting
• User & Permissions Troubleshooting
• Integration Troubleshooting

Enrichment Data & Signals

Salesforce, Dynamics, enrichment & connectors

Enrichment Data & Signals Overview

• Enrichment Data & Signals Overview

Learn How It Works

• CRM Overview & Connection
• Field Mapping
• Importing Records

View all 14

Get Help With an Issue

• CRM Sync Errors
• Salesforce Troubleshooting
• Microsoft Dynamics Troubleshooting

View all 6

Product Release Notes

Monthly updates

2026

• Outreach Product Release Notes - September 2026
• Outreach Product Release Notes - August 2026
• Outreach Product Release Notes - July 2026

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2025

• Outreach Product Release Notes - December 2025
• Outreach Product Release Notes - November 2025
• Outreach Product Release Notes - October 2025

View all 12

2024

• Outreach Product Release Notes - November 2024
• Outreach Product Release Notes - October 2024
• Outreach Product Release Notes - September 2024

View all 9

2023

• Outreach Product Release Notes - December 2023
• Outreach Product Release Notes - October/November 2023
• Outreach Product Release Notes - September 2023

View all 10

2022

• Outreach Product Release Notes - Oct 2022
• Outreach Product Release Notes - Nov 2022
• Outreach Product Release Notes - Sept 2022

Outreach Support

Plans, billing & compliance

Support Plans & Guidelines

• Outreach Technical Support Offerings
• Best Practices for Contacting Outreach Technical Support

Technical Support Requests

• How to Sign in to the Outreach Support Portal
• How To Submit a Technical Support Request via the Outreach Support Portal
• The Outreach Support AI Assistant

View all 6

Billing Support

• Outreach W-9 Form
• How to Submit a Billing Support Request
• Outreach Billing FAQ

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Regulatory, Compliance & General Reference

• Outreach's latest Security, Privacy, and Data Protection certifications and documentation
• Understanding the Terms of Service of Outreach Data Sharing with Snowflake
• Privacy Compliance at Outreach

View all 17

Strategies & Best Practices

Workflows & best practices

Workflows for Sellers

• XDR workflows for performance
• XDR Workflows for Pipeline Generation
• AE workflows for performance

View all 6

Workflows for Sales Managers

• Sales Manager Workflows for Forecasting
• Sales Manager Workflows for Rep Coaching and 1:1's
• Sales Manager Workflows for Pipeline Generation

View all 4

Workflows for Admins

• Overdue Tasks & Stalled Prospects Clean-Up
• Manage Objections & Follow Up Workflow
• Cleaning Up Your Outreach Sequences

View all 6

Email Best Practices

• How To cancel scheduled emails in bulk?
• The Outreach Email Deliverability Playbook
• Outreach’s Best Practices for Personalizing Emails

View all 4

Voice Best Practices

• Outreach Voice Best Practices for Working Remotely

Content Management Best Practices

• Outreach Content Best Practices
• How to Build an Effective Content Committee
• Content Cleanup Best Practices

View all 9

CRM Integration Best Practices

• CRM Set Syncing Conditions Overview (set conditions to sync only specific records)
• Reporting Outreach Data in Salesforce
• Salesforce Configuration for Outreach: End to End Guide & Best Practice

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General Administration & Organizational Strategy

• How to Handle Rep Departures
• How to Get Started with Change Management
• How to Handle Rep PTO

View all 4