August 2025 Release Overview
Outreach is proud to announce our latest quarterly release, including powerful new AI Agents purpose-built for revenue teams, and expanded Smart Data Enrichment capabilities with more data providers to deliver deeper insights and automation. Additional AI powered capabilities include AI personalization for LinkedIn messaging and call script talking points, extending prospect-specific context into rep’s communications beyond email.
AI Agents, Personalization, and Data Enrichment
AI Personalization – LinkedIn Messages
Add AI Personalization to LinkedIn steps to achieve further personalization at scale.
Summary
Integrate AI Personalization into LinkedIn messages for more deeply customized messaging across channels. AI generates personalized messaging based on prospect and account details and third-party insights*.
Release Date
August 4, 2025 – September 11, 2025
Updates
- AI personalization can now be added to “LinkedIn: Send message” tasks
- Admins configure where AI personalization is used – specifically what sequences, and which sequence steps, so that reps get the right messaging at the right time
- *Third-party insights available via integration with supported providers
To learn more, view the support article.
AI Personalization – Call Tasks
Ensure all reps are prepared with custom talking points before calling each buyer.
Summary
Instead of spending countless hours searching for information and preparing for calls with new prospects, AI personalization for Call Tasks generates custom talking points using prospect and account data and third-party intent signals*.
Release Date
August 4, 2025 – September 11, 2025
Updates
Requires use of Outreach Voice. Using prospect and account data and third-party insights*, AI generates personalized talking points the rep can use to kick off a call with a prospect, making the conversation more relevant and personalized to the buyer. Admins can configure how talking points are generated, as well as what sequences and sequence steps they are applied to, so reps get them at the right time.
*Third-party insights available via integration with supported providers.
To learn more, view the support article.
AI Personalization Enhancements
Create and manage AI personalization prompts more efficiently and effectively.
Summary
Tailor your messaging more easily with expanded variable options and tone selection directly within the AI personalization configuration pane – giving you more control and stronger results.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Users can now select desired tone (i.e. professional, persuasive, friendly) directly within the personalization configuration screen
- Removed the outline structure section to reduce redundancy and streamline setup
- Prompts now include recommended out-of-the-box guardrails for stronger outputs
- Expanded list of available variables, including values like buyer intent score, persona, and source, for deeper personalization
To learn more, view the support article.
Smart Email Assist in Outlook Add-in: Seller Content & Buyer Data
Better personalize your emails using on-brand and relevant data.
Summary
Leverage seller content and buyer signals to power Smart Email Assist personalization.
Release Date
August 4, 2025 – September 11, 2025
Updates
Smart Email Assist in Outreach Outlook add-in now includes:
- Buyer Data selection
- Seller Content selection
Note: Requires the Amplify package.
To learn more, view the support article.
AI Content Insights
Gain clearer insight into where AI content is being used and how it’s performing.
Summary
See where AI-assisted content is being used and understand how it’s performing across your workflows – enabling better tracking, optimization, and adoption.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Improved visibility: AI-generated content is now clearly labeled across the platform, including in Sequence and Template libraries, the email outbox, and prospect/account email activity feeds
- Enhanced sorting: You can now easily filter for Sequences and Templates that include AI personalization
- Performance reporting: View key engagement metrics such as delivered, open, click, and reply rates for each of your AI personalization prompts
To learn more, view the support article.
AI Credits Metering Dashboard
Gain instant visibility into your AI credit usage.
Summary
The AI Credits Metering Dashboard gives admins a clear, real-time snapshot of how many credits have been consumed across your Outreach platform over any selected timeframe.
Release Date
August 4, 2025 – September 11, 2025
Updates
- View total remaining AI credits and credits consumed
- Break down usage by action type and individual user
To learn more, view the support article.
AI Revenue Agent Enhancements
Improved visibility, flexibility, and reliability across your agent workflows.
Summary
Updates that improve transparency into agent activity, reduce common setup errors, and make it easier to identify prospects created by the agent.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Improved logic handling: Agents can now add prospects to Sequences even when permission settings are set to private, reducing workflow blockers
- Sequence selection improvements: Clearly see whether a Sequence is active or inactive when assigning one to an agent to help avoid setup errors
- Prospect source visibility: Easily identify and filter for prospects sourced by the Revenue Agent using the newly exposed “creator type” field
To learn more, view the support article.
Research Agent
Eliminate manual research and power personalized messaging and workflows.
Summary
Get instant, customizable research insights from web sources, emails, and Kaia™ to power your sales plays across new logo acquisition, retention, and expansion.
Release Date
August 4, 2025 – September 11, 2025
Updates
With the Research Agent, you can automate your research and instantly pull in valuable insights from external web sources and internal engagement sources such as emails and Kaia meetings and calls.
- Customizable research: Configure research prompts to surface the information that matters most to your business or choose from pre-configured templates
- Relevant, timely insight: Choose if the prompts will run across internal engagement sources (emails, Kaia meetings and calls) or external web sources.
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Centralized, actionable insight: Findings are stored in Outreach account fields and can then be:
- Mapped back to CRM
- Used in list views and filters
- Pulled into account plans
- Leveraged in triggers
- Incorporated into AI Personalization
- Key use cases include: Identifying high-potential accounts, understanding customer challenges, improving handoffs and onboarding, and tracking competitors.
To learn more, view the support article.
Deal Agent
Increase seller productivity with recommended deal updates from conversation intelligence.
Summary
Receive recommended updates to sales methodology fields, based on calls, and meetings data. Easily pass in the recommendation to update the field, which syncs back to CRM, and eliminate the burden of manual deal updates.
Release Date
August 4, 2025 – September 11, 2025
Updates
Requires Kaia™ and setup of sales methodology fields.
To learn more, view the support article.
Sales Engagement
Mobile App: Kaia™ Smart Meeting Assist and Opportunities
Stay up to date on call and deal insights on-the-go.
Summary
Prep for meetings on-the-go. Ask questions with Smart Call & Meeting Assist and view deal insights with an Opportunity list view.
Release Date
August 4, 2025 – September 11, 2025
Updates
In the last release, Kaia was introduced to the mobile app, allowing users to access Smart Views and Playlists, view meetings and calls, and get an AI generated summary, unlocking new use cases. New features in this release include:
- Kaia Smart Assist: Ask questions about meetings and calls using Smart Meeting & Call Assist. This allows reps to better prepare for meetings and managers to get up to speed on opportunities and review key updates. Requires admin to enable Smart Meeting & Call Assist. Additionally, users can now add recordings to playlists.
- Opportunity List View: Access an Opportunity list view with deal amount, close date, and stage. This allows reps and managers to stay updated on key deal details on the go.
To learn more, view the support article.
Message Templates for Trigger Tasks
Ensure consistent and streamlined messaging in trigger tasks.
Summary
Cut time drafting messages by setting up pre-populated content. Admins now have access to templates and snippets when they set up triggers for email, LinkedIn InMail, and LinkedIn connection tasks.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Access existing templates and snippets with ability to adjust the texts
- Select from existing AI personalization blocks or create a new one (requires Amplify SKU)
- Write or add free form text in the rich text editor
To learn more, view the support article.
New Search Bar, Filter, and Sort Task Options
Prioritize your tasks with more flexibility and efficiency.
Summary
Improved task management through new and additional task organizing features on all task list views across the platform.
Release Date
August 4, 2025 – September 11, 2025
Updates
Now on Task list tab for Activity, Account, Sequence, and Opportunity view, there is:
- New Search Bar
- Manage Column Settings
- Additional Filter Options:
- Created Date
- Engagement Date
- Scheduled Date
- Last Updated Date
- Additional Sort Options:
- Last Created
- Last Updated
- Scheduled Date
- Name
To learn more, view the support article.
Slide-out Side Panels in Account & Prospect List View
Stay focused on your target list of prospects and accounts.
Summary
Reduce clicks and get relevant data without leaving the list view, with the new slide-out side panels.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Smart Account Assist chat available from side panel
- Account plan, activity, and prospect tab on Account slide out
- Profile, email, activity, and notes tab on Prospect slide out
- UI update to both slide out and regular side panels to replace email histogram and have engagement bubble timeline showing past call, email, and meeting activities
To learn more, view the support article.
Negation Filters for Accounts and Prospects
Utilize negation filters for account and prospect segmentation.
Summary
Filter accounts and prospects in list views by date with a new negation filter.
Release Date
August 4, 2025 – September 11, 2025
Updates
The Account and Prospect list views will now include a negation filter for date fields, e.g. “Not contacted in last X days”, allowing users to exclude specific values or conditions.
To learn more, view the support article.
Email Activity Sync for All Prospects
Get the full picture of the email activity for your prospects.
Summary
See an accurate activity record for every email your prospects are involved with, including emails with multiple recipients.
Release Date
August 4, 2025 – September 11, 2025
Updates
Previously, email activity was only tracked in the Activity tab for the first email recipient in the to: line. Outreach now tracks email activity for all subsequent recipients listed in the to: or cc: line—provided they are already Outreach prospects. This applies to:
- Emails with multiple prospects (including sequence emails with grouped recipients)
- Replies with newly cc-ed prospects
This feature update is currently only available within the Outreach platform and does not sync with CRM.
Smart Email Assist in Outlook Add-in: UI update
Keep momentum by sending impactful follow up emails, right from your Outlook mailbox.
Summary
Click to access a menu of options for reference and recordings to power your follow up email personalization.
Release Date
August 4, 2025 – September 11, 2025
Updates
UI changes to the follow up tab in the Smart Email Assist function of Outlook Add-in now require users to click on the Reference or Recording row to access and search for options.
Step-Level Meeting Attribution in Sequence Performance Report
Better track and measure the business impact of sequence activity on meetings.
Summary
The Sequence Performance Report now includes step-level meeting attribution to align meeting counts with what’s shown on the Sequence Index Page. This update helps Outreach customers more clearly understand which specific steps in their sequences lead to meetings booked.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Sequence Performance Reports now reflect the same meeting attribution logic used in the Sequence Index Page.
- When drilling into a specific sequence in the report, you’ll now see a new column: Meetings Booked (by Step) which displays the count of meetings that occurred as a result of each specific step.
To learn more, view the support article.
Conversation Intelligence, Rep Coaching and Outreach Voice
Outbound Calling Policies
Support your business compliance needs for outbound call policies.
Summary
Admins can configure outbound call policies, blocking users from calling regions and countries, and to support users to remain compliant to US, Federal, and State Telecommunication regulations.
Release Date
August 4, 2025 – September 11, 2025
Updates
These capabilities require Outreach Voice. This feature allows admins to set default rules for the entire US such as choosing which days and times reps can call and block calls on specific dates like holidays, easily restrict calling destinations, areas or countries, and configure specific rules for individual states.
To learn more, view the support article.
Call Logging Settings
Ensure more consistency with how reps log calls with new call log settings.
Summary
Admins can specify rules for how calls are logged, such as requiring a prospect to log a call and requiring all calls to be logged, or preventing call logs from being edited.
Release Date
August 4, 2025 – September 11, 2025
Updates
These capabilities require Outreach Voice. A few new options are now available, including:
- “Do not associate” is an option in the dropdown in the event a user receives an inbound spam call
- A user may receive an error when attempting to make a new call if they have unlogged calls, when logging calls is required
To learn more, view the support article.
User-Based Caller ID
Allow users to choose whether or not an admin approved Caller ID is used in US calls, which can display a company name.
Summary
Admins can define, at a user level, which Caller IDs are available to be used in phone calls. Supported options are enabled for all purchased US phone numbers, enabled for only assigned numbers, or disabled entirely.
Release Date
August 4, 2025 – September 11, 2025
Updates
Admins can also allow or disallow users from controlling what their Caller ID displays as.
To learn more, view the support article.
Kaia™ Translations
Allow global teams to collaborate with ease, translating call and meeting transcripts and summaries to understand the context of any conversation in their preferred language.
Summary
Reps can translate summaries and transcripts of recorded Outreach Voice calls or Kaia meetings into more than 28 supported languages.
Release Date
August 4, 2025 – September 11, 2025
Updates
Translations will only appear for the person who requested the translation and will not change the original transcript or summary language.
To learn more, view the support article.
Kaia™ Chat
Collaborate with account teams and tag colleagues, without leaving the Outreach platform.
Summary
With Kaia Chat, reps and the broader account team can accelerate deals by sharing insights and tracking actions embedded within Kaia recordings. Reps can create threaded conversations, coach or ask for guidance using @mentions, can tag any Outreach user to share insights or key moments. Conversations are easy to follow with in-app and email notifications that can be customized by the user.
Release Date
August 4, 2025 – September 11, 2025
Updates
No set up is required. Conversation visibility honors recording visibility. Key capabilities include:
- Threaded conversations: each record now includes a dedicated comment section with threaded conversations. You can reply directly to a specific comment, keeping discussions organized and easy to follow.
- Mentions (or tagging) and notifications: Tag teammates using @mention to loop them into the conversation. Mentioned users will receive an in-app notification and (optionally) an email or Slack alert (see Platform Services for additional details on configuring Slack notifications), ensuring they never miss a critical update.
- Rich text & linking: Use formatting to make your messages clear and actionable. Link to other parts of the app (like sequences or dashboards) to add context and reduce ambiguity.
To learn more, view the support article.
Kaia™ & Google Meet Interoperability: Live Experience
Deliver on-demand confidence with real-time content cards, analytics and more with Kaia Live for Google Meet.
Summary
Gain access to the Kaia Live experience such as Content Cards, Insights, Transcription, Action Item Detection, and more with Google Meet.
Release Date
August 4, 2025 – September 11, 2025
Updates
Live Kaia is your rep’s always-on coach, delivering competitive traps, answers to pricing questions, and custom answers to tough buyer questions right in the moment they need it. Kaia also takes care of manual activities associated with meetings – taking notes, documenting action items, and automates next steps by sending summaries, capturing key moments, buyer sentiment and more.
To learn more, view the support article.
Smart Topics Enhancements
Assess the quality of the results and their relevance to your Smart Topics goals with an improved experience.
Summary
When setting up a Smart Topic, users will now see both the number of recordings and the number of moments where the topic has appeared. Topic samples will also indicate whether the mention came from the buyer or the seller, providing clearer context.
Release Date
August 4, 2025 – September 11, 2025
Updates
No additional set up is required. Recordings will include the last 30 days of meetings and/or calls, and an indicator on whether the topic was uttered by the buyer or seller.
To learn more, view the support article.
Kaia™ List View Page Enhancements
Manage columns to tailor the view of Kaia recordings to best suit your specific needs.
Summary
Find recordings and recording data without having to click into each Kaia recording with new columns and column customization.
Release Date
August 4, 2025 – September 11, 2025
Updates
No admin set up is required. New columns supported include:
- Attendees
- Account (with an account picker)
- Opportunity (with an opportunity picker), Opportunity Stage, and Opportunity Amount
- Topics
- Language
- Visibility
- Format
To learn more, view the support article.
Kaia™ Recording Page & Summary Enhancements
Quickly find what you need on the updated Kaia Recording page.
Summary
With the addition of coaching and conversation intelligence features in this and past releases, we have enhanced the Kaia recording page to make it easier for users to find exactly what they need. Kaia Chat and Kaia Translation have been added to this page, AI-generated summaries are reformatted, and existing capabilities like Smart Kaia Coach have moved location on the page for a more seamless user experience.
Release Date
August 4, 2025 – September 11, 2025
Updates
Updates to this page include the following:
- Above the recording, Comments, Share and Follow Up email appear as quick links for collaboration, while Download has moved under the ellipsis.
- Next to the recording, the navigation has changed to Summary, Assist, Transcript and Coaching to make it more accessible for teams without having to make extra clicks.
- Talk time analytics appears under the recoding, next to Topics and Timeline, and includes the Speaker analytics.
- If Smart Call & Meeting Assist is enabled, the AI-generated summary is re-formatted and structured for clarity.
- Each section of the Summary can be copied with one click.
- Key points have associated timestamps for quick deep dives into details.
- Action items – either manually created or AI-generated – can be easily converted into a task.
No set-up is required to see these improvements. Admins must enable Smart Meeting & Call Assist for AI-generated summaries.
Deal Management & Forecasting
Enhanced Rep Forecasting Navigation
Access your forecast directly from the global navigation.
Summary
To improve discoverability and streamline the forecasting experience, reps will now be able to access their forecast rollup page directly from the global navigation.
Release Date
August 4, 2025 – September 11, 2025
Updates
The previous method of accessing your forecast via the Opportunities page will still be available for use, but will be redirected to the new Forecasting page.
To learn more, view the support article.
Opportunity Grid Enhancements
Get immediate access to key deal details.
Summary
Streamline how you inspect deals with additional details on the Opportunity list view and a slide-out panel that summarizes key insights.
Release Date
August 4, 2025 – September 11, 2025
Updates
- A new slide-out panel for Opportunities allows you to seamlessly navigate between opportunities while providing quick access to key deal insights.
- A new Activity column on the Opportunity list view provides a full picture of buyer and seller engagement.
Line Item Forecasting
Build your forecast using opportunity line items to provide granular details within your forecast calls.
Summary
Bring opportunity line items into Outreach to understand how various line items such as different product lines or SKUs make up each team’s call to deliver a more accurate forecast.
Release Date
August 4, 2025 – September 11, 2025
Updates
Opportunity line items must first be synced into Outreach via CRM Sync and then defined in Forecasting Administration.
Forecasting for Microsoft Dynamics: Phase II
Connect Microsoft Dynamics to Outreach to power your forecasting.
Summary
Customers of Microsoft Dynamics can connect their opportunity data to Outreach to power their forecasting process.
Release Date
August 4, 2025 – September 11, 2025
Updates
In this release, all Outreach forecasting capabilities will be supported for Microsoft Dynamics, including:
- Scenario Planner
- Pipeline Movement Report
- Additional metrics in Pipeline Summary
- Platform functionality (user rollups and multiple goals)
To learn more, view the support article.
New Forecasting Filter
Plan ahead with forecast visibility into 4 quarters from the current quarter.
Summary
View forecast metrics for sales periods up to four quarters ahead, giving you early visibility into the pipeline for this quarter next year and enabling you to start planning in advance.
Release Date
August 4, 2025 – September 11, 2025
Updates
Platform Services
Smart Data Enrichment from SalesIntel and ZoomInfo
Power your autonomous workflows with third-party data.
Summary
Bring critical SalesIntel or ZoomInfo data directly into Outreach to power both manual and automated workflows. Seamlessly surface enrichment within seller and Revenue Agent workflows to drive faster, more efficient, and data-driven revenue execution, helping teams prioritize account and prospect outreach. Enriched data also becomes actionable across segmentation, personalization, AI agents, and triggers.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Enrich existing Prospect and Account records with external insights helping your sales team take more informed action
- AI agents can leverage enriched data to take smarter, automated action
- Personalize emails using enriched data
- Discover new prospects that match your Ideal Customer Profile (ICP) in SalesIntel or ZoomInfo with Outreach’s Revenue Agent
- Data Enrichment with SalesIntel and ZoomInfo is now available to all Amplify customers, subject to each customer’s existing license with SalesIntel and/or ZoomInfo.
- Outreach will continue to expand its enrichment offerings through additional third-party integrations and broader data coverage
To learn more, view the support article.
Field-Level Governance for Accounts and Prospects
Control view and edit access to individual fields on Account and Prospect records.
Summary
Field-Level Governance is a powerful enhancement to our existing Role-Based Access Control (RBAC) system. Field-level governance is a profile-based governance system that provides granular control over data visibility (view/edit/hide) at the field (record attribute) level while RBAC continues to provide access to the overall Prospect and Account record.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Customize data visibility at the field level for Accounts and Prospects based on user profiles
- Restrict data editing access to sensitive fields without limiting access to the full Account or Prospect record
- Strengthen governance without compromising collaboration
To learn more, view the support article.
In-App and Slack Notifications
Never miss a revenue critical update with notifications.
Summary
Receive Outreach notifications in-app, by email, or via Slack.
Release Date
August 4, 2025 – September 11, 2025
Updates
Outreach users can get notifications via email, Slack, or directly in-app.
To learn more about what you can be notified of or how to set this up, view the support article.
Custom Objects Enhancements
Power new sales workflows with business-critical data.
Summary
Custom Objects enable organizations to bring their business-specific data into Outreach and leverage it to drive automation, personalization, and smarter workflows. This release introduces enhancements to cross-object filtering, prospect targeting, trigger logic, and sync flexibility.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Cross-object filtering: Filter custom object records using fields from associated Prospects, Accounts, Opportunities, or other custom objects.
- Bulk selection of up to 200 associated Prospects: Select and take action (e.g. add to Sequence, bulk email) on up to 200 Prospects linked to filtered custom object records.
- Inbound delete sync for custom objects: Automatically remove custom object records in Outreach when the corresponding record is deleted in the CRM.
- Polymorphic field mapping for inbound sync: Map a single Related Record ID that represents either a Lead or a Contact to a Prospect lookup field in Outreach. This approach reduces duplication and simplifies the configuration of objects such as Campaign Member.
- Change-based trigger logic for custom object fields: Automate actions when field values on custom object records change. The change operators include: Changes, Changes from, and Changes to
Learn more in the following support articles: Custom-object filtering, Polymorphic field mapping for inbound sync, change-based trigger logic.
Outreach for SAP Sales Cloud
SAP Sales Cloud is now a supported CRM.
Summary
Outreach supports integration with Sales Cloud as a CRM, and its user interface and authentication are now accessible within the Sales Cloud environment as an app. Sellers can execute Outreach tasks, manage prospecting activities, and close deals in SAP via an embedded Outreach experience, eliminating the need to toggle between platforms and increasing efficiency across the sales cycle.
Release Date
August 4, 2025 – September 11, 2025
Updates
This integration helps build pipeline, close deals faster, forecast accurately, and coach reps directly within SAP Sales Cloud.
Learn more in the SAP Store.
Hierarchical Outreach Teams
Simplify team management by creating relationships between teams.
Summary
Leverage a new approach to content governance by making your teams hierarchical.
Release Date
August 4, 2025 – September 11, 2025
Updates
When a team owns a piece of content, its parent team can access it.
To learn more, view the support article.
Automatic Team Management
Make managing team membership a breeze by linking User roles to teams.
Summary
Create a link between user roles and teams to automatically manage team membership.
Release Date
August 4, 2025 – September 11, 2025
Updates
When user roles are linked with a team, there is no need to manually add/remove users from a team.
To learn more, view the support article.
Guest Access
Grant temporary access to external users in Outreach.
Summary
Give temporary access to non-Outreach licensed users who need to perform specific tasks within your Outreach instance. This is ideal for scenarios where external partners, consultants, auditors, or short-term collaborators need limited access to complete specific responsibilities.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Automatic access expiry: Once this access period expires, or once the job is done, the access is revoked automatically or by admins.
- Limited traceable access: Choose appropriate level of access that is fully traceable through audit logs
To request Guest Access, reach out to your account team. To learn more, view the support article.
Enhanced Multi-User Assignment
Manually add multiple users to Prospect, Account, and Opportunity records to support team-based selling strategies.
Summary
Enhanced Multi-User Assignment makes it easier to collaborate by allowing multiple users to access the same record—even if they’re not part of the Account Team in your CRM. You can now manually assign users directly to account records to support shared ownership and team-based selling workflows. This update also supports Microsoft Dynamics CRM.
Release Date
August 4, 2025 – September 11, 2025
Updates
For those who use the legacy Multi-User Assignment and are migrating to Enhanced Multi-User Assignment, this change includes:
- Owners will now appear in the default views, including on the Account, Prospect, and Opportunity list view, sidebar, and edit experiences
- Optionally, you no longer need to map both Outreach Owner and Assigned fields to the same field in your CRM
- ‘Assigned collaborators’ will be updated to ‘Assigned’
- Owner <> Assignee auto-synchronization service is deprecated
To learn more, view the support article.
CRM Sync Improvements
Improve data hygiene by ensuring data across Outreach and your CRM is consistent and up to date across both platforms.
Summary
Automatically remove any object records, including custom objects, in Outreach when the corresponding record is deleted in the CRM. Define how objects should sync between Outreach and CRM with added delete poll functionality.
Outreach will automatically remap an existing Outreach user if a new Salesforce user is created with the same email address. This includes cases where the existing Outreach user is currently marked as inactive, and the newly created Salesforce user is active.
Release Date
August 4, 2025 – September 11, 2025
Updates
- Delete polling supports all objects, including custom objects in both Salesforce and Dynamics
- User remapping is supported in Salesforce
To learn more about delete polling, view the support article.
To learn more about user remapping, view the support article.
Platform Design Improvements
Scan lists faster and easier in Outreach.
Summary
Read and scan lists easier across the platform including Prospect, Account, Opportunity, Tasks, Sequences and other places – resulting in a more user-friendly experience.
Release Date
August 4, 2025 – September 11, 2025
Updates
Visual improvements were made to list views for enhanced product usability leading to visual clarity, cognitive load reduction, and overall user experience optimization. These improvements make the product more efficient, accessible, and enjoyable to use.
- Structure, spacing, and scrolling improvements to table UIs
- Unified column header sizes and sorting states
- Improved hover state and selected state for table cells
- Better inline editing experience
- Contrast improvements, alternate text on images, and additional elements to support ARIA roles
New Tables in Data Sharing
Create custom Outreach reports in your BI tool.
Summary
New tables with pre-processed data are available via Data Sharing to accelerate time to insights and reduce the work required from IT and data engineering resources.
Release Date
August 4, 2025 – September 11, 2025
Updates
New tables are now available via Data Sharing for both Snowflake and Databricks that make Kaia™ content card activity, highlight activity, participant, reaction, topic, scorecard score, and recording view data available for customers to build dashboards in their BI tool of choice with even greater speed.
To learn more, view the Outreach Data Sharing Data Dictionary.
Bulk Upsert via API
Improve API performance.
Summary
Streamline data management and combine API calls with bulk upsert functionality.
Release Date
August 4, 2025 – September 11, 2025
Updates
In this release, bulk upsert is now available for all API v2 objects where upsert is possible.
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