Outreach Product Release Notes - April 2026

April 2026 Release Overview

IMPORTANT UPDATE:

Admins can create and manage an improved homepage experience catered to different roles such as sellers, customer success, and account reps, providing expanded capabilities not available on the legacy 360 homepage. Read below for the most recent feature update. For a full list of capabilities, read the support article.

From June 15 through September 30, 2026, we will begin migrating all remaining users to the personalized homepage and deprecate the legacy 360 homepage experience. Expect to receive more communications throughout this transition. Please contact your account rep or support for more information.

AI Agents, Personalization, and Data Enrichment

Outreach Omni Agent

Go from question to action across your pipeline in a single conversation.

Summary

Omni is a conversational AI agent that enables revenue teams to instantly surface deal and account insights and take action across the platform using natural language. From identifying risks and opportunities to drafting emails and progressing deals, it helps users move from insight to execution without breaking their flow of work.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Ask questions across accounts, opportunities, prospects, sequences, activity, and Outreach Kaia recordings using natural language
• Move from insight to action by drafting emails
• Maintain context across interactions with chat history for more relevant, continuous workflows
• Manage multiple conversations at once across deals, accounts, and workflows
• Use a text input field with support for speech to text for hands-free interaction
• Access and operate across the platform without switching between pages or tools
• Also available via the Mobile App

To learn more, view the support article.

Agent Studio

Pre-built AI workflows for your most common sales motions, ready to deploy in minutes.

Summary

Agent Studio brings a new level of automation to Outreach with pre-built AI workflows that incorporate AI agents for your most common, high-value sales motions. Admins can configure and deploy these workflows from a new visual canvas in the Agents & AI admin area.

Release Date

April 16, 2026 - April 29, 2026

Updates

Agent Studio launches with pre-built workflows for the following use cases:

• Enrich and engage inbound leads
• Re-engage closed-lost opportunities
• Enable proactive deal alerts based on key deal signals and activity gaps

This release also provides expanded automation capabilities with:

• Ability to run Research Agent within a workflow
• In-app deal alerts with contextual information to prompt timely action
• Inactivity detection to act on deal stagnation
• Additional operators and filters for more precise targeting

Note: Additional operators and filters are also available for Triggers. Other expanded capabilities are exclusive only to Agent Studio.

To learn more, view the support article.

Meeting Prep Agent

Help reps show up prepared and confident for every customer meeting.

Summary

Meeting Prep Agent generates custom meeting briefs ahead of scheduled meetings. The brief brings together the most relevant context about the account, attendees, opportunities, and past conversations, so reps can spend less time preparing and more time driving deals forward.

Release Date

April 16, 2026 - April 29, 2026

Updates

Meeting Prep Agent introduces AI-generated meeting briefs with the following capabilities:

• Shared briefs that render the same content for all users, keeping teams aligned.
• An admin-configurable brief structure, with multiple sections and support for variables to tailor content accordingly.
• Dedicated space for rep-provided meeting context to improve relevance.
• Reps can specify what the meeting is about, rather than relying solely on agendas that may be missing or incomplete.

Meeting briefs include default sections such as:

• Recommended Talking Points
• Past Conversations
• Meeting Attendee Overview
• Account Overview
• Opportunity Overview

To learn more, view the support article.

Topics Explorer

Understand what topics are actually driving wins and losses across your deals and take action.

Summary

Topics Explorer analyzes customer conversations at scale to show how key topics like products and competitors impact win rates. It surfaces patterns across deals and recommends actions so revenue leaders can improve positioning, handle objections more effectively, and adjust strategy based on what's actually happening in conversations.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Connect product and competitor discussions to win rates to understand what drives outcomes
• Surface recurring buyer and seller patterns across conversations, including objections and evaluation criteria
• Highlight where positioning breaks down or competitors gain traction in deals
• Recommend actions to improve positioning, objection handling, and competitive differentiation
• Analyze conversations at scale without relying on manual call reviews or anecdotal feedback

To learn more, view the support article.

Research Agent for Prospects

Automatically analyze prospect interactions and uncover actionable insights for personalized engagement.

Summary

Prospect Research Agent extends AI-powered research to individual stakeholders, enabling sales teams to automatically analyze past interactions and extract actionable insights. It uses internal sources or public data sources to generate insights that help reps move deals forward.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Research blueprints: Use out-of-the-box templates to instantly extract insights like engagement level, buying role, key pain points, objections, and suggested talking points
• Internal and external research: Analyze emails and Kaia calls/meetings or public web data to surface prospect information
• Bulk and single-prospect runs: Execute research across multiple prospects from list view or run targeted analysis from prospect overview pages
• Automatic field population: Research results store directly in prospect-level custom fields for use in list views, personalization workflows, and prospect tiles
• Customizable prompts: Tailor research blueprints to match your specific sales processes and desired output formats

To learn more, view the support article.

Revenue Agent Configuration Enhancements

A cleaner, simpler setup experience with smarter configuration options.

Summary

Revenue Agent setup now adapts signal configuration options according to your data enrichment settings.

Release Date

April 16, 2026 - April 29, 2026

To learn more, view the support article.

Sales Engagement

Personalized Homepage Enhancements: Saved Views, Outreach Omni Agent, and Admin Defined Homepage

Hit the ground everyday day with a personalized homepage built around your priorities, giving you actionable insights to work smarter.

Summary

Quickly act on target accounts and opportunities by accessing saved views, then leverage Omni from the homepage for deeper insights. Admins can also now push tailored homepage views for the organization to keep work streamlined and priorities aligned.

Release Date

April 16, 2026 - April 29, 2026

Updates

Improvement to the personalized homepage include:

• Omni is accessible from the homepage and removed if disabled
• Admins can deploy standardized homepage layouts (customized or from existing templates) to the whole organization or specific profile groups
• Saved views created from Account or Opportunity list views can be accessed from the respective homepage tiles
• New "Next Week" filter on the Meeting tile to view upcoming meetings

To learn more, view the support article.

Multi-Select Prospect Meeting Invite from Prospect List

Schedule meetings faster with just a few clicks.

Summary

Instead of manually inviting prospects one by one, reps can now select multiple prospects from the Prospect list view and invite them to a meeting in one action, making scheduling quicker and easier.

Release Date

April 16, 2026 - April 29, 2026

Updates

New option to invite prospects to a meeting when selected from Prospect list view.

Note: This feature currently supports only individually selected prospects and does not apply to select-all actions.

To learn more, view the support article.

Conversation Intelligence and Rep Coaching

Smart Kaia Coach Enhancements: Auto Scoring of Targeted Coach Cards

Automatically score calls and surface coaching opportunities without manual review.

Summary

Smart Kaia Coach now automatically scores coach cards for recordings that meet defined criteria, helping teams consistently identify coaching opportunities without manual effort. Managers can focus on where to act instead of spending time reviewing and scoring calls.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Automatically score coach cards for recordings that meet defined criteria
• Surface coaching insights without requiring manual review or scoring
• Apply question weighting to prioritize what matters most in the overall score
• Ensure consistent scoring across calls without relying on individual judgment

To learn more, view the support article.

Zoom App – User Level Permissions & Fallback

Control who connects Zoom to Outreach Kaia and how meeting data is captured so teams can adopt Kaia with confidence.

Summary

This update introduces user-level Zoom authentication along with configurable online and offline ingestion controls across supported conferencing providers. Admins can now ensure only authorized users connect their accounts while defining how and when meeting data is ingested, enabling broader Kaia adoption while meeting security and consent requirements.

Release Date

April 16, 2026 - April 29, 2026

Updates

• User-level Zoom authentication limits access to only authorized meeting data
• Reduce reliance on admin-level credentials to support least-privilege access
• Control live and recording-based ingestion separately
• Define ingestion policies by user group or governance profile
• Apply ingestion controls across Zoom, Microsoft Teams, Google Meet, and Webex
• Maintain existing Microsoft Teams consent configurations with no change

Note: Ingestion controls are available when the provider is deployed and user-level authentication is enabled.

Deal Management and Forecasting

Outcomes Report Enhancements: Win/Loss Analysis

Identify what deal attributes have the biggest impact on win rates.

Summary

An enhancement to the Outcomes Report now shows managers and reps what deal attributes correlate with higher win rates – enabling more informed coaching, strategy adjustments, and process optimization.

Release Date

April 16, 2026 - April 29, 2026

Updates

The Outcomes Report is now directly accessible via the 'Reports' navigation dropdown. It is no longer accessible from within the Team Performance Report.

Enhanced win/loss analysis is available for the Outcomes Report, including the following capabilities:

• New charts that show how win rate changes by:
  • Deal size
  • Deal cycle
  • No. of prospects
  • Influence in deal
• An easy way to drill into each category and view the list of corresponding Opportunities
• A quick and easy hover on each bar showing its corresponding win rate %, no. of Closed/Won Opps, and no. of Closed/Lost Opps

To learn more, view the support article.

Deal Overview Page Enhancements: Customization

Focus on what deal insights matter most.

Summary

The Deal Overview Page now supports custom layouts, allowing users to create a layout that surfaces only the most relevant information to their workflows. Custom layouts are tile-based with the ability to drag and drop, reorder, and resize relevant tiles into a custom layout.

Release Date

April 16, 2026 - April 29, 2026

Updates

Previous deal overview insights are now available via tiles. In addition, the following new tiles are available: AI Summary, Auto Updates, Suggested Updates, Forecast Category, and Opportunity Detail.

To learn more, view the support article.

Deal Agent Enhancements: In-App & Slack Notifications, Custom AI Deal Summaries

Increase seller productivity and keep deals moving forward.

Summary

Two enhancements are available for the Deal Agent this release:

• Sales reps can now receive real-time AI-driven opportunity updates directly in Slack and in-app, enabling them to review and act on deal changes instantly without leaving their workflow.
• AI deal summaries can now be customized to reflect how your organization reviews and manages opportunities, enabling more relevant and structured insights across different deal outcomes.

Release Date

April 16, 2026 - April 29, 2026

Updates

Notifications now include suggested or auto-applied updates to opportunity fields. Reps can accept, reject, or edit suggested updates directly from Slack (for free-text fields), eliminating the need to log into Outreach or Salesforce and ensuring faster, more accurate pipeline updates.

Custom AI deal summaries can be configured by admins with the ability to tailor built-in deal summaries by editing prompts, defining sections, and adjusting output formats (one-line, bullets, or paragraphs). This ensures summaries align with company-specific playbooks, improve consistency, and capture the most important insights for open, won, and lost opportunities.

To learn more, view the support article.

Deal Alerts

Never miss a critical deal update.

Summary

Deal Alerts flag risk or areas of opportunity to sellers and can prompt an "Action Item" task for the deal owner. They are surfaced within the opportunity list view and the opportunity slide out, allowing sellers to quickly prioritize the deals that need immediate attention so they can take action before it's too late.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Deal Alerts are configured within the Agent Studio
• Deal Alerts can be customized based on opportunity type (segment, amount, stage, etc.)

To learn more, view the support article.

Opportunity Close Date Filter Enhancement

Prioritize your list of opportunities with new filters.

Summary

When filtering the Opportunity List View, the Close Date field can now also be filtered by "This Week," "Last Week," and "Next Week" allowing users to instantly segment their deals without manual effort.

Release Date

April 16, 2026 - April 29, 2026

Platform Services

Slack Enhancements: Outreach Omni Agent & Account Notifications

Stay on top of critical account information right from where you already work and collaborate.

Summary

Three Slack enhancements are available with this release:

• Get more than notifications in Slack. You can now get insights and take action with Omni directly in a Slack thread. Omni responds with interactive components, allowing users to complete tasks in one click without switching tools or breaking flow.
• Sales reps can now receive real-time AI-driven opportunity updates directly in Slack and in-app, enabling them to review and act on deal changes instantly without leaving their workflow.
• Account-level notifications can be associated with a specific Slack channel, so account teams can stay up to date in real time. This keeps teams aligned as deals move forward.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Interact with Omni from the chat tab of the Outreach app in Slack
• Omni conversations are persistent, so users can come back to previous chats
• Users can approve, reject, or run responses (suggested actions or insights) from Omni within Slack thread
• Account-related notifications can only be sent to public Slack channels
• Account-level notifications include Kaia Summary notifications in April
• AI opportunity updates include suggested or auto-applied updates to opportunity fields. Reps can accept, reject, or edit (for free-text fields) suggested updates directly from Slack

To learn more, view the support article.

Knowledge

Fuel AI with the right content to stay on-brand and on-message in every interaction.

Summary

Import key documents into Outreach for AI and agents to reference - powering smarter responses grounded in your enterprise knowledge.

Now, your content can guide both Account Assist and Personalization Agent. Deliver accurate answers, personalized emails, and talking points grounded in real company messaging, product details, and competitive positioning.

Release Date

April 16, 2026 - April 29, 2026

Updates

• Admins can upload and manage sales collateral – like case studies, white papers, and competitive battlecards – as PDFs, Word docs, or text files into Outreach.
• Account Assist and Personalization Agent can automatically reference up to 7 pieces of content when generating responses. Any referenced documents will appear in the sources section as citations.
• Documents can be assigned to the Playground channel first and validated using Outreach Omni Agent in Playground mode to confirm the content was processed and interpreted correctly.

To learn more, view the support article.

Outreach in Salesforce AgentExchange

Streamline procurement to deployment with pre-vetted standards from the Salesforce ecosystem.

Summary

Outreach is now listed in Salesforce AgentExchange marketplace, aligning with Salesforce-validated security review and enterprise grade compliance. This interoperability makes it easier for admins, IT, and security teams alike to confidently enable Outreach across the organization.

Release Date

April 14, 2026

Updates

To learn more, see our Salesforce listing.