Agents & AI Overview

Created by Aye Myat, Modified on Tue, 7 Jul at 11:27 AM by Aye Myat

Objective

Learn how Outreach's AI agents work and how to put them to use — from asking Omni in natural language to researching accounts, personalizing outreach, and prepping meetings.

Applies To

  • Product area: AI Agents
  • Audience: Sellers and managers, with some admin setup

Overview

Outreach's AI agents work across the selling motion. Use the areas below to learn how each one works and how to put it into practice.

  • Omni — Set up and use Omni, including in Slack, to ask questions and take action in natural language.
  • Research Agent — Set up prospect and account research and schedule research workflows.
  • Personalization Agent — Create Personalization agents that draft email, call, and LinkedIn content.
  • Revenue Agent — Configure the Revenue agent, set target personas, and monitor its progress.
  • Deal Agent — Learn what the Deal agent does and how it guides opportunities.
  • Meeting Prep Agent — Enable and use the Meeting Prep agent to prepare for meetings.

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