Outreach Product Release Notes - October 2026

October 2026 Release Overview

Review the features included in the October Release below, shipping to customers October 8, 2026 – October 27, 2026.

AI Agents, Personalization, and Data Enrichment

Org Context

Ground every AI Agent response in your company's products, competitors, and sales motion and other key data points.

Summary 

Org Context grounds every AI Agent response in your business specifics. Admins can curate organizational context, such as company overview, competitors, and products. Agents will then always reference Org Context before generating an output, so responses reflect what you sell and how you sell it without you having to re-explain company basics in every conversation.

Release Date 

October 8, 2026 – October 27, 2026

Updates

• Org Context is available via a new main navigation option, AI toolkit. With the introduction of this new navigation option, Knowledge has also moved under AI toolkit.
• Ships with default Company overview, Competitors, and Products blocks, and supports adding free-form blocks with a title, description, and body.
• Admins can start from pre-built blocks or add their own, and populate content automatically from web sources, with suggested content available to accept or reject and sources displayed for retrieved information.
• Excludes archived blocks from Agent responses while keeping them recoverable; soft-deletes removed blocks with a limited retention window.
• Requires dedicated Create, Edit, or View Org Context permissions for access.

To learn more, view the support article.

Omni Bot in Slack Channels

Ask Omni questions directly from a Slack channel, without switching apps.

Summary 

Omni is now available directly in Slack, either in the Outreach Slack app's Chat tab or by inviting the @Outreach bot into any channel. Conversations are persistent and threaded, and admins control visibility, scope, and channel exceptions from dedicated settings.

Release Date October 8, 2026 – October 27, 2026

Updates

• Chat with Omni in the Outreach Slack app, or invite @Outreach into a channel and mention it to ask a question in a thread.
• Return to previous conversations, since Omni in Slack keeps persistent chat history.
• Have admins choose whether replies are visible to the whole channel or ephemeral, and control where Omni is available (everywhere, or restricted to DMs and App Home).
• Let admins block Omni in specific sensitive or executive channels regardless of the broader scope setting.

Note: In a channel thread, only the person who started it can ask follow-up questions.

To learn more, view the support article.

Sales Engagement

Revenue Agent Column in Sequence Performance Report

See which Revenue Agents drove results for a sequence, without leaving the report.

Summary 

The Sequence Performance report now includes a Revenue Agent column that shows how many Revenue Agents are tied to each sequence, whenever a Revenue Agent filter is applied. This lets sales leaders and AEs connect Revenue Agent activity to sequence outcomes directly in the report, instead of switching between screens. Clicking the column value opens a breakdown of engagement and outcome metrics for each associated Revenue Agent.

Release Date 

October 8, 2026 – October 27, 2026

Updates

• Adds a Revenue Agent column to the Sequence tab of the Sequence Performance report, shown whenever a Revenue Agent filter is applied.
• Shows the count of Revenue Agents tied to each sequence.
• Includes a drill-in view listing each associated Revenue Agent alongside Sequence Engagement Score, Meetings Booked, Prospects Added, Email Open Rate, Email Click Rate, Email Reply Rate, Overdue Tasks, and Meeting Set Rate.
• Adds a full per-agent metric breakdown for every sequence to CSV exports.

Note: This feature applies to customers on the Amplify package (Outreach Agents & AI) with Revenue Agents configured. The CSV export can include the Revenue Agent column regardless of package, but it's only populated for customers with Revenue Agents configured.

To learn more, view the support article.

Mobile App (iOS and Android): Omni and SMS Task Enhancements

Pick up Omni conversations where you left off and send SMS tasks faster.

Summary 

Omni on mobile now keeps a recent conversation available after you close it and adds several interface improvements. SMS tasks configured with a sequence template require less manual entry, and US and Canada phone numbers no longer need a country code.

Release Date 

October 8, 2026 – October 27, 2026

Updates

• Reopen an Omni conversation within 5 minutes of closing it to reload the previous conversation automatically. This applies while the app stays open or in the background; force-quitting the app or restarting the device starts a new conversation.
• Open Kaia recordings at the referenced timestamp when you navigate from sources, pills, or other entry points, and download files directly from source chips within a conversation.
• View emoji in Omni responses, unique icons on dynamic suggested prompts on the New chat screen (default icons display as a fallback), and your profile picture in place of your name initials.
• Open an SMS task configured with a sequence template to have the template message populate the message entry box automatically. Enter US and Canada phone numbers with or without +1; numbers are formatted correctly before sending, and +1 numbers work as before.

To learn more, view the support article.

Deal Management and Forecasting

KPI Tiles

Track core pipeline and performance metrics in one place, with automatic period comparisons.

Summary 

KPI Tiles add a new tile category to your custom dashboard, so sellers and sales leaders can see core performance metrics, such as Total Pipeline Created, Meetings Held, and Closed-Won Amount, without piecing together numbers across separate reports. Choose from ten out-of-the-box KPIs and add them to your existing Reports > Overview layout. Eligible tiles also show a delta percentage and an up or down indicator comparing the current week, month, or quarter to the prior period.

Release Date 

October 8, 2026 – October 27, 2026

Updates

• Adds a new KPIs tile category to the custom dashboard.
• Includes ten out-of-the-box KPIs: Total Pipeline Created, Total Opportunities Created, Accounts Contacted, Meetings Held, Meetings Booked, Connected Calls, Emails Delivered, Closed-Won Amount, Win-Rate, and Average Deal Size.
• Shows a rounded delta percentage and an up or down indicator on eligible tiles, comparing the current period to the prior week, month, or quarter.
• Displays "No comparison available" on tiles when a custom date range or other unsupported time filter is selected.

Note: Opportunity-related KPIs require the Deal package. Engage-only customers can still access top-of-funnel KPIs. Tile values and comparisons refresh roughly every 15 minutes and follow your existing reporting permissions.

To learn more, view the support article.

Platform Services

Outreach Plugin for ServiceNow Marketplace

See Outreach call and meeting data natively in ServiceNow, with no manual setup.

Summary Outreach is publishing a dedicated app to the ServiceNow Marketplace that extends ServiceNow's call and meeting records with Outreach-specific fields, including sequence attribution and Kaia recording data. Installing the app also installs the required ServiceNow Callback and Touchpoint plugins automatically, removing a manual setup step.

Release Date October 8, 2026 – October 27, 2026

Updates

• View sequence name, sequence step number, and call disposition directly on ServiceNow call activity records.
• View the Kaia recording URL and recording summary directly on ServiceNow meeting records.
• Install the Outreach app from the ServiceNow Marketplace; the required ServiceNow Callback and Touchpoint dependency plugins install automatically.

To learn more, view the support article.