November 2026 Release Overview

Review the features included in the November Release below, shipping to customers November 12, 2026 - December 8, 2026.

Disclaimer: Some features below carry a feature-specific Disclosures line after their Updates, flagging AI use, admin controls, or Amplify credit impacts. See AI Feature Terms in Release Notes for what each term means and how to manage it.

AI Agents, Personalization, and Data Enrichment

MCP Connectors: Org-Wide and Personal API Keys

Connect MCP servers that authenticate with API keys or personal access tokens.

Summary: Outreach Connectors now support two new authentication methods: Org API Key, one credential shared across your organization, and Personal API Key, where each user supplies their own token. This lets you connect MCP servers that use API keys or Personal Access Tokens instead of OAuth.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Build and publish MCP Connectors (for internal use or to the Outreach Marketplace) with support for org-wide or personal API keys.
• Enter one Org API Key at install time, shared across all users of the Connector.
• Provide your own Personal API Key the first time you use a Connector, which preserves per-user permissions in the downstream service.
• Set the HTTP header name, and choose a Bearer, Token, Basic, or Custom token format to match the MCP server.

Note: Available to organizations with the Amplify add-on. The new methods appear in the Authentication method dropdown when you create or edit a Connector.

AI-powered: Yes

Admin-controlled: Yes

Uses Amplify credits: No

To learn more, view the support article.

New Tools for Outreach MCP Server

Build sequences, review calls and scorecards, and view tasks from your AI client.

Summary: Outreach MCP Server adds 11 new tools covering voice call activity, Kaia coaching scorecards, full sequence construction, template discovery, and an interactive task list. Agents can complete longer workflows by chaining tools.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Update sequences, add steps of any type, and attach templates to those steps. Together with sequence creation, this lets agents build a sequence end to end.
• Query voice call log records, including duration, disposition, outcome, and direction, and look up the call dispositions and purposes configured for your org.
• List Kaia scorecard templates, read scorecard definitions, and search filled-in scores, including AI feedback.
• Search email, LinkedIn, and SMS templates by owner, visibility, performance, and recency.
• View Outreach tasks in an interactive, read-only task list inside supported MCP clients.

Note: Available to organizations with the Amplify add-on. All tools follow standard role-based access, so an agent can only take actions the user is authorized to perform in Outreach. MCP clients that do not support interactive apps show the task list as text.

AI-powered: Yes

Admin-controlled: Yes

Uses Amplify credits: No

To learn more, view the support article.

Updated AI Credit Usage Categories

See AI credit usage grouped into eight categories instead of two.

Summary: The AI metering dashboard replaces its two usage categories, AI generated messages and AI research actions, with eight categories that cover the AI features available today. Historical usage is remapped to the new categories, so trends stay intact.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• View Credit usage history (formerly Credit consumption) with each time period broken down by the new categories.
• View Credit usage distribution (formerly Usage distribution) to see each category's share of total usage.
• View Credit usage by user (formerly Actions by user) with one column per category.
• Review usage under AI Content & Personalization, AI Prospect & Account Intelligence, AI Meeting Intelligence, AI Knowledge Retrieval, Omni AI Assistant, AI Revenue Intelligence, AI Sales Coaching, and AI Platform & Integrations.

AI-powered: No

Admin-controlled: No

Uses Amplify credits: No

To learn more, view the support article.

Sales Engagement

Multi-Account Prospect Association

Attribute calls to a prospect's related account for more accurate Salesforce reporting.

Summary: Admins can import Related Accounts from Salesforce into Outreach, so reps can choose which related account a prospect call is attributed to. That information syncs from Outreach back to Salesforce, which improves call reporting accuracy for customers with Contacts to Multiple Accounts enabled in Salesforce.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Import Related Accounts from Salesforce into Outreach by configuring object and field mapping for the sync from Salesforce.
• Verify the sync in the new Related accounts tab on the Prospect page.
• Associate a call with a specific Related Account or an Opportunity. Before, only an Opportunity was available. You can choose one Related Account or one Opportunity per call.
• Associate a manual call with a Related Account on any page or dialog where you perform or log a call.
• Filter a prospect's calls by Related Account.
• View calls for a Related Account under Accounts > Calls, where the Related Account is used instead of the primary account when you have chosen one.

Note: Contacts to Multiple Accounts must be enabled in Salesforce, and Outreach Technical Support must enable the feature for your org. Your org must use Advanced Task Mapping, and reps need access to accounts they do not own. Only manual one-off calls can be associated, not calls in sequences or other task types such as emails. If a related account or its relationship changes or is deleted, the call resets to the prospect's primary account.

AI-powered: No

Admin-controlled: No

Uses Amplify credits: No

To learn more, view the support article.

Email Engagement Notification

Know the moment a prospect clicks or replies to your email.

Summary: When a prospect clicks a link in or replies to your email, Outreach now notifies you through the channels you choose: the in-app feed, Slack or Teams, or your browser. These updates were previously available only as browser notifications and now follow your notification preferences.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Receive an Email engagement updates notification when a prospect clicks a link in or replies to your email.
• Choose where to receive it: the in-app notification feed, Slack or Teams, or your browser.
• Turn Email engagement updates on or off for each channel under Personal settings > General > Notifications.

Note: Slack and Teams appear as channels only after your admin connects them at the org level. If a channel is not available for this notification type, its checkbox does not appear. Browser notifications also depend on your browser and operating system permissions.

AI-powered: No

Admin-controlled: No

Uses Amplify credits: No

To learn more, view the support article.

Deal Management and Forecasting

Mobile App: Forecast Rollup Format and Metric Visibility

Keep mobile forecast numbers accurate and consistent with the web app.

Summary: Forecast rollups on the Outreach mobile app for iOS and Android now follow the same formatting and visibility rules as the web app.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Hide non-currency-formatted rollup entries on mobile.
• Apply the role-based visibility (All, Reps, or Managers) that admins set for forecast metrics on web to the mobile app.

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: November 12, 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.

Named Custom Fields for Users

Label user custom fields to match how your organization is structured.

Summary: Admins can give each custom field on user records a label, such as Department or Region, and set values for each user. The labeled fields and values appear wherever the user is referenced in the product.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Label custom fields under Administration > Records > Users.
• Assign values for each user in the Custom Fields section under Administration > User Management > Users.
• View labeled fields and values wherever a user's custom fields are shown, such as profile cards and side panels.

Note: Admin role required. Each user still has up to five custom fields, and all custom fields are text fields. Changing a label keeps the stored values.

AI-powered: No

Admin-controlled: No

Uses Amplify credits: No

To learn more, view the support article.

Hide Locked Users in Sequence Performance and Sales Execution Reports

Focus on active reps by excluding locked users from report metrics.

Summary: The Sequence Performance and Sales Execution reports now have the "Hide Locked Users" toggle that other Outreach reports already offer. Turn it on to remove locked users from the numbers, and turn it off to see the full picture.

Release Date: November 12, 2026 - December 8th, 2026

Updates

• Use the new "Hide Locked Users" toggle in Filters > Users on the Sequence Performance and Sales Execution reports.
• Turn the toggle on to recalculate metrics, following your Users filter, while excluding locked users, or turn it off to include them.

Note: Totals can be lower with the toggle on. Turn it off to see all activity, including locked users.

AI-powered: No

Admin-controlled: No

Uses Amplify credits: No

To learn more, view the Sequence Performance Report and Sales Execution Report.