Outreach Omni Agent
One place to get answers, take action, and move deals forward.
Omni is a universal conversational agent that puts the full power of the Outreach platform into a chat. Ask a question about your pipeline, accounts, or deals, and Omni pulls from your full revenue dataset to deliver clear, contextual answers. From there, you can act immediately, without switching tools or losing momentum.
Turn questions into execution across your entire pipeline
Omni goes beyond answering questions. It helps revenue teams take the right actions based on real-time data.
Sellers prepare for calls, follow up faster, and stay on top of deals; managers can spot risk, inspect pipeline, and coach with context; and leaders get instant visibility into performance without waiting on reports.
Instead of jumping between dashboards, tools, and records, Omni connects the dots and helps you act on what matters most.
Ask follow-ups. Go deeper. Get better answers.
Omni isn’t a one-time query. It maintains context across your conversation, so you can refine questions, explore insights, and get more precise answers with every step.
Work from anywhere, without breaking your flow
Access Omni directly in Outreach, Slack, or on mobile. Start a conversation in one place and continue it anywhere, with full chat history and context carried forward.
From insight to action, in the same conversation
Omni helps you act on what you find — draft and send follow-up emails, with future enhancements sellers can add prospects to sequences, update records, and turn one-time plays into repeatable workflows.
FAQs
What is Omni?
Omni is the universal conversational agent for revenue teams that empowers sellers, managers, and leaders to ask any question, act on insights, and run workflows across deals, accounts, and pipeline all in plain language through chat.
Who can use Omni?
Omni is designed for the entire revenue team, including sellers, managers, and executives, giving each role the clarity to act and move deals forward.
What can I ask Omni?
You can ask Omni questions about your pipeline, deals, accounts, and team performance. For example:
- “Which deals are at risk this quarter?”
- “Summarize this account before my meeting”
- “What changed in my pipeline this week?”
- “Draft a follow-up for this opportunity”
Omni responds with contextual answers and helps you take the next step.
Are my Omni chats private and saved?
Yes to both. Omni conversations are private to you and your workspace. Your chat history is automatically saved, so you can pick up any previous conversation right where you left off.
What data sources can Omni connect to?
Omni connects to your Outreach revenue data including accounts, deals, prospects, conversations, and activity as well as knowledge resources like enablement content, case studies, and technical documentation. With Outreach MCP, Omni can also connect to additional tools across your revenue stack, bringing in more data and context from systems like CRMs, enablement platforms, and product tools.
How is Omni different from reports or dashboards?
Reports and dashboards require you to know what you’re looking for before you look. Omni works the opposite way. You can ask in plain language, refine as you go, and get to the insight you need through a simple conversation.
How is Omni different from Smart Account / Deal / Meeting Assist?
Smart Account, Deal, and Meeting Assist answer questions about a single record. Omni lets you ask questions and act across your entire pipeline in a natural, back-and-forth conversation. Instead of switching between records to piece together insights, Omni connects the dots across your revenue data.
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