Convert leads faster
Ensure every warm lead gets a personalized reply the moment they become qualified, based on your criteria.
Revenue Leaders
Revenue Operations
Marketing
Research Agent
Personalization Agent
Learn more
AI agents can do a lot. The real opportunity is knowing where they can create the most value for your business and how to turn that potential into real revenue impact.
That’s why we created The AI Agent Cookbook. It brings together proven recipes that help teams move from idea to execution, with practical guidance for building agents that drive results.
Recipes to unlock your next phase of growth
Whether you’re focused on converting demand, closing deals faster, or growing existing accounts, there’s an agent recipe for it. See how our GTM experts turn high-impact AI use cases into everyday workflows.
.avif)
Win back lost deals
Revive opportunities at the perfect moment, with full context, to run a scalable win-back motion.
Revenue Leaders
Sales Leaders
Revenue Operations
Marketing
Research Agent
Personalization Agent
Learn more
Drive account expansion
Surface growth signals to spark relevant expansion or upsell conversations at the right time.
Revenue Leaders
Sales Leaders
Revenue Operations
Research Agent
Personalization Agent
Revenue Agent
Learn more
Accelerate top accounts
Engage senior decision-makers with outreach that helps build credibility and move deals faster.
Revenue Leaders
Research Agent
Personalization Agent
Revenue Agent
Learn more
.avif)
Prevent customer churn
Catch early warning signs and engage at-risk customers while there’s time to change the outcome.
Revenue Leaders
Revenue Operations
Research Agent
Personalization Agent
Revenue Agent
Learn more
Displace the competition
Turn competitor data and buying signals into an outbound motion your reps can run at scale.
Revenue Leaders
Sales Leaders
Enablement
Research Agent
Personalization Agent
Revenue Agent
Learn more
.avif)
Capture customer wins
Bring key outcomes and success metrics into a clear view to support references, content, and deals.
Enablement
Marketing
Research Agent
Learn more
Maximize event pipeline
Capture interest before it fades with personalized, automated follow-up the moment an event wraps.
Revenue Operations
Marketing
Personalization Agent
Learn more
Spot product demand
Discover which accounts are talking about your products, what they care about, and who to engage.
Sales Leaders
Enablement
Marketing
Research Agent
Learn more
Prep for key meetings
Get the full account picture with recent activity and strategic deal context in one exec-ready summary.
Sales Leaders
Research Agent
Learn more
Engage the right buyers
Reach people who shape the decision with targeted messaging that speaks to their role and reality.
Sales Leaders
Research Agent
Personalization Agent
Revenue Agent
Learn more
Diagnose customer churn
See what drove the loss, what signals appeared early, and where future win-back opportunities may exist.
Revenue Operations
Enablement
Research Agent
Personalization Agent
Revenue Agent
Learn more
Top teams win more revenue AI
Company name (screen reader only)
The biggest win was the massive jump on opportunities booked. Our outbound lead to opportunity rate has gone up 5x.
Matzen Shirley
Head of Operations
Read the storyCompany name (screen reader only)
Every improvement we make within Outreach makes it easier for our sellers to be more productive and hit quota. It's really causing a snowball effect, and we're getting increased attainment against higher numbers.
Travis Henry
Director of Sales Operations and Enablement
Read the storyCompany name (screen reader only)
Our GTM model this year places a stronger emphasis and level of inspection on the AE prospecting motion. Expanding our footprint with Outreach is pivotal to supporting this organizational shift.
Ali Yoon
Manager of Global GTM Sales Programs at Databricks
Read the storyCompany name (screen reader only)
Outreach is helping us deliver the science while we give our sales team the time and space to really master the art.
Donna Sanborn
Senior Leader, Global Sales Effectiveness
Read the storyCompany name (screen reader only)
"With an ever-changing company like ours who is in transformation, we needed a revenue platform that could help us transform and transform with us."
Bryan Goodyear
Vice President of Sales
Read the story
Why revenue executives choose Outreach
More than insights – real execution
Gong gives you insights, but insights don’t move deals. Outreach pairs intelligence with action. AI Agents reduce work and drive pipeline forward.
Predictability needs action, not just a forecast
Clari shows you pipeline risk, but it doesn’t help your team fix it. Outreach combines forecasting with engagement data and AI-powered workflows.
One platform for the entire revenue journey
Salesloft supports engagement. Outreach unifies prospecting, deal management, customer engagement, and forecasting.
FAQs
What are AI agent recipes?
AI agent recipes are proven, step-by-step workflows that show revenue teams how to use AI agents to automate specific revenue motions. Each recipe walks through a high-impact use case—like converting inbound leads or preventing customer churn—with guidance on which agents to use and how to configure them.
How do I choose the right recipe for my team?
Start by identifying your biggest revenue challenge: are you trying to convert more leads, close deals faster, or retain customers? Find the recipe that matches that goal, then review the step-by-step workflow to see if it fits your process. Most teams implement 2-3 recipes to start, then expand from there.
Do I need all the agents mentioned in a recipe?
Most recipes use 2-3 agents working together. You can start with one agent if you prefer, but the full recipe delivers better results. We recommend reviewing the recipe description to understand which agents matter most for your workflow.
How long does it take to set up a recipe?
Most recipes take 30-60 minutes to configure, depending on your existing workflows and integrations. The agent setup is usually the fastest part; the rest involves mapping your current process and testing with a small group before rolling out.
Can I customize a recipe for my specific workflow?
Yes. Each recipe shows the standard configuration, but you can customize agent instructions, triggers, and messaging to match your brand voice and business process. Our best customers modify recipes to fit their unique selling motions while keeping the core workflow intact.
What results should I expect from a recipe?
Results vary by recipe and team, but common outcomes include: faster response times (2-4x improvement), higher conversion rates (15-30% lift), and significant time savings (2-5 hours per rep per week). See our customer stories for specific examples.
How do recipes compare to building custom AI workflows?
Recipes are pre-built, tested, and ready to deploy—they get you results in weeks, not months. Custom workflows offer more flexibility but require more engineering. Most teams start with recipes to prove value, then build custom workflows for edge cases.
Can I use a recipe across multiple departments?
Absolutely. Many recipes (like "Prevent Customer Churn" or "Capture Customer Wins") work across sales and customer success. We recommend adapting the messaging and triggers for each team while keeping the core agent logic the same.