Build Your AI Playbook: Meet the Agents Fueling Your Revenue Team
Answer five quick questions and get a recommended combination of Outreach AI Agents built around your biggest revenue challenge.
Most revenue teams don't need a single tool. They need a coordinated approach to the problem keeping them from quota. That's why this quiz doesn't just point you to one AI Agent.
Instead, it maps your answers to the business problem you most need to solve, then recommends the combination of Outreach AI Agents best suited to tackle it. Whether your challenge is a thin pipeline, slipping deals, or forecast surprises, you'll walk away with a clear starting point and a sense of how these agents work together across your revenue workflow.
Answer five quick questions and discover exactly where Outreach AI Agents can have the biggest impact on your revenue org, with a recommended combination of agents built around your top priority. It takes about a minute. No prompt expertise required.
What Your Results Could Reveal
This result brings together the Outreach AI Agents best suited to help address this business challenge. Together, these agents help teams prioritize work, improve execution, and keep revenue moving forward. Complete the quiz to see which AI Agents are recommended for your specific needs and why. Take a quick look at which playbook outcome our quiz might reveal is best suited for you:
The Playbooks:
- Pipeline Generation: Revenue and Personalization Agents
- Conversion: Research Agent, Personalization Agent, Meeting Prep Agent, and Deal Agent
- Capacity: Research Agent, Revenue Agent, Personalization Agent, Meeting Prep Agent, and Deal Agent
- Churn Prevention: Research Agent, Revenue Agent, Personalization Agent
- Forecasting & Visibility: Deal Agent and Outreach Omni Agent
Why Take the Build My AI Playbook Quiz
It's fast. Five questions, about 60 seconds, and a tailored result at the end.
It's built for how you think. Instead of starting with a product, you start with the problem you're actually trying to solve.
It reflects how teams really buy. Most revenue teams use a combination of agents across their workflow. Your playbook shows you which agents work best together for your priority.
It gives you a clear next step. Walk away knowing where Outreach AI can make the biggest difference, and how to put it into action.
The 2026 Agent Productivity Impact Report
Check out the report to learn:
- Where AI shows the strongest measurable impact in reply-to-open rates, meeting books, and conversion
- Why inbound follow-up is the highest-leverage AI workflow
- How reclaimed time is reinvested into revenue-generating activity
- A CFO-safe framework to evaluate revenue capacity impact
Read the report.
FAQs
Your answers map to one of five business problem themes: Pipeline Generation, Conversion, Capacity, Churn Prevention, or Forecasting and Visibility. You'll get a primary result with a recommended combination of Outreach AI Agents, plus a secondary theme worth exploring.
Outreach AI Agents are purpose-built agents that execute manual and repetitive tasks across the sales cycle – from researching accounts, personalizing messaging and managing deals. By taking on these workflows, they empower reps to unleash their best performance by focusing on what they do best: building relationships and closing deals.
Built with Outreach’s deep expertise in revenue workflows, AI agents come preconfigured with best practices so teams don’t need to figure it out on their own.
Absolutely. Many revenue teams use a combination of agents across their workflow — for example, pairing the Revenue Agent with the Deal Agent to support both top-of-funnel and late-stage execution. The agents are designed to work together.
Outreach integrates natively with Salesforce, HubSpot, and Microsoft Dynamics. AI Agents like Deal Agent automatically update opportunity fields based on the latest conversations, so your CRM reflects reality; not what reps remembered to log.
