Outreach AI Research Agent
Eliminate Manual Research. Accelerate Personalization.
Turn hours of manual research into instant actionable insights. Automatically uncover targeting signals from conversations, engagements, and public sources to drive your account strategy and ensure every touchpoint is timely, relevant, and focused on the right accounts.
Research, ready to use.
Run in-depth research and instantly surface insights you can use to engage more precisely with customers– saved directly in Outreach fields and ready to use across filters, account plans, AI personalization, and sequences.
Custom signals that resonate
Surface research specific to your industry, ICP, and sales motion and build custom signals that show when an account is ready to engage – so reps can skip the fluff and focus on what really matters.
Insights, in one click
Get timely, relevant insights - funding rounds, exec moves, expansion plans - automatically saved in account fields and ready to act on, so you can prioritize accounts, move faster on inbound leads, and make smarter decisions.
Data sources you can trust
Hover over each finding to see its source, giving your team full transparency and trust in every insight and signal they use to target accounts.
FAQs
Research Agent automates manual research tasks by pulling insights from either internal engagement sources or external web data. It builds rich, real-time account intel so reps can personalize outreach with greater speed and precision.
By surfacing timely, relevant insights tailored to each persona, industry and sales motion, the Research Agent makes it easy for reps to craft messages that resonate – fueling sales personalization at scale.
The Research Agent helps sellers quickly generate executive summaries, prepare meeting briefs, identify key insights from conversations- surfacing risk, expansion opportunities, and account signals for more personalized outreach. For leaders, it drives consistent account planning, scales best practices, and improves visibility into pipeline health and strategy.
The agent pulls from external sources like company websites and news, or internal engagement data from emails, calls and meetings. This mix of 1st and 3rd party insights helps teams better understand buyer context and craft more relevant strategies.
Yes, you can configure prompts to surface the exact insights your team needs or use pre-built templates. Customize by use case, persona, or GTM motion to get highly targeted, actionable findings.
Yes, insights are stored in account fields and can be used across filters, account plans, AI personalization, and automated workflows.
Reps save hours per week by automating sales research and skipping manual prep. With better data they send more relevant messages, accelerate planning, and increase engagement rates.
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