February 2026 Release Overview
Outreach is proud to announce our latest quarterly release, focused on turning fragmented revenue data into action. New AI features work to synthesize conversations, activity, buyer signals, and seller behavior to surface what matters now, what’s at risk, and what to do next. This clarity redefines the day-to-day reality of sellers, so reps stay engaged with customers instead of systems and maintain momentum across every deal.
AI Agents, Personalization, and Data Enrichment
Agents & AI Navigation Redesign
A centralized entry point for all Agents and AI-powered features.
Summary
The Agents & AI navigation redesign introduces a unified, centralized home for Outreach’s AI capabilities. This update restructures the left global navigation to present a more connected and cohesive AI experience, making it easier for users to discover, understand, and adopt Agents and AI features across the platform.
Release Date
February 12, 2026 – March 12, 2026
Updates
Key navigation changes include:
- A new Agents & AI section in the left navigation, serving as the primary entry point for AI-powered features
- The AI Content section of the navigation is deprecated, with its components relocated as follows:
- Personalization Agents now appears as its own navigation item
- Research Agents now appears as its own navigation item
- Seller Content has moved to the new Knowledge section
- Sales Methodology configuration has moved from Admin → Tools to Deal Agent
These changes help to:
- Improve discoverability of AI capabilities
- Clarify how Agents and AI features relate to one another
- Create a more intuitive and scalable foundation for future AI innovation
To learn more, view the support article.
Meeting Prep Agent (Beta)
Help reps show up prepared and confident for every customer meeting.
Summary
Meeting Prep Agent generates custom meeting briefs ahead of scheduled meetings. The brief brings together the most relevant context about the account, attendees, opportunities, and past conversations—so reps can spend less time preparing and more time driving deals forward.
Release Date
February 12, 2026 – March 12, 2026
Updates
Meeting Prep Agent introduces AI-generated meeting briefs with the following capabilities:
- Shared briefs that render the same content for all users, keeping teams aligned.
- An admin-configurable brief structure, with multiple sections and support for variables to tailor content accordingly.
- Dedicated space for rep-provided meeting context to improve relevance.
- Reps can specify what the meeting is about, rather than relying solely on agendas that may be missing or incomplete.
Meeting briefs include default sections such as:
- Recommended Talking Points
- Past Conversations
- Meeting Attendee Overview
- Account Overview
- Opportunity Overview
To learn more, view the support article.
Ask Outreach (Beta)
Take action faster by moving from questions to answers with a new chat-based experience.
Summary
Ask Outreach introduces a chat-based experience that allows revenue teams to interact with Outreach using natural language. Users can ask questions directly in chat, refine them through follow-up messages, and receive answers grounded in trusted Outreach data, including accounts, deals, activities, and conversations.
The chat experience supports multi-turn questions within a single session, enabling users to build on prior messages and move from insight to action without restarting or rerunning reports.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Ask questions via a chat interface using natural language.
- Continue the conversation with follow-up questions in the same chat session.
- Get answers powered by Outreach data across accounts, deals, activities, and conversation transcripts.
- See supporting context and data sources used to generate responses.
- Take recommended actions, such as drafting emails or generating tables, directly from the chat.
This capability respects existing permissioning and only surfaces data the user is authorized to access.
Research Agent Scheduler
Keep insights fresh at scale with scheduled research.
Summary
Automate research on a flexible recurring cadence - daily, weekly, or monthly - across multiple accounts simultaneously and manage all schedules from a centralized Scheduler Page.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Schedule research at recurring intervals (daily, weekly, monthly) or on specific calendar dates.
- Run scheduled research across multiple accounts and/or agents.
- Use the Scheduler page to manage all scheduled research.
To learn more, view the support article.
Knowledge in Smart Account Assist (Beta)
Fuel AI with the right content to stay on-brand and on-message in every interaction.
Summary
Import key documents into Outreach for Smart Account Assist to reference – powering smarter responses grounded in your enterprise knowledge.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Admins can upload and manage sales collateral – like case studies, white papers, and competitive battlecards – as PDFs, Word docs, or text files into Outreach.
- Account Assist can automatically reference this content when answering your questions. Any referenced documents will appear in the Sources section as citations.
- Documents can be assigned to the Playground channel first and validated using Ask Outreach in Playground mode to confirm the content was processed and interpreted correctly.
To learn more, view the support article.
Revenue Agent Configuration Enhancements
A cleaner, simpler setup experience with smarter configuration options.
Summary
The Revenue Agent configuration experience has been redesigned to make it easier to set up, review, and launch agents with confidence. These updates simplify the interface, improve readability, and ensure configuration options accurately reflect your data enrichment settings.
Release Date
February 12, 2026 – March 12, 2026
Updates
Improvements to Revenue Agent configuration include:
- A cleaner, more streamlined setup experience with help text consolidated under an information (i) icon.
- A simplified review summary page.
- Configuration options that dynamically align with your data enrichment settings.
These enhancements help:
- Reduce confusion during agent setup
- Prevent configuration mismatches
- Ensure Revenue Agents operate within approved data enrichment policies
Outreach MCP Server
Enable external AI agents to access Outreach knowledge and actions using the Outreach Model Context Protocol (MCP).
Summary
Outreach MCP Server allows other AI agents to utilize Outreach knowledge and actions directly within their own workflows. This enables teams to move faster, combine insights across systems, and complete more advanced revenue tasks without switching between tools.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Outreach MCP Server is a public server, and can be accessed from your AI agents, such as Salesforce Agentforce, Microsoft Copilot, Anthropic, and knowledge platforms like Google Drive, Microsoft SharePoint, and Glean.
- This is an admin-controlled feature.
- Access requires an active, licensed Outreach user with Amplify enabled.
- Outreach plans to release an MCP Client soon.
Smart Data Enrichment Enhancements: Website Visit Signals, LeadIQ, and Notifications
Convert high-intent website visitors, extend data coverage, and keep enrichment running reliably.
Summary
Smart Data Enrichment now lets you define optimal targeting criteria for agentic workflows and personalize outreach using account and prospect website visit signals, with ZoomInfo. These signals can be used by Outreach agents and reps to identify buyers showing active interest and power more timely, relevant engagement.
Additionally, customers can now access their licensed LeadIQ data directly in Outreach to enrich prospects and accounts and source new contacts.
Lastly, admins will receive in-app, email, and Slack notifications if provider connections change or errors occur. This provides greater visibility into data enrichment health and ensures workflows continue running smoothly.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Website visit signals can be used in filtering, targeting, and personalization across agentic and rep-driven workflows.
- Track increased website visit activity from companies including the strength of the activity – High or Medium, URL of the visit, and the associated signal date.
- Track increased website visit activity from specific people (i.e. contacts or prospects) at these companies.
- Notifications include scenarios like running out of provider credits, authorization failures, enrichment and connection changes (enabled, disabled, provider switch), and more.
Sales Engagement
Mobile App: Opportunity Saved Views
Find and prioritize deal information easily.
Summary
Filter and search for Opportunities directly from the mobile app, and instantly prioritize your top deals with saved views and flexible sorting.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Create and edit Smart Views with support for search and new sorting properties.
- Use enhanced filters to quickly find, organize, and prioritize key deal data.
Smart Account Plans in Salesforce
Align on a single unified strategy, centralizing real-time account data and leadership validation all from the same workspace.
Summary
You can now access Smart Account Plans from within Salesforce with admin setup. Leverage real-time access to data in Outreach such as relationship map, engagement activity timeline, and AI insights.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Ability to view and edit Smart Account Plans within the Salesforce environment
- Real-time Outreach insights without data duplication or manual syncing
Note: Must be an Outreach user to access.
To learn more, view the support article.
Personalized Homepage Enhancements: New Pipeline Tile and Existing Tile Updates
Hit the ground everyday day with a personalized homepage built around your priorities, giving you actionable insights to work smarter.
Summary
Quickly see your gap to quota on the new Pipeline tile, along with improved usability of existing tiles.
Release Date
February 12, 2026 – March 12, 2026
Updates
- New Pipeline tile to see an overview of pipeline against quota
- Hover to see attendance details in the Meeting tile
- Open and view recent meeting recordings from a new browser tab
- Ascending and descending sorting in tiles now available
- Action buttons appear on hover for tiles that are shortened past the width threshold
To learn more, view the support article.
Account Map Enhancements: Keyboard Shortcuts and Interaction Guide
Faster, clearer stakeholder mapping and management through streamlined actions.
Summary
New keyboard shortcuts allow you to take action and interact with the map quickly, and a new on-screen interaction guide makes the entire interface intuitive.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Keyboard shortcuts for taking action, such as selecting and deselecting prospects, have been introduced to enable quicker navigation.
- On-screen interaction guide for smoother user experience.
Meeting Enhancements: New Custom Meeting Fields and Single Meeting Type Change
Save time on customizing meetings and preparing for meetings.
Summary
Assign meeting types to specific calendar events directly within the Google Calendar UI, keeping scheduling within their natural workflow. New Custom Meeting Fields enable reps to capture internal context, like agendas and stakeholder roles, directly at the point of booking.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Customize individual meetings within a recurring series: Easily apply the right meeting type to individual meetings in a recurring series directly from Google Calendar.
- Improve meeting prep and reporting with additional meeting insights upfront by defining custom internal fields. These custom meeting fields can be synced to Salesforce.
Trigger Enhancements: Mailbox by Team and Negation for Date Field
Deploy automation with granular control and flexibility during set up.
Summary
Set up trigger conditions with negation for a specific time period. You can now also assign email tasks from triggered sequences to a specific team.
Release Date
February 12, 2026 – March 12, 2026
Updates
When setting up triggers, you can now:
- Assign email tasks to Mailbox by team under the Add to Sequence action logic
- Set negation with a drop-down list of time periods for account/prospect date-field conditions
To learn more, view the support article.
Sequence States Report: Added By Filters
Gain clearer visibility into how Prospects enter Sequences.
Summary
Understand how prospects are being added to Sequences by separating metrics for manually added prospects versus those enrolled by triggers or Revenue Agents, and break results down by individual agents.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Filter Sequence State metrics by how prospects were added.
- Easily distinguish manual enrollment from trigger and Revenue Agent-driven activity.
To learn more, view the support article.
Prospect and Account Notes: Pinning and Filtering
Quickly surface account and prospect notes and ensure your team stays aligned on critical updates.
Summary
Filter views to show only Account notes and pin critical notes to the top of the list to ensure the whole team sees the most important updates immediately.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Filter the Account Notes tile to view or hide related Prospect notes for a focused view.
- Pin essential information to the top of the list for immediate access.
To learn more, view the support article.
Reporting Filter for Meetings Booked Data
Get more granular insights on your meetings data.
Summary
Control how reports count recurring meetings booked with a new filter that either includes or excludes recurring meetings.
Release Date
February 12, 2026 – March 12, 2026
Updates
This filter is a binary ‘included’ or ‘not included’ option. Available in the following reports: Team Performance and Sales Execution Report. The metric will always include the first meeting booked in the series, regardless of if recurring meetings are included or not.
Sequence Performance Report Enhancements
Get more granular visibility into sequence performance.
Summary
Better track sequence effectiveness with new prospect-level and task-level metrics.
Release Date
February 12, 2026 – March 12, 2026
Updates
New available metrics in the Sequence Performance report include:
- Prospects Contacted: total number of prospects who received any touch point in the sequence.
- Prospects Replied: total unique prospects who have replied via email or answered a connected call.
- Prospects Reply Rate: defined as the ratio of Prospects Replied to Prospects Contacted expressed as a percentage.
- Meeting Set Rate: defined as the ratio of Unique Prospects Booked to Prospects Contacted expressed as a percentage.
- Task non-adherence: total amount of skipped and incomplete tasks overdue by one calendar day or more, and due within the date range selected. It’s a sum of Skipped Due tasks and Overdue Tasks.
- Task non-adherence rate: defined as the ratio of Non-Adherence Tasks to Total Tasks expressed as a percentage.
Outreach Voice
Sequential Dialing
Move through outbound call tasks faster by automatically dialing calls one after another.
Summary
Sequential Dialing automates back-to-back outbound calls from the Outreach task list. With a single click, Outreach automatically initiates the next call task as soon as the previous one is completed, reducing manual clicks and helping reps focus on live conversations instead of navigation.
Calls are placed one at a time and pause immediately when a prospect answers, ensuring a smooth and compliant calling experience.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Start a calling session with one click and automatically dial through call tasks.
- Calls progress sequentially, one at a time, without manual task navigation.
- Automatically pauses dialing when a prospect answers so reps can focus on the conversation
- Tries all valid phone numbers for a prospect before moving to the next task
- Automatically logs call outcomes to reduce manual dispositioning.
Sequential Dialing is available with Outreach Voice and requires active call tasks. Admin permissions control access to this feature.
Outreach Kaia™ for Nooks and Orum - Imported Calls
Automatically import third-party call recordings from Orum and Nooks calls into Outreach for consistent post-call intelligence and insights.
Summary
Enable automated import of call recordings made through Orum or Nooks into Outreach, ensuring all calls receive the same post-call analysis and intelligence as those made through Outreach Voice. Outreach processes these recordings to deliver conversation insights such as topics, sentiment, and talk time. These signals, like all conversation insights, power AI Agents, Deal Health, Team Outcome Analysis, and Assist capabilities across Outreach.
Release Date
February 12, 2026 – March 12, 2026
Updates
Now generally available. This admin-controlled feature requires an Orum or Nooks integration with Outreach. Once enabled, call imports occur automatically.
SMS Availability
Simplify SMS enablement and make SMS visible to all customers.
Summary
Legacy feature flags for SMS have been deprecated. SMS is now visible to customers by default, removing the need to submit a support request.
Customers must complete A2P registration with carriers before sending SMS messages.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Legacy SMS feature flags have been removed
- SMS is now visible by default for all customers
- A2P registration is required before SMS can be used
Call Waiting Alert Update
Reduce disruption when a second call arrives.
Summary
The alert sound played when a second call arrives has been updated to be less intrusive, helping users stay focused on their current conversation.
Release Date
February 12, 2026 – March 12, 2026
Conversation Intelligence and Rep Coaching
AI Summaries
Share personalized meeting insights across teams with greater speed and flexibility.
Summary
AI Summaries deliver meeting insights that adapt to different workflows using configurable templates. Admins can define organization-level summary formats to standardize how meeting insights are captured and shared for key workflows such as account handoffs, product feedback, or seller performance.
Users can also create their own personal summary templates to tailor the level of detail or focus areas to their individual needs.
Release Date
February 12, 2026 – March 12, 2026
Updates
Previously available in beta, this feature is now generally available as AI Summaries.
Kaia Coach Card Enhancements
Improve consistency in coach card completion without changing existing scoring behavior.
Summary
Kaia Coach Card enhancements improve the consistency and usability of coach cards to make coaching data easier to review and compare across reps. These updates help reduce variability in how coach cards are completed while preserving existing coaching workflows.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Improved coach card completion consistency
- AI suggests answers to coach card questions to reduce manual effort
Kaia Slideout Header Actions
Quickly take action from the recording slideout.
Summary
The Kaia recording slideout now includes header actions such as share and compose, making it easier to take next steps without leaving the context of the recording.
Release Date
February 12, 2026 – March 12, 2026
Meeting Summaries in Slack & Teams
Stay on top of key meetings without rewatching recordings.
Summary
Outreach Kaia™ now delivers AI-generated meeting summaries directly in Slack, so sellers and managers can quickly review what mattered, identify follow up actions, and move deals forward without leaving their workflow. As soon as a call is processed, Kaia surfaces the summary, action items, and next steps, making it easy to take immediate action while context is still fresh.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Automatic Slack notifications when a Kaia meeting summary is ready
- Clear, structured summaries including key discussion points, action items, and notes
- One click access to the full recording and summary in Outreach
User-Level Zoom Authentication and Ingestion Controls
Increase control and compliance for how Kaia™ ingests meeting data.
Summary
Outreach Kaia now supports user-level Zoom authentication and configurable online and offline ingestion controls across supported meeting providers. Users authenticate their own Zoom accounts, while admins control whether meetings are ingested live or from recordings to meet security, consent, and governance requirements.
Release Date
February 12, 2026 – March 12, 2026
Updates
- User-level Zoom authentication using individual OAuth connections
- Admin controls to manage live and offline ingestion behavior
- Ingestion controls supported for Zoom, Microsoft Teams, Google Meet, and Webex
- Policies can be configured by user group or governance profile
Deal Management and Forecasting
Team Performance Outcomes Report Enhancements: New Metrics
Get more granular insights on opportunity outcomes across users, teams, and Topics.
Summary
Compare opportunity performance against new activity metrics.
Release Date
February 12, 2026 – March 12, 2026
Updates
New metrics include:
- Average deal size: average amount ($) of closed/won revenue over a period.
- Average deal cycle: average number of days between a deal's Start Date and Close Date for all closed/won opportunities.
Deal Agent Enhancements
Increase seller productivity with AI-recommended updates to opportunity fields.
Summary
Eliminate the burden of manual deal updates by receiving AI-recommended updates to your opportunity fields and quickly understand deal status with an AI deal summary.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Surface AI-recommended updates on any opportunity field, including custom sales methodology fields.
- Configure AI recommendations to automatically update fields. If configured to require rep approval, enjoy a streamlined rep approval workflow.
- Receive an AI deal summary that describes the current state of a deal.
To learn more, view the support article.
Platform Services
Email Limits at the Profile Level
Empower active outbound teams while safeguarding domain health.
Summary
Admins can now set up profile level email limits that overrides the org level email limits, so you can enable cases such as giving more seasoned reps higher send capability while lowering AI-driven sends for other reps.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Profile level email limit settings overrides org level
- Users cannot increase admin defined email limits in personal settings
To learn more, view the support article.
Automatic Call Task Skip for Invalid or Missing Phone Numbers
Spend your energy where it counts by keeping your calls focused on reachable prospects.
Summary
Automatically skip non-viable call tasks by enabling a new ruleset option.
Release Date
February 12, 2026 – March 12, 2026
Updates
- Enable skip call sequence steps for tasks with invalid or missing phone numbers
- Applies to SMS task (if available)
To learn more, view the support article.
Outreach API: Kaia™ Call and Meeting Data
Enable real-time access to Kaia conversation data for analytics, automation, and AI workflows.
Summary
Fuel internal systems, BI tools, automation workflows, and AI pipelines, with new API access to Kaia call and meeting data.
Release Date
February 12, 2026 – March 12, 2026
Updates
- List Kaia call and meeting recordings via Outreach public API
- Retrieve structured Kaia transcripts
- Access detailed recording metadata, including participants and timestamps
- Receive webhook notifications when new Kaia recordings are created
To learn more, view the developer documentation.
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