Setting up Outreach Omni

Objective

Learn how to enable Outreach Omni.

Applies To

• Outreach Admins

Before You Begin

• The Omni Best Practices Guide contains full details on how to use Omni effectively
• Omni is enabled at the organization level
• Amplify package is required for Omni

Procedure

1. Log in to Outreach as an Admin.
2. Click Administration > Organization > Org info.
3. Click GenAI.
4. Toggle on Omni.
   
5. Click Save.

Omni is now enabled for the organization.

Visibility Logic and Admin Controls

• Account Assist, Deal Assist, and Omni each have independent toggles under Administration > Org Info > GenAI. Enabling or disabling one does not affect the others.
• When multiple features are enabled, reps see all of them across account, prospect, and opportunity detail views, slide-outs, side panels, and extensions. If any feature is manually turned off, it is hidden from the rep's view entirely. For example, if Omni is on and Account Assist is off, only Omni appears at those touchpoints — and vice versa. Deal Assist follows the same logic independently of both.
• Profile-level settings follow org-level settings. If a feature is turned off at the org level, it will not appear at the profile level. If it is on at the org level, admins can override it on or off per profile.
• Omni is available to Amplify customers only. For non-Amplify customers, Assist behavior is unchanged.