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Outreach Deal Agent

AI agent

by Outreach

Agent that listens to recorded calls and meetings, recommends or applies updates to CRM opportunity fields in Salesforce or Dynamics 365, and writes deal summaries for pipeline and forecast reviews.

Find alternatives to Outreach Deal Agent

What it does

• Summarization
• Workflow automation

Features 4

• AI-recommended opportunity updatesRecommends opportunity field updates from signals detected on calls and meetings, applied automatically or reviewed.
• Custom deal summariesGives managers and leaders deal summaries to catch up during pipeline inspections or forecast reviews.
• CRM integrationSyncs opportunity updates directly into supported CRMs such as Salesforce and Microsoft Dynamics 365.
• Slack integrationSellers can review, edit and accept suggested field updates directly within Slack.

Sources

Pricing

Pricing page · 11 Oct 2026

No separate rate: the package cards that list it (Amplify Essentials and Amplify Plus name "Deal Agent"; Amplify Pro is "Everything in Plus".) are priced on request; Outreach combines "seat-based access" with "consumption-based AI credits".

Description

Official documentation · 11 Oct 2026

"The Deal Agent eliminates the burden of manual deal updates by providing AI-recommended updates to your opportunity fields based on key signals detected on calls and meetings."

What it does

Official documentation · 11 Oct 2026

"Deal Agent integrates with supported CRMs like Salesforce and Microsoft Dynamics 365. Opportunity updates sync directly into the CRM"; "provides custom deal summaries".

Sold within

Pricing page · 11 Oct 2026

Package cards list it under "Agents & AI": Amplify Essentials and Amplify Plus name "Deal Agent"; Amplify Pro is "Everything in Plus".

Name

Official documentation · 11 Oct 2026

The AI Agents page lists "Deal Agent" with "More about this agent".

URL

Official documentation · 11 Oct 2026

Product page "Outreach Deal Agent" under the AI Agents menu, linked from https://www.outreach.ai/ai-agents.

Deployment

Official documentation · 11 Oct 2026

Runs inside the Outreach cloud platform; no self-hosted option is offered.

Interfaces

Official documentation · 11 Oct 2026

"This can be done directly within the Outreach platform or via the Slack integration for this agent."

Modalities

Official documentation · 12 Oct 2026

Page: 'It analyzes transcripts and conversation topics to detect key deal signals and suggest updates to opportunity fields. / generate deal summaries'.

Also from Outreach

• Outreach Application

  Sales engagement and revenue orchestration platform for prospecting sequences, deal management and forecasting, sold as an agentic AI platform whose AI agents work accounts and deals alongside reps.

• Outreach Omni Agent AI agent

  Conversational agent inside Outreach that answers plain-language questions about a team's pipeline, accounts and deals from its revenue data and connected tools, keeps chat history, and drafts and sends follow-up emails.

• Outreach Revenue Agent AI agent

  Prospecting agent that watches target accounts for buying signals, picks high-intent accounts and contacts, enriches them and enrolls them in personalized sequences on a team's behalf.

• Outreach Research Agent AI agent

  Agent that researches accounts from company websites, news and a team's own emails, calls and meetings, saves the findings and custom buying signals into Outreach account fields, and shows the source of each insight.

• Outreach Meeting Prep Agent AI agent

  Agent that writes a structured brief before each sales meeting from CRM data, past conversations and deal activity, with attendee profiles, deal risks and talking points tailored to each stakeholder.

• Outreach Personalization Agent AI agent

  Agent that writes on-brand prospecting messages for email, LinkedIn and calls from account data, engagement history and research signals, which reps review or let it send on its own.

• Outreach Agent Studio Agent platform

  No-code visual canvas in Outreach where sales and RevOps teams connect AI agents, triggers and actions into workflows that run in the background, with ready-made flows for inbound leads, closed-lost re-engagement and deal-risk alerts.

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