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Outreach

Start with context.
Write a better message.

AI prepares account-informed messages and follow-up drafts. Review the words, adjust the approach and keep the conversation relevant to the person receiving it.

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See how RevTech connects customer context, agent-prepared work and human review.

In short

What is Outreach?

Outreach prepares AI-drafted customer messages using account context, the intended audience and your approved GTM messaging. Your team reviews and edits the draft before deciding how it should be used. Message preparation is available in RevTech; delivery options depend on your connected channels and configuration.

What is Outreach?

Outreach prepares AI-drafted customer messages using account context, the intended audience and your approved GTM messaging. Your team reviews and edits the draft before deciding how it should be used. Message preparation is available in RevTech; delivery options depend on your connected channels and configuration.

Draft for the account

Use customer context and the intended next step to prepare a relevant message.

Keep your voice

Review the wording against your positioning, approved content and relationship with the customer.

Refine before use

Edit a prepared draft and confirm the message before it becomes customer communication.

How to use it

Draft for the account

Use customer context and the intended next step to prepare a relevant message.

Draft for the account
Keep your voice
Refine before use
Learn to build your first RevPlay
A suggested RevPlay enrollment for Matrix Solutions, with its account signal and reason for review.
An Action Center recommendation to enroll Matrix Solutions in a RevPlay. The card explains the signal and account fit, with priority context and an enrollment control. Screenshot of the RevTech application; sample data.
A RevPlay on its Review and Activate step: name, lifecycle stages, classifications, KPIs and the day-by-day action timeline, all editable before it goes live.
The Review and Activate step of a RevPlay. Before the play runs against a single account, the whole definition is laid out for a person to check: what it is called, which lifecycle stages it targets, how it is classified, the KPIs it is measured on, and every timed action in order. Nothing is enrolled until someone activates it here. Screenshot of the RevTech application; sample data.
In practice

Relevant drafts. A clear next step.

Agents assemble the context and prepare the message. Your team checks the details, improves the wording and decides when it is right for the customer.

Read the AI-drafted message
Check customer details and tone
Refine the draft before use

Questions teams ask

Practical answers for teams evaluating the Outreach.

Outreach prepares AI-drafted customer messages using account context, the intended audience and your approved GTM messaging. Your team reviews and edits the draft before deciding how it should be used. Message preparation is available in RevTech; delivery options depend on your connected channels and configuration.
Yes. AI prepares drafts using account context and approved messaging. The prepared-message screenshot on this page illustrates the work a person can review.
A prepared draft is reviewable work, not proof of delivery. Sending depends on the connected channel, configured permissions and the action your team approves.
Agents assemble the context and prepare the message. Your team checks the details, improves the wording and decides when it is right for the customer.
Your team sets the business direction, access and approval expectations. People remain responsible for customer relationships, important decisions and commitments.
This capability is part of RevTech. Availability of individual actions depends on your connected data, permissions and configuration. Review pricing or talk to Sales to confirm the right scope for your team.
Demo

See how the work gets done.

Explore how agents prepare work across your revenue teams, and how people review it, guide it and decide what happens next. Fictional data. Real product.

Explore the demo

Keep the work connected.

Explore the next capabilities that connect to this work.