Outreach: Reviewing Account Interactions and Kaia Call Recordings

All demos from “AI-Driven Forecasting and Scenario Planning in Outreach”

1. 0:450:43Reviewing Pipeline Summary and AI Projected FinishThe demo shows the pipeline summary dashboard where AI-driven projected finishes are compared against manual sales commits.Outreach· Manage deals & pipeline
2. 1:281:12Managing Forecast Roll-ups and Opportunity InteractionsA walkthrough of the forecast roll-up page, showing how to drill down into individual sales rep commits and view recent prospect interactions.Outreach· Manage deals & pipeline
3. 2:500:14AI Opportunity ScoringDemonstration of how Outreach scores every opportunity based on deal health and likelihood to close.Outreach· AI account/prospect research
4. 3:050:33Forecasting with Scenario PlannerThe user demonstrates the scenario planner tool to model likely outcomes by forecast stage and time period.Outreach· Manage deals & pipeline
5. 3:390:44Reviewing Account Interactions and Kaia Call RecordingsCurrentShows the accounts function to search for prospects, view interaction history, and access Kaia call recordings for specific pitches.Outreach· AI account/prospect research
6. Watch “AI-Driven Forecasting and Scenario Planning in Outreach” →

AI account/prospect research

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1. 0:521:07Using Outreach Meeting Prep and AI SummariesBrad demonstrates the 'Prep' button in Outreach to view upcoming meetings, analyze talking points from previous calls, and use AI to generate answers to prospect concerns before a demo.Outreach
2. 2:041:20Outreach Research Agents for Account IntelligenceThe video shows how to use internal and external research agents to understand a prospect's sales structure, terminology, and financial health by combing through previous engagement data.Outreach
3. 3:260:33Generating Discovery Questions with Outreach MCPBrad shows the Outreach MCP integration with ChatGPT to query previous call recordings and generate relevant discovery questions for an upcoming meeting.Outreach
4. 1:100:52AI Meeting Prep Agent in OutreachDemonstrates the meeting prep agent surfacing attendee info, talking points, and suggested questions based on historical CRM data and emails.Outreach
5. 2:401:19Automated Account Research and Sentiment AnalysisShows the research agent summarizing business cases, sourcing external web data, and analyzing internal account sentiment from conversational intelligence.Outreach
6. 0:411:57Filter and search call recordings in Outreach KAIAThe demo shows how to navigate the KAIA library and use filters like account name, date range, meeting type, and specific topics (e.g., competition, discovery) to find relevant sales calls.Outreach
7. 2:391:34Review AI call summaries and action itemsA walkthrough of the call overview screen showing AI-generated summaries, key points discussed, next steps, and specific challenge identification within a recorded meeting.Outreach
8. 4:142:52Using AI coaching cards for sales feedbackDemonstration of applying a MedPicc coaching card to a call where AI suggests answers to coaching questions (e.g., rapport building, metrics capture) and links to specific timestamps for verification.Outreach
9. 5:312:03AI-driven account research with Outreach Research AgentA walkthrough of the Smart Account Plan and Research Agent, which summarizes 10K reports and financial health to provide strategic insights for personalization.Outreach
10. 9:221:31Reviewing call insights and sharing recordings with KAIAShows how to use KAIA AI to review key points from previous discovery calls and share summarized recording links with prospects to track engagement.Outreach
11. 0:390:44AI-powered opportunity Q&ADemonstrates the 'ask any question' feature that searches through previous conversations and emails to provide quick summaries of specific opportunities.Outreach
12. 1:360:37Accessing prospect records and smart views on mobileShows how to access prospect engagement history and smart views within the mobile app to prepare for meetings.Outreach