Not ready for AI? We still do all things Outreach here →
Outreach AI · Professional Services

Illuminate your
AI revenue engine

Put Outreach AI to work across your revenue team. Lyte Sales deploys, governs and drives adoption of the AI in your Outreach platform: AI agents, Kaia conversation intelligence, deal and forecast insights, and MCP connections to the rest of your stack. Configured for your ICP, your methodology and your rules.

Not ready for AI? We still do all things Outreach here.

Why help with AI

Switching on AI takes a click. Getting a return from it takes design.

Outreach agents can run as a copilot that drafts for a rep, or on autopilot that acts on its own. Deciding which mode fits which workflow, what each agent is allowed to see and say, and how your team learns to trust it is the work we do.

Agents are only as good as what they know

An agent without your ICP, messaging, proof points and call history writes generic emails at scale. We give each agent the right sources and prompts.

Someone has to set the rules

Who can let an agent send on autopilot? Which data can it read through MCP? What can it never claim? We write those rules down and build them into the platform.

Reps have to trust it

AI features go unused when reps don't see where they fit. We train each role on the workflows that save them time and measure who is using what.

AI services

Every AI capability in Outreach, configured for how you sell

Agents

Outreach AI agent deployment

We scope, prompt, test and roll out Outreach's AI agents across prospecting, research, personalization and deal work, starting in copilot mode and moving workflows to autopilot only when the results earn it.

Research · account and buyer briefs Prospecting · list building to ICP Personalization · first-touch drafts Revenue · inbound, renewal and event plays Deal · risk flags from live deals
Prompts

Agent prompt engineering

Research and personalization prompts built from a structured intake, not trial and error.

  • Buyer data waterfall and source priority
  • Tone, read time and brand voice settings
  • Internal sources: Kaia calls, meetings, emails
Kaia

Kaia conversation intelligence

Call recording and AI analysis set up to coach to your methodology.

  • Scorecards for MEDDICC, Challenger or SPIN
  • Autojoin rules and CRM object configuration
  • Battlecards and objection content for live calls
MCP

MCP and AI stack connections

Outreach works as both an MCP server and an MCP client. We connect it safely to the AI tools your team already uses.

  • Claude, Microsoft Copilot, ChatGPT, Agentforce
  • Knowledge sources such as Google Drive, SharePoint, Glean
  • Scoped permissions and data access review
Deals

Deal and forecast intelligence

Deal health and forecasting tuned to your stages and sales cycle, so managers see real risk early.

  • Deal Health signals mapped to your stages
  • Deal Agent risk flags in pipeline reviews
  • Forecast categories and roll-ups
Governance

AI governance

A written AI policy for your Outreach instance, enforced in the configuration.

  • Copilot vs. autopilot rules by team and workflow
  • Claims, compliance and brand guardrails
  • Data enrichment providers and usage review
Enablement

AI enablement and adoption

Role-based training so each team uses the AI that helps them, with adoption you can measure.

  • SDR, AE, manager and admin sessions
  • Playbooks and quick how-to guides
  • Usage reporting by team and agent
The foundation

AI works on top of a clean platform

Agents read your CRM data, your sequences and your call history. If those are messy, the AI is too. Full Outreach implementation is still the base of what we do, and every AI engagement starts by checking it.

AI layerAgents, Kaia, deal intelligence, MCP connections, governance
WorkflowsSequences by persona, plays, tasks, handoffs, success plans
DataSalesforce, HubSpot or Dynamics sync, field mapping, ownership rules
PlatformUsers, teams, roles, phone numbers, deliverability, admin settings
Persona playbooks

What Outreach AI does for every role in your revenue team

CEO · CRO · CSO

C-Suite

A forecast built on deal signals instead of rep optimism, and a clear view of what the AI investment is returning.

VP Sales · Managers

VP & Manager

Kaia scorecards that surface coaching moments, and Deal Agent risk flags before the pipeline review.

AE · BDR · SDR

Quota-carrying reps

Account research in minutes, personalized first drafts, and talk tracks that show up during the call.

AM · CS · CSM

Retention & expansion

Renewal and expansion plays triggered by engagement signals, plus account recaps ready before every meeting.

Lyte engagement model

From AI readiness to agents your team relies on

  1. AI readiness audit

    Review CRM sync, data quality, sequences and current AI usage. Identify the workflows where AI will pay off first.

  2. Agent and policy design

    Define each agent's job, sources, guardrails and review mode. Write the AI governance policy with your leaders.

  3. Build and test

    Configure agents, prompts, Kaia and MCP connections. Test against real accounts in copilot mode before rollout.

  4. Enable the team

    Train each role on its workflows. Set up adoption and output reporting so you can see what's working.

  5. Optimize

    Review agent output and pipeline impact each month. Move proven workflows toward autopilot and retire what isn't working.

Customer stories

What our customers say

★★★★★
"As an implementation partner for Outreach, David has successfully onboarded a variety of companies. The customers Outreach has sent to David for setup and training at times require unique configurations and guidance. He has efficiently learned their workflows, aided in technical configuration, and trained the users with success."
Alex Peyton
Outreach
★★★★★
"This has been a very good onboarding experience. I'm really thrilled that Julie set us up with you, and I'm glad that we had this baked in. I don't know how we would have gotten this off the ground without all of the dedicated support from Lyte Sales."
Michael Davis
VP of Client Success, Kantar
★★★★★
"Extremely helpful and professional. Would recommend his service to anyone looking to get the most out of Outreach. The level of expertise and responsiveness made all the difference for our team."
Revenue Operations
Qualtrics

Trusted by revenue teams

CallRail
Center for Creative Leadership
Cockroach Labs
Kantar
Crunchbase
Miovision
QAD
R Systems
Therapy Brands
Tyler Technologies
Ready to illuminate your AI revenue engine?

Find out what Outreach AI can do for your team

Book 30 minutes. We'll look at how you use Outreach today and point to the two or three AI workflows likely to pay off first.