Research Agent: ask once, answer for every account
Launched in August 2025, Research Agent answers a research question for each account, from the web or from your own Outreach data, and saves the answer to a field.
Shipped Aug · Nov 2025RevOpsAdminsRepsAEs
By David Jollie, Founder and Principal Consultant, Lyte Sales · Last updated · Covers Outreach release notes through December 2025
What it actually does
You write a research prompt, such as whether a company is hiring for a role you sell to, and choose where the answer comes from: the web, or your Outreach data such as emails, Kaia calls and meeting summaries. The answer is written to a field on the record.
Because the answer lives in a field, reps can filter on it, and other agents and AI personalization can use it.
Who it's for
RevOps builds the agents. Reps and AEs use the answers.
Why it matters
Account research at scale, saved where people and other AI features can use it.
How it grew in 2025
AUG
Launch: blueprints, web or Outreach sources, and Playground Mode for testing.
NOV
Upgrades: a tile to run it from the account plan, on and off switches, lookback windows, a buyer focus, timestamps and custom fields during setup.
How to set it up
Create the agent
Go to Agents & AI › Research Agents › New research agent. Start from a blueprint or from scratch, and give it a name.
Choose the object, field and source
Pick the object and the field that stores the answer, then one source type: Outreach or Web.
Test it
Try it in Playground Mode before you save.
Run it in bulk
From the account list, add the field with Manage Columns, select accounts and choose Research AI Fields.
Run it on one record
Add the Research Agent tile to the account or prospect overview layout, then use Configure › Research AI Fields.
Get notified
Turn on Personal settings › Notifications › Research Agent Run Status. Failed runs show under System Activity, Bulk Actions.
The Lyte Guide to Outreach Product Releases 2025 Edition