The Lyte Guide to Outreach Product Releases
Deal Agent in 2026: every update, in order
Reps always forget to update the CRM, so let AI do it. Outreach shipped 19 updates to Deal Agent, deal alerts and deal reporting so far this year, and August alone brought seven. Here's all of it, in plain English.
Each spike is a month. The taller it is, the more Outreach shipped. Tap a month to jump to it.
Deal Agent clocks in
The start of AI that keeps your opportunity records up to date from what was actually said on calls.
Deal Agent updates some opportunity fields
Reps · Managers · RevOpsAfter calls, Deal Agent recommends updates to some of your opportunity fields, including your sales methodology fields like MEDDPICC. You choose whether updates apply automatically or wait for the rep to approve. It also writes a Deal Summary covering each deal's health, risks and next steps.
Read the full Deal Agent guide →Deal size and cycle length in reports
Managers · RevOpsThe Outcomes report now shows average deal size and how long deals take to close.
Deals start talking back
April gave Deal Agent a voice in Slack and added an early warning system for deals that are quietly going sideways.
Approve AI updates from Slack
RepsDeal Agent's suggestions now arrive as notifications in Outreach and in Slack, where reps can accept, reject or edit them without opening Outreach. Admins can also customize the deal summaries for open, won and lost deals.
Read the full Deal Agent guide →Deal Alerts
Managers · AEsAutomatic warnings when a deal stalls or slips: no seller activity in 15 days, a close date pushed out, no upcoming meeting, and more. Think of it as a smoke detector for your pipeline.
Read the full Deal Alerts guide →Win/loss charts
Sales leaders · RevOpsSee your win rate broken down by deal size, cycle length, number of people involved and whether senior stakeholders were engaged. Finally, data on what kind of deals you actually win.
Read the full deal reporting guide →Arrange the deal page your way
Admins · RepsDrag and drop the tiles on the Deal Overview page into the layout that works for your team.
"This week" close-date filters
Reps · ManagersFilter opportunities by close dates this week, last week or next week.
Deal Agent learns new field types
A handful of practical upgrades, capped by Deal Agent learning to fill in picklists and numbers, not just text.
Choose your forecast columns
Managers · RevOpsPick which columns appear under the forecast movement chart.
Any field as a deal tile
AdminsA blank tile on the Deal Overview page can show whichever opportunity field you choose.
Log activity on closed deals
AEs · Account managersEmails, calls and meetings can now be linked to won or lost opportunities. Useful for renewals, expansions and win-back attempts.
Deal Agent fills in picklists and numbers
Reps · RevOpsDeal Agent can now suggest values for single-select picklists, numbers and percentages, like loss reason, seat count or win probability.
Read the full Deal Agent guide →Deal Agent's big month
Seven updates in one release. Deal Agent stopped overwriting notes, started reading old calls, and moved into Teams and shared Slack channels.
Add to notes instead of replacing them
RepsFor text fields, Deal Agent can now add new information to the start or end of what's already there, instead of overwriting it. Next Steps now puts the newest note on top by default.
Read the full Deal Agent guide →Catch up from past calls
RevOps · AdminsA backfill lets Deal Agent read 30 to 90 days of past calls and fill in fields from them. Handy when you first turn it on, or add a new field.
Updates to the deal team's Slack channel
Deal teamsLink a Slack channel to an opportunity and Deal Agent's updates post there, so everyone working the deal sees them.
Deal Agent in Microsoft Teams
RepsDeal Agent notifications now arrive in Teams too.
One-click Economic Buyer and Champion
RepsWhen Deal Agent identifies the Economic Buyer or Champion on a deal, reps can accept it in one click, or let it apply automatically.
Text fields that match your CRM
AdminsSet a maximum length on opportunity text fields to match your CRM's limits and stop sync errors.
See how forecast numbers are calculated
ManagersHover over a formula-based forecast metric to see how it's worked out.
One scoreboard for the whole team
KPI tiles
Sales leaders · ManagersTen core numbers on one dashboard, from pipeline created and meetings held to win rate and average deal size, each with an arrow showing change from the last period.
Read the full deal reporting guide →Deal Agent is only as good as its field mapping.
Lyte Sales is a certified Outreach Professional Services partner. We map your methodology, choose which fields update automatically, and set up alerts your managers will actually use.
Talk to Lyte Sales