The Lyte Guide to Outreach Product Releases
Omni: ask Outreach anything, then let it do the busywork
Omni started the year as a beta chat box. By September it was a full-screen assistant that lives on every record, asks before it touches your CRM, and remembers how you like your answers.
What it actually does
Omni is a chat assistant built into Outreach. You ask a question in plain English, like "Which of my accounts had activity this week but no next step?" or "What objections came up on yesterday's call?" Omni digs through accounts, deals, activity and call transcripts, answers, and shows where the answer came from.
It can also act on the answer. Ask it to create a task, update a field or add a prospect to a sequence, and it shows you exactly what it's about to change and waits for your approval. It only ever shows you data you already have permission to see.
Who it's for
Reps and managers use it every day. Admins switch it on and decide who gets it.
Why it matters
It replaces clicking through records with asking a question, then turns the answer into an action without leaving the page.
How it’s grown so far this year
How to set it up
Turn it on (admins)
Go to Administration › Agents & AI › Features › Omni and switch on Enable Omni. Account Assist, Deal Assist and Omni each have their own switch.
Decide who gets it
User profiles follow the company setting, and you can switch Omni off for specific profiles. A profile can't turn on something that's off for the whole company.
Open Omni
Users open it from the homepage, the Omni button on any record, or the Omni item in the left menu for the full-screen view.
Teach it your preferences
Tell Omni to "remember" something, like "always give me agendas as bullet points." Say "forget that" to remove it, or ask it to show your saved preferences. Memory is on by default and private to each person.
Steps paraphrased from Outreach's Setting up Omni, Omni best practices and Memory in Omni articles. Menu names can change; check them against your org.
Roll out Omni the right way.
Lyte Sales is a certified Outreach Professional Services partner. We switch Omni on, set who gets it, and train your team on the questions that actually save time.
Talk to Lyte Sales