The Lyte Guide to Outreach Product Releases
Knowledge and Org Context: teach Outreach's AI about your company
Out of the box, Omni knows your CRM data but nothing about what you sell or who you're up against. These two features fix that. One is a cheat sheet, the other is a library.
What they actually do
Org Context is a short company profile: what you sell, who you compete with, how you sell. Every AI agent reads the active parts before every answer. It comes with three starter blocks (Company overview, Competitors and Products), and you can add your own.
Knowledge is a library of approved documents, like battlecards, case studies and decks. The AI searches it only when a question needs it, and lists the documents it used. In Omni, a Sources section lets people download them.
The simple way to tell them apart: Org Context holds the facts every answer should reflect. Knowledge holds the detail the AI looks up when it's relevant.
Who it's for
Admins and enablement teams build and maintain them. Everyone who uses Outreach's AI gets better answers.
Why it matters
AI answers stay on-message, specific to your company, and traceable to material you've approved.
How it’s grown so far this year
How to set it up
Write your Org Context first
Open AI toolkit › Org context. Edit a starter block or add a new one. Type the content yourself, or click Populate from web, then review what it suggests and accept or reject it.
Mark blocks active or inactive
Only active blocks are read by the AI. To refresh everything, use Repopulate all content from the "..." menu.
Upload to Knowledge
Go to AI toolkit › Knowledge, click Add content, and upload files or whole folders.
Assign each document to a channel
Channels decide where a document is used: Omni, Account Assist, Personalization or Playground. A document with no channel is stored but never used.
Test in the Playground
Use Ask in Playground before you move a document to live channels. New files can take up to 24 hours to be ready.
Steps paraphrased from Outreach's Org Context and Knowledge articles and the June release notes. Menu names can change; check them against your org.
We'll write your Org Context and build the library.
Lyte Sales is a certified Outreach Professional Services partner. We turn your positioning, competitors and collateral into AI-ready content.
Talk to Lyte Sales