The Lyte Guide to Outreach Product Releases
Research Agent: account research on autopilot, now for people too
Schedule AI research to refresh your accounts every week, and point it at individual buyers to learn their pains, objections and priorities.
What it actually does
Research Agent answers a question about an account or a person and writes the answer into a field. "What are this company's current priorities?" "What does this person's role care about?" "What objections are they likely to raise?" It can look at your own emails and calls, the public web, or both.
This year it learned two things. It can run on a schedule, so account research stays fresh without anyone clicking a button. And it can research individual prospects, not just companies, with 15 editable starting points: 10 that use your internal emails and calls, and 5 that use the public web.
Who it's for
RevOps builds the agents. AEs and SDRs use the results in list views, personalized emails and record pages.
Why it matters
Research stays current without manual work, and personalization gets real person-level insight.
How it’s grown so far this year
How to set it up
Build an agent
Go to Agents & AI › AI Content › Research Agents › New Research Agent. Pick a starting blueprint, choose Account or Prospect, pick the field to fill, and choose internal or web sources. Test it in the Playground, then save.
Run it once
Select records in a list view or open a record, click Research AI Fields, choose the fields and run. Fields that already have a value are skipped unless you turn on Override.
Put accounts on a schedule
In the Account list, select or filter accounts, click Research AI Fields and turn on Recurring Research. Name it, set how often and when, choose "Schedule only" or "Run and Schedule," check the estimated credits, and click Schedule.
Manage schedules
All schedules live under Admin › Workflow Automations › Scheduled Workflows.
Steps paraphrased from Outreach's prospect research and Research Agent Scheduler articles. Menu names can change; check them against your org.
Research that's worth the credits.
Lyte Sales is a certified Outreach Professional Services partner. We write the research questions, pick the right sources, and set schedules that fit your budget.
Talk to Lyte Sales