The Agentic Era: Transforming Revenue Workflows with AI

How AI Agents Are Setting a New Standard in B2B Sales 

In the fast-changing landscape of B2B technology, one truth has always remained constant: technology is at its best when it serves people, not the other way around. At Outreach, this belief is at the heart of everything we build, and today, I’m sharing how we’re turning this principle into reality with our latest innovations. 

At Unleash 2025, we unveiled a bold new chapter for our company: the Outreach AI Revenue Workflow Platform and a next-generation suite of AI Agents. These advancements not only redefine what’s possible in sales execution but also mark the dawn of what we call "The Agentic Era," where work thinks for itself, amplifying human creativity and ingenuity. 

From Automation to Autonomy: The Evolution of Work 

For decades, businesses have optimized workflows to achieve predictable outcomes. From creating sales pipelines to closing deals and coaching teams, these workflows have traditionally relied on human effort, supplemented by rule-based tools. Over time, automation lightened the burden by handling repetitive tasks. 

But we’re now at a pivotal moment where automation isn’t enough. The question we’re addressing is this: can workflows become truly autonomous? Can AI agents identify leads, tailor outreach, initiate contact, and learn from what works—all without manual intervention? Spoiler alert: yes, they can. And with our AI Revenue Workflow Platform, this future is now. 

Our platform empowers hundreds of AI-powered use cases across revenue activities, such as researching accounts and prospects, creating pipeline through inbound and outbound prospecting, renewing contracts, running customer retention and save plays, expanding through upsells. These AI agents don’t just automate; they autonomously reason, decide, and execute, freeing your teams to focus on strategic priorities.

The Anatomy of Autonomy 

Building an agentic system requires three fundamental ingredients: 

• Data: To understand what’s happening in real time. 

• Automation: To trigger actions at the right moment. 

• AI Agents: To decide what to do and why 

Take our Revenue Agents, for example. They handle complex tasks like outbound prospecting, renewal and expansion management, and even event promotion and follow-up. If you received an Unleash email from us, it was likely the work of our agents! 

But that’s not all. Our new Research Agent autonomously gathers insights from first- and third-party data to identify and target the right accounts with the right strategy.  

Meanwhile, our Conversation Agent generates tailored talking points to improve meeting outcomes, and our Deal Agent ensures deal hygiene by recommending updates based on real-time conversation data.  

These agents aren’t just tools—they’re intelligent teammates designed to amplify human potential. 

More Output, Less Overhead 

The economic upside of agentic systems is undeniable. Knowledge work is riddled with inefficiencies—clicking, scheduling, reporting, and following up. Our AI agents remove this "sludge," enabling teams to focus on what matters most. Imagine a world where: 

• Reps no longer waste 40% of their time on CRM data entry. 

• Ops teams don’t chase down every missed forecast. 

• AI is not just an assistant, but an integral part of your go-to-market strategy. 

The result? More output, less overhead. Less burnout, more bandwidth for creativity. In an era where businesses are expected to do more with less, agentic systems aren’t just exciting—they’re inevitable. 

Ethics in the Agentic Era 

Of course, with great power comes great responsibility. When designing AI agents, we ask critical questions: 

• Who gets to delegate what to an AI? 

• When does an AI act on your behalf versus instead of you? 

• How do we ensure fairness, transparency, and accountability? 

At Outreach, we treat AI agents as teammates, not tools. They’re given clear boundaries, responsibilities, and oversight. The goal isn’t to replace human judgment but to elevate it. By removing drudgery, we empower teams to spend more time on high-value, human-centric activities—like connecting with customers and crafting strategies. 

A Call to Action for Leaders 

The Agentic Era is not science fiction—it’s happening now. The question is: will you lead in it, or react to it? As CROs, CIOs, and CEOs, the choices you make today will shape how your teams operate tomorrow. Do you chase automation for its own sake, or design autonomy that serves your people? 

At Outreach, we’re betting on the latter. Our AI Revenue Workflow Platform is built to help you maneuver faster, work smarter, and achieve extraordinary results. We don’t just want to help you close deals; we want to help you unlock a new level of excellence in how your teams engage, execute, and grow. 

Let’s build this future together.