ScoutOS Changelog

January has been one of our biggest months of improvements yet.

We shipped three features that fundamentally change how you build and run agents: a marketplace of self-installing templates, native agent scheduling, and the ability for agents to read and write files to Drive. All have been a long time coming, and we're excited to finally get them in your hands.

But that's not all. We're also working on something entirely new for sales teams. More on that at the end.

Let's get into it.

Agent marketplace

We've replaced the old default agents with something much more useful: a marketplace of self-installing agent templates.

Instead of starting from scratch or figuring out how to configure an agent yourself, you can now browse our marketplace, pick a template that fits your use case, and let it walk you through the setup. Each template guides you through customizing the agent, connecting your integrations, and setting up schedules so you have something working in minutes.

Available now:

• Meeting Prep - Researches attendees across your calendar, CRM, and the web, then generates briefing reports with talking points and relationship context
• Competitor Intel - Researches your competitors, tracks market positioning, and generates battle cards and SWOT analyses to keep your team armed with current intel
• Deal Monitor - Monitors your pipeline for stalled deals, approaching deadlines, and at-risk opportunities so you get alerts before deals slip away
• Seller Guidance - Delivers daily guidance to your sales team by analyzing CRM data, identifying opportunities, and surfacing actionable recommendations
• CRM Hygiene - Maintains CRM data quality by identifying duplicates, standardizing records, and ensuring data integrity

More templates are on the way. If there's a use case you'd like to see, let us know.

Agent schedules

You can now schedule agents to run automatically without building a separate workflow.

Head to the triggers menu in your agent settings, set a schedule, and you're done. This is perfect for tasks like checking your CRM for upcoming meetings each morning and preparing briefing docs, or running a daily competitive intelligence scan.

No more complicated workarounds just to get an agent running on a timer.

Drive now supports folders and files

We've added folders and file management to Drive, giving agents a better way to create, organize, and save the assets they generate.

Agents can now:

• Read files from Drive
• Write new files to Drive
• Organize content into folders

This makes it easier to build agents that produce reports, documents, or other outputs you want to keep and reference later.

Even cooler? It enables the ability to create long-term memory and skills for agents, like you would with coding agents like Claude code. Skills are one of the next big leaps in agentic development. With skills you can now build single agents that can handle a much larger variety of tasks reliably.

Agents can delegate tasks to agents

Another incredibly cool feature that got shipped this month is a new tool that allows agents to delegate tasks to other agents. This opens up the ability to create agents that orchestrate tasks between a team of specialists, or a panel of judges that review an agent's work. Lots of potential here.

Under the hood

We've also made significant improvements to the platform's foundation:

• Upgraded our authentication system for better security and performance
• Improved reliability for our embedding and search infrastructure
• Polished UI components across the platform
• Various bug fixes and stability improvements

Coming soon: a new way to work

We're building something new for sales teams who want AI that just works out of the box.

Instead of picking from multiple agents and configuring each one, imagine a single AI teammate with the skills already built in: managing your CRM, monitoring pipeline health, prepping you for calls. One agent, one interface designed specifically for sales, native Salesforce integration from day one.

Scout Studio will remain the home for teams who want to build custom agents and dig into the details. But for sales teams who want to skip the setup and get straight to results, something new is coming.

Want an early look? Book a sneak peek with our team.

We're making Scout easier to use.

That's the theme running through everything in this update. A redesigned interface that gets out of your way. New tools that help agents handle complex tasks. The foundation for templates that set themselves up. And under-the-hood work to make everything faster and more reliable.

Here's what's new.

A simpler way to use Scout

We've redesigned the Scout interface to separate building from using.

When you log in now, the focus is on working with agents. All of the tools for building and customizing agents, workflows, tables, and integrations are still there, but they've moved under Studio.

Why the change? We've consistently seen that most people want agents that work out of the box. Only a small portion of users are really interested in building custom agents from scratch. So we're making it easier to find what you need and start getting value right away, without wading through configuration options you don't need.

For GTM engineers and builders: Studio still has everything you know and love about Scout. You can prototype, build agentic systems, manage your data, and customize to your heart's content.

For everyone else: we're hiding the complexity and putting the emphasis on using agents, not building them.

This is just the first step. To really deliver on the promise of agents that just work, we needed to teach them how to think ahead.

Planning: agents that stay on track

We've added three new tools that help agents tackle complex, multi-step tasks:

• CreatePlan - Lets the agent map out its approach before diving in
• GetNextStep - Keeps the agent focused on what to do next
• UpdatePlan - Allows the agent to adjust its approach as it works

If you've ever watched an agent get lost in the middle of a complicated task, planning fixes that. When an agent has a clear plan to follow, it stays on track and delivers better results. We've seen significant performance gains on complex workflows.

To use it, add these tools to your agent and update the instructions so it knows when to create and follow a plan. Not sure how to set it up? Our team is happy to walk you through it.

But planning isn't just about making individual agents smarter. It's the foundation for what's coming next.

Coming soon: smarter agent templates

Right now, our default agents give you a starting point, but you still need to configure tools, set up integrations, and fine-tune instructions to get them working well for your specific use case.

We're building a new version of agent templates that will do this setup for you. When you select a template, an installer agent will work with you to build a plan customized for your business, then execute it.

Within minutes, you'll have an agent that's not just functional out of the box, but actually tailored to how you work. We're talking customized workflows, web crawls, tables, integrations → the whole system, built for you.

More details coming soon.

Under the hood: reliability and performance

While we've been working on these bigger changes, our engineering team has also been focused on cleaning up technical debt so we can ship faster and keep Scout running smoothly. This shows up in our Real Experience Score, which measures overall user experience of the product based on core web vitals.

Questions or feedback? Reach out to our team anytime.

Imagine an agent that monitors your Google Calendar every morning, identifies meetings that need prep work, and automatically triggers your Deal Prep agent to pull relevant notes, past interactions, and key account data—all before you've had your coffee.

Then after your meeting, another agent sees the transcripts in your Fireflies account and instantly updates your CRM with all of the relevant details.

That's exactly what we've enabled with Agent Blocks in Workflows.

Agent Blocks: Put Your Agents to Work on Autopilot

Here's how it works: when you create a workflow in Scout, you can now drag in an Agent Block. Select which agent you want to use from a dropdown, add your message, and you're done. Your agent is now part of an automated workflow.

Why this matters: This is how you take agents from reactive chat tools to proactive members of your team that work around the clock.

What you can do with Agent Blocks:

• Run agents on a schedule - Set your agent to run daily, weekly, or monthly. Perfect for recurring tasks like weekly competitor research, monthly CRM cleanup, or daily pipeline reviews.
• Trigger agents from other tools - Connect your agent to the products you already use. New Fireflies transcript? Trigger an agent to summarize it and update your CRM. Calendar event coming up? Have your agent pull prep materials automatically.
• Use API triggers - For the GTM engineers and fellow nerds, you can trigger agents via API calls, letting you build custom integrations with your existing systems.

Coming Soon: Agent-First Workflow Templates

Next we're revamping our workflow library to be more agent-centric. You'll get pre-built templates that combine the power of agents and automation, so you can launch proactive workflows in just a few clicks.

Examples we're building:

• Monitor Google Calendar and auto-trigger deal prep
• New Fireflies transcript? Summarize and update CRM
• Daily competitive intel pulls
• Weekly pipeline health checks

These templates will give you a fast path to getting agents working proactively across your sales workflows.

New Integrations: Airtable and Pipedrive

We've added two new integrations to help you connect Scout to more of your tech stack.

Pipedrive - If you're using Pipedrive as your CRM, you now have native integration with all the capabilities you'd expect from our Salesforce or HubSpot connections. Your agents can read from and write to Pipedrive, keeping your pipeline data current without manual updates.

Airtable - Airtable's flexibility makes it perfect for agent workflows. Use it to store outputs from your agents, manage it as a lightweight CRM, or build custom databases that your agents can interact with. Now your agents can work with Airtable natively.

You can view all of our available out-of-the-box integrations in our integration gallery. Or use our MCP server tool and custom workflows to build your own.

What's Next?

Agent Blocks are just the beginning. We're focused on making it easier than ever to deploy proactive agents that handle the repetitive work you don't have time for. Expect more templates, more integrations, and more ways to put your agents to work at scale.

Questions or feedback? We'd love to hear from you, join the Slack community to talk to our team.

A lot of the work we've been doing at Scout lately is foundational infrastructure—the kind of under-the-hood work that might not look flashy at first, but unlocks powerful new capabilities. This update is all about making your agents smarter, more reliable, and easier to organize.

🗂️ Introducing Drive: Your Central Hub for Agent Knowledge

The biggest addition to Scout is Drive—a unified workspace where all the knowledge your agents can access lives in one organized place.

What's in Drive:

• Tables - Structured data your agents can reference
• Workflows - The automations powering your agents
• Crawls - Streamlined web scraping (appears as tables but with a cleaner setup process)

Think of Drive as mission control for your agent's knowledge base. Instead of scattered data sources, everything is organized, connected, and accessible from one place.

Drive is now available for everyone in Scout. For current users, you’ll still see Databases and Workflows in the side navigation in your Scout workspace for the next couple of months. We want to make the transition as smooth as possible.

Coming Soon: File support is in fast-follow development, so you'll soon be able to upload and organize documents directly in Drive for your agents to reference.

⚡ Dynamic Mode: Never Let Downtime Slow You Down

If you've used AI agents long enough, you've experienced the frustration: OpenAI goes down, your workflow grinds to a halt.

Dynamic Mode solves this by automatically routing requests to the best-available model based on your task—and we have access to all the major models (GPT, Claude, Gemini).

The benefit? Seamless failover. If OpenAI has an outage, Scout automatically switches to Claude or Gemini without you lifting a finger. This is one of the key advantages of using a third-party platform like Scout instead of going direct to ChatGPT.

Plus, you’ll automatically maximize speed and token usage by leveraging faster, cheaper models for simpler tasks and only leaning on the heavy-duty models for the hardest work.

🧠 Recall: Giving Agents Memory

Here's where things get interesting. We're working on Recall—a capability that will be available to every agent in Scout.

How it works: When you expose a file to an agent, Scout will automatically index it. Your agent can then recall that information in future conversations, creating a form of persistent memory without overwhelming the context window.

This is just the first piece of our broader vision for agentic memory. We're building the infrastructure that lets agents learn from past interactions while staying focused and performant—it's harder than it sounds, but we believe this is how we create the next leap forward in AI utility.

🔧 Other Improvements

• Compaction: Agents can now dynamically compress their context, keeping conversations efficient without losing important information
• JSON Mode: Perfect for developers—agents can now respond exclusively in JSON format for programmatic integrations (great for hooking into APIs like HubSpot)

What's Next?

Much of our recent work has been infrastructure that doesn't show immediate UI changes but enables powerful features down the road. Files in Drive, enhanced Recall capabilities, and more turnkey ways to expose your data to agents are all on the horizon.

As always, we're building Scout to be the platform where your agents don't just respond—they remember, adapt, and stay reliable when it matters most.

Sales teams are stuck in a productivity trap. You're spending more time on admin work than actually selling - researching prospects, filling out questionnaires, waiting for engineers to answer technical questions, and keeping CRM data current. Meanwhile, your pipeline suffers and deals stall.

The problem is… automating sales workflows has always required months of dev time that your engineering team doesn't have. So you're left choosing between expensive, rigid solutions that solve one problem, or building something custom that may never get prioritized.

Scout’s new focus is helping sales teams automate their internal workflows without fighting for dev resources. We connect to your data, build AI agents, then launch them into the tools you already use. Choose presets or go custom, all with white-glove support.

This narrower focus means we can dial in exactly what sales teams need - faster setup, reliable automation, and immediate impact on your day-to-day workflows.

🕵🏻‍♂️ 5 new agents for sales teams

To help Sales teams get up-to-speed faster with Scout, we’ve launched 5 new out-of-the-box agents optimized for common sales workflows. Now it takes two clicks to start running competitor research, cleaning up your CRM, or drafting a response to your latest RFP.

Meeting prep agent

Pulls relevant notes, past interactions, and key data, so your team shows up ready to close.

RFP agent

Scout quickly and accurately drafts tailored RFP responses using your content.

AI Sales Engineer

Provides fast, on-demand support to solution and sales engineers.

Competitive intel agent

Pulls real-time insights on the competition from internal and external sources.

Security questionnaire agent

Accurately autofills your high-stakes questionnaires using your existing docs.

🧠 Smarter, more collaborative, and faster to test

We've also supercharged our AI agent capabilities to give you more power and flexibility.

• Multi-Agent Chats: You can now mention multiple agents in a single chat. This allows you to bringin different expertise for more complex tasks and conversations.
• Agent Sandbox: Rapidly iterate on agent instructions and conversation starters with the in-page agent sandbox.
• Google Gemini Support: We're excited to announce the integration of Google's Gemini 2.5 models. You can now choose from Flash Lite, Flash, and Pro models when creating your agents.

🦸🏻‍♂️ Table superpowers

We've made significant enhancements to how you manage your data in Scout. The feature formerly known as "Collections" has been renamed to "Tables" across the platform for clarity. And you can now view your Tables as Kanban boards which unlocks all sorts of agent management workflows.

• New Kanban View: View documents in a table as a Kanban board and easily drag and drop between columns. Use this view to track progress on tasks and manage agents the way you manage tasks with your human teammates.
• New Column Types: You can now use Select and Multi-Select columns, allowing for more structured data entry. We've also introduced a Relation column type, which lets you link tables together, creating powerfullational databases. For quick binary choices, a new Checkbox column is now available.
• Enhanced Options: For 'Select' and 'Multi-Select' columns, you can now color-code your options for better visual organization and easily delete options you no longer need.
• Improved User Experience: We've added a number of quality-of-life improvements, including the ability to export tables, a redesigned table footer with a "New Row" button and more information at a glance, and sticky headers in the studio so you always know where you are. We've also fixed a bug that caused the search bar to disappear when no results were found.
• Simplified Data Management: You can now delete individual rows and entire tables, giving you more control over your data.

Other improvements

• More Powerful Search: We've enabled stemming by default in our search, which means you'll get more relevant results (e.g., searching for "run" will also find "running"). We've also introduced powerful vector and text search capabilities for deeper, more contextual searches within your tables.
• Gmail Drafting: A new Gmail drafting tool allows you to create, edit, and send emails directly from Scout.
• Streamlined Onboarding: We've removed the guided onboarding flow to give you a more direct and faster path to getting started with Scout.
• Tuning the Engine: We've also made a number of backend improvements to enhance performance and reliability, including a new and improved web crawler and a re-introduction of embedding chunking for more efficient data processing.