Outdoo Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
What do you need help with?
- A) Setting up AI Roleplays (buyer personas, scenarios, gatekeeper simulation)
- B) Configuring Conversation Intelligence (call scoring, intent trackers, transcripts)
- C) Revenue Intelligence (deal health, forecasting, pipeline analytics)
- D) CRM Automation (auto-fill fields, methodology extraction)
- E) Integrations (Salesforce, HubSpot, Zapier, Open API)
- F) AI Coaching (micro-learning, readiness scoring, gamified learning)
- G) Hiring Assessments (roleplay-based candidate evaluation)
- H) Comparing Outdoo to alternatives (Gong, Allego, Hyperbound) -
Which Outdoo plan are you on?
- A) Free (basic roleplays + limited call recording)
- B) Premium (advanced coaching, 15+ integrations, courses)
- C) Enterprise (SSO, MCP Server, Developer APIs, private cloud)
- D) Evaluating — haven't decided yet -
What CRM do you use?
- A) Salesforce
- B) HubSpot
- C) Pipedrive / Close / Zoho / Dynamics 365 / Attio / HighLevel
- D) None / other
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| Problem domain | Route to |
|---|---|
| Building a coaching program or training cadence (tool-agnostic) | /sales-coaching {user's question} |
| Reviewing a specific call recording for coaching | /sales-call-review {user's question} |
| Comparing AI note-takers / conversation intelligence platforms | /sales-note-taker {user's question} |
| General CRM integration patterns (Zapier, webhooks, iPaaS) | /sales-integration {user's question} |
| Gong-specific questions | /sales-gong {user's question} |
When routing to another skill, provide the exact command.
Step 3 — Outdoo platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, API quick ref, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
You no longer need the platform guide — focus on the user's specific situation.
Evaluation checklist:
- Does your team need AI roleplay practice (Outdoo's differentiator vs Gong)?
- Is no-platform-fee important (Outdoo $0 vs Gong $10K)?
- Do you need LMS integration (Outdoo has 40+ SCORM integrations)?
- Does your team coach on real calls AND practice via roleplay (closed-loop)?
Quick decision:
- Outdoo over Gong when: roleplay/practice is a priority, budget matters, you want coaching + intelligence in one tool without $80K+/yr spend
- Gong over Outdoo when: you need the deepest conversation analytics, largest ecosystem, most mature forecasting, and budget isn't the constraint
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Gotchas
> Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- MCP Server is Enterprise-only. If you need AI agent access to Outdoo data (Claude, Cursor), you must be on Enterprise.
- Developer APIs are Enterprise-gated. Free and Premium plans can use Zapier but not the Open API directly.
- CRM auto-fill methodology extraction (MEDDIC/SPIN/BANT) requires Premium+. Free tier records calls but doesn't auto-populate CRM fields.
- Non-English transcription has accuracy issues. Portuguese specifically reported as problematic. Verify accuracy for your team's language before committing.
- Speaker identification can misattribute. You can reassign speakers after the fact, and accuracy has improved, but spot-check important calls.
- Onboarding the CRM integration is not self-service. Multiple reviewers report needing their CSM to help configure CRM sync — plan for this during rollout.
- Pricing is custom/opaque. No public per-seat pricing — budget ~$660-1,200/user/year based on comparison data. No platform fee (vs Gong's $10K). To evaluate before committing: 14-day free trial on Premium/Enterprise, plus a free sandbox at
playground.outdoo.ai/sales-roleplay.
Related skills
/sales-coaching— Build coaching programs, onboarding, role-plays, certifications/sales-call-review— Review specific sales calls and extract coaching insights/sales-note-taker— Compare AI note-taker / conversation intelligence platforms or wire APIs/sales-gong— Gong platform help (Revenue AI OS, Smart Trackers, coaching scorecards)/sales-integration— General CRM/tool integration patterns/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Setting up AI roleplays for new hires
User says: "I want to use Outdoo to practice cold calls with my new SDRs before they go live"
Skill does:
1. Walks through creating custom roleplay scenarios for cold calling with buyer personas
2. Explains gatekeeper simulation mode for realistic practice
3. Shows how to set up rubric-based scoring for instant feedback
4. Connects roleplay scores to readiness scoring to determine when reps are ready for live calls
Example 2: Outdoo vs Gong for a 30-person sales team
User says: "We're evaluating Outdoo and Gong — is Outdoo good enough for a mid-market team?"
Skill does:
1. Compares pricing (Outdoo ~$660-1,200/user/yr, no platform fee vs Gong ~$1,600/user/yr + $10K platform fee)
2. Highlights Outdoo's AI roleplay advantage (Gong has no roleplay)
3. Notes Gong's deeper analytics ecosystem and larger partner network
4. Recommends Outdoo if coaching + practice is the priority, Gong if deep analytics and forecasting matter more
Example 3: Connecting Outdoo to Salesforce
User says: "How do I set up the Salesforce integration so call summaries auto-log to opportunities?"
Skill does:
1. Explains the managed package install from Salesforce AppExchange
2. Walks through linking Outdoo conversation records to accounts, opportunities, contacts, and leads
3. Shows how to configure AI Docs auto-fill for custom CRM fields
4. Notes that CRM integration setup typically needs CSM assistance
Troubleshooting
Speaker identification is wrong on calls
Symptom: AI attributes statements to the wrong speaker
Cause: Audio quality, similar voices, or multi-party calls confuse diarization
Solution: Reassign speakers manually in the transcript viewer after the call. Report persistent issues to support — the model improves with corrections. Ensure each participant has a distinct audio input (separate mics, not a shared speakerphone).
CRM fields not auto-populating after calls
Symptom: Outdoo records calls but doesn't update Salesforce/HubSpot fields
Cause: AI Docs auto-fill needs to be configured per methodology (MEDDIC/SPIN/BANT) and mapped to specific CRM fields — this isn't automatic on install
Solution: Work with your Outdoo CSM to map methodology fields to CRM custom fields. Verify you're on Premium+ (free tier doesn't auto-fill). Check that the integration has read+write permissions in your CRM.
Non-English calls transcribe poorly
Symptom: Transcripts in Portuguese, Spanish, or other languages have high error rates
Cause: AI transcription models are English-optimized; non-English accuracy varies
Solution: Test with a representative sample of calls in your language before rolling out. Report accuracy issues to support for model tuning. Consider using a dedicated multilingual transcription tool (Jamy, Notta) alongside Outdoo's coaching features if language accuracy is critical.
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