Outreach Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Which area do you need help with?
- Sequences & cadences — building, optimizing, A/B testing outbound sequences
- Kaia conversation intelligence — recording, transcription, real-time coaching, battlecards
- Deal management — pipeline visibility, deal risk, mutual action plans
- Forecasting — revenue forecasting, pipeline coverage, deal inspection
- Coaching — rep performance, call scoring, coaching plans
- Integrations & API — Salesforce/HubSpot sync, REST API, webhooks, Zapier
- Admin & setup — user management, permissions, mailbox config, deliverability
- Pricing & plans — tier comparison, what's included, hidden costs
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 |
|---|---|
| Cadence/sequence design (timing, channels, A/B) | /sales-cadence — run: /sales-cadence [user's question] |
| Email deliverability, warmup, DNS | /sales-deliverability — run: /sales-deliverability [user's question] |
| Revenue forecasting methodology | /sales-forecast — run: /sales-forecast [user's question] |
| Coaching frameworks, call scoring rubrics | /sales-coaching — run: /sales-coaching [user's question] |
| Deal risk identification, stakeholder mapping | /sales-deal-inspect — run: /sales-deal-inspect [user's question] |
| Connecting Outreach to CRM/tools | /sales-integration — run: /sales-integration [user's question] |
| Choosing between Outreach and competitors | /sales-cadence comparison tables |
If the question is Outreach-platform-specific (config, Kaia setup, API endpoints, pricing), continue to Step 3.
Step 3 — Outreach platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.
Read references/outreach-api-reference.md if the question involves API, webhooks, or custom integrations.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
Focus on the user's specific situation:
- For sequence issues: check send schedule, mailbox health, prospect engagement signals
- For Kaia issues: verify meeting platform permissions, bot join settings, recording consent
- For deal management: look at deal velocity metrics, stakeholder coverage, risk signals
- For API: start with OAuth app setup, verify scopes, respect 10K/hr rate limit
- For CRM sync: check field mapping, sync direction, conflict resolution rules
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.
- Annual contracts only — no monthly billing. Minimum 1-year commitment.
- Implementation fees range $5K-$25K depending on complexity. Budget for this separately.
- Kaia recordings have special rate limits: 3 calls/second, 6,000 calls/day (org-level).
- CRM sync is bi-directional with Salesforce but can create duplicate records if field mapping is misconfigured.
- Outreach API rate limit is 10,000 requests/hour per user — not per org.
- OAuth tokens expire after 2 hours; refresh tokens expire after 14 days. Can only refresh once per 60 seconds.
- Feature bloat is real — many teams only use 20% of what they pay for. Start with Engage tier and expand.
- Account termination without notice has been reported — keep local backups of sequence/template data.
Related skills
/sales-cadence— Design multi-channel outbound cadences with timing and A/B testing/sales-deliverability— Email deliverability, warmup, DNS setup/sales-coaching— Sales coaching frameworks and call scoring/sales-forecast— Revenue forecasting and pipeline analysis/sales-deal-inspect— Deal health inspection and stakeholder mapping/sales-integration— Connect sales tools with webhooks, APIs, Zapier/sales-salesloft— Salesloft platform help (main competitor)/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
User: "My Outreach sequences are getting 2% reply rates — what's wrong?"
Skill response: Reviews sequence structure, timing, personalization, deliverability signals, and A/B test setup. Checks mailbox health and sender reputation within Outreach.
User: "How do I set up Outreach API to sync sequence engagement data to our data warehouse?"
Skill response: Walks through OAuth app creation, scope selection (mailings.read, sequences.read), pagination for bulk data pulls, and webhook alternatives for real-time sync.
User: "Kaia isn't joining my Zoom meetings — how do I fix this?"
Skill response: Checks Kaia bot permissions, Zoom integration settings, calendar sync, and meeting platform allow-listing for bots.
Troubleshooting
Sequences getting low reply rates
- Check mailbox warmup status and daily sending limits
- Verify A/B tests are running (not paused) and have sufficient sample size
- Review prospect engagement signals — are they opening but not replying? (message problem) Or not opening? (deliverability problem)
- Check send schedule — are you sending outside prospect timezone business hours?
Kaia not recording or transcribing
- Verify Kaia is enabled for the user's role in Admin settings
- Check meeting platform integration (Zoom/Teams/Meet) — bot must be allowed to join
- Verify calendar sync is active and meetings have video links
- Check if recording consent is blocking in regions with two-party consent requirements
CRM sync conflicts or missing data
- Verify field mapping in Outreach Admin → CRM Sync settings
- Check sync direction (Outreach→CRM, CRM→Outreach, or bi-directional) per field
- Look for sync errors in the Outreach Activity Log
- Ensure API user in Salesforce/HubSpot has sufficient permissions
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