sales-skills/sales-outdoo

Outdoo Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. 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)

2. 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

3. 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.