sales-skills/sales-solidroad

Solidroad Platform Help

Step 1 — Gather context

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

1. What do you need?

   • A) Set up AI training simulations for new reps
   • B) Configure automated QA scoring on conversations
   • C) Build custom quality scorecards/rubrics
   • D) Connect Solidroad to my CRM or contact center
   • E) Understand pricing or evaluate Solidroad vs alternatives
   • F) Troubleshoot AI simulation or scoring issues
   • G) Other

2. Your team?

   • A) Small CX team (<20 agents)
   • B) Mid-size contact center (20-100 agents)
   • C) Large contact center / BPO (100+ agents)
   • D) Sales team (not support)

3. Current tools?

   • A) Zendesk / Intercom
   • B) Gladly / Gorgias / Help Scout
   • C) ServiceNow
   • D) Genesys / Five9 / NICE CXone / other CCaaS (no native connector — custom integration)
   • E) None yet / spreadsheets

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 | |---|---| | General coaching strategy (not Solidroad-specific) | /sales-coaching [question] | | Comparing QA platforms (Observe.AI, Balto, Cresta, MaestroQA) | /sales-coaching [question] — see references/platforms.md for comparison | | CCaaS platform selection | /sales-ccaas-selection [question] | | Help desk selection | /sales-helpdesk-selection [question] |

When routing, provide the exact command: "This is a {domain} question — run: /sales-{skill} {user's original question}"

Step 3 — Solidroad platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, 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.

• Start with QA before training: Deploy automated scoring first (1-2 weeks), then use the quality gaps it surfaces to configure targeted training simulations
• Define 3-5 binary scoring criteria first: Avoid subjective rubrics — "Did agent confirm order number?" not "Was agent professional?"
• Calibrate AI vs manual for 2-4 weeks: Compare Solidroad's automated scores against supervisor manual scores before trusting automation
• Use the closed-loop: QA gaps → targeted simulation → re-score → measure improvement. This is Solidroad's core differentiator

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.

• AI responds before you finish talking in simulations. Multiple G2 reviewers report the AI doesn't wait for complete responses before replying during voice practice. Workaround: use shorter, more structured responses and pause clearly between sentences.
• AI sometimes mimics agents instead of customers. The simulation AI occasionally takes the wrong role (acting as the agent instead of the customer). Report to Solidroad support — they've been responsive to bug fixes.
• No public API. No public REST API, webhooks, or developer docs appear on solidroad.com (re-verified 2026-06-13). All integrations go through Solidroad's native connectors (Zendesk, Intercom, Gladly, Gorgias, ServiceNow, Help Scout) or a custom integration via their team.
• Native connector set changed. The current native connectors are Zendesk, Intercom, Gladly, Gorgias, ServiceNow, Help Scout (plus broader integrations with Gong, Guru, Front). Salesforce Service Cloud is no longer listed on the official site — treat a Salesforce connector as unconfirmed and verify with Solidroad before relying on it.
• Custom pricing only — no published tiers. Solidroad does not publish per-user pricing or named tiers; pricing is quote-based via sales (re-verified 2026-06-13). Older "$10-50/user/mo" figures came from third-party aggregators, not Solidroad, and are no longer reflected anywhere official — don't quote them.
• SOC 2 + ISO 27001 certified. Enterprise security is solid — this is a genuine differentiator vs smaller QA tools.

Related skills

• /sales-coaching — Sales coaching and training strategy across all platforms (onboarding, role-play, coaching frameworks, certifications)
• /sales-observe-ai — Observe.AI platform help (enterprise contact center QA, Agent Copilot, 100% Auto QA)
• /sales-balto — Balto platform help (real-time AI guidance for contact centers, <200ms latency)
• /sales-cresta — Cresta platform help (enterprise contact center AI, real-time agent assist, Knowledge Agent)
• /sales-maestroqa — MaestroQA platform help (conversation data QA, customizable scorecards, 60+ integrations)
• /sales-enthu — Enthu.AI platform help (affordable contact center QA, 100% auto-scoring)
• /sales-convin — Convin platform help (100% automated QA, Real-Time Assist, integrated LMS)
• /sales-ccaas-selection — Comparing CCaaS platforms (Genesys vs NICE vs Talkdesk vs Five9)
• /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: Set up QA for a BPO

User says: "We run a 200-agent BPO and only review 3% of calls manually — how do I set up Solidroad to score everything?" Skill does:

1. Walks through defining binary QA criteria for automated scoring
2. Explains the SCORE methodology for scenario-based calibration
3. Covers integration with the existing CCaaS (Genesys, Five9, etc.)
4. Sets up the closed-loop: QA gaps → targeted training simulations → re-score
5. Recommends a 2-4 week calibration period comparing AI vs manual scores

Example 2: Reduce onboarding ramp time

User says: "New agents take 6 weeks to get to quality standards — can Solidroad cut that?" Skill does:

1. Explains how AI simulations generate practice scenarios from real conversation patterns
2. Walks through multi-channel training setup (voice, chat, email)
3. Covers scorecard configuration for tracking ramp progress
4. References Podium case study (50% ramp reduction, 33% faster resolution)

Example 3: Evaluate Solidroad vs alternatives

User says: "Should I use Solidroad or Observe.AI for our contact center QA?" Skill does:

1. Compares positioning: Solidroad = QA + training closed-loop; Observe.AI = pure QA + virtual agents
2. Covers pricing differences and team size fit
3. Explains when to choose each: Solidroad for training + QA bundled, Observe.AI for enterprise QA-only

Troubleshooting

AI simulation doesn't feel realistic

Cause: AI responding too fast or taking wrong role Solution: Report specific scenarios to Solidroad support (they fix bugs fast per G2 reviews). For voice simulations, use clear pauses between statements to help the AI track turn-taking. Check if your custom scenario has enough context — vague scenarios produce generic AI responses.

QA scores don't match manual reviews

Cause: Scoring criteria are too subjective Solution: Replace subjective criteria ("Was the agent empathetic?") with binary, observable criteria ("Did the agent acknowledge the customer's frustration?"). Calibrate for 2-4 weeks. Compare AI scores against 3+ manual reviewers to establish baseline accuracy.

Integration not syncing conversations

Cause: Connector configuration or permissions Solution: Verify API permissions in your helpdesk/CCaaS. Solidroad has native connectors for Zendesk, Intercom, Gladly, Gorgias, ServiceNow, and Help Scout (re-verified 2026-06-13). Salesforce Service Cloud is not currently listed as a native connector — confirm availability with Solidroad before relying on it. For other platforms, contact Solidroad support for custom integration help.