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Mastery Cheat Sheet for Managers

Mastery Cheat Sheet for Tech Admin

Mastery Cheat Sheet for Admins

Onboarding - The First Steps

Onboarding Done Right

Hit the Ground Running with Engaging Onboarding Activities

Uploading Call Recordings for Analysis on Outdoo AI

Record an Impromptu call

Prevent or Stop a Recording

Creating Your Account via Admin Invitation

Call Length Limitations

Create Call Categories

Upload a call

Record an Internal Call

Introduction to Insights

Introduction to Search

Intro to Call Blitz

My Profile

Tips of recording calls

Mastery Cheat Sheet For Sales teams

Sign in to complete your set up

MS Dynamics 

Welcome to Outdoo AI!

Who uses Outdoo AI?

Get Started

Start Configuring

CallRail and Outdoo AI

What's new in Outdoo AI?

Best practices: New employee onboarding

Intro to Roleplay Agents

Mobile App of Outdoo AI

Intro to the Call Page

Intro to Streams and Library 

Intro to Coaching

Intro to Conversations

My Settings

Intro to Opportunities

Intro to Courses

FAQs for Zoom calls

Create Variations of a Buyer Bot

Create a Roleplay Agent from Existing Calls

Troubleshooting unrecorded calls

Ensure a call is recorded

Listen to a call

Delete a call

Rename a call

Share a call

Create Variations of a Roleplay Agent

Record a scheduled call

Clone & Reuse Roleplay Agents for the Sales Cycle

Cancel a Recording

See a call transcript

Points of interest in a call

Associate call to an account or opportunity

Set a call as private

Create and manage folders

Add calls and snippets to folders

Create and manage streams

Share a call snippet

Deal intelligence

How we identify red flags

Create and manage deal boards

Use deal boards

Ask anything about a deal, account or contact

Review deal activity

How to review deal health?

Focus on deals that need attention

Recipe: Deal board for 'Renewals'

Recipe: Deal board for 'swing deals'

Recipe: Deal board for 'next quarter pipe'

About win/loss

Analyze team performance

About workspaces

Create and manage workspaces

Create Keyword Trackers

Guidelines for building trackers

Set up custom Vocabulory

Add a term to the custom vocabulary

Add or manage team members

About consent profiles

Create or manage consent profile

Enable pre-call emails

Clone a Buyer Bot

Incorrect speakers identified in the meeting

Why are my scores not accurate on Outdoo AI?

Create a Roleplay Agent from a Prompt

Why aren’t specific calls being scored on Outdoo AI?

Create a Roleplay Agent Using Templates

Not Receiving Call Summary Emails? Here's How to Fix It

24+ languages supported in AI Roleplay

Custom Roleplay Type and Scenario

Add Roleplay Agents to Folders

Intro to Playbooks

Cancel My Subscription

How to Stop Call Summary Emails from Being Sent to Customers?

Can we customise summary format we want?

MS Team 

Notetaker not staying for the entire duration of meeting/leaving early?

Welcome to Outdoo AI, the Next-gen Revenue Intelligence Solution

New to Outdoo AI

Intro to Outdoo AI

Managing your Outdoo AI account

Best Practices for Onboarding

Unlock the full potential of your sales process with Outdoo AI

Using Outdoo AI

Create and customize agents to simulate real-world buyer and customer interactions.

Roleplay Agents

Define evaluation criteria and track performance with structured scoring.

Rubrics & Scorecards

Build and assign learning paths that integrate roleplays, micro-learning, and assessments.

Courses

Call Blitz delivers rapid, back-to-back AI roleplays that help customer-facing teams build skills through short, high-intensity practice.

Call Blitz

Call Recording

Listen to calls

Take action on calls

Call Library

Opportunities

Pipeline review

Insights

Coaching

Analysis

Dashboard Widgets

Streams

Summary & Reports

Meeting Settings

Mobile App

Ask Revie

Simulate real-world cold calls aligned to your exact ICPand sharpen pitches without risking real deals.

AI Roleplays

Easily set up and customize Outdoo AI to fit your business needs

Configuring Outdoo AI

Company Settings

Team members

Datacapture,  privacy, and protection

Profile Settings

Home Page

Account 

Looking to connect Outdoo AI with your favorite tools? You’re in the right place! This section guides you through integrating MeetRecord with CRMs like Salesforce and HubSpot, dialers, Slack, and calendars. Follow these step-by-step articles to set up your integrations quickly and make the most of MeetRecord’s capabilities.

Integration

Conferencing tools

Calendar 

Dialers

Slack

Outdoo Open API

Zapier

Data Cloud

**Troubleshooting & FAQs**   Running into an issue or have a question? We’re here to help! This section covers common troubleshooting steps and answers to frequently asked questions to get you back on track quickly. Browse through the articles to find solutions, tips, and guidance for using MeetRecord seamlessly.

Troubleshooting & FAQs

Email Change

Cancel Subscription

NoteTaker

Coaching Initiatives

Conversations

Call Summary

Dialer

Languages

Recording Consent Profile

Notifications

Meetings

Data & Storage

User Management

Security & Compliance

What's new?

Migrating to Outdoo

<h3><strong>Set the Stage</strong></h3><p>Establishing your onboarding program is crucial, as it shapes new employees' first impressions of your culture, standards, and communication. Demonstrate your commitment to their growth from the start by integrating support into every aspect of the program. Key elements include -&nbsp;</p><p><strong>Defined Culture:</strong> Clearly articulate your team’s culture and values from day one. Document your principles and ensure they are consistently highlighted throughout the onboarding process. Incorporate activities like humor, games, and creative exercises to help new hires connect with the culture.</p><p><strong>Clear Objectives:</strong> Outline specific goals for new hires in their initial days, weeks, and months. Define the skills and performance metrics you will use to evaluate their progress, ensuring expectations are transparent and achievable.</p><p><strong>Program Outline:</strong> Provide a high-level overview of the onboarding journey, detailing each session’s title, agenda, presenter, duration, format, and prerequisites. Explain how each part contributes to meeting the onboarding objectives, so new hires understand the purpose behind each activity.</p><p><strong>Across-the-Board Involvement: </strong>Engage multiple members of your organization in the onboarding process to keep it dynamic and inclusive. Involve reps, managers, and executives in leading sessions to foster connections with leadership and maintain fresh, engaging content. However, balance participation to avoid overburdening leaders.</p><h3><strong>Plan the Logistics</strong></h3><p>Thorough planning is essential to keep your onboarding program on track. Develop a detailed checklist to streamline future sessions, including -&nbsp;</p><ul><li>Clearly define your culture.</li><li>Set onboarding objectives.</li><li>Create a comprehensive program outline.</li><li>Schedule presenters and book venues well in advance.</li><li>Distribute calendar invites and program details to presenters and new hires.</li><li>Utilize video conferencing as needed and resolve logistical issues early.</li><li>Record sessions for those who cannot attend and share the recordings promptly.</li></ul><h3><strong>Make New Hires Feel at Home</strong></h3><p>Ease the transition for new employees by preparing their workspace in advance, coordinating with facilities to ensure everything is ready. Enhance their welcome with personalized touches like company swag and handwritten welcome notes from the team.</p><h3><strong>Create a Call Library</strong></h3><p>A curated call library accelerates new hires’ learning by providing access to high-quality calls that demonstrate best practices and essential sales processes. Organize calls by stages, topics, or skills, and regularly update the library with top-performing examples. Encourage team members to contribute and annotate calls to foster a culture of continuous learning and feedback.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/ba06841e-ab58-41bf-abc9-2f5687c771ad"></figure><h3><strong>Highlight Best-in-Class Deals</strong></h3><p>Showcase your most successful deals to illustrate effective collaboration and strategies. Have new hires review these deals to understand the efforts and behaviors that lead to success, using tools like Beat to visualize the sales process from initial contact to contract signing.</p><p><span style="background-color:transparent;color:#000000;">If need any further help, please contact support for further assistance at </span><a href="mailto:support@outdoo.ai"><span style="background-color:transparent;color:#000000;">support@outdoo.ai</span></a><span style="background-color:transparent;color:#000000;">&nbsp;</span></p>

<h3>Outdoo AI July'25 Release | v2.7.0</h3><p>&nbsp;</p><figure class="table"><table style="background-color:rgb(255, 255, 255);"><tbody><tr><td style="padding-bottom:15px;padding-top:15px;"><h3><strong>Say Hello to AI Sales Roleplay&nbsp;</strong></h3><h3><strong>Where Practice Fuels Performance</strong></h3><p>What if your sales team could rehearse with the confidence of Broadway actors and the precision of fighter pilots before stepping into real deals?</p><p><br>Welcome to <strong>AI Sales Roleplay</strong>, your new secret weapon in transforming reps into top performers, faster. It’s more than a simulation. It’s real-time, real-scenario, real-growth enablement driven by AI and optimized for outcomes.</p></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:67.04%;"><img src="https://cdn-assets.productfruits.com/a813eb6e-c551-4fc5-a83d-20ef222881ac"></figure></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><h3><strong>5 Game-Changing Features</strong></h3><p>&nbsp;</p><ul><li><strong>SmartBot Builder</strong><br>Craft personalized bots tailored to real-world objections and scenarios your team faces daily.</li><li><strong>Manager Multiplier</strong><br>Performance dashboards replace endless call shadowing, giving managers back their time, without missing a beat.</li><li><strong>Ramp Rocket</strong><br>New reps ramp up faster with guided practice and actionable insights from every interaction.</li><li><strong>Feedback on Fire</strong><br>Instant feedback and scoring ensure reps know what worked and what didn’t. Right after each session.</li><li><strong>Deal-Driven Coaching</strong><br>Roleplays that adapt to deal stages, enabling more targeted coaching and win-ready behavior.</li></ul></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><h3><strong>Performance Improvements in Outdoo AI's Revenue Activation&nbsp;</strong></h3></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><strong>Next Call Date – Your Next Move, Crystal Clear</strong><br>No more guesswork. Every deal now has a clearly visible next call date right inside the Revenue Intelligence dashboard because great follow-ups win deals.</td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:66.05%;"><img src="https://cdn-assets.productfruits.com/83051479-181d-4b93-9561-4571ec9d2ed0"></figure></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><strong>Playbooks Delivered Your Way</strong><br>Receive custom call playbooks post-meeting, directly on Slack or Email, wherever you work best.</td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:66.65%;"><img src="https://cdn-assets.productfruits.com/99578f5f-0569-4020-97c4-92eca4a49590"></figure></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><strong>Comment Edits Now Live</strong><br>Made a mistake or want to refine your notes? Now you can edit or delete comments on any call effortlessly.</td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><img class="image_resized" style="width:66.05%;" src="https://cdn-assets.productfruits.com/f8ff3fde-fc2b-46a6-b39e-e78a4906318e"></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><strong>CRM Follow-Ups, Synced</strong><br>Your next steps are now auto-updated in the CRM under each deal, keeping your pipeline clean and commitments tracked.</td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:66.27%;"><img src="https://cdn-assets.productfruits.com/72e030e6-b4d1-4557-bbdc-72d884e5ae63"></figure></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><strong>Speaker ID That Just Gets It</strong><br>With 96% speaker accuracy, every call is mapped correctly making analysis and coaching smoother than ever.</td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:66.06%;"><img src="https://cdn-assets.productfruits.com/9286cbbd-843c-4241-b1cd-f814c44c5e01"></figure></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;"><h3><strong>Conclusion: From Conversation to Conversion</strong></h3><p>Sales success doesn’t start on the call, it starts in the reps’ preparation.<br><strong>AI Sales Roleplay</strong> bridges the gap between theory and execution, giving every rep the power to show up sharp, sound confident, and sell smarter.<br>&nbsp;</p><p>Ready to build a revenue team that performs like pros before the pitch even begins?<br><strong>Let’s roleplay the future.</strong></p></td></tr><tr><td style="padding-bottom:15px;padding-top:15px;text-align:center;"><figure class="image image_resized" style="width:66.49%;"><img src="https://cdn-assets.productfruits.com/b6b5620c-7016-449e-95dc-6bcc0e0b3715"></figure></td></tr></tbody></table></figure><h3>&nbsp;</h3><h3><strong>Feb'25 Release | v2.0.4&nbsp;</strong></h3><p>Release time - 14th Feb 2025</p><p>Introducing, new <strong>AI Buyer Guide</strong> feature to help you navigate the buyer effortlessly.</p><p><strong>Get answers to -</strong></p><ul><li>What guidelines you should follow while sending emails or your opening statement for call?</li><li>How to plan deals and negotiate better?</li><li>Understand if any buyer is an influencer, champion or detractor?</li></ul><p><strong>How to access this feature?</strong></p><ul><li>AI Buyer Guide button will appear in the <strong>speaker timeline</strong> beside the detected buyer contact. This buyer should be present in your CRM as a lead or contact.</li><li>The button will also be visible wherever the CRM contact is mentioned in <strong>Call Info Section </strong>of the call or the relevant deal section.</li></ul><h3>&nbsp;</h3><h3><strong>Jan'25 Release | v2.0.3&nbsp;</strong></h3><p>Release time - 7th Jan 2025</p><p><strong>1. Customer Insights:&nbsp;</strong><br>Understand the participant's interests and pain points to determine what influences them. Solve any significant blockers or use them in your follow-ups.</p><p><strong>2. Email &amp; Call Trackers:&nbsp;</strong><br>&nbsp;Get more control over trackers by selecting the type of conversations (emails or calls) you want them to be identified in.</p><p><strong>3. Enhanced Score Card Templates:&nbsp;</strong><br>All default templates now include an Answer Guide giving you better control over scoring. Tune it as per your requirements.</p><p><strong>4. Download insights, reports as CSV</strong><br>Built for RevOps teams. Download insights, trackers, coaching and performance reports as CSV.<br>&nbsp;</p><hr><h3><strong>Holiday Release '24</strong></h3><p>Release Time: 26th Dec'25 12 PM UTC</p><p><strong>1. Manually Upload calls</strong><br>You can manually upload call recordings for analysis. We support the following sources<br>- Google Drive<br>- Microsoft OneDrive<br>- Microsoft OneDrive Business<br>- Box<br>- Public link (mp4/mp3 only)</p><p><strong>Note</strong>- you can upload maximum 10 files at a time with filesize limit of 1 GB</p><p><strong>2. Auto-Label calls using Categories</strong><br>Supercharge your call search and organization with auto-labeling. Label your calls automatically using pre-defined categories.</p><p><strong>3. Customizable Summaries for Email/Slack&nbsp;</strong><br>Need to keep summaries short and crisp? Customize your email/slack summary sections as per your requirements.</p><p><strong>4. Re-run AI Call Scoring</strong><br>Managers can use this to re-score calls or try running different initiatives on a single call.</p><p><strong>5. CRM Notes</strong><br>Advanced Setting: Enable or disable meeting/deal summary sync in your CRM</p><p>&nbsp;</p><hr><p>&nbsp;</p><h3><strong>December '24 Update</strong></h3><p>Release Time: 12 PM UTC</p><p><strong>1. Categories Service</strong>:</p><ol><li>Create and save custom boolean filters.</li><li>Apply these filters when creating or updating initiatives, ensuring they only target calls matching the selected or configured filters.</li><li>Future extensions include integration with AI Docs and Automated Labels.</li></ol><p><strong>2. Initiative Filter:</strong></p><ol><li>Configure initiatives to target specific categories, providing greater precision and control.</li><li>Add answer guides to coaching points.</li><li>Configure weights for coaching points to fine-tune coaching strategies.</li></ol>

<p>Outdoo AI is designed to support global organizations by accommodating <strong>over 70 languages</strong>, surpassing other solutions in the market. Our proprietary transcription models are finely tuned for revenue conversations, consistently delivering superior performance compared to industry standards.</p><p>Our AI technology provides enhanced insights and a deeper understanding of customer interactions, enabling teams to work more efficiently, access vital data, stay updated on trends, quickly onboard new hires, and coach effectively in any language.</p><h3>Languages and Capabilities Supported in Outdoo AI</h3><p>&nbsp;</p><p><strong>AI Roleplays: Hyper-Optimized Languages</strong></p><p>Capabilities available in hyper-optimized languages include: agent voice language, transcription, call highlight, summary, trackers, custom vocabulary, question identification, and topics.</p><ul><li>English (US) (en-US)</li><li>English (UK) (en-UK)</li><li>English (IN) (en-IN)</li><li>Danish (DK) (da-DK)</li><li>French (FR) (fr-FR)</li><li>German (DE) (de-DE)</li><li>Indonesian (ID) (id-ID)</li><li>Italian (IT) (it-IT)</li><li>Polish (PL) (pl-PL)</li><li>Portuguese (PT) (pt-PT)</li><li>Spanish (ES) (es-ES)</li><li>Spanish (US) (es-US)</li><li>Swedish (SE) (sv-SE)</li><li>Arabic (AE) (ar-AE)</li><li>Portuguese (BR) (pt-BR)</li><li>Finnish (fi-FI)</li><li>Dutch (nl-NL)</li><li>Estonian (et-ET)</li><li>Latvian (lv-LV)</li><li>Lithuanian (lt-LT)</li><li>Japanese (ja-JP)</li><li>Korean (ko-KR)</li><li>Chinese (zh-CN)</li><li>Hebrew (he-IL)</li></ul><h4><strong>Revenue Intelligence: Hyper-Optimized Languages</strong></h4><p>For these languages, we offer top-tier, in-house transcription services for a seamless and natural reading experience.</p><p>Capabilities available in hyper-optimized languages include: call highlight, summary, trackers, custom vocabulary, question identification, topics, translation, redaction of sensitive information, consent page, and features like "ask anything" about calls, deals, accounts, and contacts, as well as deal likelihood.</p><ul><li>English (US) (en-US)</li><li>English (UK) (en-UK)</li><li>English (IN) (en-IN)</li><li>Danish (DK) (da-DK)</li><li>French (FR) (fr-FR)</li><li>German (DE) (de-DE)</li><li>Indonesian (ID) (id-ID)</li><li>Italian (IT) (it-IT)</li><li>Polish (PL) (pl-PL)</li><li>Portuguese (PT) (pt-PT)</li><li>Spanish (ES) (es-ES)</li><li>Spanish (US) (es-US)</li><li>Swedish (SE) (sv-SE)</li><li>Arabic (AE) (ar-AE)</li><li>Portuguese (BR) (pt-BR)</li><li>Finnish (fi-FI)</li><li>Dutch (nl-NL)</li><li>Estonian (et-ET)</li><li>Latvian (lv-LV)</li><li>Lithuanian (lt-LT)</li><li>Vietnamese (vi-VN)</li><li>Japanese (ja-JP)</li><li>Korean (ko-KR)</li><li>Chinese (zh-CN)</li><li>Hebrew (he-IL)</li><li>Hindi (hi-IN)</li></ul><p><i><strong>To change the language at user level</strong></i><strong>&nbsp;</strong></p><p>Go to Company Settings &gt; Team Management &gt; Click on the User to edit.</p><p><strong>To change the language at workspace level&nbsp;</strong></p><p>Go to Company Settings &gt; Manage Workspaces &gt; Click on the Workspace to edit.</p><p>&nbsp;</p><h4><strong>English Only</strong></h4><p>The following features are currently available exclusively in English: PII Redaction, Playbooks, Smart Trackers, Email labels, and Deal Pulse analysis.</p><h3>Advanced Capabilities Supporting Global Organizations</h3><p>Beyond the capabilities listed, many of Outdoo AI’s core functionalities are available in any language. These include coaching inbox and metrics, deal drivers, conversation stats, deal pipeline review, account review, deal insights, and more for onboarding, coaching, deal execution, and strategic initiatives.</p><p><span style="background-color:transparent;color:#000000;">If you need any help, please contact support for further assistance at&nbsp;</span><a href="mailto:support@meetrecord.com"><span style="background-color:transparent;color:#000000;">support@outdoo.ai</span></a>&nbsp;<br>&nbsp;</p>

What languages are supported in Outdoo AI?

<p>Outdoo AI is a comprehensive <strong>AI Roleplay &amp; Sales Coaching</strong> platform.&nbsp;</p><p>It empowers teams to master cold calls, discovery meetings, and demos through hyper-realistic simulations aligned with their ICP. Reps can practice objection handling, sharpen pitches, and build confidence in a risk-free environment while leveraging adaptive buyer personas, dynamic voice roleplays, and AI-powered coaching insights.</p><p>&nbsp;</p><div class="raw-html-embed"><div>
  <script async="" src="https://js.storylane.io/js/v2/storylane.js"></script>
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    <iframe loading="lazy" class="sl-demo" src="https://meetrecord.storylane.io/demo/6qkb9cmvdajd?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen="" style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
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</div></div><h3><strong>Data Types Processed by Outdoo AI</strong></h3><p>Outdoo AI can handle four primary types of data, depending on your organization's setup:</p><h4><strong>CRM Data</strong></h4><p>Outdoo AI connects with your CRM to import the business context of your conversations, including accounts, opportunities, leads, contacts, and the people involved. It matches your conversations and emails with CRM data to facilitate navigation, search, analysis, and insights.</p><h4><strong>Scheduled Video/Conference Calls</strong></h4><p>Outdoo AI accesses your team's Google Workspace/Gmail or Office 365/Outlook calendars to retrieve your meeting schedule. It then joins your conference calls as a participant, recording audio and video. These calls are stored in Outdoo AI, allowing you to listen to or watch them anytime. Outdoo AI also analyzes and transcribes your calls, identifying key topics so you can focus on the conversation without worrying about taking notes.</p><h4><strong>Dialer or Telephony Calls</strong></h4><p>Dialer calls are recorded by your telephony system, and Outdoo AI imports these recordings using each telephony system's APIs. Your calls are stored in Outdoo AI, enabling you to listen to them whenever needed. Outdoo AI analyzes and transcribes your calls, identifying key topics to ensure you can concentrate on the conversation without the need for note-taking.</p><h4><strong>Emails</strong></h4><p>Outdoo AI connects with your team's CRM to import relevant emails by cross-referencing your prospects with your calendar's participants data. This integration ensures that all pertinent communication is captured and analyzed for better sales intelligence.</p><p><span style="background-color:transparent;color:#000000;">If you need any help, please contact support for further assistance at&nbsp;</span><a href="mailto:support@meetrecord.com"><span style="background-color:transparent;color:#000000;">support@outdoo.ai</span></a></p>

What does Outdoo AI Do?

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