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Mastery Cheat Sheet for Managers

Mastery Cheat Sheet for Tech Admin

Mastery Cheat Sheet for Admins

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

Call Length Limitations

Create Call Categories

Upload a call

Record an Internal Call

My Profile

Tips of recording calls

Mastery Cheat Sheet For Sales teams

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MS Dynamics 

Who uses Outdoo AI?

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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 Streams and Library 

Intro to Coaching

Intro to Conversations

My Settings

Intro to Opportunities

FAQs for Zoom calls

Create Variations of Roleplay Agents

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

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

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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?

Summaries are generated after 2-3 hours, can you fix it?

Notetaker not joining all of the meetings?

Multiple notetakers joining meeting?

Notetaker not joining rescheduled meeting?

Notetaker Joining Late?

Dialer Calls Not Recorded or Missing from Conversation List

Can you announce that the meeting is recorded?

Can I regenerate a summary?

How to Make Your Meetings Private?

How can I download a meeting?

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

Mobile App

Ask Revie

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

Configuring Outdoo AI

Company Settings

Team members

Datacapture,  privacy, and protection

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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

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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>What Are Roleplay Agents?</h3><p>Roleplay Agents are:</p><ul><li>AI-driven “Digital Twins” of real buyers</li><li>Customizable personas with personality traits, emotional states, interests, and objections</li><li>Reusable simulations for multiple sales stages</li><li>Tools for structured practice, micro-learning, and feedback-driven skill development</li><li>Easy to share, organize, and embed into training programs or Outdoo Courses</li></ul><h3>Roleplay agent types you can use</h3><p>Beyond standard buyer simulations, Outdoo supports specialized roleplay agent formats for different training needs:</p><ul><li><a href="https://help.outdoo.ai/en/article/intro-to-in-person-roleplay-agents"><strong>In-Person Roleplay Agents</strong></a>: Practice face-to-face conversations where body language, pacing, and meeting flow matter.</li><li><a href="https://help.outdoo.ai/en/article/intro-to-multi-persona-roleplay"><strong>Multi-Persona Roleplay Agents</strong></a>: Simulate buying committees with multiple stakeholders in one scenario, each with different priorities.</li><li><a href="https://help.outdoo.ai/en/article/intro-to-gatekeeper-agents"><strong>Gatekeeper Agents</strong></a>: Train reps to navigate assistants or first-line blockers and still reach the right decision-maker.</li><li><strong>Chat Roleplay Agents</strong>: Run text-based roleplays for async practice, messaging consistency, and objection handling in chat workflows.</li></ul><figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=JVsgPoR1h5c"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/JVsgPoR1h5c" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p><h3>Ways to Create Roleplay Agents</h3><figure class="table"><table><thead><tr><th>Creation Method</th><th>Description</th><th>Best For</th></tr></thead><tbody><tr><td><strong>From Existing Calls</strong></td><td>Upload a call or connect Gong/Clari; Outdoo extracts buyer behavior, tone, objections, and persona details automatically.</td><td>Most accurate, real-world scenarios</td></tr><tr><td><strong>Create Variations</strong></td><td>Generate instant variations using new personas, scenarios, or voice styles.</td><td>High-volume roleplay libraries, adaptability training</td></tr><tr><td><strong>Clone Roleplay Agent</strong></td><td>Reuse an agent across multiple sales stages (e.g., discovery → pricing → negotiation).</td><td>Consistency across the sales cycle</td></tr><tr><td><strong>Create From Prompt</strong></td><td>Type a short prompt describing the buyer and context; Outdoo builds a complete agent.</td><td>Fast persona creation, onboarding, new scenarios</td></tr><tr><td><strong>Create From File</strong></td><td>Create a roleplay agent from a file or resourse like product docs, playbooks, call scripts</td><td>Replicating calls from playbooks, call scripts</td></tr></tbody></table></figure><h3>Key Features of Roleplay Agents</h3><ul><li><strong>Adaptive buyer conversations</strong> based on persona and scenario</li><li><strong>Configurable personality traits</strong> (tone, emotional state, communication style)</li><li><strong>Scenario customization</strong> (cold call, discovery, demo, pricing, negotiation, etc.)</li><li><strong>Objection and preference libraries</strong> for realistic responses</li><li><strong>Built-in scorecards</strong> for instant, targeted feedback</li><li><strong>Coaching instructions</strong> to guide the learner’s approach</li><li><strong>Optional background environments</strong> for context simulation</li><li><strong>Micro-learning support</strong> for skill-focused roleplay sessions</li></ul><h3>Organizing Roleplay Agents</h3><p>You can organize agents using folders to:</p><ul><li>Group agents by product line</li><li>Create skill-based libraries (discovery, objections, negotiation, etc.)</li><li>Build structured learning paths</li><li>Collaborate with team members</li><li>Share full folders for courses or onboarding programs</li></ul><h3>Folder Actions</h3><figure class="table"><table><thead><tr><th>Action</th><th>Result</th></tr></thead><tbody><tr><td><strong>Add to Folder</strong></td><td>Places an agent inside an existing or new folder</td></tr><tr><td><strong>Share Folder</strong></td><td>Gives the whole team or specific groups access</td></tr><tr><td><strong>Use in Course</strong></td><td>Insert selected agents into any Outdoo learning track</td></tr><tr><td><strong>Use in Call Blitz</strong></td><td>Insert selected agents into any Outdoo Call Drills</td></tr></tbody></table></figure><h3>Why Roleplay Agents Matter</h3><p>Roleplay Agents help sales teams:</p><ul><li>Practice realistic buyer scenarios repeatedly</li><li>Build conversational confidence and fast thinking</li><li>Improve objection handling, discovery, and qualification skills</li><li>Strengthen consistency across the whole sales cycle</li><li>Train without needing managers or peers to participate</li><li>Scale training with unlimited, on-demand scenarios</li></ul><h3>Use Cases</h3><figure class="table"><table><thead><tr><th>Use Case</th><th>How Roleplay Agents Help</th></tr></thead><tbody><tr><td><strong>Onboarding</strong></td><td>New hires can practice conversations immediately, using consistent scenarios</td></tr><tr><td><strong>Ongoing Skill Development</strong></td><td>Reps can revisit agents to reinforce learning over time</td></tr><tr><td><strong>Sales Bootcamps</strong></td><td>Build multi-week practice programs with progression</td></tr><tr><td><strong>Team Certification</strong></td><td>Use scorecards to assess skill mastery</td></tr><tr><td><strong>Course Creation</strong></td><td>Add agents directly into structured training paths</td></tr></tbody></table></figure>

<p>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><li>Hinglish (in-IN)</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 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</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>

What languages are supported in Outdoo AI?

<p>You can run cold calls, discovery, demos, and support-style scenarios with AI personas. The point is repetition with feedback, not a one-off workshop. When you are ready, the same product family covers recorded calls, email, and CRM context so coaching is not stuck in a training-only bubble.</p><p>&nbsp;</p><div class="raw-html-embed"><div>
  <script async="" src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(48.32% + 25px);width:100%;height:0;transform:scale(1)">
    <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>
  </div>
</div></div><h3>Data Outdoo can work with</h3><p>What you connect depends on how your company set things up. In most deployments you will see some mix of the following:</p><h4><strong>CRM data</strong></h4><p>Outdoo can pull accounts, opportunities, contacts, and related context so conversations line up with the deal record you already trust.</p><h4><strong>Calendar-backed meetings</strong></h4><p>With Google Workspace or Microsoft 365 access, scheduled video calls can be recorded and transcribed for search, summaries, and coaching.</p><h4><strong>Dialer and telephony recordings</strong></h4><p>Calls ingested from your dialer or phone system land in one library with transcripts and topics, similar to meeting capture.</p><h4><strong>Email</strong></h4><p>Where CRM and calendar data are connected, relevant email threads can sit next to meetings for a fuller picture of the account.</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?

<p><span style="color:rgb(0,0,0);">Course Certifications turn your training into verified, shareable achievements that demonstrate your professional development. When you successfully complete a course, you automatically receive a branded certificate that you can download, share, and showcase to your team and network.</span></p><p>&nbsp;</p><figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=SnZw7n3eAu4"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/SnZw7n3eAu4" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h3>How Can Course Certifications Help You?</h3><p>&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/379d081e-bb2e-4e47-996d-a986bac9903a"></figure><h3><strong>Build Credibility</strong></h3><p>Certifications serve as proof of your expertise and commitment to professional growth. They provide tangible evidence that you've completed rigorous training and acquired new skills.</p><h3><strong>Increase Visibility with Your Manager</strong></h3><p>Your managers gain insight into your learning progress and completed certifications. This visibility helps them understand your capabilities and can inform discussions about career development and opportunities.</p><h3><strong>Share Your Achievements</strong></h3><p>Certificates can be easily shared with colleagues, included in email signatures, or posted on professional networks. You have the option to share unique verification links that allow others to confirm your certification.</p><h3><strong>Track Your Progress</strong></h3><p>View all your earned certifications in one place through the Certificates &amp; Accomplishments section. This creates a personal portfolio of your professional development journey.</p><h3><strong>Drive Course Completion</strong></h3><p>Having a tangible reward for completing training motivates higher completion rates and encourages continued learning and skill development.</p><h3>Benefits of Course Certifications</h3><p>&nbsp;</p><p><strong>Automatic Certification</strong></p><ul><li>Branded certificates are automatically awarded when you successfully complete a course</li><li>No additional steps needed—your achievement is instantly recognized</li></ul><p><strong>Manager Visibility</strong></p><ul><li>Managers receive post-course feedback about your performance</li><li>Your certified status is visible across team dashboards</li><li>Enables informed conversations about your capabilities and growth</li></ul><p><strong>Shareable Proof</strong></p><ul><li>Download certificates as professional PDFs</li><li>Share via public verification links to prove your credentials</li><li>Integrate into your professional profile or portfolio</li></ul><p><strong>Achievements Hub</strong></p><ul><li>Access all earned certifications in a dedicated Certificates &amp; Accomplishments section</li><li>Build a comprehensive record of your professional development</li><li>Easily reference your achievements whenever needed</li></ul><h3>Read more</h3><p><a href="https://help.outdoo.ai/en/article/how-to-earn-course-certifications-step-by-step-guide">How to Earn Course Certifications: Step-by-Step Guide</a></p><p><a href="https://help.outdoo.ai/en/article/managing-course-certifications-for-managers">For Managers: How to Add Course Certifications</a></p>

Intro to Course Certifications

Go back to application

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