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Mastery Cheat Sheet for Tech Admin

Mastery Cheat Sheet for Admins

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

Sign in to complete your set up

MS Dynamics 

Who uses Outdoo AI?

Get Started

Start Configuring

CallRail and Outdoo AI

What's new in Outdoo AI?

Intro to Roleplay Agents

Mobile App of Outdoo AI

Intro to Streams and Library 

My Settings

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

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?

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?

Not receiving meeting notes in CRM?

Outdoo AI Mobile App

Deactivate User

Notetaker not joining meetings

How to Customise Slack Alerts for Meetings in Outdoo AI?

Not Receiving Slack Alerts?

Get up and running with Outdoo's AI roleplay, coaching, and workflow simulation platform.

New to Outdoo AI

Set up your Outdoo workspace, invite your team, and run your first roleplay in minutes.

Get up to speed on what Outdoo does, how it works, and why roleplay-to-performance training closes coaching gaps your team can't ignore.

Intro to Outdoo AI

Control your team's access, settings, and security. Manage users, permissions, integrations, and account preferences in one place.

Managing your Outdoo AI account

Get new reps up to speed faster with structured onboarding workflows, roleplay scenarios, and tracked milestones that connect training to real performance.

Best Practices for Onboarding

Run AI roleplay practice sessions, score real calls, and track performance gaps—all from one platform.

Using Outdoo AI

Practice with AI agents that simulate real buyers and customer scenarios. Customize them from your actual calls, transcripts, or sales playbooks.

Roleplay Agents

Create and customize scoring frameworks to evaluate roleplay practice and live calls consistently across your team.

Rubrics & Scorecards

Build structured learning paths that combine roleplay practice, micro-lessons, and assessments—then track completion and performance across your team.

Courses

Rapid-fire AI roleplay scenarios designed to build skills through focused, back-to-back practice sessions.

Call Blitz

Capture, upload, and manage real customer conversations. Use recordings to build realistic AI roleplay simulations and review actual performance against your coaching framework.

Call Recording

Review real customer conversations, analyze team performance against your scorecards, and identify coaching opportunities from actual sales and support interactions.

Listen to calls

Turn post-call insights into immediate action. Learn how to review recordings, apply coaching feedback, and reinforce skills through targeted practice before your next interaction.

Take action on calls

Build and manage your collection of real call recordings, transcripts, and examples to fuel roleplay scenarios and coaching conversations.

Call Library

Find, organize, and manage practice scenarios from real calls, transcripts, and playbooks. Identify skill gaps and assign targeted roleplay practice to close them.

Opportunities

Prepare for pipeline reviews with AI roleplay scenarios that simulate real conversations with managers. Practice presenting deals, handling objections, and defending your forecast.

Pipeline review

Track performance trends, identify skill gaps, and spot patterns across your team's roleplay practice and live calls—all in one dashboard.

Insights

Close coaching loops by connecting practice performance to real-call execution. Validate skill transfer and guide reps toward measurable improvement.

Coaching

Mobile App

Get instant answers from Revie, our AI assistant. Ask questions about using Outdoo, troubleshoot issues, and find guidance without leaving the platform.

Ask Revie

Set up Outdoo's AI roleplay agents, scorecards, and simulation workflows to match your team's goals and processes.

Configuring Outdoo AI

Manage your workspace, team hierarchy, security settings, and integrations. Configure SSO, data retention, and compliance controls for your organization.

Company Settings

Manage who's on your team, assign roles and permissions, track individual performance, and monitor progress across your coaching and roleplay activities.

Team members

Manage how Outdoo handles your data, protects PII, and complies with privacy regulations like GDPR, HIPAA, and CCPA.

Datacapture,  privacy, and protection

Manage your account details, preferences, and notification settings to personalize your Outdoo experience.

Profile Settings

Connect Outdoo with your CRM, dialer, Slack, calendar, and 150+ other tools. Setup guides for seamless platform integration.

Integration

Connect your conferencing platform to Outdoo so roleplay practice, live calls, and coaching workflows happen in your existing meeting environment.

Conferencing tools

Connect your CRM to Outdoo to sync contacts, track coaching impact on real deals, and measure how practice translates to pipeline performance.

Schedule roleplay sessions, manage availability, and book practice time with AI agents or teammates.

Calendar 

Connect your dialer to Outdoo so your team practices with real call flows and gets coaching insights tied to live performance.

Dialers

Connect Outdoo to Slack for instant roleplay assignments, coaching alerts, and performance summaries delivered straight to your team's workflow.

Slack

Connect Outdoo to your existing tools and workflows. Build custom integrations, automate roleplay workflows, and sync performance data across your entire tech stack.

Outdoo Open API

Connect Outdoo to 150+ apps via Zapier. Automate data flow between roleplay results, coaching insights, and your existing tools—no custom code needed.

Zapier

Connect your call recordings, transcripts, and performance data to Outdoo for unified analysis, coaching insights, and seamless workflow integration across your tech stack.

Data Cloud

Fix common issues and find quick answers to platform, account, and integration questions.

Troubleshooting & FAQs

Add real conversations to Outdoo by uploading call recordings or transcripts. Use them as roleplay scenarios, scoring benchmarks, or coaching references.

Update your account email address or manage multiple email addresses associated with your Outdoo profile.

Email Change

Stop your Outdoo subscription and manage your account billing and access.

Cancel Subscription

Automatically capture and organize call notes, summaries, and action items. NoteTaker integrates with your workflow to reduce manual documentation and keep records accurate and actionable.

NoteTaker

Set up, manage, and run targeted coaching campaigns that align with business priorities. Drive skill improvement through structured feedback and performance-based learning paths.

Coaching Initiatives

Track, review, and learn from your real customer interactions. Access recordings, transcripts, and AI-scored performance data to identify coaching gaps and measure skill execution.

Conversations

Review AI-generated summaries of your practice and live calls, including key moments, outcomes, and coaching flags for performance improvement.

Call Summary

Dialer

Connect your CRM data to Outdoo for realistic roleplay scenarios, scorecard syncing, and post-call workflow practice tied directly to your sales or service processes.

Train teams in their native language with AI roleplay, scoring, and coaching available in 40+ languages for global customer-facing teams.

Languages

Manage consent requirements and legal settings for recording calls and interactions across different regions and jurisdictions.

Recording Consent Profile

Practice roleplay scenarios and access coaching insights anywhere, anytime—complete your training on phone or tablet.

Stay on top of roleplay results, coaching feedback, and team activity with real-time alerts and notification settings.

Notifications

Schedule, run, and review roleplay sessions with your team. Practice real scenarios, get AI-scored feedback, and track improvement.

Meetings

Manage where your data lives, how long it's kept, and who can access it. Learn about storage options, retention policies, compliance, and security controls.

Data & Storage

Control who accesses Outdoo, assign roles, manage permissions, and organize team members across your account.

User Management

Practice post-call workflows and software processes in a safe environment before handling real customer interactions.

Software Simulation

Practice real conversations with AI agents trained on your calls, transcripts, and playbooks. Build confidence before high-stakes interactions.

Roleplay

Enterprise-grade security ensuring GDPR, HIPAA, CCPA, and SOC 2 compliance with SSO, private cloud, and PII scrubbing built in.

Outdoo Help Center

New to Outdoo AI

Using Outdoo AI

Configuring Outdoo AI

Featured Articles

What's new in Outdoo AI?

What does Outdoo AI Do?

What languages are supported in Outdoo AI?

Intro to Roleplay Agents

Intro to Course Certifications

Intro to Software Simulation