AI Models

Outdoo’s AI Models feature allows you to train, configure, and manage AI models tailored to your business, ensuring they deliver accurate responses and actionable feedback aligned with your unique goals.

With this functionality, teams can build intelligent, context-aware models that understand your company, its products, target personas, and competitive landscape.

Top Use Cases for AI Models

1. Sales Training & Roleplay Simulations
   
   • Train AI to act as realistic prospects or customers based on personas, objections, and competitor info.
   • Help reps practice handling tough questions, objections, and competitive comparisons in a safe environment.
2. Coaching & Feedback for Reps
   
   • Use AI models configured with company offerings, Q&A, and stories to provide reps with instant, context-aware feedback.
   • Reinforce best practices and ensure messaging consistency during training and live calls.
3. Onboarding New Team Members
   
   • New hires can interact with AI trained on product details, customer stories, and objection handling.
   • Speeds up ramp time by letting them learn through interactive drills instead of just static materials.
4. Customer-Facing Knowledge Support
   
   • Equip AI assistants with structured company, product, and competitor information.
   • Ensure customers and prospects get accurate, brand-aligned responses in real time.
5. Competitive Readiness & Positioning
   
   • Train AI with competitor data so reps can practice positioning your USP against alternatives.
   • Strengthens confidence in competitive conversations and reinforces differentiators.
6. Persona-Based Messaging Practice
   
   • Define detailed personas to help reps tailor pitches for CFOs, end users, or decision-makers.
   • AI adjusts tone, objections, and value focus depending on the persona scenario.
7. Case-Study-Driven Storytelling
   
   • AI learns customer success stories to weave into practice conversations and coaching.
   • Builds reps’ storytelling skills, making them more credible in live calls.
8. Continuous Improvement & Knowledge Retention
   
   • As offerings, messaging, or competitors change, AI models can be quickly updated.
   • Ensures reps always train against the most current content and market dynamics.

How to Create an AI Model

1. Access the AI Models Section

Here you can provide the essential information the model needs to learn about your business, making sure all subsequent training and configuration is anchored in your company context.

• Navigate to Company Settings → Company → AI Models
• You’ll land on the “About Company” tab by default

2. Set Up Basic Product Information

This step helps the model learn about your brand identity, core offerings, and how you present yourself to the market. By entering your product name, main product URL, and social media profiles, you give the AI the foundational context it needs to represent your company accurately. This ensures that during coaching simulations, roleplays, or customer-facing interactions, the model communicates in a way that’s consistent with your brand and aligned with your strategic messaging.

• Enter your product name (required)
• Add your main product URL (required)
• Include social media profiles (optional but recommended)

3. Add Training Content

• Click “Add” to add web pages for AI training
• Enter a descriptive page name
• Provide the full URL
• You can add up to 15 pages

4. Configure Questions & Objections

This helps the model understand the most common questions, concerns, and objections your customers raise, along with the ideal responses. By configuring Q&A pairs, you’re effectively training the AI to mirror how your team handles tough conversations—whether it’s clarifying product features, addressing pricing concerns, or overcoming hesitation. Capturing these scenarios not only sharpens the model’s ability to respond with accuracy and confidence but also ensures consistency in messaging across coaching simulations, roleplays, and customer-facing interactions. Over time, this builds a stronger knowledge base that reflects your team’s best practices and reinforces your positioning in the market.

• Switch to the “Questions & Objections” tab
• Click “Add Question” to create Q&A pairs
• Enter common customer questions and your preferred answers
• Save each Q&A pair

5. Define Customer Personas

Adding Customer Personas help the model gain a deeper understanding of who your ideal customers are, what they care about, and how they make decisions. By creating detailed personas with names, priority levels, value propositions, and common struggles, you provide the AI with a structured lens through which to interpret customer behavior. Over time, this makes the AI more effective at personalizing conversations, anticipating objections, and aligning solutions with customer needs—just like your best sales reps would.

• Navigate to the “Personas” tab
• Click “Add New Persona”
• Fill in persona details:
  • Name and priority level
  • Value proposition
  • Common struggles
  • Time spent on activities

6. Set Up Product Offerings

This helps the model build a deep understanding of your core offerings and capabilities, ensuring it can accurately reflect your value proposition in real-world scenarios. By feeding the model with structured information about your products, services, and differentiators, you enable it to internalize what makes your company unique.

• Go to the “Offerings” tab
• Click “Add Offering”
• Define your products/services with features and benefits
• Add compelling quotes for each feature

7. Add Competitor Information 

This step helps the model understand and internalize your unique selling proposition (USP) and core competencies. By clearly defining what sets your business apart—whether it’s product innovation, service quality, or market expertise—you enable the model to capture and reflect those differentiators in every interaction. This ensures the AI not only responds accurately but also reinforces your brand’s strengths, positioning you more effectively against competitors and aligning the model’s output with your strategic objectives.

• Switch to the “Competitors” tab
• Click “Add Competitor”
• Enter competitor details and product URLs

8. Include Customer Stories and Case Studies

This helps the model absorb real-world examples of how your product creates impact, by learning from customer stories and case studies. When you document challenges faced by customers, the solutions you provided, and the measurable outcomes achieved, the model develops a richer understanding of your product’s effectiveness. These stories serve as proof points that highlight your credibility, showcase your USP in action, and allow the AI to reference authentic success narratives during coaching simulations, roleplays, or customer-facing scenarios.

• Navigate to the “Customer Stories” tab
• Click “Add Story”
• Document customer success stories with problems, solutions, and outcomes

How to Edit an AI Model

1. Access Existing Data
   • Navigate to the appropriate tab
   • Find the item you want to edit
   • Click the edit icon or “Text” button
   • Update the relevant fields
   • Use real-time validation to ensure data quality
   • Save your changes
2. Add New Items
   • Use the “Add” buttons to create new entries
   • Follow the same process as initial creation
3. Delete Items
   • Click the delete icon on any item
   • Confirm deletion in the modal
   • Item will be permanently removed

Best Practices for AI Models

Content Quality

• Use Clear, Descriptive Names: Make page names and offering titles descriptive
• Provide Complete Information: Fill in all available fields for better AI understanding
• Keep Content Current: Regularly update information to reflect changes
• Use Specific Examples: Include concrete examples in Q&A pairs and stories

Training Optimization

• Diverse Content Sources: Include various types of content (web pages, documents, social media)
• Comprehensive Q&A: Cover common questions and edge cases
• Detailed Personas: Create specific, well-defined customer personas
• Rich Offerings: Include detailed features and benefits for each offering

Maintenance

• Regular Updates: Review and update content monthly
• Monitor Performance: Track AI response quality and adjust accordingly
• Gather Feedback: Collect user feedback on AI responses
• Iterate and Improve: Continuously refine based on performance data

Troubleshooting

Common Issues

1. URL Validation Errors
   • Ensure URLs are complete and accessible
   • Check for typos in URLs
   • Verify URLs are publicly accessible
2. Form Validation Errors
   • Check required fields are filled
   • Ensure character limits are respected
   • Verify data format requirements
3. Training Delays
   • Training typically takes 5-10 minutes
   • Check for large file uploads or many URLs
   • Contact support if training takes longer than 15 minutes
4. Data Not Saving
   • Check internet connection
   • Verify all required fields are completed
   • Try refreshing the page and re-entering data

Conclusion

The AI Models Feature provides a comprehensive, user-friendly way for creating and managing customized AI agents in Outdoo. With its modular design, robust validation, and extensive customization options, it empowers organizations to build AI models that truly understand their business and can effectively engage with customers across various touchpoints.