AI Questions
AI Questions are questions you write once and Outdoo AI answers automatically for every conversation, deal, or account. Instead of reading a transcript to find out whether pricing came up, you ask the question once and read the answer on each call.
Go to Manage > AI Questions.
What a question looks like
A question is plain language, phrased so it can be answered from what was said or from the record's data. Good examples:
- Did the team member confirm the budget owner?
- Was a competitor mentioned by name?
- Did the customer give a timeline for the decision?
- Has this account raised the same issue on an earlier call?
Questions that ask for a judgement call — whether the conversation went well, for instance — belong in a scorecard rather than here. Scorecards are built for scoring against criteria; AI Questions are built for retrieving facts.
Question types
Every question has a type, which decides what the AI reads to answer it:
- Conversation — answered from a single call. The answer appears in that call's detail view.
- Deals — answered from everything Outdoo AI knows about a deal, including all of its calls and its CRM fields.
- Account — answered at the account level, across all deals and conversations for that customer.
Pick the narrowest type that fits. A question about what was said on one call should be a Conversation question; making it a Deal question makes the answer harder to attribute.
Add a question
- Click Create Question on the AI Questions page.
- Type the question in the Question field.
- Choose the type from Answer Type.
- Click Create Question.
The question applies to conversations processed from that point forward. It does not run against your call history.
Manage existing questions
The list shows each question with its type as a colored badge, and you can filter the list by type. Each row has an edit and a delete action.
Editing the wording of a question changes how it is answered from then on; earlier answers are not recalculated. Deleting a question removes it and its answers, and cannot be undone.
Keeping the set useful
Teams get the most out of this feature with a short, well-chosen list rather than an exhaustive one. Every question runs on every matching record, so a list of forty questions produces forty answers per call and nobody reads them. Start with the handful your managers actually ask in pipeline reviews, and add more only when a real gap shows up.
Hope this article was helpful. For any queries, please write to support@outdoo.ai