Create call categories
Learn how to create and manage call categories in Outdoo AI to apply targeted coaching initiatives to specific sets of calls based on custom filters.
Call categories in Outdoo AI let you apply scorecards to a filtered set of calls. For example, you can apply different scorecards for incoming and outgoing calls, or for calls where a specific tracker such as pricing is mentioned.
Create a category
- Go to Manage > Categories and click Add Category.
- Enter a Category Name. Use a name that is clear and easy to understand across your company.
- Click Add Filter to narrow the category. You can filter on meeting, participant, deal (CRM), and tracker details.
- Click Add Category to save the category.
Edit a category
- Go to Manage > Categories.
- Use the search box to find the category you want to edit.
- Click the edit icon on its row and adjust the name or filters as needed.
- Click Update Category to save your changes.
How categories are used
Categories filter which calls a scorecard applies to. They also drive labels: each label in Manage > Labels is linked to one or more categories, and matching calls are labelled automatically.
Best practices
- Use descriptive names so the category's purpose is clear to all teams.
- Apply filters to keep categories focused and improve the accuracy of your scorecards.
Hope this article was helpful. For any queries, please write to support@outdoo.ai