Create call categories

Call categories in Outdoo AI let you apply coaching initiatives to a filtered set of calls. For example, you can apply different initiatives for incoming and outgoing calls, or for calls where a specific tracker such as pricing is mentioned.

Create a category

• Go to Company Settings > Analysis > Categories and click Add new Category.

• Enter a Category Name. Use a name that is clear and easy to understand across your company.

• Set a Filter to narrow the category. You can filter on 45+ parameters including affiliation, CRM data, and trackers.

• Click Create to save the category.

Edit a category

• Go to Company Settings > Analysis > Categories.

• Use the search box to find the category you want to edit.

• Click Edit and adjust the name or filters as needed.

• Save your changes.

How categories are used

• Coaching Initiatives: Use categories to filter which calls a coaching initiative applies to.

• Future uses include integration with AI Docs and Automated Labels.

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 initiatives.

Related articles

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• Conversation labels and categories