Intro to workflow training
Workflow training lets learners practice the operational tasks that happen during or after a call: updating CRM records, selecting dispositions, entering data, and navigating internal tools, inside the real system your team already uses.
Most training stops at the conversation. Programs prepare people for what to say but not for what happens after the call ends. That is where mistakes tend to accumulate: wrong dispositions, missed fields, slow data entry. Gaps between teams start showing up in reporting.
How a Workflow gets built
An admin creates a Workflow in Manage > Workflows, names it, and uses the Outdoo Workflow Training Chrome extension to record themselves performing the ideal version of a real business process in a real system: Salesforce, Sprinklr, or any other browser-based tool. Outdoo AI captures a video of that recording along with the underlying structured events: every click, field entry, and step in the navigation order.
Once the Workflow is published, the admin attaches it to a roleplay agent with Enable Workflow in the agent's Roleplay Format section, and chooses whether it runs During session or After session ends.
How practice works
When a learner practices a workflow-enabled roleplay agent, they hold the roleplay conversation and perform the same process in the target system at the same time. Outdoo AI captures the learner's video and events and compares them against the admin's ideal recording.
What you can build a workflow around
A Workflow can mirror any browser-based process your team runs during or after a call. Common examples include:
- Logging call outcomes and notes in your CRM
- Selecting call dispositions in a dialer
- Filling out deal stages, contact fields, and form submissions
- Navigating approval workflows or support ticket systems
- Running through account setup or onboarding processes
How scoring works
After a learner finishes, Outdoo AI compares their recording against the ideal one and produces:
- Average handling time (AHT)
- Resolution: whether the process reached a valid end state
- Steps skipped or done out of order
- Step-level accuracy
Managers can see results across the whole team under Performance > Practice (Workflows tab), which makes it practical to spot who needs more practice on a specific process before it goes live.
Where workflow training fits in the Outdoo AI loop
Outdoo AI is built around Practice, Real Calls and Performance. AI roleplay covers conversation prep, Real Calls covers review of customer calls, and workflow training adds the process a learner performs alongside the conversation.
A learner can hold a discovery roleplay while simultaneously practicing the CRM update that follows it, all inside the same session and scored against the same standards.
Where to go next
- If you are a manager or admin setting up a workflow, see Create a workflow.
- If you have an assigned workflow, see Practicing with workflow training.
- For common questions, see Workflow training FAQs.
Hope this article was helpful. For any queries, please write to support@outdoo.ai