Intro to Streams and Library
Streams and Library are two ways to organize calls for coaching and training. Streams are automated playlists — they update themselves based on filters you set. Library folders are curated collections you build and share manually. Together they turn your call archive into a usable resource for onboarding, skill development, and regular 1:1 preparation.
Streams
Go to Conversations > Streams. A stream is a saved filter that keeps pulling new calls as they match the criteria. Once you create a stream, you do not have to update it — calls get added automatically when they come in.
Useful streams for managers preparing for 1:1s:
- Calls scored 1 or 2 out of 5
- Discovery or demo calls where next steps were not discussed
- Calls where the customer's longest story was under 2 minutes
- Calls where the rep's talk ratio was above 45%
- Calls where you have already left a comment
Other common stream setups:
- Calls where a specific competitor was mentioned
- Calls tagged with a particular label or category
- Calls from reps who joined in the last 90 days
Library
Go to Conversations > Library. Library folders are manually curated. You choose which calls to add and who can see them.
Your Library is private by default. Folders and calls you add here are only visible to you unless you share them. Use it for:
- Organizing your own best calls or calls you want to revisit
- Sharing snippets of strong objection handling with a rep who needs coaching in that area
- Keeping calls to review before a pipeline meeting
The Company Library is shared across the organization. Admins and managers can add calls there for team-wide reference. Common uses:
- Onboarding and training — exemplary calls new hires should listen to
- Product knowledge — calls that demonstrate competitive differentiation
- New messaging — calls showing how the team is landing a new pitch
Adding a call to a Library folder
- Go to Conversations > Calls and open the call you want to save.
- Click Add to Library.
- Choose an existing folder or create a new one.
If you need help, contact us at support@outdoo.ai.