Workflow training FAQs
What is a Workflow?
A Workflow is a recording an admin makes of the ideal version of a real business process, captured with a Chrome extension inside a real browser-based system such as Salesforce, Sprinklr, or any other tool your team uses. Outdoo AI captures both a video of the recording and the underlying structured events: clicks, field entries, and navigation order.
What systems can a Workflow be recorded in?
Any browser-based system. The most common use cases are CRM platforms (Salesforce, HubSpot, Pipedrive, Zoho), dialer consoles, and internal forms or ticketing tools. If your team has a post-call process that runs in a browser, an admin can record a Workflow for it.
Who can create a Workflow?
Anyone whose permission profile includes Manage workflows (usually Admins and Managers). Workflows are created in Manage > Workflows. If you need access, ask your workspace admin or contact support@outdoo.ai.
Does workflow training touch live data?
It can. During practice, the Outdoo Workflow Training Chrome extension opens the Start URL set on the Workflow in a normal browser tab and records your clicks, field entries and navigation there. Anything you save in that system is saved for real. If you don't want practice entries in live records, ask your admin to set the Workflow's Start URL to a test or sandbox instance of the tool.
How does workflow training relate to roleplay?
An admin attaches a published Workflow to a roleplay agent. When a learner practices that agent, they hold the roleplay conversation and perform the same process in the target system, either during the conversation or right after it, depending on the Screen timing the admin chose. Outdoo AI captures the learner's video and events and compares them against the admin's ideal recording.
How is accuracy measured?
Outdoo AI compares your recording against the admin's ideal recording and produces several metrics:
- Average handling time (AHT)
- Resolution: whether you reached a valid end state for the process
- Steps skipped or done out of order
- Step-level accuracy
Can learners retry workflow training?
Yes. Learners can attempt a Workflow multiple times through the attached roleplay agent. Each attempt is logged, so managers can track progression rather than relying on a single score.
Does workflow training work on mobile?
Workflow training is a desktop feature, since it requires recording your actions in a browser-based system alongside the roleplay conversation. The Outdoo AI mobile app supports roleplay practice, course access, and feedback review. For workflow training, use Chrome on a desktop computer with the Outdoo Workflow Training extension installed.
What is the difference between workflow training and AI roleplay?
AI roleplay is for practicing conversations: what you say to a prospect or customer. Workflow training is for practicing the operational process that runs alongside that conversation: CRM updates, form submissions, disposition selection. A single practice session covers both at once, since you hold the roleplay conversation while performing the process.
Can I see my team's workflow training results?
Yes, if your permission profile gives you access to Performance. Go to Performance > Practice and open the Workflows tab. For each Workflow you can see Avg. Handling Time, Total Sessions, Completed, Partially Completed, Not Completed, Users Attempted and Avg. Efficiency.
What if a Workflow does not match our actual process anymore?
The Workflow needs to be re-recorded by your admin. If the underlying system has changed since the Workflow was recorded, flag it to your admin. You can also contact support@outdoo.ai for help re-recording it.
Hope this article was helpful. For any queries, please write to support@outdoo.ai