What's New in Outdoo AI

Discover the latest features in Outdoo AI v3.4, including workflow simulation for CRM training, first interaction toggle for roleplay scenarios, and team management improvements.

November 2026 — v4.3.0

Team Management: Data Capture

  • Each team member now has Record Calls, Import Meeting Tool Calls and Import Dialer Calls settings, so you choose which calls are captured for them. Existing team members keep their current setup.

Call Blitz

  • Call Blitz now assigns to a fixed list of selected team members instead of dynamic teams. Existing blitzes were updated automatically.

Revie

  • Revie has a new design. The assets Revie creates now appear in Outputs at the top left of the chat.

Resources

  • Create Text is now Add Text Snippet, and its Title field is now Name.
  • Import Website now opens a full page with Cancel and Import Website buttons instead of a window. The website's details page has a Page Filters section and an Info section with the crawl status and the imported pages.
  • Each resource has a three-dot menu with Download (files and text) or Re-crawl (websites), and Edit. Editing a file opens Replace File, where you upload a new version.
  • The list has new Status, Created By and Created On columns.

Design updates

  • New designs for the AI Trainer, the AI Knowledge Hub and Billing.
  • Creating and updating a Roleplay Agent has a new look.

November 2026 — v4.2.0

Resources: import a website

  • Use Import Website in Manage > Resources to turn a site into a resource. Add a sitemap, skip pages with filters, add extra URLs and send custom headers. Up to 5000 pages are crawled.
  • Click Re-crawl on a website resource to fetch the site again. The sitemap field now checks that you entered a valid URL.
  • AI Trainers can use website resources and Word and text files, once they finish processing.

Learn more about importing a website

Embed an AI Trainer

  • A new Embed AI Trainer permission lets admins give people the embed code that adds a trainer to Salesforce, an LMS or a website.

Learn more about embedding an AI Trainer

Thinking levels

  • AI Trainers now respond faster. Choose Instant, Balanced or Deep thinking on an AI Trainer, and in Ask Revie, to trade speed for accuracy.

Courses and batches

  • The course builder is now six numbered sections. Choose Open course or Limited access when you create a course, and set Success Criteria for each agent.
  • Passing requirements are now Total attempts, Agents attempted and Agents passed, and all three are required.
  • Team members who open a course or Call Blitz that isn't assigned to them see a clear "Not assigned to you" page.

Learn more about courses

Scorecards and calls

  • Edit a manager scorecard on a call with Edit and Update Score. Choosing a participant is now required when you add a manager score or generate an AI scorecard.
  • A scorecard's Final Objective is now required.
  • Call playback adds a 1.75x speed.

Opportunities

  • Win/Loss charts have a View deals button that filters All Closed Deals to the group you picked.
  • Filter deals by graph pointers to focus on the opportunities that matter.
  • The deal board manager is now a table with All Boards, Shared with me and My Privates tabs and a Default chip.

Refreshed design

  • Courses and Batches have a step-by-step design. The same pattern now carries across Deal Boards, Call Blitz, Follow-up Templates, adding and editing users, Permission Profiles and Activity Association.

Follow-up templates, team and API keys

  • The follow-up template editor supports tables, and Add placeholders is now Add variable.
  • Designation is now required when you add a team member, and disabling a user no longer asks you to reassign their team.
  • API keys can now be valid for 6 Months or 1 Year, and a new mcp:read_only_access scope gives MCP clients read-only access.

MCP upgrades

  • MCP is faster, respects each user's role and permissions, and has a Read-Only Access (MCP) API scope.
  • From Ask Revie you can create and update Roleplay Agents, scorecards, Roleplay Types and scenarios.
  • New tools cover Performance, Course, Call Blitz and Search Roleplay Agent. Conversation tools support pagination, tool calls are rate-limited, and reranking makes knowledge search results more relevant.

October 2026 — October 22 update

Release date: October 22, 2026

Scorecard models: Caliber 1 and Caliber 2

  • Choose a Scorecard model on each scorecard. New scorecards start on Caliber 2 (Recommended), and existing scorecards stay on Caliber 1 until you switch.
  • On Caliber 2, write Must do and Good to do as separate points. Each point is marked met, partial or not met, and scores land on half-point steps from 0 to 5.
  • Set a Format for each objective, Range (0 to 5) or Yes (5)/ No (0), and describe When to mark N/A so the AI knows when to leave an objective out of the score.
  • Apply to now includes Roleplay Agent, and it is the default for new scorecards.

Animation: setting up a Caliber 2 scorecard objective

Caliber 2 scorecards: points, Format and When to mark N/A.

Learn more about creating a scorecard

Recommendations by question

  • The Recommendations view on a call now shows an Overall Recommendation followed by recommendations for each question, on both real calls and practice calls.

Recommendations window with Overall Recommendation and recommendations by question

Recommendations by question.

Resources

  • Create a text resource right in Outdoo AI with Create Text. It is saved as a document you can attach to roleplay agents and scorecards.
  • Edit a resource to change its name or type, or replace its file. Link resources can be resynced to pick up changes.

Animation: creating a text resource

Create Text in Manage > Resources.

Learn more about managing resources

Clearer locked features

  • Features that aren't in your plan now open a preview page that explains what the feature does, with Contact support and See how it works buttons.

Learn more about locked features

Smaller improvements

  • Billing shows separate quota rows for real calls and roleplay calls.
  • Info icons on call and practice stats explain what each metric means.
  • Bulk add in Team Management checks names, phone numbers and profiles before import, and bulk update has a Download template option.
  • After you publish a new course, you can assign it straight away or create another one.
  • First-time setup only shows the steps your permission profile allows, and every step can be skipped.
  • Call details, practice details and shared call pages now work better on phones.

October 2026 — v4.1.0

Release date: October 12, 2026

Follow-up email templates

  • Create reusable follow-up email templates and use them to generate follow-ups from your calls, with either the standard template or your own.
  • Find them under Manage > Follow-up Templates.
  • Add tags to keep your templates organized.
  • Personalize with placeholders for recipient and sender details: name, company, job title, email and phone.

Learn more about follow-up email templates

SCORM 1.2 support

  • Export courses as SCORM 1.2, alongside the existing SCORM 2004 (4th Edition). Pick the version in the Export SCORM dialog, so your courses work with even more learning platforms.

Revie improvements

  • Revie is now connected to a knowledge graph, giving you deeper, better-connected answers and sharper, more helpful responses.
  • Only clean data is indexed in the knowledge graph. Contacts with an incomplete phone number (such as "+1" only) or one phone number shared by many users or external participants are not indexed.

October 2026 — v4.0.0

Release date: October 4, 2026

One unified Outdoo AI

  • No more switching between Roleplay and Revenue Intelligence. Everything now lives in one interface, with a single sidebar: Home, Practice, Real Calls, Opportunities, CRM Automation, Performance and Manage.
  • A new Home page brings your shortcuts, stats, meetings, courses and Call Blitz together in one place.
  • On Performance pages, switch between Real Calls and Practice Calls to see the data you need.

Permission Profiles

  • Decide exactly what each person can see and do, workspace by workspace. Control page access, whose calls people can open, the actions they can take, and the settings they can manage.
  • Start from one of the built-in profiles (Admin, Manager, Employee, Billing, Viewer, RevOps, SalesOps and Sales Enablement) or create your own under Settings > People Settings > Permission Profiles. Duplicate a custom profile to build a new one quickly.

AI Coaching Summary on scorecards

  • Every scorecard now opens with an AI Coaching Summary, so you get the key takeaways before going through each question: a one-line verdict on the call, what went well, the biggest gap, and a short, numbered plan for the next call.

More accurate scorecards

  • Scores are more accurate, with sharper recommendations and notes.
  • A new Yes/No scoring format sits alongside the existing Range (0 to 5) format, so you can score any objective as Yes (5) or No (0).

Ask Revie about practice calls

  • Revie can now answer questions about your practice calls too. In Ask Revie, choose Practice or Both as the source.

AI Tutor is now AI Trainer

  • AI Tutor has a new name: AI Trainer. Roleplay and trainer calls together are now called Practice Calls, and calls with customers are Real Calls.

August 2026

Release date: August 27, 2026

AI Tutor (now AI Trainer)

  • Build a trainer that teaches from your own playbooks, product docs and call guides, then have your team learn by talking it through. Choose a Concept, Skill or Tool trainer, give it a persona and voice, and preview it before saving.
  • Trainers can share their screen during a session, which is useful for software walkthroughs. Sessions run up to 15 minutes, with a countdown in the final minute.
  • Rolled out to all workspaces in early September.

Embed roleplay agents anywhere

  • Run a roleplay agent inside Salesforce, your LMS or LXP, or any web page. Open the agent's menu in Roleplay Agents and select Embed Agent to get the iframe code.

Course pass scores and course analytics

  • A course roleplay can now pass on a minimum score (for example 3.5) instead of a text criterion.
  • Pick a course in Performance to see who passed, failed or is overdue, with completion rate, pass rate and average score, and download the details.

Notification and sharing controls

  • Admins can turn roleplay email notifications on or off for comments, shares, weekly digests, Call Blitz and courses.
  • Share dialogs now follow your workspace's sharing settings, and show a Connect Slack button to admins when Slack isn't connected.

May 2026 — v3.9

Release date: May 28, 2026

  • Improved Revie (Outdoo Support Agent) response time (~1 min from 2-3 min)
  • Accounts with MCP access enabled [controlled by Account Management team] can create MCP API key and integrate it with other MCPs.

May 2026 — v3.8

Release date: May 23, 2026

Background noise and ringing sound support in SCORM/product simulations for more realistic call scenarios

Manual labels support added in:

  • Roleplay
  • Revenue Intelligence

Batch & Course Management Improvements

  • Edit existing courses
  • Create and manage batches
  • Add new users to existing batches
  • Assign additional courses to existing batches
  • Performance tracking for batches

Web App Support

Multiple bug fixes and platform improvements across modules

May 2026 — v3.7.1

Release date: May 20, 2026

  • Manual Labels
  • Bug Fixes and Improvements

April 2026 — v3.6

Release date: Apr 28, 2026

  • Added Image Component, Background Image in Workflows and improved view
  • Bug Fixes and Improvements

April 2026 — v3.5.1

Release date: Apr 24, 2026

  • Ask Revie UI Changes
  • SCORM Changes: Now you don't need to export and import SCORM to have the latest SCORM version built by us.
  • Agent Avatars, AI voices, Agent names and companies list, and other static variables: we have moved to database.
  • Bug Fixes and UI Enhancements.

April 2026 — v3.5

Release date: Apr 20, 2026

Enhancements & New Features

  • New Workflow Training Enabled
  • 1. Create workflows to be associated to agents and learners doing call (during or post) can interact with workflow associated

Performance Insights Upgrade

  • Added Scorecard Distribution for a user

UI Revamp

  • Revenue Intelligence Home Revamp

SCORM Export Enhancements

  • Now can export Video and Chat Roleplay Agents

Bug Fixes and Improvements

April 2026 — v3.4

Release date: April 14, 2026

Workflow training (new feature)

Outdoo now includes workflow training, a controlled environment where team members practice post-call processes like CRM updates, call dispositioning, and data entry against a replica of your real system, before running them on live data. Every field input, navigation step, and validation action is tracked and scored against the correct path.

Admins can build workflows for any browser-based process and assign them directly to team members or inside courses. See Intro to workflow training and Create a workflow for setup details.

First interaction toggle in Roleplay Types

Roleplay Type creation now includes a first interaction toggle. When enabled, it tells the AI buyer that this is a cold or first-contact scenario. This changes how the AI opens the conversation and how it responds in the early exchanges.

Enable this for cold calls, initial discovery, and SDR handoff introductions. Leave it off for follow-up calls, renewals, and scenarios where relationship context already exists. See First interaction flag in Roleplay Types for details.

Team Management fixes

Restored missing fields in the Member Details modal under Settings > People Settings > Team Management. The edit and create flows for Extension, transcript languages, Recording Consent Profile, LMS Learner ID, email, designation, and manager default selection are all working correctly again.

Skills radar improvements

Skill labels are now trimmed for consistent display across scorecards and skill forms. Skills radar data is also deduplicated, so performance charts no longer show repeated skill values.

Analytics and performance UI

Updated views across Trackers, Objectives, Agent Comparison, and Roleplay Type Details. Tracker smart icon behavior and filter updates are also included in this release.

Outdoo AI Mar'26 Release | v3.3

Release Date: March 24, 2026

Resources section

A dedicated Resources section is now available to centralize training materials, documentation, and reference content for roleplay scenarios and AI agents. Files stored here can be attached to agents, scorecards, and courses.

AI scorecard generation with resources

Scorecard generation now incorporates attached resources for more context-aware scoring. Scorecards also support attaching relevant resources directly to individual entries, creating a direct link between scoring criteria and the reference materials team members can use when reviewing feedback.

Agent creation from file attachments

You can now create and fine-tune AI agents by uploading training files and documents directly during agent creation. Supported formats include PDF, DOCX, and TXT. Multiple files can be uploaded in a single session.

Agent creation flow improvements

The agent creation workflow has a new step-by-step interface with improved validation, clearer progress indicators, and real-time feedback during setup.

Outdoo AI Feb'26 Release | v3.2

Gatekeeper Support in Roleplay Calls

You can now add a Gatekeeper to your roleplay calls. Simulate real-world call flows where you must navigate through assistants or front-desk scenarios before reaching the decision-maker.

Multi-Persona Agent

Run multiple AI agents in a single call. Create dynamic, realistic conversations with different personas interacting in the same roleplay session.

Video Agent (Avatar / Video Screen Mode)

Video Agents with avatar or video screen capabilities are now available. Experience more immersive roleplay sessions with face-to-face simulation.

Live Captions in Roleplay Calls

View real-time captions during your roleplay calls to follow conversations more easily and review key moments instantly.

Clickable Timestamps in Scorecard: In the Roleplay Call Info page, any timestamp (hh:mm:ss) mentioned in notes or recommendations is now clickable.

Outdoo AI Feb'26 Release | v3.1

In-Person Roleplay

With In-Person Roleplay, teams can now practice scenarios built for real environments where body language, pacing, and physical context matter.

Useful for:

  • Retail: walk-ins, product demos, counter objections
  • Real estate: site visits, negotiations, closing conversations
  • Insurance: in-branch consultations, needs analysis, plan comparisons
  • Any field team handling on-site meetings and high-trust conversations

Configure Roleplay Agent Behavior

You can now customize agent behavior using structured settings across several categories:

Information Strategy: Proactive Sharing, Direct Answer, Deflection Tendency, Detail Level, Pain Point Timing, Pain Point Depth

Engagement Progression: Initial State, Verbal Demonstration, Rapport Building, Credibility Establishment, Pain Acknowledgment, Personalization, Progression Stage, Regression Triggers

Difficulty Settings: Overall Difficulty Level, Objection Sophistication, Information Withholding, Skepticism Level, Patience Threshold, Decision Complexity, Adaptive Difficulty Enabled, Adjustment Speed, Performance Window

Conversation Style: Verbosity, Response Length Preference, Storytelling Tendency, Humor Usage, Question Asking Frequency

Scorecard enhancements

Scorecard Weightage and Scorecard Priority settings have been improved. Scorecard Weightage controls how strongly a scorecard applies for a call. Scorecard Priority defines which scorecard takes precedence when more than one could apply. These changes lead to more accurate evaluations and better coaching signals.

Outdoo AI Jan'26 Release | v3.0.0

Course Certifications (New)

Branded certificates are auto-awarded when users successfully complete a course. Managers receive post-course feedback and can track certified team members. Certificates can be downloaded as PDFs and shared via public verification links. Team members can view all earned certifications in a dedicated Certificates and Accomplishments section.

Roleplay Performance and Scorecards

New Roleplay Performance Pages with saved filters and history. Scorecard listing and detailed management, point-based scoring, regenerate scorecards when call ownership changes, and course and roleplay performance alignment.

Call Blitz

Fully revamped Call Blitz experience with timer enhancements, shuffle handling, error states and loading flows, integration with courses and settings, and sidebar, settings routes, and navigation updates.

New Roleplay Home

Revamped Roleplay Home experience with admin stats integrated for real-time insights, improved navigation and workspace handling, and a refreshed UI with better hierarchy and performance visibility.

New Roleplay Conversations

Advanced filters (saved filters, modal filters), conversation top bar and improved navigation, and global search support for calls. Conversation Details Page with cleaner layout for transcripts, insights, and metadata.

Courses

New Courses UI with course listing and taking flow, filters for better discoverability, performance tracking integrated with roleplay, and initial certificate flow.

Roleplay Configuration and Settings

Manage Roleplay Types, Manage Scenarios, Manage Scorecards, centralized settings pages with cleaner UX, Slack integration, and timezone and general settings improvements.

Team Management

Bulk add and update users, improved permissions and edit controls, and workspace-aware routing and navigation.

Search and Discoverability

Calls added to Global Search, folder and tag search while creating agents, and improved roleplay and performance filters.

Outdoo AI Dec '25 Release | v2.14.0

Focus: Call Blitz Experience and Sales Readiness

Live Call Blitz Runs: Team members can run back-to-back AI roleplays in a single session, simulating real-world pacing and pressure.

Configurable Call Pickup Rates: Set realistic pickup probabilities to mirror actual outbound calling conditions.

Blitz Performance Insights: View completion rates, attempts, and improvement trends across Blitz sessions.

Skill-Focused Blitz Design: Create Blitz programs centered on specific skills like discovery, objection handling, or confidence.

Improved Readiness Scoring: Performance across roleplays, courses, and Blitz sessions now rolls up into clearer readiness signals.

Outdoo AI Nov '25 Release | v2.13.0

Focus: Call Blitz Setup and AI Coaching

Call Blitz Creation Flow: Set up Blitz programs with duration, schedules, agents, and assignments.

AI-Guided Coaching in Blitz: Learners receive objectives before sessions and feedback after each attempt.

Flexible Assignment Controls: Assign Blitz programs to individuals, teams, or groups.

Sequential Agent Execution: Agents appear one after another during a Blitz session for focused repetition.

Practice Windows and Scheduling: Control when and how often team members can run Blitz sessions.

Outdoo AI Nov '25 Release | v2.12.0

Focus: Courses and Training Analytics

Course Builder: Turn roleplay agents into guided learning paths.

Cohort-Based Assignments: Assign courses to specific teams or groups with separate timelines.

Success Criteria Per Roleplay: Define clear completion and performance thresholds.

Course Analytics Dashboard: Track progress, completion, and performance across learners.

Attempts and Reminders: Control retries and send reminders automatically.

Outdoo AI Oct '25 Release | v2.11.0

Focus: SCORM and LMS Integration

SCORM Export for Courses: Export any Outdoo course as a SCORM package.

Broad LMS Compatibility: Upload courses into Docebo, Cornerstone, Moodle, Workday, SAP SuccessFactors, and more.

Progress and Completion Tracking: Track learner activity directly inside your LMS.

Outdoo AI Sep '25 Release | v2.10.0

Focus: Scaling Roleplay Libraries

Instant Roleplay Variations: Generate new personas, scenarios, and voice styles from an existing agent.

Randomize Mode: Automatically create multiple variations with one click.

Clone Across Sales Stages: Reuse the same buyer persona for discovery, pricing, and negotiation.

Quick Roleplay Type Switching: Change call types without rebuilding agents.

Folder Organization: Group agents by product, skill, or learning path.

Outdoo AI Aug '25 Release | v2.9.0

Focus: Roleplay Creation Foundations

Create Roleplays from Real Calls: Upload recordings or connect tools like Gong to generate AI buyers from actual conversations.

AI Buyer Persona Extraction: Automatically capture tone, objections, behaviors, and patterns.

Prompt-Based Roleplay Creation: Build full agents instantly using a short written prompt.

Template-Based Roleplays: Start from ready-made templates for cold calls, discovery, and more.

Micro-Learning Mode: Focus practice on specific skills instead of full calls.

Scorecards and Coaching Instructions: Add structured evaluation and coaching guidance.

Outdoo AI July '25 Release | v2.7.0

AI Sales Roleplay launched with:

  • SmartBot Builder: create custom roleplay bots based on real sales scenarios and objections
  • Deal-Driven Roleplays: roleplays adapt dynamically to deal stages for targeted coaching
  • Instant Feedback and Scoring: team members receive immediate performance feedback after each session
  • Faster Ramp-Up: guided practice accelerates onboarding and skill readiness
  • Manager Dashboards: performance insights reduce the need for manual call shadowing

Revenue Activation and Intelligence Improvements:

  • Next call date is now clearly displayed for every deal in the Revenue Intelligence dashboard
  • Post-call playbooks are automatically shared via Slack or Email
  • Users can now edit or delete comments on recorded calls
  • Next steps are automatically updated in the CRM at the deal level
  • Speaker identification accuracy increased to 96%

Feb '25 Release | v2.0.4

Release date: February 14, 2025

Introducing the AI Buyer Guide feature to help you navigate the buyer.

Get answers to:

  • What guidelines you should follow in emails or opening statements
  • How to plan deals and negotiate better
  • Whether any buyer is an influencer, champion, or detractor

The AI Buyer Guide button appears in the speaker timeline beside a detected buyer contact (who must be present in your CRM as a lead or contact). It is also visible wherever the CRM contact is mentioned in the Call Info Section or the relevant deal section.

Jan '25 Release | v2.0.3

Release date: January 7, 2025

Customer Insights: Understand the participant's interests and pain points to determine what influences them.

Email and Call Trackers: Get more control over trackers by selecting the type of conversations (emails or calls) you want them identified in.

Enhanced Score Card Templates: All default templates now include an Answer Guide for better scoring control.

Download insights and reports as CSV: Built for RevOps teams. Download insights, trackers, coaching, and performance reports as CSV.

Dec '24 Holiday Release

Manually Upload Calls: Upload call recordings for analysis from Google Drive, Microsoft OneDrive, Microsoft OneDrive Business, Box, or public link (mp4/mp3 only). Maximum 10 files at a time with a file size limit of 1 GB.

Auto-Label Calls Using Categories: Label calls automatically using pre-defined categories.

Customizable Summaries for Email/Slack: Customize your email/Slack summary sections.

Re-run AI Call Scoring: Managers can re-score calls or run different initiatives on a single call.

CRM Notes: Enable or disable meeting/deal summary sync in your CRM.

December '24 Update

Categories Service: Create and save custom boolean filters. Apply filters when creating or updating initiatives to target only calls matching the selected configuration. Future extensions include integration with AI Docs and Automated Labels.

Initiative Filter: Configure initiatives to target specific categories. Add answer guides to coaching points. Configure weights for coaching points.

Hope this article was helpful. For any queries, please write to support@outdoo.ai