sales-outdoo

What this skill does

# Outdoo Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What do you need help with?**
   - A) Setting up AI Roleplays (buyer personas, scenarios, gatekeeper simulation)
   - B) Configuring Conversation Intelligence (call scoring, intent trackers, transcripts)
   - C) Revenue Intelligence (deal health, forecasting, pipeline analytics)
   - D) CRM Automation (auto-fill fields, methodology extraction)
   - E) Integrations (Salesforce, HubSpot, Zapier, Open API)
   - F) AI Coaching (micro-learning, readiness scoring, gamified learning)
   - G) Hiring Assessments (roleplay-based candidate evaluation)
   - H) Comparing Outdoo to alternatives (Gong, Allego, Hyperbound)

2. **Which Outdoo plan are you on?**
   - A) Free (basic roleplays + limited call recording)
   - B) Premium (advanced coaching, 15+ integrations, courses)
   - C) Enterprise (SSO, MCP Server, Developer APIs, private cloud)
   - D) Evaluating — haven't decided yet

3. **What CRM do you use?**
   - A) Salesforce
   - B) HubSpot
   - C) Pipedrive / Close / Zoho / Dynamics 365 / Attio / HighLevel
   - D) None / other

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Building a coaching program or training cadence (tool-agnostic) | `/sales-coaching {user's question}` |
| Reviewing a specific call recording for coaching | `/sales-call-review {user's question}` |
| Comparing AI note-takers / conversation intelligence platforms | `/sales-note-taker {user's question}` |
| General CRM integration patterns (Zapier, webhooks, iPaaS) | `/sales-integration {user's question}` |
| Gong-specific questions | `/sales-gong {user's question}` |

When routing to another skill, provide the exact command.

## Step 3 — Outdoo platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, API quick ref, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Evaluation checklist:**
- Does your team need AI roleplay practice (Outdoo's differentiator vs Gong)?
- Is no-platform-fee important (Outdoo $0 vs Gong $10K)?
- Do you need LMS integration (Outdoo has 40+ SCORM integrations)?
- Does your team coach on real calls AND practice via roleplay (closed-loop)?

**Quick decision:**
- Outdoo over Gong when: roleplay/practice is a priority, budget matters, you want coaching + intelligence in one tool without $80K+/yr spend
- Gong over Outdoo when: you need the deepest conversation analytics, largest ecosystem, most mature forecasting, and budget isn't the constraint

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **MCP Server is Enterprise-only.** If you need AI agent access to Outdoo data (Claude, Cursor), you must be on Enterprise.
- **Developer APIs are Enterprise-gated.** Free and Premium plans can use Zapier but not the Open API directly.
- **CRM auto-fill methodology extraction (MEDDIC/SPIN/BANT) requires Premium+.** Free tier records calls but doesn't auto-populate CRM fields.
- **Non-English transcription has accuracy issues.** Portuguese specifically reported as problematic. Verify accuracy for your team's language before committing.
- **Speaker identification can misattribute.** You can reassign speakers after the fact, and accuracy has improved, but spot-check important calls.
- **Onboarding the CRM integration is not self-service.** Multiple reviewers report needing their CSM to help configure CRM sync — plan for this during rollout.
- **Pricing is custom/opaque.** No public per-seat pricing — budget ~$660-1,200/user/year based on comparison data. No platform fee (vs Gong's $10K).

## Related skills

- `/sales-coaching` — Build coaching programs, onboarding, role-plays, certifications
- `/sales-call-review` — Review specific sales calls and extract coaching insights
- `/sales-note-taker` — Compare AI note-taker / conversation intelligence platforms or wire APIs
- `/sales-gong` — Gong platform help (Revenue AI OS, Smart Trackers, coaching scorecards)
- `/sales-integration` — General CRM/tool integration patterns
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Setting up AI roleplays for new hires
**User says**: "I want to use Outdoo to practice cold calls with my new SDRs before they go live"
**Skill does**:
1. Walks through creating custom roleplay scenarios for cold calling with buyer personas
2. Explains gatekeeper simulation mode for realistic practice
3. Shows how to set up rubric-based scoring for instant feedback
4. Connects roleplay scores to readiness scoring to determine when reps are ready for live calls

### Example 2: Outdoo vs Gong for a 30-person sales team
**User says**: "We're evaluating Outdoo and Gong — is Outdoo good enough for a mid-market team?"
**Skill does**:
1. Compares pricing (Outdoo ~$660-1,200/user/yr, no platform fee vs Gong ~$1,600/user/yr + $10K platform fee)
2. Highlights Outdoo's AI roleplay advantage (Gong has no roleplay)
3. Notes Gong's deeper analytics ecosystem and larger partner network
4. Recommends Outdoo if coaching + practice is the priority, Gong if deep analytics and forecasting matter more

### Example 3: Connecting Outdoo to Salesforce
**User says**: "How do I set up the Salesforce integration so call summaries auto-log to opportunities?"
**Skill does**:
1. Explains the managed package install from Salesforce AppExchange
2. Walks through linking Outdoo conversation records to accounts, opportunities, contacts, and leads
3. Shows how to configure AI Docs auto-fill for custom CRM fields
4. Notes that CRM integration setup typically needs CSM assistance

## Troubleshooting

### Speaker identification is wrong on calls
**Symptom**: AI attributes statements to the wrong speaker
**Cause**: Audio quality, similar voices, or multi-party calls confuse diarization
**Solution**: Reassign speakers manually in the transcript viewer after the call. Report persistent issues to support — the model improves with corrections. Ensure each participant has a distinct audio input (separate mics, not a shared speakerphone).

### CRM fields not auto-populating after calls
**Symptom**: Outdoo records calls but doesn't update Salesforce/HubSpot fields
**Cause**: AI Docs auto-fill needs to be configured per methodology (MEDDIC/SPIN/BANT) and mapped to specific CRM fields — this isn't automatic on install
**Solution**: Work with your Outdoo CSM to map methodology fields to CRM custom fields. Verify you're on Premium+ (free tier doesn't auto-fill). Check that the integration has read+write permissions in your CRM.

### Non-English calls transcribe poorly
**Symptom**: Transcripts in Portuguese, Spanish, or other languages have high error rates
**Cause**: AI transcription models are English-optimized; non-English accuracy varies
**Solution**: Test with a representative sample of calls in your language before rolling out. Report accuracy issues to support for model tuning. Consider using a dedicated multilingual transcription tool (Jamy, Notta) alongside Outdoo's coaching features if language accuracy is critical.