An AI-generated scorecard used to grade a rep against the model's idea of a good sales call. Now it grades against the playbook your VP of Sales actually approved, and points to the exact page that says so.
Why this matters
Generic scoring criteria are a hard sell to experienced sales teams. A rep who gets marked down for "not building enough rapport" can reasonably ask whose definition of rapport that is.
The gap between what a company's playbook actually says and what a generic AI rubric assumes is where trust in scoring breaks down, and it is also where managers end up rewriting scorecards by hand to match internal standards that already existed in a document somewhere.
How it works
When generating a scorecard with AI, a manager can now attach playbooks, SOPs, or other reference documents directly to the generation request. The model builds the scorecard's criteria and wording from that attached material instead of a generic template, so the rubric reflects the company's actual sales methodology and terminology.
Attachment works at two levels: the whole scorecard can draw on a set of documents, or individual entries can be tied to a specific resource, so a discovery-questions line item pulls from the discovery section of a playbook while a pricing objection line item pulls from a separate pricing guide. Generation also offers a scoring mode choice, standard or stricter, applied on top of whatever the attached documents establish.
The documents available here come from the same Resources library that also grounds roleplay agent behavior and course reference material elsewhere in Outdoo. A playbook uploaded once is available to attach to a scorecard, an agent, or a course without re-uploading it for each use.
Each generated entry can link directly back to the resource it was grounded in. When a rep reviews their feedback and sees a score on "handled the budget objection correctly," they can open the linked document and see the exact standard the AI applied, rather than taking the score on faith.
What this unlocks
An enablement manager rolling out a new methodology can attach the methodology document once and generate scorecards across every team that reference it consistently, instead of manually re-typing the same criteria into five different rubrics. A rep who disagrees with a score has somewhere concrete to look, the linked resource, rather than an argument with a manager about interpretation.
In financial services and other regulated industries, this also means compliance-sensitive criteria, like required disclosures, can be scored with a direct link back to the compliance document that mandates them, giving both reps and auditors a paper trail.
A partner enablement team running white-label training for a franchise or reseller network can attach that partner's own evaluation guide instead of Outdoo's default rubric, so franchisees are scored against the standard their own brand actually enforces, not an outside vendor's assumptions.
See Create a scorecard using AI (with resources) for setup.
Launched in v3.3, March 2026. A score is only as trustworthy as the standard behind it, and now that standard is one click away.
See it in Action
Tell us what you're working on, whether that's sales calls, support tickets, or leadership coaching, and we'll show you how it fits.
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