Outreach Platform Help

Step 1 — Gather context

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

Which area do you need help with?

1. Sequences & cadences — building, optimizing, A/B testing outbound sequences
2. Kaia conversation intelligence — recording, transcription, real-time coaching, battlecards
3. Deal management — pipeline visibility, deal risk, mutual action plans
4. Forecasting — revenue forecasting, pipeline coverage, deal inspection
5. Coaching — rep performance, call scoring, coaching plans
6. Integrations & API — Salesforce/HubSpot sync, REST API, webhooks, Zapier
7. Admin & setup — user management, permissions, mailbox config, deliverability
8. Pricing & plans — tier comparison, what's included, hidden costs

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