Playbooks

Create, customize, and manage the AI call scripts that guide your staff through every call type.

Creating a Playbook

Build a new playbook from scratch or from a template — define steps, questions, and data fields.

Configure when a playbook activates — by keyword, call source number, time of day, or always.

Make changes to a live playbook, roll back to a previous version, or duplicate a playbook for A/B testing.

Tips for writing effective playbooks that feel natural during calls and capture the right data every time.