Playbooks
How adaptlive handles a specific kind of call — the workflow, the signals that activate it, and the prompts staff sees.
Building a Playbook
A playbook is three things wired together: a workflow, the signals that activate it, and the cockpit rules that surface prompts during the call.
playbookworkflowcreatetemplate
Triggers (Live Signals)
What activates which playbook during a call. Modernly, all of this lives in Settings → Live Signals.
triggerlive signalskeywordactivation
Editing a Live Playbook
Changes take effect on the next call. Fork for variants. Use field change history to see and revert specific tweaks.
editforkfield historyarchive
Playbook Best Practices
The principles that separate playbooks that feel like helpful reminders from playbooks that feel like a script.
best practiceswritingtipswrap-up