Your industry playbook

A playbook is the blueprint your CRM and AI rep run on. You start from a proven industry template and tune anything you like — no flowchart-building required.

What's in a playbook

When you pick your industry during onboarding, your account is pre-loaded with a complete playbook. Open Playbook in the app to edit any part of it:

• Pipeline stages — the columns your leads move through (e.g. New Lead → Qualified → Appointment Set → Won).
• Your AI agent — name, role, persona, first-touch and returning-lead greetings, tone and style rules, guardrails, qualifying questions, and objection handling.
• Lead tiers — how Hot / Warm / Cool are defined and what to do with each.
• Follow-up sequences — the cadence of touches for new and stale leads.
• SMS templates — reusable message starting points.

Editing your playbook

1. Open the editor

   Go to Playbook in the left nav.

2. Edit any section

   Rename stages, rewrite the AI persona, adjust tier rules, or change the follow-up cadence and templates.

3. Save

   Use the sticky Save bar at the bottom. Your CRM board, the Queue's recommended touches, and your AI rep all immediately run on the updated playbook.

Start proven, then tune

The Solar and HVAC templates are production-grade — a full residential pipeline, a tuned AI persona, tiers, cadences, and message templates. Most teams launch on the template as-is and refine it over their first week. Because everything runs off this one blueprint, a change here updates your board, your queue, and your AI rep at once.