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; the suite arrives pre-built.

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. Your playbook also feeds a full visual workflow suite — canvas-based, with branching — deployed ready to run.
• SMS templates — reusable message starting points.

Approved playbook copy also guides Autopilot: when the agent drafts outreach and your playbook has matching approved copy for that touch, your reviewed wording replaces the agent's draft in the Approvals queue — so what goes out is language you've already signed off on.

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

All thirteen industry playbooks are production-grade — a full pipeline, a tuned AI persona, tiers, cadences, and message templates — and each deploys its full follow-up workflow suite at signup. 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.