Document · reads article

Playbooks

Repeatable procedures.

Long-form text, written and read in place.

Build an agent that makes thisAll modules
A trigger on every one. A playbook without a trigger never gets opened at the right moment.

Late delivery

Order 2+ days overdue · 5 · Tomas

Damaged on arrival

Customer reports damage · 4 · Camille

Supplier misses a date

Lead time slips · 6 · Tomas

New trade account

Wholesale enquiry · 7 · Camille

How it works

  1. 1

    The record holds structured text, not a file.

  2. 2

    Edits save as you type.

  3. 3

    It stays searchable, because it is data rather than an attachment.

Best for

Briefs, notes, policies, anything read as prose.

Not the right choice for

Structured fields pretending to be prose.

Who uses this page

Consultant

Qualifies the engagement and captures the problem before the first conversation.

Sales team

Qualifies inbound around the clock and hands your reps a lead with the answers already in it.

Franchise network

One answer, every location — and a record of what each one is asking.

Questions

What data does the Playbooks page use?

It reads article records the agent has collected. Repeatable procedures. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a document the wrong choice?

Structured fields pretending to be prose. It is best for: briefs, notes, policies, anything read as prose.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.

More in Knowledge & ideas

The most-read article is the one about getting started, which is usually the tell.
  • Connecting a custom domainSetup
  • Why is my agent not replying?Troubleshooting
  • Choosing modules for your agentGetting started
  • Billing and plan changesAccount

Knowledge base

Reference the agent answers from.

Change an answer here and the agent starts giving the new one.
  • Do you deliver outside Paris?Yes — anywhere in France, 2–4 working days.
  • Can I change an order after paying?Until it ships. Message the agent and it will handle it.
  • Do you do wholesale?From 12 units. Ask for the trade price list.

FAQ

Question/answer pairs.

Packaging turns out to sit between two unrelated plans. That is the map earning its keep.
Trade pricingWholesale enquiriesSubscription boxesCafé partnerships

Trade pricing → Wholesale enquiries

Idea mapping

Ideas linked by relation.

One root, branches beneath. The shape is the argument.
Opening a second siteMoneyLease vs buyStaffing

Opening a second site → —

Mind map

Branching concept map.

Ask for it in a sentence

You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.

Build your agent free

Agents

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