Feature
A Playbook is your process written in plain words. The assistant follows it, so answers and priorities match how your agency actually works instead of a generic script. Change it once, and the whole team gets it.
How it happens
Playbook
Past-appraisal re-engagement
“When an appraisal passes 12 months with no contact, send a warm check-in in the agent’s voice.”
Your Past-appraisal playbook fits here. Open the pipeline to review the dry-run and run it.
Past-appraisal re-engagementWrite down how you qualify a lead, work a vendor, or shortlist a role, and the assistant follows that when it helps your team.
Everyone gets the same approach, whether they have been there ten years or ten days, because it comes from one shared source.
When a task fits an automation, a Playbook links your team straight to the right pipeline in the Builder, ready to review and run.
You do, in plain language. No special syntax, and you can change them whenever your process changes.
No. A Playbook guides the read-only assistant and can point to a pipeline, but a person always reviews and runs anything that writes or sends.
Write your process once, and your whole team works from it.
See it for real estate or recruitment.