Why Playbooks Matter
Playbooks are the knowledge foundation for AI coaching. When team members ask questions, the AI searches your playbooks to provide guidance aligned with your sales methodology.
Accessing Playbook Management
Go to Playbooks in the sidebar, then click Manage Playbooks (Admin only).
Creating a New Playbook
Step 1: Click "New Playbook"
Click the New Playbook button in the top right.
Step 2: Add Content
You have two options:
Option A: Upload a Document
Click Upload Document
Select a file (PDF, Word, Google Doc, etc.)
Content is automatically extracted
Option B: Write Directly
Use the markdown editor
Format with headings, lists, and bold text
Step 3: Set Metadata
Title - Clear, descriptive name
Category - Optional grouping (e.g., "Discovery", "Objection Handling")
Step 4: Save
Click Save to create the playbook. It will be automatically indexed for AI search.
Bulk Upload
Upload multiple playbooks at once:
Click Bulk Upload
Select multiple document files
For each file, enter:
- Title
- Category (optional)
Progress shows parsing, uploading, and indexing status
All playbooks are indexed when complete
Editing Playbooks
Find the playbook in your list
Click the Edit button
Update content or metadata
Click Save
The AI index updates automatically
Re-indexing
If AI responses aren't finding your content:
Open the playbook
Click Re-index
Wait for confirmation
Or use Bulk Re-index to refresh all playbooks at once.
Deleting Playbooks
Find the playbook
Click the Delete button
Confirm the deletion
Deleted playbooks are immediately removed from AI search.
Best Practices
Content Tips
Use clear headings to organize sections
Include specific examples and scripts
Keep individual playbooks focused on one topic
Use bullet points for easy scanning
Organization Tips
Create consistent categories
Use descriptive titles
Review and update quarterly
Remove outdated content
Who Can Manage Playbooks
Company Admins - Full create, edit, delete access
Team Members - View only (see "Viewing Company Playbooks" guide)