Bot Playbooks

  • ABM Playbooks and Changing Account Owners Without a CRM
    ABM playbooks are one of the most powerful tools at your disposal as you can offer a site-visitor a familiar face every ti...
  • AI In Playbooks
    In this article, we will cover: What is AI in playbooks? What is the base model? How to create AI topics in the custom mo...
  • Conversation Flow Analytics
    Playbook Analytics gives you data on a variety of things within the Bot playbooks. You will be able to see how many people...
  • Creating Advanced Playbooks
    Now that you've set up your first Bot Playbook, you've officially mastered how to create questions and button responses, k...
  • Hook Assistant
    In this article we'll go over: What is the Hook Assistant? How to use the Hook Assistant Reporting Plan availability:  ...
  • Meeting Booked: Phone Capture
    When a customer books a meeting, you need a phone number to call them on. A meeting with number phone number isn't going t...
  • Playbook Version History
    What is Playbook Versioning?  Playbook Versioning is the ability to see and access the entire history of published edits t...
  • Routing in bot Playbook Goals
    Within our bot playbooks, one of the options within the goal is to route the conversation. There are specifically five dif...
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