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...
In this article we'll go over:
What is the Hook Assistant?
How to use the Hook Assistant
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...