Expertise AI Knowledge Base

Playbooks

Complete guide to creating no-code AI workflows with Playbooks

Getting Started with Playbooks

Learn what playbooks are, how they work, and when to use them

Last updated on October 27, 2025

Core Concepts & Structure

Understanding playbook anatomy, steps, branching, and rules

Last updated on October 27, 2025

Complete Playbook Examples

Six real-world playbook templates you can copy and customize

Last updated on October 27, 2025

Tool: @ask_question

Ask questions to gather information from visitors

Last updated on October 27, 2025

Tool: @show_options

Display multiple-choice button options for visitors to select

Last updated on October 27, 2025

Tool: @mention_specifically

Output exact verbatim text without paraphrasing

Last updated on October 27, 2025

Tool: @recommend

Retrieve relevant information from training materials

Last updated on October 27, 2025

Tool: @stop_playbook

End playbook execution and return to general conversation

Last updated on October 27, 2025

Tool: @initialize_live_chat

Hand off conversations to human agents with scheduling

Last updated on October 27, 2025

Tool: @share_booking_link

Share a calendar booking link directly in chat

Last updated on October 27, 2025

Tool: @show_contact_form

Display a structured contact form to collect visitor information

Last updated on October 27, 2025

Best Practices & Tips

Expert tips for writing effective, maintainable playbooks

Last updated on October 27, 2025

Troubleshooting Guide

Common issues, error messages, and how to fix them

Last updated on October 27, 2025

Quick Reference

Tool matrix, syntax, patterns, and checklists for quick lookup

Last updated on October 27, 2025

Tool: Creating Support Tickets

Create support tickets in HubSpot or Salesforce

Last updated on October 27, 2025