No result found
Quick Start for HubSpot
Expertise AI Knowledge Base
Playbooks
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