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Complete Playbook Examples

Six real-world playbook templates you can copy and customize

Last updated on October 27, 2025
This page contains six complete playbook examples for common use cases. Copy and customize these for your needs.

Example 1: Simple Lead Capture

Use case: Basic information collection with no branching
When to use: Simple lead capture with qualifying question
Ask the questions step by step in order to collect information from the visitor.

1. @ask_question: "What is your name?"

2. @ask_question: "What is your company name?"

3. @ask_question: "What is your email address?"

4. @ask_question: "Have you heard of us before?" @show_options["Yes", "No"]

5. @recommend steps to get the visitor to the right person

6. @mention_specifically: "Thank you! We have all the information we need. Someone will reach out to you shortly."

7. @stop_playbook
What happens:
  • Asks for name, company, and email in sequence
  • Asks awareness question with options
  • Recommends next steps based on training materials
  • Thanks the visitor and ends

Example 2: Branched Lead Qualification

Use case: Different paths based on company size, with budget disqualification
When to use: Multi-path qualification with disqualification logic
1. @ask_question: "What is your company size (number of employees)?" @show_options["1-200", "201-1000", "1000+"]
    - If the answer is "1-200", proceed to Step 2.
    - If the answer is "201-1000", proceed to Step 3.
    - If the answer is "1000+", proceed to Step 4.

2. (for 1-200) @ask_question: "Do you have a budget allocated for this type of solution?" @show_options["Yes", "No"]
    - If the answer is "Yes", proceed to Step 5.
    - If the answer is "No", proceed to Step 8.

3. (for 201-1000) @ask_question: "What business problem are you trying to solve?"
    - Proceed to Step 5.

4. (for 1000+) @ask_question: "Who is leading the evaluation or RFP process?"
    - Proceed to Step 5.

5. @ask_question: "What is your email address?"

6. @ask_question: "What is your name?"

7. @mention_specifically: Thank you! Someone from our team will reach out to you shortly. @stop_playbook

8. @mention_specifically: "Sorry, we can't help you then" @stop_playbook

RULES:
- Mention our 30-day free trial when speaking to SMBs
What happens:
  • Branches based on company size into three paths
  • SMBs (1-200) get budget qualification
  • Mid-market gets open-ended problem question
  • Enterprise gets decision-maker question
  • Collects contact info for qualified leads
  • Disqualifies if no budget

Example 3: Support Ticket Creation (HubSpot)

Use case: Try AI resolution first, then create ticket if needed
When to use: Support escalation with AI-first approach
Requirements: HubSpot integration connected
1. @ask_question "In one message, describe your issue as best as you can."

2. @recommend a solution for the issue as best as you can. @show_options ["Yes, issue resolved", "No, I need more help"]
    - If the answer is "Yes, issue resolved", proceed to Step 6.
    - If the answer is "No, I need more help", proceed to Step 3.

3. @ask_question: "To create a support ticket, I need your email address?"

4. @ask_question: "What is your name?"

5. @mention_specifically: "I'm creating a support ticket for you now. Someone from our team will get back to you shortly." @create_hubspot_ticket with the email and the problem in the description and the title being "Support Ticket - {Name}"

6. @stop_playbook

Example 4: Combined Ticket + Live Chat

Use case: Offer both ticket creation and live chat escalation options
Requirements: HubSpot integration with live chat enabled
1. @ask_question: "What do you need help with?" @show_options["Technical Issue", "Billing Question", "Account Access", "Other"]

2. @recommend a solution based on their selection. @show_options["Yes, issue resolved", "No, I need more help"]
    - If the answer is "Yes, issue resolved", proceed to Step 8.
    - If the answer is "No, I need more help", proceed to Step 3.

3. @ask_question: "What's your email address?"

4. @ask_question: "What's your name?"

5. @ask_question: "Would you like to connect with a human?" @show_options["Yes, connect me to a human", "No"]
    - If the answer is "Yes, connect me to a human", proceed to Step 7.
    - If the answer is "No", proceed to Step 6.

6. @mention_specifically: "I'm creating a support ticket for you now. Someone from our team will get back to you shortly." @create_hubspot_ticket with the email and the problem in the description and the title being "Support Ticket - {Name}"
    - Proceed to Step 8.

7. @initialize_live_chat
    - Proceed to Step 8.

8. @mention_specifically: "Thank you! Your issue has been noted."

9. @stop_playbook
Key detail: Note how Step 6 has "- Proceed to Step 8." to skip the live chat step, and Step 7 also has "- Proceed to Step 8." to continue after live chat.

Example 5: Meeting Booking

Use case: Qualify interest and schedule demo
Requirements: Calendar integration configured
1. @ask_question: "Would you like to schedule a demo or consultation?" @show_options["Yes, schedule a call", "No, just browsing"]
    - If "Yes, schedule a call", proceed to Step 2.
    - If "No, just browsing", proceed to Step 5.

2. @ask_question: "What's your name?"

3. @ask_question: "What's your email address?"

4. @mention_specifically: "Perfect! Here's our booking calendar. Pick a time that works for you:" @share_booking_link

5. @mention_specifically: "No problem! Feel free to reach out if you have questions."

6. @stop_playbook

Example 6: Product Recommendation with RAG

Use case: Guide visitor through product selection using knowledge base
Requirements: Training materials uploaded
1. @ask_question: "What are you trying to accomplish?" @show_options["Increase sales", "Reduce costs", "Improve efficiency", "Other"]

2. @recommend relevant products based on their goal. @mention_specifically: "Based on your goal, I recommend exploring these options."

3. @ask_question: "Would you like to learn more about any specific solution?" @show_options["Yes, tell me more", "No, I'll browse on my own"]
    - If "Yes, tell me more", proceed to Step 4.
    - If "No, I'll browse on my own", proceed to Step 7.

4. @ask_question: "What is your email address?"

5. @ask_question: "What is your name?"

6. @mention_specifically: "Perfect! I'll send you detailed information about the solutions that fit your needs. Someone may also reach out to answer questions." @stop_playbook

7. @mention_specifically: "Sounds good! Feel free to ask if you have questions." @stop_playbook
 

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