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Quick Reference

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

Last updated on October 27, 2025

Quick Reference

Tool Quick Reference

Tool
Purpose
Requirements
@ask_question
Ask a question
None
@show_options["A", "B"]
Show button choices
None
@mention_specifically
Output exact text
None
@recommend
Retrieve from knowledge base
Training materials
@stop_playbook
End playbook
None
@show_contact_form
Display contact form
None
@share_booking_link
Share booking link
Calendar integration
@initialize_live_chat
Hand off to agent
HubSpot + live chat
@create_hubspot_ticket
Create HubSpot ticket
HubSpot integration
@create_salesforce_ticket
Create Salesforce case
Salesforce integration

Common Patterns

Basic Lead Capture

1. Ask name
2. Ask email
3. Ask qualifying question
4. Thank and stop

Branched Qualification

1. Ask qualifying question with options
2-4. Different paths based on option
5. Collect contact info
6. Thank and stop
OR
7. Disqualify and stop

Support Escalation

1. Ask about issue
2. Recommend solution with "resolved?" options
   - If resolved → stop
   - If not resolved → continue
3. Collect email
4. Collect name
5. Create ticket or initialize live chat
6. Stop

Meeting Booking

1. Qualify interest
   - If interested → continue
   - If not interested → stop politely
2. Collect name
3. Collect email
4. Share booking link
5. Provide instructions
6. Stop

Syntax Quick Reference

Steps

1. @tool: content

2. @tool: content

Options

@show_options["Option 1", "Option 2", "Option 3"]

Branching

1. @ask_question: "Question?" @show_options["A", "B"]
    - If the answer is "A", proceed to Step 2.
    - If the answer is "B", proceed to Step 3.

Rules (optional, after all steps)

RULES:
- First rule here
- Second rule here

Important Rules

Structural Requirements

  • Steps must be numbered sequentially (1, 2, 3...)
  • All branches must reference existing steps
  • Every path must reach @stop_playbook
  • Tool tags must be in English
  • Content can be in any language

Tool Constraint

  • @initialize_live_chat MUST be alone in its own step
  • All other tools can be combined as needed

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