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Tool: @trigger_playbook

Jump to another playbook to continue the conversation flow

Last updated on December 3, 2025

@trigger_playbook

What it does

Triggers a jump to another playbook and immediately executes its first step. Use this to chain playbooks together, branch to specialized flows, or create modular conversation structures.

When to use it

  • When you want to hand off control to a different playbook mid-conversation
  • To create modular playbooks that can be reused across different flows
  • For complex branching where different user paths should lead to entirely different playbook experiences
  • When you want to separate concerns (e.g., qualification playbook triggers booking playbook)

Can combine with

  • Can appear in branching logic to route different user responses to different playbooks
  • Should typically be the last tool in a step (similar to @stop_playbook)
  • Can be used alongside other tools in the same step, but will execute the target playbook after

Syntax

In the playbook editor, type @trigger_playbook and select the target playbook from the popup:
@trigger_playbook [Playbook Name]

Configuration

Requirements:
  • You must have at least 2 playbooks created to use this tool
  • The target playbook must exist and be active
Tool Settings:
  • No additional configuration required
  • Select the target playbook from the dropdown when inserting the tool

Examples

Basic usage - end of playbook handoff:
1. @ask_question: "What brings you here today?" @show_options["Sales inquiry", "Technical support", "Billing question"]
    - If "Sales inquiry", proceed to Step 2.
    - If "Technical support", proceed to Step 3.
    - If "Billing question", proceed to Step 4.

2. @trigger_playbook [Sales Qualification]

3. @trigger_playbook [Support Triage]

4. @trigger_playbook [Billing Help]
With qualification before handoff:
1. @ask_question: "What is your company size?" @show_options["1-50", "51-500", "500+"]
    - If "1-50", proceed to Step 2.
    - If "51-500", proceed to Step 3.
    - If "500+", proceed to Step 3.

2. @mention_specifically: "Thanks! Let me connect you with our SMB team."

3. @trigger_playbook [SMB Lead Capture]

4. @mention_specifically: "Great! Let me connect you with our Enterprise team."

5. @trigger_playbook [Enterprise Lead Capture]
Combined with other tools:
1. @ask_question: "Would you like to schedule a demo or learn more about pricing?" @show_options["Schedule demo", "Pricing info"]
    - If "Schedule demo", proceed to Step 2.
    - If "Pricing info", proceed to Step 3.

2. @mention_specifically: "Perfect! Let me help you book a demo." @trigger_playbook [Demo Booking]

3. @recommend: pricing information. @stop_playbook

How it works

  1. When @trigger_playbook is executed, the current playbook immediately stops
  1. The target playbook is loaded and begins execution from Step 1
  1. The conversation context and collected information carry over to the new playbook
  1. The target playbook runs independently until it reaches @stop_playbook or triggers another playbook

Tips

  • Modular design: Create reusable playbooks for common flows (lead capture, booking, support) and trigger them from multiple entry points
  • Keep it simple: Avoid creating chains of more than 2-3 playbook jumps to prevent confusion
  • Test thoroughly: Test the full path through triggered playbooks to ensure smooth transitions
  • Name playbooks clearly: Use descriptive names since users will see the playbook name when you insert the tool
  • One-way flow: Remember that triggering a playbook is a one-way handoff - the original playbook won't resume

Common Patterns

Router playbook:
1. @ask_question: "How can I help you today?" @show_options["Buy a product", "Get support", "Learn more"]
    - If "Buy a product", proceed to Step 2.
    - If "Get support", proceed to Step 3.
    - If "Learn more", proceed to Step 4.

2. @trigger_playbook [Purchase Flow]

3. @trigger_playbook [Support Flow]

4. @trigger_playbook [Information Flow]
Qualification with escalation:
1. @ask_question: "What is your annual budget for this solution?" @show_options["Under $10k", "$10k-$50k", "Over $50k"]
    - If "Under $10k", proceed to Step 2.
    - If "$10k-$50k" or "Over $50k", proceed to Step 3.

2. @mention_specifically: "Thanks for your interest! Check out our self-service options on our website." @stop_playbook

3. @trigger_playbook [High-Value Lead Capture]

Learn More

  • Getting Started with Playbooks - Overview and all tools
  • Core Concepts & Structure - Understanding playbook structure
  • Complete Playbook Examples - See examples in context
  • Best Practices & Tips - Expert guidance