4. Getting meetings booked via HubSpot Calendar

Playbooks Introduction

1. Introduction to Playbooks

• A playbook helps your agent guide customers towards specific actions.

• Key activities include:
• Capturing contact information after qualifying leads.
• Booking meetings with relevant personnel.
• Creating support tickets or managing cases before they escalate.
• Conducting live chat handoffs.
 

2. Defining Trigger Conditions

• Identify the trigger condition for the playbook.

• Example: Trigger when a customer expresses interest in booking a demo.

• The AI agent recognizes phrases like 'book a meeting' to initiate the playbook.

3. Setting Up Conversation Starters

• Use trigger phrases as conversation starters.

• This makes it more likely they are discovered.

4. Calendar Integration

• Choose between your own calendar or HubSpot Calendar for booking.

• For this example, we will use HubSpot Calendar.

5. Analyzing Conversion Metrics

• Access the dashboard to view conversion metrics - like total leads captured or meetings booked.

• These are updated once a day.