Introduction
Got questions about using Playbooks in Andsend? We’ve got you covered.
Common Questions
How do I create a new Playbook?
Navigate to the Playbooks section, click "Add New", and fill out the purpose, communication style, and preferred languages.
How do I assign a contact to a Playbook?
Use the Contact Card or bulk-assign contacts in the Contacts tab.
What happens when I update a Playbook?
Contacts assigned to that Playbook get updated context, and messages regenerate to reflect the changes.
Can Playbooks fetch content from links?
Not currently, but we may add this in future updates.
Can I add documents or images to Playbooks?
No, but you can include links and brief descriptions.
Need More Help?
For step-by-step instructions, check out Get Started with Playbooks.