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.
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How do I assign a contact to a Playbook?
Use the Contact Card or bulk-assign contacts in the Contacts tab.
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What happens when I update a Playbook?
Contacts assigned to that Playbook get updated context, and messages regenerates to reflect the changes.
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Can Playbooks fetch content from links?
Not currently, but we may add this in future updates.
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Can I add documents or images to Playbooks?
No, but you can include links and brief descriptions.