Introduction
Playbooks in Andsend are your secret weapon for organizing and amplifying your outreach. They allow you to categorize your contacts into groups based on specific goals or contexts, and they give Andsend’s AI the guidance it needs to generate personalized, relevant messages.
What Are Playbooks?
Playbooks provide detailed instructions to Andsend’s AI, specifying the purpose, tone, and context for each group of contacts. Whether you're running sales campaigns, inviting people to events, or nurturing professional relationships, Playbooks help you stay organized and efficient.
Getting Started with Playbooks
Creating and Editing a Playbook:
Click on the Playbook button (highlighted in red in the interface).
Click "New Playbook" to create a new one.
Setting Up Your Playbook:
Set the Purpose: Define what you’re trying to achieve (e.g., product launch, investor outreach, event invitations, or regular client check-ins).
Choose the Languages: Pick one or multiple languages. If Andsend detects a different language for the contact’s country where you haven't added it to your preferred languages, it will default to English.
Set the Tone: Decide the tone for your AI, it can be formal, friendly, concise, long, or basically anything else. The AI will also learn from your sent messages and use this tone to align with your style.
Your Custom Instructions: Add details like product info, event specifics, or examples of how you write. This helps the AI create better, more personalized messages.
Set as Default: Choose if this Playbook will be your default. New contacts will automatically be added to the default Playbook.
Save Your Playbook: Always save your Playbook once it’s ready. You can come back and edit it anytime, and Andsend will regenerate message suggestions based on the changes.
Organizing Contacts in Playbooks
View Contacts in Each Playbook:
Once a Playbook is created, view it in the “Contacts” section (highlighted in red). Clicking a Playbook will show the associated contacts, making organization easy.
Moving Contacts to a Playbook:
Click the contact you want to move and assign it to your Playbook by clicking on the "Assign Playbook" button or the Playbook dropdown on each contact. You also have the option to reassign a contact to a new playbook from the conversations section.
Adding New Contacts to a Playbook:
When adding new contacts, use the dropdown arrow next to “Add” to assign them to the appropriate Playbook.
Next Steps
Once you’ve set up your Playbooks, head to our How to Use Playbooks Effectively guide to learn advanced tips and strategies.