CAPABILITY

Your sales playbook, in your AI agent.

Describe how your team qualifies, books, and routes deals. Playbook turns that into a live AI workflow — no code.

Natural-language setup

Describe your workflow in plain English. Playbook’s AI structures the flow automatically, with built-in validation.

Dynamic flow control

Branch, switch playbooks, and recover from off-topic scenarios — all without breaking the conversation.

Real-time CRM sync

Auto-extract structured info, qualify leads, and sync seamlessly with HubSpot, Salesforce, Shopify, and any API.

Built-in interaction tools

Embed questions, options, forms, CTAs, calendar links, and live chat handoff — all in one guided experience.

Turn your best rep’s playbook into an always-on agent

Book a demo. We’ll walk through how Playbook maps your sales process into a live AI flow in minutes.