Capability · Playbook

Your sales playbook, running 24/7.

Describe how your team qualifies, books and routes deals in plain English. Playbook turns it into a live AI workflow. No code, no flowchart builder.

Playbook · B2B demo requestLive
1. Understand the needAsk what problem they want to solve
STEP
2. QualifyTeam size over 10? Budget this quarter?
IF / ELSE
3. Book the demoShow calendar of the right rep
ACTION
4. Sync to CRMCreate deal in HubSpot with notes
AUTO
What makes it work

Structured like a process. Natural like a conversation.

Plain-English setup

Describe the workflow in words. Playbook structures the steps automatically and checks them.

Dynamic flow control

Branches, switches playbooks and recovers from off-topic questions without breaking the conversation.

Real-time CRM sync

Extracts structured data, qualifies leads and syncs with HubSpot, Salesforce, Shopify or any API.

Built-in interaction tools

Questions, options, forms, buttons, calendar links and live chat handoff in one guided experience.

Your best rep, cloned

Every buyer gets your best sales conversation.

We sit down with your top salesperson, write down how they sell, and turn it into the Playbook your AI employee follows. Every lead, every time.

  • Same qualification questions for every lead
  • Objection handling from your best rep
  • Updated in minutes when your process changes

Done for you

You tell us how you sell. We build, test and maintain the Playbook. You review results in your CRM.

The toolkit

Included with every AI employee.

Every capability works across all your AI employees and channels.

Turn your best rep's playbook into an always-on AI employee.

Book a demo. See your sales process running as a live AI flow.