Example 1: Simple Lead Capture
Use case: Basic information collection When to use: Simple lead capture- Asks for name, email, and company in sequence
- Thanks the visitor and ends
Example 2: Branched Lead Qualification
Use case: Different paths based on visitor role When to use: When you need different flows for different types of visitors- Qualifies based on intent/role
- Decision makers and evaluators get a booking link
- Browsers continue to general conversation
Example 3: Support Ticket Creation
Use case: Try AI resolution first, then create a ticket if needed When to use: Support escalation with AI-first approach Requirements: CRM integration connectedExample 4: Live Chat Handoff
Use case: Hand off to human agents when AI can’t resolve Requirements: Live chat integration enabled- Tries AI resolution first
- Collects contact info before handoff
- Initiates live chat connection
Example 5: Meeting Booking
Use case: Collect info and share booking link Requirements: Calendar integration configuredExample 6: Ticket Status Check
Use case: Help visitors check their support ticket status Requirements: CRM integration connectedLearn More
Understanding the tools:- See individual tool pages in Getting Started with Playbooks for detailed documentation Writing better playbooks:
- Best Practices & Tips - Expert guidance on structure and flow
- Core Concepts & Structure - Deep dive into branching and rules Need help?:
- Troubleshooting Guide - Fix common errors
- Quick Reference - Syntax cheat sheet