Tool Quick Reference

Common Patterns

Basic Lead Capture

Branched Qualification

Support Escalation

Meeting Booking

Syntax Quick Reference

Steps

Options

Branching

Rules (optional, after all steps)

Important Rules

Structural Requirements

  • Steps must be numbered sequentially (1, 2, 3…)
  • All branches must reference existing steps
  • Every path must reach @stop_playbook
  • Tool tags must be in English
  • Content can be in any language

Combining Tools

Most tools can be combined in a single step. @initialize_live_chat works best on its own step

Learn More