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
- Getting Started with Playbooks - Overview and all tools
- Core Concepts & Structure - Deep dive into structure
- Complete Playbook Examples - Real templates
- Troubleshooting Guide - Fix common issues