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Complete Playbook Examples

Six real-world playbook templates you can copy and customize

Last updated on December 30, 2025
This page contains six complete playbook examples for common use cases. Copy and customize these for your needs.

Example 1: Simple Lead Capture

Use case: Basic information collection
When to use: Simple lead capture
1. @ask_question: "What is your name?"

2. @ask_question: "What is your email address?"

3. @ask_question: "What company are you with?"

4. @mention_specifically: "Thank you! Someone from our team will reach out shortly." @stop_playbook
What happens:
  • 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
1. @ask_question: "What best describes your role?" @show_options["Decision Maker", "Evaluating Options", "Just Researching"]
        - If the answer is "Decision Maker", proceed to Step 2.
    - If the answer is "Evaluating Options", proceed to Step 2.
    - If the answer is "Just Researching", proceed to Step 5.

2. @ask_question: "What is your name?"

3. @ask_question: "What is your email address?"

4. @mention_specifically: "Perfect! Here's a link to book a time with our team:" @share_booking_link @stop_playbook

5. @mention_specifically: "No problem! Feel free to browse around. I'm here if you have questions." @stop_playbook
What happens:
  • 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 connected
1. @ask_question: "In one message, describe your issue as best as you can."

2. @recommend: a solution for the issue as best as you can. @show_options["Resolved", "Connect me to a human"]
- If the answer is "Resolved", @stop_playbook
- If the answer is "Connect me to a human", proceed to Step 3.

3. @ask_question: "To get a human involved, what is your email address?"

4. @ask_question: "What is your name?"

5. @create_hubspot_ticket[ticket_name="Support Ticket - {name}"]

6. @stop_playbook

Example 4: Live Chat Handoff

Use case: Hand off to human agents when AI can't resolve
Requirements: Live chat integration enabled
1. @ask_question: "What do you need help with?"

2. @recommend: a solution based on their request. @show_options["Resolved", "Connect me to a human"]
- If the answer is "Resolved", proceed to Step 6.
- If the answer is "Connect me to a human", proceed to Step 3.

3. @ask_question: "What is your email address?"

4. @ask_question: "What is your name?"

5. @initialize_live_chat

6. @stop_playbook
What happens:
  • 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 configured
1. @ask_question: "What is your name?"

2. @ask_question: "What is your email address?"

3. @mention_specifically: "Great! Here's a link to book a time that works for you:" @share_booking_link

4. @stop_playbook

Example 6: Ticket Status Check

Use case: Help visitors check their support ticket status
Requirements: CRM integration connected
1. @ask_question: "To get your ticket status, can you please provide me with your ticket number?"

2. @get_hubspot_ticket_status: Retrieve the status of the ticket

3. @stop_playbook
 

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