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Quick Reference

Tool matrix, syntax, patterns, and checklists for quick lookup

Last updated on December 3, 2025

Quick Reference

Tool Quick Reference

Tool
Purpose
Requirements
@ask_question
Ask a question
None
@show_options\\\["A", "B"\\\]
Show button choices
None
@mention_specifically
Output exact text
None
@recommend
Retrieve from knowledge base
Training materials
@stop_playbook
End playbook
None
@show_contact_form
Display contact form
None
@share_booking_link
Share booking link
Calendar integration
@initialize_live_chat
Hand off to agent
HubSpot + live chat
@create_hubspot_ticket
Create HubSpot ticket
HubSpot integration
@create_salesforce_ticket
Create Salesforce case
Salesforce integration
@validate_business_email
Validate work email
Use after email question
@trigger_playbook
Jump to another playbook
At least 2 playbooks

Common Patterns

Basic Lead Capture

1. Ask name
2. Ask email
3. Ask qualifying question
4. Thank and stop

Branched Qualification

1. Ask qualifying question with options
2-4. Different paths based on option
5. Collect contact info
6. Thank and stop
OR
7. Disqualify and stop

Support Escalation

1. Ask about issue
2. Recommend solution with "resolved?" options
   - If resolved → stop
   - If not resolved → continue
3. Collect email
4. Collect name
5. Create ticket or initialize live chat
6. Stop

Meeting Booking

1. Qualify interest
   - If interested → continue
   - If not interested → stop politely
2. Collect name
3. Collect email
4. Share booking link
5. Provide instructions
6. Stop

Syntax Quick Reference

Steps

1. @tool: content

2. @tool: content

Options

@show_options["Option 1", "Option 2", "Option 3"]

Branching

1. @ask_question: "Question?" @show_options["A", "B"]
    - If the answer is "A", proceed to Step 2.
    - If the answer is "B", proceed to Step 3.

Rules (optional, after all steps)

RULES:
- First rule here
- Second rule here

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

Tool Constraint

  • @initialize_live_chat MUST be alone in its own step
  • All other tools can be combined as needed

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