Build Playbooks

The goal of this tutorial is to show you how to build Playbooks


  • Admin
  • Editor
  • Team Lead

How To Create Playbooks

  1. Select Library from the Toolbar
  2. Click the Playbooks tab
  3. Select the + Add Playbook icon
  4. Enter a Playbook Label then click Add
  5. Select Settings from the Toolbar on the right to:
    • Enter the Playbook Label
    • Toggle Set Active to make the Playbook live
  6. Select Advanced from the Toolbar on the right to:
    • Assign a Client (optional)
    • Assign an Inbound Number 
    • Delete the Playbook
  7. Click the Publish icon to save all changes
    • The Publish icon will change from gray to green after content has been added to the Playbook

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