Build Playbooks

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

Role(s)

• 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