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What Are Playbooks?

Playbooks are reusable prompt templates that standardize common investigation patterns across your team. Instead of writing the same instructions every time, create a playbook once and invoke it with a single action — ensuring consistent, high-quality interactions with the AI Player.

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Creating a Playbook

There are two ways to create a playbook:

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From Organization Settings

Navigate to Organization Settings → Playbooks to manage your playbook library. Each playbook includes:
FieldDescription
TitleA short name for the playbook (unique within your organization)
DescriptionA brief explanation of when and why to use this playbook
PromptThe full prompt template that will be sent to the AI Player
CategoryOrganize by type. Your organization’s category list is customizable — defaults include Documentation, Engineering, Go To Market/Sales, Investigation, Product, Quality Assurance (QA), SRE, Support, and Triage. Admins can add or remove categories from Organization Settings → Playbooks.
TagsCustom labels for filtering and search

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From an AI Player Conversation

You can also create a playbook from an AI Player conversation:
  1. Hover over any assistant message to reveal the playbook icon (library icon)
  2. Choose From this message to base the playbook on that specific response, or From full chat to capture the overall conversation pattern
  3. The AI Player generates a playbook definition and displays it as a card in the chat
  4. Review the generated title, description, prompt, and category, then click Save to open the playbook creation form pre-filled with the generated content

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Using Playbooks

There are two ways to use a playbook when starting or continuing a Player conversation:
  • Type / in the chat input to open the playbook overlay
  • Browse or search for the playbook you want
  • Use ↑↓ to navigate and Enter to select
  • The playbook prompt is inserted into your message — add your own context on top
  • Click the playbook icon next to the chat input
  • Browse playbooks by category or search by title, description, or tag
  • Select a playbook to attach it to your message
  • The selected playbook appears as a tile below the input
  • Type / in the stage Instructions field when creating or editing a workflow stage
  • Browse or search for the playbook you want
  • Select a playbook to insert its prompt into the stage instructions
  • This is useful for standardizing agent behavior across stages using proven prompt templates — see Configuring Workflows
When you submit a message with a playbook attached, the playbook’s prompt is combined with your message and sent to the AI Player together.

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Managing Playbooks

From Organization Settings → Playbooks, you can:
  • Create new playbooks with the create panel
  • Edit existing playbooks — update the title, description, prompt, category, or tags
  • Fork a playbook to create a variant without modifying the original
  • Delete playbooks you created (or any playbook if you have owner permissions)
  • Search across titles, descriptions, tags, and creator names

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Sorting

Use the sort dropdown to change the order of your playbook list:
  • Recently updated (default) — Playbooks with the most recent edits appear first
  • Most used — Playbooks with the highest usage count appear first
  • Least used — Playbooks with the lowest usage count appear first
Usage is tracked automatically each time a playbook is selected in a chat input, branch investigation, or new Player creation. The detail panel shows each playbook’s total usage count.

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Version History

Every edit to a playbook creates an immutable version snapshot. To view a playbook’s history, open the playbook detail panel and click the Version badge to expand the version history. Each version shows:
  • The user who made the change
  • When the change was made
  • The version number
To restore a previous version, select it and confirm the restore. Restoring creates a new version with the restored content — it does not roll back or delete any history. Viewing version history requires the viewer role. Restoring a version requires the editor role.

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Get Started

👉 AI Player overview 👉 Setup guide