Playbooks

A Playbook is user-defined guidance text injected into the AI prompt as a high-priority directive. It shapes how the AI generates content in the Browser Assistant.

Fields

Categories

• Analyze: Define criteria for evaluating leads (e.g. "Focus on B2B SaaS, ARR > $1M, intent to expand overseas"). The AI applies this judgement before generating a reply.
• Generate: Define writing style (e.g. "Professional but not salesy, no warm-up, end with a lightweight CTA").
• General: General constraints like brand voice, compliance rules.

How It Works

When a user selects a playbook in the Browser Assistant, the playbook content is injected into the AI prompt before the user's per-generation prompt, so the AI treats it as a mandatory directive.