Creating Playbooks

Playbooks are behavioral guidance that the assistant applies to every hint as a guaranteed coaching block — injected separately from the knowledge base, so they never compete with your facts for relevance. Use a Playbook to teach the assistant a repeatable play, for example: "when the customer raises an objection, first ask a reversing question." Playbooks live in the Brain and use the same draft-and-publish workflow as the rest of your knowledge.

Steps

1. Navigate to Brain

Brain is where your knowledge and behavioral guidance live. A dedicated "Playbooks" group holds sections flagged as behavioral guidance — they are injected into every hint separately from the knowledge-base results.

2. Create a new Brain section

Click "New file" under any knowledge group to add a section. Give it a title — you will set its type to "Playbook" in the next step.

3. Set type to Playbook and author the content

Set the section type to "Playbook" using the Type selector. The editor then holds behavioral guidance — it will be injected as a coaching block into every hint, separate from factual knowledge retrieval.

4. Publish the Playbook section

Click "Save" to open the action menu, then choose "Publish". The section is now live under the "Playbooks" group and will be injected as behavioral coaching into every hint the assistant generates.