1. Goal
Defines the priority conversion objective, such as booking, closure, repurchase, or reactivation.
Playbook
Playbook is not static documentation. It is the shared execution protocol for AI and human teams. Goals, stages, knowledge, boundaries, and actions are versioned as runtime logic to drive conversations and CRM progression.
Module Value
- Turn top performer know-how into repeatable process
- Use one rule set for both AI automation and human intervention
- Iterate by version without disrupting live operations
Goal Driven
Rule Enforced
Auditable Versions
Configuration Structure
Each Playbook includes six core sections that directly participate in live conversation handling.
2. SOP Stages
Defines legal stage order and semantics to prevent invalid CRM stage writes.
3. Product & Pricing
Centralizes value propositions and pricing boundaries to reduce front-line inconsistency.
4. FAQ
Captures high-frequency Q&A and continuously improves through human feedback.
5. Taboo Topics
Defines non-promissory and compliance-sensitive boundaries to reduce communication risk.
6. Tools & Stage Signals
Controls when structured actions should be triggered during the conversation lifecycle.
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