Custom playbooks are AI-generated playbooks created for each offer.
As you set up your AI SDR sequence, AI SDR creates an offer using the information you provide about your business, industry, and ideal customer profile (ICP). It then builds a playbook for that offer and uses it to create messages that better match your audience.
This feature is currently available in beta. To use it, enable beta in your account settings.
Each custom playbook includes:
Do's and Don'ts for your messaging, including voice and tone guidance and industry-specific language.
Messaging angles to help position your offer.
Improve your playbook
If you'd like to adjust the generated playbook, you have several options:
Regenerate it after adding additional instructions.
Upload files, such as successful emails or LinkedIn messages, for AI SDR to use as examples.
Like or dislike the generated playbook to help improve future results.
AI SDR uses your feedback the next time it generates your playbook.
Best practices
To get the best results from custom playbooks:
Add accurate information when creating your offer.
Upload examples of outreach that have worked well for your business.
Regenerate the playbook after adding feedback or new instructions.
Custom playbooks are designed to guide AI SDR, so you may need to refine them over time. The more feedback you provide, the better the playbook can match your business and messaging.