Playbook is a conversational Dialog that can be triggered based on various parameters like
Context - the current page the visitor is on.
Persona - the historical content engagement of the visitor
Any action that the visitor has made on the website
For a car showroom website, you can create three playbooks:-
Playbook A - for someone looking for a new car
Playbook B - for someone looking for a used car
Playbook C - for someone looking for financing options for car
Now you can create engaging conversations by triggering Playbook A for those looking for new cars and if they engage you can hook the visitors with Playbook C to check if they also need financing options.
Similarly, you can create a parallel conversation with Playbook B -> Playbook C for someone looking for used car and financing options/
IntelliTicks comes with three default playbooks
FAQ - This is used to understand visitor queries and provide them with a relevant pre-trained responses.
Transfer - This is a playbook which is used whenever AI Bots are not able to understand anything. They use this playbook to do a transfer to a human agent.
Default - This is a default playbook which is the first entry point and is a general help playbook asking visitor if they have any queries.
A node is a section of logic which controls what message should be pushed to visitor.
A Text Node will send a test message to visitor
An Image Node will send an image with a text to the visitor
An action is an automated event which is executed when the visitor reached any particular stage in the conversation.
An Add Tag action will add tags to the visitor profile when the node with this action is reached.
A Change Lead Stage action will change the lead stage of the visitor (to the specified value) when the visitor reaches the node with the action