IntelliTicks
  • Introduction
  • Getting Started
    • Overview
    • Build your first playbook
      • Start with Pre-build Templates
      • Start from scratch
  • Installation
    • IntelliTicks Plugin Script
    • Plugin Installation
  • Facebook Messenger Bot
    • Getting Started
      • Connect Facebook Page
      • Link Playbook to Messenger
    • Testing FB Messenger Bot
  • WhatsApp Bot
    • Benefits of WhatsApp Chatbots
    • Getting Started
    • FAQs
  • AI Builder
    • Playbooks
    • Nodes
      • Add and Send Data
        • Text
        • Image
        • Links
        • Youtube
        • Gallery
        • Dynamic Node
      • Collect User Data
        • Quick Reply
        • Form
        • Datepicker
        • Web View
        • Payment
        • Rating
        • Slider
        • Ask Question
        • Mutli Selection Reply
        • Quick Reply (with branches)
      • Redirect Users
        • URL redirect
        • Conditional branching
        • Go to Playbook
        • Jump to node
      • Export & Import
        • JSON API
      • Connect Users To A Human
        • Notify Agent
        • End Automation
      • Additional
        • Wait
        • Client Javascript
        • Actions
    • Actions
    • FAQ Training
    • Keyword Training
    • Advanced
      • Advanced Actions
  • Flash Responses
    • Flash Response
    • Create Flash Response
    • Using Flash Response
  • Customizing Platform
    • Widget
      • Theme Customization
      • Chat Widget Texts in Local Language
      • Adding Start Over button
      • URL Rules
      • Advanced Customization
        • How to Easily Add Custom CSS to Chat Widget
    • Chat icon/Bot Profile Photo
    • Different chatbot on each URLs
  • Integrations
    • WordPress Integration
    • Shopify Integration
    • Shopify Installation via Private Apps
    • Google Analytics
    • Magento Integration (1.x)
    • Magento Integration (2.x)
    • LeadSquared Integration
    • Marketo Integration
    • Salesforce Integration
    • Zapier Integration
      • Data Available in Zapier
    • Zoho CRM Integration
    • Wix Integration
    • Custom/in-house CRM integration
  • How to
    • Change the Default Playbook
    • Schedule meetings on calendar
      • How to integrate calendly for meetings
      • How to integrate Acquity for meetings
      • How to Integrate YouCanBook for meetings
    • Block a User
    • Delete a User
    • Hide trigger message from website
    • How to show chatbot in right middle of website
    • Start chatbot on a button click
    • Create chatbot landing page
    • Customize Landing Page Link
    • Enable Notifications on browser
    • Popup bot on Facebook page automatically
    • How to send data to chatbot via Javascript
  • Growth Hacks
    • Facebook Retargeting
    • Messenger Ads to chatbot
  • Troubleshooting
    • Messenger Bot is not working as expected
    • How do I remove the Messenger app in Shopify?
    • Push Notification Issues
  • Partnerships
    • White-labeled Chat Platform
    • Affiliate Partnership
  • Miscellaneous
    • Languages Supported
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  1. Getting Started

Build your first playbook

This tutorial will guide you through everything you need to know to build your first playbook.

PreviousOverviewNextStart with Pre-build Templates

Last updated 5 years ago

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To Build your first playbook go to section on IntelliTicks platform.

Only users with "Owner" role can access AI-Builder.

IntelliTicks comes with two default playbooks for both web and facebook.

  1. Transfer to Human - 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.

  2. 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.

Now it's time to create your first playbook by some steps.

Step 1: Click on create playbook card on AI Builder

Step 2: After clicking on create playbook you have two options to build a new playbook

Option 1: Start by using Pre-build playbook templates

Option 2: Start from scratch with blank playbook

Start with Pre-build Templates
Start from scratch
AI Builder
AI Builder
Create Playbook