Build your first playbook

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

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

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

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

Create Playbook

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