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 Builderarrow-up-right section on IntelliTicks platform.

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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

Start with Pre-build Templateschevron-right

Option 2: Start from scratch with blank playbook

Start from scratchchevron-right

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