Start from scratch

How to build a playbook from scratch?

1. In the AI Builder section after clicking on "Create Playbook" card click on the "Blank playbook" and enter a name for the playbook.

2. After creating a blank playbook, Let's add a playbook root node - like a "Quick Reply (With Branches)" Node or any other node which you want as a playbook root node.

3. To edit node simply click on edit icon, which is at the top right corner of added node.

4. To add more nodes on the playbook conversation flow click on plus icon which is shown below the node.

Now add as many as nodes you want on your conversation flow.

After that You're done with building your first playbook from scratch, Click "Test Now" button in the bottom-right corner to test your playbook conversation flow.

Last updated