Platform / Playbooks

Think Human.
Execute AI.

A Playbook is the operational blueprint for your campaign. Define how your best human team would run it — sequences, channels, timing, stop conditions — and AI executes it at unlimited scale.

Insurance Lead Playbook — AEP Campaign

1
Voice· Immediate

Initial outreach — qualify Medicare eligibility

2
SMS· +5 min (no answer)

Send plan comparison link

3
Voice· +2 hrs

Follow-up — address objections

4
Email· +24 hrs

Benefit summary + enrollment link

✓
Transfer· On qualification

Warm transfer to licensed agent

✗
Stop· Automatic

DNC flag or enrollment confirmed

Playbook Anatomy

Every campaign starts with a Playbook.

Multi-Channel Steps

Voice, SMS, and email steps in any sequence, with conditional branching based on outcomes.

Time-Based Triggers

Steps fire based on elapsed time, time of day, day of week, or campaign-specific schedules.

Stop Conditions

Campaigns stop automatically when goals are met — enrollment confirmed, DNC flagged, transfer completed.

Segment Logic

Different playbooks for different lead segments, product types, or geographic markets.

Examples

Playbooks for every vertical.

Insurance5 steps

AEP Medicare Enrollment

Voice + SMS + Email

Warm transfer to licensed agent

Auto Warranty4 steps

Auto Warranty Lead Qualification

Voice + SMS

Transfer to sales floor

Financial Services6 steps

Debt Settlement Intake

Voice + SMS + Email

Qualified application submission

Lead Gen3 steps

Speed-to-Lead Response

Voice + SMS

Appointment set or callback scheduled

Any Vertical4 steps

After-Hours Coverage

Voice + SMS

Lead captured, morning callback queued

Any Vertical5 steps

Re-engagement Campaign

SMS + Email + Voice

Reactivated lead or DNC removal

Build your first Playbook in under an hour.

Start from a Marketplace blueprint or work with our team to configure a custom playbook for your vertical.