CRM and dashboards
Team playbook
Scripts, prices, objections and the answers that worked, shared by every team bot and kept honest by approval.
On a team, the playbook is the knowledge every team bot carries into every chat and call: the opening script, current fees, the answer to *"is there a discount?"*, policies. Approved entries are in each bot's brief and are searched on calls alongside the knowledge sources.
- Propose: any member or bot can propose an entry (*"the EMI answer that converted today"*, a correction, a fact that came up). An owner's or admin's conversation adds it at once; anyone else's goes to the approval queue and the admins are notified.
- Approve or reject from the notification or by asking your bot for what is pending.
- Entries carry a topic, so a bot can be told to use only the admissions entries, or only collections.