Playbooks

Playbooks are pre-built workflows that tell the AI Agent how to handle common campaign scenarios from start to finish. Instead of configuring every detail from scratch, you select a playbook, customize a few parameters, and the agent knows exactly what to do. Think of playbooks as battle-tested strategies you can deploy with minimal setup.

What Playbooks Are

A playbook is a complete campaign strategy that defines:

• Goal — What the playbook is trying to achieve
• Steps — The sequence of actions the agent should take
• Decision rules — How the agent should handle common situations
• Escalation points — When to ask for your input
• Success criteria — How to measure if the playbook is working

Playbooks combine multiple tools and skills into a coherent workflow. The agent follows the playbook's strategy while adapting to each individual conversation.

Built-in Playbooks

Creator Outreach

The most commonly used playbook. Handles the entire outreach process from discovery to first response.

What it does:

1. Searches for creators matching your target criteria
2. Prioritizes creators by engagement rate, audience fit, and estimated response likelihood
3. Drafts personalized outreach emails for each creator
4. Sends emails in batches, respecting rate limits
5. Follows up with non-responders on a configured cadence
6. Categorizes responses (interested, not interested, needs more info)
7. Routes interested creators to the next stage

Configuration options:

• Target creator profile (platform, follower range, niche, location)
• Number of creators to contact
• Outreach message tone and key points
• Follow-up cadence and max attempts
• What to do with positive responses (start negotiation, add to list, notify you)

Example use case: You're launching a new product and need 20 Instagram creators in the fitness niche with 50K-200K followers. Set up the outreach playbook with these parameters, and the agent finds creators, sends personalized pitches, follows up, and delivers a list of interested creators ready for negotiation.

Negotiation

Handles rate and deliverable negotiations with interested creators.

What it does:

1. Evaluates the creator's metrics against your budget
2. Calculates a fair initial offer based on platform, follower count, engagement rate, and niche rates
3. Sends the initial rate proposal with deliverable details
4. Handles counter-offers (accepts within range, counters if close, declines if too far)
5. Structures package deals when appropriate (bundle discount for multiple deliverables)
6. Confirms final terms and moves to contracting stage
7. Escalates to you when negotiations go outside configured parameters

Configuration options:

• Budget range per creator
• Rate ranges by deliverable type
• Maximum negotiation rounds before escalating
• Package deal rules (e.g., offer 10% discount for 3+ deliverables)
• Walk-away threshold (minimum ROI)

Decision rules the agent follows:

• If the creator's ask is within your max range, accept
• If it's 10-20% above max, counter with your maximum and explain the value
• If it's more than 20% above max, politely decline or escalate based on creator's profile value
• If the creator asks for extras (more posts, longer usage rights), evaluate impact on budget

Post Tracking

Monitors content delivery and captures performance data.

What it does:

1. Watches for content from creators who have active deals
2. Detects published posts through platform APIs and link monitoring
3. Verifies content matches campaign brief requirements (hashtags, mentions, messaging)
4. Captures performance metrics at configurable intervals (24h, 48h, 7d, 30d)
5. Flags content that doesn't meet brief requirements
6. Sends confirmation to creators when content is verified
7. Triggers payment workflow when all deliverables are confirmed

Configuration options:

• Which platforms to monitor
• Content verification checks (required hashtags, brand mentions, disclosure tags)
• Metric capture intervals
• Auto-confirm vs. manual review for content verification
• Notification preferences for new content detected

Re-engagement

Revives cold conversations and dormant creator relationships.

What it does:

1. Identifies conversations that have gone cold (no activity for X days)
2. Analyzes the conversation history to understand why it stalled
3. Crafts a contextual re-engagement message based on the last interaction
4. Adjusts approach based on creator's past behavior (e.g., if they went quiet after a rate discussion, address the rate concern)
5. Moves creators to "Declined" if re-engagement attempts fail

Configuration options:

• Days of inactivity before triggering re-engagement
• Maximum re-engagement attempts
• Different messaging strategies per stall reason
• Whether to offer improved terms in re-engagement

Full Campaign

An end-to-end playbook that chains Outreach, Negotiation, Post Tracking, and Payment into a single workflow. Best for running a complete campaign hands-off.

What it does:

1. Discovers and reaches out to creators (Outreach phase)
2. Negotiates deals with interested creators (Negotiation phase)
3. Monitors for content delivery (Tracking phase)
4. Processes payments when deliverables are confirmed (Payment phase)
5. Generates a campaign summary report at completion

Creating Custom Playbooks

When built-in playbooks don't match your workflow, create your own.

Steps to Create a Custom Playbook

1. Go to Settings > AI Agent > Playbooks > Create Playbook
2. Name your playbook and write a description
3. Define the goal — what should this playbook accomplish?
4. Outline the steps the agent should follow
5. Set decision rules for common scenarios
6. Define escalation points — when should the agent stop and ask you?
7. Choose success metrics
8. Save and assign to a campaign

Writing Effective Playbook Instructions

Write instructions in plain language. Be specific about what you want, but let the agent figure out the how.

Good instruction:

When a creator responds positively to outreach, send them our campaign brief PDF and ask about their availability in the next 4 weeks. If they're available, move to rate discussion. If they're not available in our timeframe, thank them and ask if we can reconnect next quarter.

Too vague:

Handle positive responses.

Too rigid:

If response contains "interested" OR "love to" OR "sounds great", reply with template_v3.docx. If response contains "busy" OR "booked", reply with template_v7.docx.

The agent understands natural language and intent. You don't need keyword matching — describe the scenarios and desired outcomes in plain language.

Playbook Triggers

Playbooks can be activated in several ways:

Manual Activation

Select a campaign and click "Run Playbook" to start it manually. Best for one-time campaigns or when you want to control exactly when things kick off.

Campaign Assignment

Assign a playbook when creating a campaign. The playbook starts automatically when the campaign goes live.

Status-Based Triggers

Configure a playbook to activate when specific conditions are met:

• A certain number of creators reach a specific pipeline stage
• A campaign start date arrives
• A previous playbook completes (chain playbooks together)
• A new creator list is imported

Scheduled Triggers

Run playbooks on a recurring schedule:

• Daily at a specific time (e.g., run Post Tracking every morning)
• Weekly (e.g., run Re-engagement every Monday)
• Custom intervals

Monitoring Playbook Progress

Once a playbook is running, monitor its progress from the campaign dashboard.

Playbook Dashboard

The dashboard shows:

• Current phase — Which step of the playbook is active
• Progress metrics — Creators contacted, responses received, deals closed, content tracked
• Action items — Pending items that need your input
• Timeline — Visual timeline of when each phase started and estimated completion
• Agent decisions — A log of key decisions the agent made and why

Pausing and Resuming

You can pause a running playbook at any time. When paused:

• The agent stops taking new actions
• In-progress conversations continue to receive responses (to avoid leaving creators hanging)
• You can review the agent's work and adjust settings
• Resume when ready to continue

Stopping a Playbook

Stopping a playbook is different from pausing. When stopped:

• All agent actions cease immediately
• In-progress conversations are flagged for your manual follow-up
• The playbook cannot be resumed (you would need to start a new one)

Playbook Analytics

After a playbook completes (or during execution), view performance analytics:

• Response rate — Percentage of outreach that received replies
• Conversion rate — Percentage of responses that converted to deals
• Average deal value — Mean rate across all closed deals
• Time to close — Average days from first outreach to confirmed deal
• Content delivery rate — Percentage of confirmed deals that delivered content
• ROI — Return on investment based on content performance vs. spend

Use these metrics to refine your playbooks over time. If response rates are low, adjust your outreach messaging. If negotiations are stalling, revisit your rate ranges.