Get Started with Playbook AI

Customer success onboarding helps your team set up and adopt the Playbook AI sales engagement platform.

Customer success onboarding is included with Playbook AI.

Our customer success team helps your sales team get set up, learn the platform and adopt Playbook AI. Eligible high-growth SaaS and enterprise technology companies with at least five sales representatives can request additional implementation support at no upfront cost. Availability is limited.

Guided Platform Setup

Help configuring your workspace

Get guidance from customer success on configuring your workspace, integrations, sales playbooks, sequences and communication templates.

Additional Implementation Support

Available to eligible organizations

Eligible high-growth SaaS and enterprise technology companies with at least five sales representatives can request additional implementation support at no upfront cost. Support is subject to availability.

Product Guidance

Learn to use Playbook AI

Learn how to configure account-based playbooks and use Playbook AI to organize prospecting activities for your team.

Who can request additional implementation support?

Eligibility for additional Playbook AI implementation support.

Additional implementation support is available to eligible high-growth, data-driven SaaS and enterprise technology companies with at least five sales representatives that:

are looking to implement a sales engagement system
have a sales engagement system but not implemented or adopted well.
are looking to launch outbound sales workflows
want to develop account-based prospecting or sales workflows

A guided start with Playbook AI.

Customer success helps your team configure, launch and learn the platform.

Onboarding Overview

Review your existing sales playbooks as part of onboarding.

Review your workflow

Map your sales process

Work with customer success to review your existing sales playbooks and identify how to use Playbook AI with your team.

Configure your playbooks

Set up sales workflows

Get guidance on configuring sales playbooks, communication templates and workflows in Playbook AI.
Prepare your team

Set up communication templates

Organize the messages and templates your sales team will use in their outreach.

Configure sales playbooks and communication templates in Playbook AI.

Set up your Playbook AI workspace and integrations.

Connect your tools

Configure your workspace and integrations

Eligible teams can get assistance with setting up integrations, workflows and playbooks in Playbook AI.

Launch and learn

Start using Playbook AI

Learn how to use Playbook AI to manage sales playbooks, review activity and track team performance.
Keep improving

Use your platform insights

Use platform reporting to review sales activity and identify opportunities to refine your workflows.