📁Managing your playbooks

A playbook corresponds to a website or application on which the AI Coach is integrated. You must create a playbook before you can place hotspots or intents on it.

Creating, viewing, and deleting a playbook is done from the Playbooks page in your Spot's settings. The conversational context is configured from a separate page: see Configuring your AI Coach.

Create a playbook

1. Go to Settings > Playbooks.

2. Click New.

3. Enter the target site's URL.

4. The playbook's name fills in automatically.

5. A switch lets you also distribute this playbook on the subdomains linked to it (see here).

6. Click Create.

You are redirected to this playbook's page, where you'll find the list of its pages (👉 more information here).

Domain and subdomains

By default, a playbook only triggers on the exact domain entered at its creation (for example acme.com): the AI Coach will only display its pages, hotspots, and intents on that domain.

For it to also trigger on all subdomains of that site (for example app.acme.com, client.acme.com), enable the Subdomains option — available when creating the playbook, and editable afterwards from its settings.

A domain that simply shares the same ending, such as notacme.com, is never considered a subdomain of acme.com. Only true subdomains (separated by a dot) are covered.

On the playbook's card, this option is shown by a prefix in parentheses before the domain: (*.)acme.com means the exact domain and all its subdomains are covered.

View your playbooks

The Playbooks page displays your playbooks as cards. For each one, you'll find:

• its icon (the target site's favicon, or a generic icon),

• the target site's root URL,

• the number of intents and pages configured,

• the last updated date,

• a red badge indicating the number of pending intents.

Click a card to access the list of pages for that playbook.

Deleting a playbook

From a playbook's page, click Delete playbook. Enter "DELETE" in the modal to confirm.

Deleting a playbook also deletes all its pages, hotspots, and intents. This action is irreversible.

What about conversation?

A playbook works perfectly well without conversation enabled: the AI Coach can display intents without any conversation being configured. If you enable conversation for this playbook, add specific context to it from the AI Coach page (👉 more information here).