📁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. Click Create.

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

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).