Using Playbooks
Enabling a playbook
- Open your agent in the Console
- Go to the Playbooks tab
- Browse or search the playbook library
- Click Enable on the playbook(s) you want
- Save
An agent can have multiple playbooks enabled. The agent selects the most relevant one based on the task at hand.
When does the agent use a playbook?
The agent automatically applies the most relevant playbook when it recognizes the task type:
- User asks the agent to review a PR → agent applies the Code Review playbook
- User reports an outage → agent applies the Incident Response playbook
- User asks for a market analysis → agent applies the Research playbook
You can also explicitly invoke a playbook:
“Using the code review playbook, review the changes in PR #45”
Creating a custom playbook
- Go to Console → Playbooks
- Click New Playbook
- Choose a category and give it a name
- Write the instructions — the step-by-step procedures the agent should follow
- Save and publish
- Enable it on your agent from the Playbooks tab
Custom playbooks use the same instruction format as the built-in ones. Write them like a standard operating procedure:
When the user asks to [trigger]:
1. [Step 1 — what to do first]2. [Step 2 — what to check or gather]3. [Step 3 — how to proceed]4. [Output format — what the final response should look like]Disabling a playbook
- Open the agent → Playbooks tab
- Find the playbook → Disable