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Using Playbooks

Enabling a playbook

  1. Open your agent in the Console
  2. Go to the Playbooks tab
  3. Browse or search the playbook library
  4. Click Enable on the playbook(s) you want
  5. 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

  1. Go to Console → Playbooks
  2. Click New Playbook
  3. Choose a category and give it a name
  4. Write the instructions — the step-by-step procedures the agent should follow
  5. Save and publish
  6. 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

  1. Open the agent → Playbooks tab
  2. Find the playbook → Disable