Playbooks and knowledge

Replies that sound like you and say only what is true.

A playbook gives every conversation its stages. The knowledge base holds the facts the AI may use. Voice samples show it how you write. The AI answers from those and nothing else.

On every plan, for each LinkedIn account.

What it does

What the AI knows, and how it says it

Each LinkedIn account has its own playbook, knowledge and voice, so every account sounds like the person it belongs to.

  • Playbook stages. Up to 8 stages, such as Open, Qualify, Handle objections and Ask. Each says when it applies and what the AI does.
  • Starter and saved playbooks. Start from a ready-made playbook, make it yours, and save up to 30 for each account.
  • A knowledge base. Facts, offers, prices, FAQs, links and documents: up to 200 entries.
  • Voice samples. Up to 20 examples of how you write, pasted in or picked from your own messages.
  • Extra instructions. Who you are, what you offer and how to respond.
  • Whole-conversation memory. Every reply sees the full history with that person.

How you use it

Teach it once, for each account

  1. 01

    Pick a starter playbook

    On AI and goals, press Starter playbooks and Use this on one, then Save changes.

  2. 02

    Shape the stages

    Rename stages, say when each applies and what the AI does, and Add a stage if you need one.

  3. 03

    Add your facts

    On the Knowledge and voice tab, choose a type, write a title and the content, and press Add to knowledge base.

  4. 04

    Show it how you write

    Press Add a sample or Pick from past messages, then try it on the Try it card.

Who it is for

For replies you would sign

DM

A founder with set prices

For example, Dana Mercer

Dana puts her package prices in the knowledge base. The AI quotes them exactly and hands any haggling back to her.

LO

A recruiter with open roles

For example, Luis Ortega

Luis adds each open role as an entry. Questions the entries do not cover come straight to him.

SW

A consultant who writes short

For example, Sam Whitfield

Sam picks six of his own past messages as voice samples, so replies come out as short and plain as his own.

Questions

Questions about playbooks and knowledge

What does the AI do when it does not know the answer?

It does not guess. It hands the conversation to you and says what was asked.

Will the AI quote prices?

Only prices from your knowledge base, exactly as written. Negotiation is handed to you.

Can it share links?

Only your own, from the knowledge base or your settings. It never makes one up.

Do my accounts share a playbook?

No. Each LinkedIn account has its own goal, playbook, knowledge and voice.

Does trying it cost anything?

A try that writes a reply uses one AI reply from the month's allowance. Nothing is sent.

Start with 7 days free on a yearly plan.

Card required. Cancel before day 8 and you are not charged.