Build Your First Playbook
A playbook is follow-up that never forgets. You design the sequence once; the system keeps the pace on every enrolled lead until a human moment arrives.
4 MIN READ · UPDATED SEPTEMBER 2026Design the Sequence
Chain the steps your best rep already runs: intro email, wait two days, short SMS nudge, create a task, queue a call. Every step has its own template and timing.
Enroll a Scored Segment
Point the playbook at a segment — by score, grade, tag, or stage — and let it run. Bulk actions (tag, list, task, message) work the same way: one tracked operation across thousands of leads.
The Handoff Is the Feature
- Reply-aware: a lead that answers exits the sequence and lands on a rep with full context
- Review current scores when enrolling leads and confirm which triggers are supported in your workspace
- Review job progress and available cancellation controls; completed or provider-accepted actions cannot be recalled
PRO TIP
Automation stops where conversation starts. If a step needs judgment, make it a task for a human instead of a message from a robot.
Try It on Your Own Leads.
Every guide is shorter in practice — import a list and see the workflow run.