Playbook

How to use this page

1. 1

   Open the client strategy document

   Choose a client in the switcher, then open Platform > Onboarding > Playbook. Use the section rail to move among Generate, Your Team, aliases, strategy, targeting, proof, calling script, email copy, Objections, Meeting Handoff, Launch Plan, and Calendar. Meeting Handoff is below Objections on every Playbook.

2. 2

   Review Your SalesHive Team

   Open Your Team to see the assigned SalesHive people, roles, contact emails, and connected email accounts. Leadership cards cover strategists, managers, and sales leadership. SDRs cards cover the SDRs working the engagement. Co-strategists appear when assigned, each person appears once even when they hold multiple assignments, and a Playbook may intentionally omit SDR Manager cards.

3. 3

   Review and edit the strategy

   Read generated content against approved client material. Keep client facts, proof, pricing, offers, and operational details grounded in direct client context or verified research.

4. 4

   Manage generation inputs

   Internal editors can add shared request details, approved reference links, and other generator inputs. The page shows that AI model and reasoning are managed centrally in Agents > Models for Playmaker and Playbook, rather than selecting a model for an individual generation.

5. 5

   Edit post-call and campaign email cards

   Open Post-Call Emails or Auto Emails. Cards for the same step sit in one row, with Variant A on the left and Variant B on the right. Internal editors can update each card's subject and formatted body. The full email toolbar includes Font, Size, color swatches, and an Aa capitalization menu for selected text. Authored font, size, and color stay in the saved copy. A card saves after a brief pause and when you leave a field. Its status reads Saving while the edit is being stored and Saved when the latest change is complete. Calling-script and compact note editors keep their smaller toolbars.

6. 6

   Add or restore a Post-Call email card

   Internal editors can remove a Post-Call card or choose Add email to create the next open slot, first filling a missing Variant A or B on an existing step, then adding the next step up to the ten-step maximum. Removing a card cancels pending post-call emails from that card, while sent and in-progress deliveries remain unchanged. Deleted cards appear in a Deleted email cards list with a gold Restore button so you can bring back that exact variant without adding a new step.

7. 7

   Edit meeting email templates

   Open Meeting Handoff, which appears after Objections. Review active saved Meeting Confirmation Email and Meeting Handoff Email cards, including on a legacy Playbook that predates the display marker. Internal editors can update the subject or formatted body with the same full email toolbar. Use Fields to insert supported merge tags. Meeting Handoff Fields include Company Website ({CompanyWebsite}) and Email ({Email}), along with owner, answered-phone, and meeting date or time tags. The default hand-off copy includes a Company Website line between Company and Email. This changes copy only, not recipients or sending behavior.

8. 8

   Review Launch Plan headings and contact groups

   Open Launch Plan to review approval and activation details. Sales Rep Info uses the same Newsreader heading style as grouped contact cards. When a launch field has grouped headings, the page shows those groups as titled cards. Internal editors can rename the field heading, a group label, or a card title, then leave the field to save. Simple ungrouped notes stay in the ordinary text field.

9. 9

   Review email copy as a client

   Client viewers remain read-only. They see the assigned team groups, formatted meeting email cards, and campaign email cards alongside the handoff process.

What the buttons do

AI model and reasoning notice

Explains that Playmaker and Playbook model and reasoning choices are centrally managed in Agents > Models.

Your SalesHive Team

Shows assigned SalesHive people in Leadership and SDRs groups, with role labels, contact emails, and connected email accounts.

Meeting Confirmation Email / Meeting Handoff Email

Active saved cards in Meeting Handoff, including on legacy Playbooks. Internal editors can change subject, formatted body, font, size, color, capitalization, and supported Fields merge tags, including Company Website on the hand-off card. Client viewers see the formatted read-only cards.

Post-Call Email / Auto-Email Campaign Copy card

Editable subject and formatted-body card that saves after a brief pause or when you leave the field. Same-step cards keep Variant A on the left and Variant B on the right. Its label shows Saving or Saved. The full toolbar adds Font, Size, color, and Aa capitalization.

Font / Size / color / Aa

Personalizes selected email text. Font offers web-safe families such as Arial, Calibri, Helvetica, Times New Roman, Georgia, Verdana, Tahoma, Trebuchet MS, and Courier New. Size ranges from 10 to 36. Color includes default plus black, dark gray, navy, SalesHive gold, and red. Aa rewrites selected characters to UPPERCASE, lowercase, or Title Case.

Add email

Adds the next open Post-Call card. It fills a missing Variant A or B on an existing step first, then adds the next step until the ten-step maximum.

Restore

Gold button on a deleted email card. Restores that Email step and variant without adding a new email step.

Fields

Inserts a supported merge tag into the meeting email body. Meeting Handoff includes Company Website ({CompanyWebsite}).

Regenerate Post-Call Emails

Rebuilds the saved Post-Call Email sequence without activating a campaign or sending email.

Restore saved copy

Brings back removed Auto-Email Campaign Copy and its saved templates without rebuilding the Playbook. Sending stays off.

View as client

Previews the approved client-visible Playbook experience.

Common questions