Here you'll find the fastest way to get started with your customer playbook.
View your playbook in preview mode first.
Open your playbook via “Start” in a new tab.
Copy the link and send it via WhatsApp, SMS or email.
You'll find all completed playbooks and results under “Plays”.
For external use with customers
Ideal for preparation, qualification and data collection.
Your playbook can be adjusted at any time later via AI chat.
A result is only created when the playbook is submitted at the end.
Assignment is usually done via the customer's registered email address.
Under “Chat” you can easily and quickly adjust your playbook via AI chat.
Under “Plays” you'll later find all completed playbooks and results.
You'll find the navigation on the left side. On smartphones, open it at the top left via the icon with three lines.
Free onboarding appointment (30 minutes)