> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qall.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks

> Procedures your assistant follows.

A playbook is a procedure the assistant runs during a call — taking a damage
claim, changing a booking, qualifying a lead. You describe the procedure once, and
the assistant follows it every time instead of improvising.

<Frame caption="Playbooks, and the assistants using them.">
  <img src="https://mintcdn.com/at-2c802d8e/9XqrvrUSpYjKohuZ/images/25-playbooks--all-clients.png?fit=max&auto=format&n=9XqrvrUSpYjKohuZ&q=85&s=bd1ab5e3f6c2d200769e9123796f3506" alt="The playbooks list" width="2880" height="1800" data-path="images/25-playbooks--all-clients.png" />
</Frame>

## When to use one

Put it in the **prompt** when the assistant just needs to know something, or when
good judgement is the point.

Use a **playbook** when the order matters, when a step must happen every single
time, or when you want to know where callers drop out.

## Two kinds

<CardGroup cols={2}>
  <Card title="Free-form" icon="pen-line" href="/playbooks/free-form">
    You write the procedure as guidance. The assistant follows it, using judgement
    about pace and order.
  </Card>

  <Card title="Structured" icon="list-ordered" href="/playbooks/structured">
    You lay out numbered steps. They run in order, every time.
  </Card>
</CardGroup>

Pick free-form when a human would describe the job in a paragraph. Pick structured
when they'd describe it as a checklist.

## When it starts

Each playbook has a **trigger** — a description of the situation that should start
it:

```text theme={null}
The caller says something arrived damaged, broken, scratched, cracked or marked.
Run this for any damage, however minor it sounds.
```

The trigger is the only part of a playbook the assistant sees before deciding to
start it, so write it as what the caller says and means, not as what the procedure
does.

A playbook has to be **published** before an assistant will run it. Draft
playbooks are invisible to callers.

## Tools and knowledge inside a playbook

A playbook can carry its own [tools](/tools) and
[knowledge](/knowledge) articles. These are available only while it's
running.

This is the neat part: an assistant with thirty tools picks the wrong one
regularly. Move the refund tool into the refund playbook and it can only be
reached once the caller is actually asking for a refund.

## If the caller goes off-script

They can. A caller who interrupts with a different question gets an answer, and the
assistant picks the procedure back up. One who changes their mind entirely leaves
the playbook.

## Seeing where callers drop out

Every run is recorded, including the ones where the caller hung up halfway — which
are the interesting ones.

In [Analytics](/analytics), chart playbook runs grouped by **stopped at
step** and you get a picture of exactly where people give up.


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