Understanding the Sales Playbook Agent

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The Sales Playbook Agent allows you to create and customize playbooks and plays through AI-driven conversations. Simply describe your goal in the chat, and the Agent builds the play for you, eliminating the need to manually create lists and filters.

See Understanding the Demandbase One for Sales Homepage.

Important: You can create unlimited playbooks, and each playbook supports up to 50 plays. If you have access to multiple playbooks, use the top Playbook drop-down to select the desired playbook.

Key Features

  • Natural Language Configuration: Describe your goal in plain English, and the Playbook Agent builds the playbook or play.
  • Multi-Playbook Access: Switch easily between playbooks (for example, SDR Team or Executive Outreach).
  • Multi-Play Creation: Generate multiple plays within a playbook from a single prompt.
  • Dynamic Customization:  Refine criteria and add or remove columns directly in the Playbook chat (for example, Journey Stage or Revenue).
  • Canvas Mode: Work in a full-screen AI interface that displays both the conversation and a live play preview.
  • Real-Time Status: See step-by-step updates as your plays are created.
  • Role-Based Access Control: Admins can manage user access to playbooks directly from the chat.

Playbook Agent Chat

In the Playbook Agent chat, you can:

Prompt Examples

The following are example prompts you can use in the Playbook Agent chat to create and manage playbooks and plays.

Create Playbooks and Plays

Show decision makers that are responding to campaigns in the last 7 days
Only show decision makers from the sales buying group
Build me a play for account showing intent for sales analytic keyword
Show me accounts that have been visiting our pricing page
Show me buying groups visiting high-value website pages
Show me decision makers who recently attended a meeting in the last 7 days
Build a play with accounts in North America that are in the Finance industry
Create a sales play with accounts with >150M in revenue
Show me accounts in MQA stage with a Qualification score above 50
Find me any accounts with industry = manufacturing with 10 or more engagement points in the last 3 months
Show me accounts in California with > 1000 employees

Manage Playbooks and Plays

Help me make changes
Save and add to Playbook
Add in a column for XYZ
Change play name to XYZ
Change play order to X out of Y (for example, step 4 out of 6)
Assign this play to XYZ

Prerequisites

You must have Admin privileges or be assigned to a permission set that provides access to Sales Playbooks.

In the permission set, enable one of the following options:

  • Sales tab > Full Access
  • Sales tab > Limited Access > View Sales > Playbooks
    • View Only: You can only view plays and playbooks
    • Can Edit
      • Can Edit All: You can view and edit all plays and playbooks
      • Can Edit Own: You can only view and edit plays and playbooks you created

Create a Playbook

  1. In Demandbase One for Sales (DBS), go to the Homepage.
  2. Click Builder.
  3. Click Build a New Playbook.
  4. In the Playbook Agent chat, enter the following information:
    • Name
    • (Optional) Description
    • Visibility: Private or public
  5. When finished, the Playbook Agent provides a summary of the configuration.
    Tip: Click Thumbs Up or Thumbs Down to help improve results.
  6. Refresh the page to see the new playbook.

Create a Play

  1. In Demandbase One for Sales (DBS), go to the Homepage.
  2. Select an account list.
  3. Click Builder.
  4. Click Build a New Play.
  5. In the Playbook Agent chat, enter the following information:
    • Name
    • Data type: Accounts or People
    • Goal of play using data such as:
      • First-party account and people data
      • Demandbase data: Firmographics, web page visits, intent, buying groups, job function/level/title, technographics, marketing engagement points, activity data
    • (Optional) Additional criteria
    •  Create a new playbook or add to an existing one
      Important: You must have an existing playbook to add a play. You can also create a new playbook during the play creation process.
  6. When finished, the Playbook Agent provides a summary of the configuration.
  7. (Optional) To refine results, click Help me make changes.
  8. If satisfied with the results, click Save and add to playbook.
    Tip: Click Thumbs Up or Thumbs Down to help improve results. 
  9. Refresh the page to see the new play.

Manage Playbooks and Plays

In the Playbook Agent (depending on your permissions), you can take the following actions with playbooks and plays:

  • Create
  • Clone
  • View
  • Edit
  • Delete

Important: 

  • You can’t move plays between playbooks. Instead, clone the play into the desired playbook and then delete the original.
  • You can’t edit or delete the Global playbook.

Edit in Canvas Mode

You can edit a new or existing play using Canvas Mode. It allows you to visually design and edit your plays, add filters, configure columns, and build  your playbook workflow.

  1. Enter a prompt that you want to create a new play or modify an existing one.
  2. Enter a prompt specifying the edits you want to make.
  3. Click Edit in Canvas Mode.
  4. In Canvas Mode, the conversation appears on the left, and a live play preview with visualized selectors appears on the right. Continue entering prompts to refine your play as needed.
  5. To exit Canvas Mode, click Exit Canvas.

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