Give context to the agent
The playbook brings together the offer, ideal client, criteria and reference responses. Its function is for conversations to start from your methodology and not from isolated instructions.
Nod AI / my playbook
Your setter starts by understanding how your business works.
Build your own methodology based on your answers, scripts and examples. Review the instructions before approving them.
Visual representation of My playbook.
Offer and commercial criteria
Your criteria become instructions
Offer, qualification, and objections will guide the agent's conversation.
How to respond to an objection
Playbook / Commercial criteria
OBJECTION
«I don't have time to follow the program»
Ask what their availability is and explain the actual dedication. Don't promise results or minimize the effort required.
- Offer
- Impulsa Program
- Limit
- Do not invent discounts or guarantees
- Before use
- Review and approve instructions
This is how the route is connected.
- 01Define
- 02Try
- 03Approve
Test before passing
Review real cases, objections and offer limits. A change in business criteria must be tested in the simulator before being used in conversations.
Offer and commercial criteria · how it works
Your business criteria, explained before automating.
The AI needs to know your offer and also its limits. The playbook organizes the methodology so that you can review what instructions will guide the conversations.
Defines the context
Work on identity, offer, ideal client, budget, qualification and objections. Add examples and derivation rules to the team.
Review the instructions
Complete the guided questions and private documents admitted. Review the result of any generation help.
Test and approve
Simulate conversations before approving the review. Saving changes does not mean approving them; a context switch can leave a revision out of date.
Offer and commercial criteria · scope
My playbook
in detail.
Ten areas to define your methodology
| Area | Content |
|---|---|
| Identity and positioning | Who you are, who you help and what sets you apart |
| Offers and prices | Products, conditions, payments and trading limits |
| Call to action | Objective, appropriate time and authorized destination |
| Ideal client and lead types | Signs of fit and exclusion situations |
| Budget | How to ask and what alternatives are allowed |
| Qualification | Criteria, questions and data to be confirmed |
| Objections | Approved answers on price, time or trust |
| Voice and rules | Tone, vocabulary, length, and statements to avoid |
| Real conversations | Revised examples and explanations of what works |
| Human derivation | When to stop, who to notify and what context to provide |
Guided Setup
- Questions by area, saving progress and clarifications when context is missing.
- Library to consult and edit answers.
- TXT, MD and CSV text documents as private work material.
Instructions that you can review
- Generation of a guide from the saved context.
- Manual or AI-assisted editing and testing in the simulator.
- Separate approval from saving. Changing the context invalidates the approval and requires review again.
Supervised improvement
- Simulator corrections as business examples.
- Proposals for improvement based on results available when sufficient data is available.
- Review and approval before applying a new methodology.
Available in
Launch, Growth and Scale · Complement per business.
View plans Launch, Growth and Scale · Complement per business.
Keep exploring.
Nod AI
Your methodology,
in every conversation.
Your business judgment, connected to your team's conversations.