Team playbooks: coach every rep against your call script in real time

What is a playbook?

A playbook is a set of steps that describes how you want a call to go — for example: open with a name and referral, ask about the current tool, surface the main pain, then present your solution. Koachly reads the active playbook during live calls and nudges the rep when the next step is due.

Playbooks are different from the broad coaching tips Koachly already gives. The tips come from what Koachly hears. The playbook adds structure: a sequence the manager designed that the AI follows during the call.

How do I create a playbook?

1. Go to Team → Playbooks in the portal (or ask your manager to set it up).
2. Click New playbook and give it a name.
3. Add the steps in order, one per line. Write them as short instructions the rep reads at a glance: 'Ask what they use today.' or 'Confirm budget range before presenting price.'
4. Click Save, then Set active. Only one playbook can be active at a time.
5. During the next live call, Koachly will coach the rep against the active playbook.

TipKeep steps short. The tip panel on a live call shows one line at a time. A step that fits on a single line is easier to act on under pressure.

Who can create and edit playbooks?

Anyone with a Manager or Owner role on the Business plan can create, edit, and activate playbooks. Reps see the tips during calls but cannot change the playbook.

Can I have more than one playbook?

Yes. You can create as many playbooks as you need — discovery calls, demo calls, renewal calls, and so on. Only one can be active at a time. Switch the active playbook from the Playbooks page. The change takes effect on the next call.