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Playbook AI is your team’s resident expert on behavioral intelligence. The dedicated Playbook AI view gives you a full-screen workspace for your conversations.

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Opening the Playbook AI view

You can find the “Ask Playbook AI” button in every Profile, on the Dashboard, and in the Reporting view. There are two ways to access the dedicated Playbook AI view:
  • Select Playbook AI from the main navigation.
  • Select the Expand option inside any existing Playbook AI chat.
Both routes land you in the same workspace, with your full chat history available in the sidebar.

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Starting a new chat

From the Playbook AI view you can start a new chat that isn’t tied to a single Profile up front. That makes it the right tool when you want to compare several people side by side, ask a question before deciding which Profiles are relevant, or explore a behavioral concept without anchoring it to one person.
Chats which were started from the Dashboard, Reporting view, or an individual profile are “linked” to that view. You can “unlink” a chat to disassociate it from its host view by choosing that option in the three-dot menu in each chat.

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Mentioning Profiles and Tags

Pull people into the conversation by typing @ while you write your message. A picker appears with matching Profiles and Tags — select one to reference them in the chat. You can mention as many profiles and tags as you like. Every Profile you’ve mentioned is pinned to the top of the chat view, so you can see who’s in scope without scrolling back through the conversation.

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Voice Chat

You can speak directly with Playbook AI from any chat. With an empty prompt in the message field, you’ll see a phone icon on the submission button. Click it to begin a voice chat with Playbook AI. If there is already an existing conversation, Playbook AI will summarize it first. Feel free to interrupt and ask your question, Playbook AI will immediately begin responding to your inquiry. A transcript of your conversation is added to the message history of the chat, switching between voice and text is seamless!

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Incognito chats

You can also start an incognito chat. Incognito chats don’t retain any history once you switch to another chat or view — useful for quick, one-off questions you don’t need to revisit.
Once you leave an incognito chat, the conversation history is gone. Use these chats for disposable, short-term conversations.

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Managing your chats

Your chats appear in the sidebar in order of most recent activity, with the latest at the top. Each chat’s title is generated automatically as a short summary of its contents, so you can find earlier conversations at a glance. To delete a chat, open it and clicke the Delete icorn. You’ll be prompted to confirm before anything is removed.
Deleting a chat is permanent and cannot be undone.