Playbook AI Knowledge - Profile Support Documentation

Playbook AI Knowledge lets you upload custom content that Playbook AI uses when generating debriefs and responding to conversations. By adding organization-specific knowledge, you can make AI outputs more relevant to your team’s context, terminology, and practices. Your custom content enriches Playbook AI’s responses without replacing its core behavioral science expertise.

Playbook AI Knowledge is available for Enterprise plans. Contact sales to enable this feature for your organization.

How it works

When you upload a knowledge document, Playbook AI can reference it when generating debriefs or responding in conversations. The AI automatically finds and incorporates relevant information based on the profile being discussed.

Adding knowledge

To add a knowledge document:

Navigate to Account from the left navigation
Scroll to the Playbook AI Knowledge section
Click the Add AI knowledge button
Enter a title for easy reference
Select the assessment type the content relates to (Mixed, DISC, Core, Focus). Mixed is a good default for general content.
Paste or write your content in Markdown format
Click Save

The document will process in the background. You’ll see the status change from “Processing” to “Ready” once it’s available for the AI to use.

Documents are limited to 1 MB in size. For larger content, consider splitting it into multiple focused documents.

Assessment types

When uploading a document, you’ll choose which assessment type it relates to:

Type	Use for
DISC	Content about behavioral styles, communication preferences, work patterns
Core	Content about values, motivation, what drives people
Focus	Content about personality traits, emotional patterns, cognitive tendencies
Mixed	General content that spans multiple assessment areas

Choosing the right type helps the AI surface your content when it’s most relevant.

Content ideas and examples

Here are some ways organizations use Playbook AI Knowledge to enhance their experience:

Team and culture context

Help the AI understand your organization’s unique environment:

# Our Team Culture

We're a fast-paced sales organization where results matter. Our team values:
- Direct, efficient communication
- Friendly competition between team members
- Quick decision-making over lengthy deliberation
- Celebrating wins publicly

When coaching team members, focus on how their behavioral style
can drive sales performance and client relationships.

Industry-specific terminology

Translate behavioral insights into your industry’s language:

# Athletic Program Context

When discussing behavioral profiles for student-athletes, use terminology
familiar to coaches:

- Instead of "high Dominance," say "competitive drive" or "alpha mentality"
- Instead of "high Influence," say "locker room presence" or "energy bringer"
- Instead of "high Steadiness," say "steady performer" or "reliable teammate"
- Instead of "high Correctness," say "technique-focused" or "detail-oriented"

Relate behavioral insights to on-field/on-court performance and team dynamics.

Coaching frameworks

Add your organization’s development philosophy:

# Leadership Development Framework

We use a three-stage leadership pipeline:

1. **Individual Contributor** — Focus on self-awareness and personal effectiveness
2. **Team Lead** — Emphasis on adapting communication style to team members
3. **Director+** — Strategic thinking and cross-functional influence

When debriefing leaders, connect their behavioral profile to their
current stage and what's needed for the next level.

Onboarding context

Help new team members understand behavioral insights in your context:

# New Hire Integration

During the first 90 days, new team members should focus on:

1. Understanding their own behavioral tendencies
2. Observing team dynamics and communication norms
3. Identifying potential friction points with their manager's style
4. Building relationships with complementary behavioral types

Encourage new hires to share their profile with their team during
the second week as an icebreaker.

Best practices

Be specific

Generic content won’t help much. Include concrete examples, specific terminology, and real scenarios from your organization.

Keep it current

Update documents when your practices change. Outdated content can lead to irrelevant AI responses.

Use clear structure

Markdown headings and bullet points help the AI find and use your content effectively.

Start small

Begin with one or two focused documents. See how they impact AI outputs before adding more.

Deleting a document removes it immediately from Playbook AI’s knowledge base. This cannot be undone.

Frequently asked questions

How quickly do new documents take effect?

Most documents process within a few minutes. Once the status shows “Ready,” the content is immediately available to Playbook AI.

Can I see which documents influenced an AI response?

Currently, the AI integrates document content seamlessly into its responses without explicit attribution. We’re exploring ways to surface this in the future.

Is there a limit to how many documents I can add?

Each account can have up to 10 active documents. If you need more, contact support to discuss your use case.

Do documents affect the AI conversation feature too?

Yes. Playbook AI Knowledge enhances both the one-click debrief generation and the interactive conversation feature.

What happens if my document fails processing?

Check that your content is valid Markdown and within size limits. If issues persist, contact support.

​How it works

​Adding knowledge

​Assessment types

​Content ideas and examples

​Team and culture context

​Industry-specific terminology

​Coaching frameworks

​Onboarding context

​Best practices

Be specific

Keep it current

Use clear structure

Start small

​Frequently asked questions

How it works

Adding knowledge

Assessment types

Content ideas and examples

Team and culture context

Industry-specific terminology

Coaching frameworks

Onboarding context

Best practices

Frequently asked questions