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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.

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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.

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Adding knowledge

To add a knowledge document:
  1. Navigate to Account from the left navigation
  2. Scroll to the Playbook AI Knowledge section
  3. Click the Add AI knowledge button
  4. Enter a title for easy reference
  5. Select the assessment type the content relates to (Mixed, DISC, Core, Focus). Mixed is a good default for general content.
  6. Paste or write your content in Markdown format
  7. 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.

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Assessment types

When uploading a document, you’ll choose which assessment type it relates to:
TypeUse for
DISCContent about behavioral styles, communication preferences, work patterns
CoreContent about values, motivation, what drives people
FocusContent about personality traits, emotional patterns, cognitive tendencies
MixedGeneral content that spans multiple assessment areas
Choosing the right type helps the AI surface your content when it’s most relevant.

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Content ideas and examples

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

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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.

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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.

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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.

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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.

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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.

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Frequently asked questions

Most documents process within a few minutes. Once the status shows “Ready,” the content is immediately available to Playbook AI.
Currently, the AI integrates document content seamlessly into its responses without explicit attribution. We’re exploring ways to surface this in the future.
Each account can have up to 10 active documents. If you need more, contact support to discuss your use case.
Yes. Playbook AI Knowledge enhances both the one-click debrief generation and the interactive conversation feature.
Check that your content is valid Markdown and within size limits. If issues persist, contact support.