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Plays
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System
September 4, 2020
Play and Task Management
January 20, 2019
Play Management
May 29, 2020
Introduction to Playbooks Mobile
April 20, 2020
Introduction to Plays
May 31, 2019
Merge Fields & Placeholders
January 11, 2021
Playbooks CRM Syncing
May 31, 2019
Using Tags
April 20, 2020
Play Best Practices
January 29, 2021
Account and Opportunity Management
April 20, 2020
Center of Excellence
September 4, 2019
Step Up Your Game With Plays
September 4, 2020
Play and Task Management
June 3, 2019
Pre-recorded Voicemails
June 26, 2019
Phone Number Format – E.164 Standard
May 29, 2020
Introduction to Playbooks Mobile
September 13, 2019
Call Quality Troubleshooting
June 3, 2019
Accessing Call Recordings
June 3, 2019
Inbound Availability
May 31, 2019
Inbound Call Paths
September 4, 2020
Agent Leg Connection
August 28, 2020
Agent Phone Setup
June 2, 2019
Manage Call Dispositions
June 4, 2019
Using Click-to-Call
September 13, 2019
RingCentral Setup
January 11, 2021
Playbooks CRM Syncing
June 3, 2019
Manage Direct Inbound Numbers
January 29, 2020
Countries Not Supported On The XANT Platform
December 12, 2019
Calling Territory
June 26, 2019
Asia and Pacific (APAC) Dialing
May 3, 2021
Playbooks Solution for Computer-Based Calling
January 19, 2019
Completing a Phone Call Task
June 17, 2020
Call Path Elements
January 29, 2021
Account and Opportunity Management
July 15, 2020
Understanding Remote Environment Call Quality
November 22, 2019
INTERNAL – Locating Local Presence Numbers
April 20, 2020
Voicemail Best Practices
June 25, 2021
Caller ID Authentication Regulation
May 13, 2020
Orphaned Phone Call Tasks
June 17, 2020
Default Inbound Call Paths
December 18, 2020
Premium or Shared Rate Phone Numbers
May 31, 2019
Email Notifications
September 4, 2020
Play and Task Management
May 31, 2019
Vidyard GoVideo Integration
June 3, 2019
Track & Sync
May 29, 2020
Introduction to Playbooks Mobile
October 15, 2019
Self Service Calendaring
May 31, 2019
Email Templates
August 30, 2019
Sending an Automatic Email
May 31, 2019
Email Enhancement Options
October 24, 2019
Email Snippets
January 11, 2021
Playbooks CRM Syncing
September 4, 2020
Agent Email Setup
April 20, 2020
Email Best Practices
June 4, 2019
Using Click-to-Email
January 29, 2021
Account and Opportunity Management
June 3, 2020
OneMob Integration
June 21, 2019
How to Complete an Email Task
August 11, 2020
Email Feature Matrix
April 22, 2020
Video Message Best Practices
January 11, 2021
Threaded Emails
May 7, 2021
Seismic Integration
March 22, 2021
Highspot Integration
October 27, 2020
Salesforce – Playbooks Fields & Reporting Unmanaged Packages
October 3, 2019
Add Playbooks Fields to Salesforce Page Layouts & List Views
October 27, 2020
Playbooks Fields & Access Levels
October 27, 2020
Salesforce Reporting – Overview
May 4, 2020
Introduction to Playbooks Reports
June 28, 2019
Reporting in Dynamics – Basic Charts and Dashboards
October 23, 2020
Salesforce Reports: Play Activity Reports
October 23, 2020
Salesforce Reports: Email Outcome Reports
October 23, 2020
Salesforce Reports: Call Outcome Reports
October 23, 2020
Salesforce Reports: Play Status Reports
November 18, 2020
Reporting Baseline
October 12, 2020
Salesforce Reports: Inbound Call Reports
October 23, 2020
Salesforce Reports: Play Outcome Reports
November 18, 2020
Salesforce Reporting Best Practices
November 22, 2019
INTERNAL – Locating Local Presence Numbers
October 21, 2020
Salesforce Reports: Priority Score Reports
May 4, 2020
Standard Playbooks Reports
June 3, 2019
Manage Leaderboards
June 2, 2019
Manage Teams and Users
June 26, 2019
Phone Number Format – E.164 Standard
April 22, 2020
Introduction to Robots
June 3, 2019
Manage Permission Groups
May 31, 2019
Inbound Call Paths
June 2, 2019
Manage Call Dispositions
June 10, 2019
Playbooks Manager Application Onboarding for Salesforce
June 3, 2019
Manage Call Monitoring
June 3, 2019
Manage Custom Sorts
June 3, 2019
Manage Call Recording Settings
April 16, 2020
Robot Actions and Testing
June 3, 2019
Manage Direct Inbound Numbers
May 4, 2020
Introduction to Playbooks Reports
April 20, 2020
Sales Cadence Best Practices
June 3, 2019
Manage Robots
June 26, 2019
Asia and Pacific (APAC) Dialing
May 29, 2019
Playbooks Manager Access
April 22, 2020
Robot Filtering
June 25, 2019
Call Recording API
April 22, 2020
Robot Strategy
January 29, 2021
Account and Opportunity Management
April 22, 2020
Robot Examples
May 4, 2020
Standard Playbooks Reports
February 5, 2021
Playbooks Manager Application Onboarding For Dynamics
August 13, 2020
Robots Cross Object Filtering
September 4, 2020
Play and Task Management
May 29, 2020
Introduction to Playbooks Mobile
June 3, 2019
Playbooks Rankings
December 4, 2020
Manage Shared and Personal Records
June 17, 2020
Introduction to Playbooks SMS
January 18, 2019
Sorting, Filtering, and Searching for Tasks
June 3, 2020
Sendoso Integration
January 29, 2021
Account and Opportunity Management
June 21, 2019
Types of Tasks That Are Listed in the Menu
January 30, 2019
Installing and Updating the Playbooks Chrome Extension
January 7, 2020
Admin Guide: Overview of Playbooks Installation
June 10, 2019
Salesforce – Playbooks Integration User
May 29, 2019
Playbooks Requirements
October 27, 2020
Salesforce – Playbooks Fields & Reporting Unmanaged Packages
June 18, 2019
O365 Setup for Playbooks Emails
September 13, 2019
Call Quality Troubleshooting
March 10, 2020
Working Remotely With Playbooks
January 29, 2019
Managing the Playbooks Chrome Extension
June 10, 2019
Get a Playbooks Account Provisioned for Salesforce
October 3, 2019
Add Playbooks Fields to Salesforce Page Layouts & List Views
June 10, 2019
Playbooks Manager Application Onboarding for Salesforce
October 27, 2020
Playbooks Fields & Access Levels
June 25, 2019
SMTP Relay Setup for Playbooks Emails
June 10, 2019
Other Configurations for Salesforce
January 28, 2019
Logging in to Playbooks
September 13, 2019
Dial Attempt Is Failing
January 27, 2019
Navigating the Playbooks Chrome Extension
September 13, 2019
RingCentral Setup
December 9, 2019
Connect the Integration User to Salesforce
June 10, 2019
Installation Changes Dynamics Solution Files
September 13, 2019
API Call Utilization
September 13, 2019
PSTN Agent-Leg Connection vs. WebRTC Connection
September 17, 2019
INTERNAL – Playbooks IP Addresses
June 10, 2019
Data Access Controls
June 18, 2019
Playbooks + SAP CRM Setup Guide
January 21, 2019
Adding Your Power Anthem
January 22, 2019
Uploading Your Profile Picture
September 4, 2020
Connect to Your CRM
September 13, 2019
Installation of Playbooks Extension in Managed Environments
June 10, 2019
Dynamics Non-Interactive User
June 10, 2019
Salesforce – Neuralytics Unmanaged Package
December 18, 2020
Premium or Shared Rate Phone Numbers
February 5, 2021
Playbooks Manager Application Onboarding For Dynamics
March 4, 2021
Gmail Setup for Playbooks Emails
May 7, 2021
Enable the Add to Playbooks Button
August 26, 2020
Changing The CRM View
March 16, 2021
Playbooks API Limiter
May 21, 2021
Setting Playbooks User Time Zone
Release Notes
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