Robots Cross Object Filtering How to use Cross Object Filtering to get more Precise Robot Results Cross object filtering is when multiple objects are used to qualify a record for a Robot. Cross object filtering refines your Robot filtering further than the conventional singular filtering criteria. Normally when a Robot...
Read More
Email Feature Matrix What email features do you have based on your organization's email system set up The following table outlines what email features are available for users based on their company email setup. All email features are available for O365 users, including Playbooks Calendaring. Gmail users have access to...
Read More
XANT University Registration, Use, and Support How to Register and Use a XANT University Account XANT University hosts self-learning courses to help new Playbooks users, managers, and administrators. Get a deep understanding of topics that range from how to use Playbooks to advanced automation setup and strategy. Keep track of...
Read More
Understanding Remote Environment Call Quality Navigating the Changing Landscape of Call Quality Issues for Remote and Mobile Users Our Commitment to Our Customers Playbooks has proven to be a valuable work-from-home and on-the-go platform for many customers, especially during the COVID-19 pandemic. The Playbooks platform has allowed teams to maintain...
Read More
Purchasing Additional Licenses How to purchase additional Playbooks licenses Talk to your Customer Success Manger (CSM) if you need more licenses. An order form will be generated and sent to your billing administrator/purchasing department to review and sign via Docusign. Your CSM is here to help you with all your...
Read More
Introduction to Playbooks SMS How to setup and send SMS in Playbooks SMS is a powerful way to reach customers. Playbooks allows you to send SMS in a few easy steps. In order to send SMS, you must have an SMS enabled Direct Inbound Number (DIN) assigned to your account....
Read More
Call Path Elements How Call Path elements are Configured Element Details Below are the available elements that can be added to a Call Path. When you click the vertical ellipses on each element, you get the ability to edit and/or delete it. Clicking edit is how you configure each element....
Read More
Default Inbound Call Paths How Default Inbound Call Paths Work Playbooks comes with two Inbound Call Paths already created: Default and Direct Inbound Calls. These paths always route the call to the last rep to contact the caller with some minor differences in how they work. Default Call Path The...
Read More
Sendoso Integration How to Setup and Use Sendoso in Playbooks Sendoso integrates into Playbooks allowing you to send personalized gifts, branded swag, and eGifts to your prospects without leaving the platform. Use Sendoso to stand out to potential customers. By using the Sendoso feature, you can send packages anytime in...
Read More
OneMob Integration How to Setup and Use OneMob in Playbooks OneMob integrates into Playbooks allowing you to record and send personalized videos to your prospects. Record videos straight from the OneMob feature in Playbooks or select a pre-made video to insert into your emails. While OneMob is integrated into Playbooks,...
Read More
