Introduction to Playbooks

Learn how you can customize how RepX qualifies leads within different webpages.

Someone comparing plans on your pricing page probably arrives with a very different intent and has very different questions compared to someone who just landed from an ad on another page.

With Playbooks, you can control

• starter questions that are shown in the launcher to visitors on certain webpages

• how RepX greets visitors through the intro message on those pages

• the CTA buttons that show up within RepX against certain pages

• the qualification behaviour of RepX on those pages

For example, you can have a playbook associated with the /pricing page and another playbook associated with all /solutions pages on your website and configure very different engagement settings for each set of pages.

Since a single, generic conversation flow may not serve visitors on different pages well, the qualification behaviour section within playbooks allows you

• to define the qualification questions RepX asks,

• if it should capture emails, and

• if it should push visitors to either meetings or signup links

Default playbook

Every account comes with a default playbook.

When RepX loads on a page, we check if the URL of the page matches any of the playbooks you've setup. If the URL doesn't match the URLs in any of your playbooks, RepX follows what's been defined in the default playbook.

RepX loads the starter questions defined in the default playbook when the launcher appears. Then, if the visitor opens RepX, it greets them based on the intro message defined in the default playbook and loads the CTA buttons configured in the chat. As the conversation goes forward, it follows the qualification behaviour defined in the default playbook to ask the right questions and nudge visitors towards the right meeting or signup links.

Default playbook in RepX

Creating new playbooks

You can create additional playbooks to define RepX's behaviour on specific pages on your website.

From the Playbooks page, you can click Add playbook to define the name of the playbook first. Then, you can choose the URLs where this playbook should be effective. You can have a playbook that runs only on the page yourwebsite.com/pricing. You would do this by associating the playbook with "exact match" of the URL yourwebsite.com/pricing when you setup the playbook.

You can also associate a playbook with URLs based on "starts with" or "contains" - in such a situation, the playbook runs seamlessly when you add new webpages that have the same pattern as the URL you define in the playbook.

This is useful when a group of pages shares the same intent - say, all your case study or integration pages. You can configure engagement settings once for all those pages together, in one playbook.