Conversation Playbooks
A playbook tells CampaignStack’s AI how to talk on your behalf: tone, key talking points, boundaries, topics to avoid, and when to hand a conversation to a human. Every AI-crafted message — connection notes, first messages, follow-ups, comment replies, emails, and automated inbox responses — is written with your playbook in the prompt.
There are three levels. Two of them are real playbooks; one is an add-on.
The three levels
Section titled “The three levels”Workspace playbook
Section titled “Workspace playbook”The canonical playbook, one per workspace. Generate it with AI from your campaigns, ICPs, personas, and company context, then edit it by hand as much as you like.
- Edit: Workspace → Playbook tab
- API:
campaignstack_get_playbook/campaignstack_regenerate_playbook
Campaign playbook override
Section titled “Campaign playbook override”Campaigns don’t have standalone playbooks. The campaign-level field is an override that appends: its text is attached to the workspace playbook under “Additional instructions for this campaign:”. Use it for campaign-specific offers, ICP-specific messaging, or audience-building goals — anything that supplements (not replaces) your workspace-wide voice.
- Edit: Campaign → Settings → Playbook override
Signal agent playbook
Section titled “Signal agent playbook”Signal agents (which handle inbound messages and post engagement autonomously) can have their own playbook. Unlike the campaign override, this one fully replaces the workspace playbook when set. Leave it empty and the agent falls back to the workspace playbook. Signal agents never see campaign overrides — they don’t belong to campaigns.
- Edit: Signal agent dashboard → Playbook editor
How the levels combine
Section titled “How the levels combine”For any given AI message, CampaignStack resolves exactly one playbook text:
- Signal agent conversation? The agent’s playbook is used alone (if set). Nothing else is included.
- Campaign conversation? Workspace playbook + campaign override, appended in that order.
- Otherwise: the workspace playbook alone.
| You set… | The AI sees… |
|---|---|
| Workspace only | Workspace playbook |
| Workspace + campaign override | Workspace playbook, then “Additional instructions for this campaign: …” |
| Signal agent playbook (agent conversations) | Agent playbook only — workspace ignored |
| Campaign override only (no workspace playbook) | The override alone |
What the playbook influences
Section titled “What the playbook influences”- Message content — first messages, connection notes, follow-ups, comment replies, and emails are all generated with the playbook in context.
- Automated reply behavior — inbox-handling agents use the playbook to decide when to respond, what tone to use, and when to escalate a conversation to you instead of replying.
- Boundaries — pricing rules, topics to avoid, and escalation triggers you write into the playbook are enforced at generation time, on every path.