Skip to main content

Smart Playbook

Company Settings — Smart Playbook tab

The Smart Playbook tab drafts a QA playbook for you automatically, from a document or recordings of good calls.

How it works​

  1. Add input — paste a sales script, company document, or notes; and/or upload up to 5 recordings of good sales calls.
  2. Generate — click Generate playbook. e9Kontrol drafts the playbook (takes a few minutes).
  3. Review — the draft appears in Generation history. Click Load into editor to copy it into the tabs below.
  4. Edit & save — review and adjust the draft, then Save.

The cost​

note

Every playbook generation costs 15 min of balance. Make sure you have enough minutes in your balance before generating (see Billing & Plans).

Generation history​

Every generation is kept in a list below the input, with its status:

StatusWhat it means
Generating…The draft is still being created.
Load into editor (green)The draft is ready — click to load it into the editor tabs.
AppliedThe draft was loaded and saved into your playbook.
Generation failedThe draft failed — an error is shown; delete it and try again.

Each entry also lets you rename it (click the name) and delete it.

Audio requirements​

  • Up to 5 audio files per generation.
  • Audio only (audio/*), max 50 MB each.
  • Use recordings of your best calls — the draft encodes what good looks like.

Best practices​

  • Paste your real sales script or talk track — the draft mirrors how you actually sell.
  • Upload recordings of your best calls, not average ones.
  • Always review before saving: the draft is a starting point, not a finished playbook.
note

The draft is department-scoped, like the rest of the playbook. Loading a draft marks it as unsaved until you review and Save.