Playbook Knowledge

Your Sales Playbook is the selling brain of your AI Agent. It teaches your AI how to sell, what benefits to highlight, which objections to handle, and how to move conversations toward action.

While the Knowledge Base gives your AI facts about your business, the Sales Playbook gives it the messaging, tone, and persuasion to actually convert.

What’s the difference between Knowledge Base and Sales Playbook?

Think of it like this:

Knowledge Collections = what your AI knows (your data, products, FAQs)

Sales Playbook = how your AI sells (benefits, objections, emotions, CTAs)

Your Knowledge Collection keeps your AI accurate. 
Your Sales Playbook makes it persuasive.

Together, they create a complete system, smart, human, and built to close.

What the Sales Playbook does

The Sales Playbook gives your AI a clear structure for persuasive conversations. 
It helps your Agent:

• Communicate value clearly and confidently.
• Handle objections naturally.
• Use proof and emotion to build trust.
• Ask smart questions to qualify leads.
• End every conversation with a strong call to action.

You can connect one Playbook to multiple Agents — Web, SMS, or Voice — for consistent messaging across every campaign.

What to include in your Sales Playbook

Each section inside the Sales Playbook shapes how your AI thinks, responds, and persuades:

• Benefits – The key outcomes your customers get from your product.
• Objection Mitigation – Common hesitations and your best responses.
• Social Proof – Real results, case studies, and credibility markers.
• Emotional Drivers – The feelings that influence buying decisions.
• Call to Action – The next step you want users to take.
• Product Highlights – Your standout features and differentiators.
• Pain Points – The frustrations your product solves.
• Discovery Questions – Smart prompts your AI can ask to qualify leads.

Each element teaches your AI how to sell like your best rep — naturally, not mechanically.

How to set it up

Go to your workspace in MagicBlocks.

Click Knowledge

Click Create New and name your Playbook.

Set up a Collection Name and select the Sales Playbook collection.

Then click Create.

Fill out each section with your benefits, objections, social proof, emotional drivers, CTAs, product highlights, pain points, and discovery questions. Click Save.

If you're using our Quick Agent Setup, your Sales Playbook will be automatically generated for you! 

4. Link the Sales Playbook to Your Agent

Once your playbook is ready:

• Go to Agents → [Select your AI Agent].
• Navigate to the Brain tab.
• Select your Sales Playbook collection.
• Click Save & Publish.

Once connected, your AI will automatically use this Playbook to guide every conversation.

Click to watch the video tutorial here:

Summary

The Sales Playbook defines how your AI sells — using structured messaging, emotional intelligence, and proven conversion logic. 
It’s reusable across channels, consistent across campaigns, and instantly updatable.