Playbooks

The Sales Playbook is where your AI Agent learns how to sell — it defines the tone, persuasion style, and talking points that move conversations from curiosity to conversion.

You can manually add your Sales Playbook inside the Agent’s Brain, or auto-generate one instantly when you create an Agent with the Quick Agent Setup. The Wizard analyzes your product information and automatically fills in key sections like benefits, objections, and calls to action to help your Agent start selling right away.

While Knowledge tells your Agent what to say, the Sales Playbook teaches it how to sell: how to build trust, handle objections, appeal to emotion, and guide conversations toward conversion.

What is the Sales Playbook?

The Sales Playbook is part of your Agent’s Brain — a structured guide that defines the tone, logic, and emotional triggers your AI uses in every sales conversation.

It’s built from the insights of your best-performing human sales reps, translated into an AI-ready format. With it, your Agent doesn’t just respond — it persuades, qualifies, and converts.

Why It Matters

Without a Playbook, your Agent can only answer questions.
With a Playbook, it can close deals.

Here’s what the Sales Playbook helps your Agent do:

Stay on message — consistent tone, facts, and framing.
Handle objections — confidently and empathetically.
Build emotional connection — tapping into what truly motivates buyers.
Drive next steps — moving users toward booking, signing up, or buying.

Components of the Sales Playbook

Each Sales Playbook includes eight essential components that together define your AI’s persuasive intelligence:

Component	Description	Example
1. Benefits	The key outcomes or transformations your customer experiences after using your product.	“Save 10+ hours a week automating lead follow-ups.”
2. Objection Mitigation	Your best responses to common hesitations or doubts.	“Most users see ROI in the first month — and setup takes less than an hour.”
3. Social Proof	Real stories, case studies, and stats that build credibility.	“Used by 300+ agencies worldwide.”
4. Emotional Drivers	The feelings and motivations that influence buying decisions.	“Feel in control of your leads again.”
5. Call to Action (CTA)	The next step you want users to take — framed with clarity and urgency.	“Would you like me to create your AI Agent draft now?”
6. Product Highlights	Your standout features or differentiators that make you unique.	“No-code setup, omnichannel chat, and instant lead handover.”
7. Pain Points	The frustrations your product solves for your ideal customer.	“Tired of losing leads after hours? Your Agent never sleeps.”
8. Discovery Questions	Smart prompts that help qualify leads or personalize the pitch.	“Are you currently using a CRM or following up manually?”

Each section gives your Agent a different sales superpower, ensuring conversations feel authentic, helpful, and strategically guided.

Where It Lives

You’ll find the Sales Playbook inside your Agent’s Brain tab, alongside Knowledge.
Each Agent has its own Playbook that can be customized to match:

Your product or service type
Your target audience
Your sales style (consultative, direct, storytelling, etc.)

How the Sales Playbook Works in Conversations

The Playbook guides your AI’s tone and phrasing across different Journey blocks — for example:

Journey Block	Playbook Elements Used
Greeting	Emotional Drivers + Discovery Questions
Discovery	Pain Points + Discovery Questions
Pitch	Benefits + Product Highlights
Objection Handling	Objection Mitigation + Social Proof
Close	Call to Action + Benefits

This ensures the conversation feels human, not robotic — persuasive without pressure.

Example: AI Agent in Action

Customer Says	Agent Responds Using Playbook
“I’m not sure if I need this.”	(Objection Mitigation + Emotional Drivers) → “That’s fair! Most of our clients felt the same until they saw how much time they were wasting on manual follow-ups.”
“What makes this different from others?”	(Product Highlights + Benefits) → “Unlike generic chatbots, MagicBlocks Agents qualify and hand over leads automatically — saving you up to 15 hours a week.”
“Do you have examples?”	(Social Proof) → “Sure! We’ve helped 300+ agencies turn their websites into 24/7 sales machines.”
“What’s next?”	(Call to Action) → “Let’s build your free draft Agent now — it only takes two minutes.”

Next Step

Learn more on Playbook Knowledge