Setting up a new Playbook

*Note - You may not have the delegated permissions to create Playbooks, if you require this permission or you require a playbook(s) to be created/edited please contact your internal Akita Admin*

Akita's playbook technology allows our users to automate many of their repeatable processes and save themselves significant amounts of time. It also ensures your can regulate the standards you require when it comes to customer engagement and ensure the correct action is taken at the perfect time.

Akita's  Playbooks can be applied to 2 entities: 

• Accounts i.e. tasks/messages within a Playbook can relate to the overall performance of the company(s) you are managing and/or specific individuals within that company(s). E.g. A Company enters the Renewal Segment, the Renewal Playbook is triggered and an automated email is sent to the contact tagged as 'Bill Payer'.
• Contacts i.e. Playbooks are triggered based on the behavior and profile of an individual user/contact, irrespective of where they work. E.g. A contact/user provides a score of 10 on an NPS survey, automatically adding them to the Contacts segment called NPS Promoter, in turn triggering the NPS Promoter playbook, sending an automated email to the contact with a link to complete a G2 Crowd Survey.

Creating a Playbook:

Click the Playbooks tab in the sidebar and then click on the +New Playbook button to begin.

In the resulting pop up box, give the Playbook a name (Churn risk, On boarding etc) and select whether you want this playbook to apply to Accounts or Contacts.