Discover playbooks
The playbook library is a curated collection of automation recipes organised by what you’re trying to achieve. It lives inside the unified Automations surface at Engage → Automations → Discover (/dashboard/{ws}/automations); the legacy /playbooks route still resolves.
Accessing the library
You’ll see two views:
Simple view (default for SMB workspaces)
A card-based grid showing the most relevant playbooks for your industry and data. Each card shows:
- Playbook name and description
- Lifecycle goal (badge)
- Channels used
- Estimated impact (“High”, “Medium” — based on your data volume)
- Activate button
Advanced view (for teams with more experience)
A filterable table with additional columns:
- Topic coverage map
- Complexity rating
- Required channels
- Prerequisite data (e.g., “requires order events”)
Toggle between views with the Simple / Advanced switch at the top.
Filtering
| Filter | Options |
|---|---|
| Domain | Engagement, Paid, Hybrid |
| Type | Journey, Campaign, Ad campaign, Audience ops, Orchestration |
| Lifecycle goal | Acquisition, Activation, Engagement, Conversion, Retention, Revenue, Measurement |
| Industry | Food & Beverage, Retail, E-commerce, Services, Healthcare, Education |
| Channel | WhatsApp, Email, SMS, Push, In-App |
| Status | Available, Active, Inactive |
Starter packs
New workspaces see a Starter Pack section — a curated set of 3-5 playbooks chosen for your industry and data readiness:
- If you have order data → Cart abandonment + Post-purchase + Reorder
- If you have signup data → Welcome series + Activation + NPS
- If you have both → all of the above
Activate all items in a starter pack with one click.
The in-app counterpart
Playbook discovery on /dashboard/{ws}/automations is the journey- and campaign-shaped half of the discovery story. The in-app channel has its own discovery surface at /dashboard/{ws}/in-app-messages/create — a three-row shell with the same persona-aware ordering:
| Row | What it contains |
|---|---|
| Smart trigger patterns | Pre-wired micro-intent tiles — anonymous (always unlocked) and identified-contact (locked until scoring tier is met) |
| Quick Start templates | Format gallery — modal, banner, floating widget, survey, full-screen, and interactive families |
| Blank canvas | Start from scratch in the wizard |
SMB persona sees outcome cards first; Marketer persona sees templates first — the same useWorkspaceMode() toggle that drives the playbook discovery view above. See the in-app channel guide for the full shell.
What’s next
- Activate a playbook — customize and go live
- Vertical playbooks — industry-specific deep dives