Calling Scripts

How to use this page

1. 1

   Select the client and open the library

   Choose the client in the selector. Client packages appear below client names and are searchable. The library opens the current Playbook snapshot when available.

2. 2

   Understand the library groups and labels

   Active Scripts contains the client default, current Playbook, and scripts formally linked to a non-archived campaign. Past Scripts contains other available scripts. Archived Scripts contains scripts moved out of normal use. Long script names stay on one compact line and show the complete name when you hover. Dates, model names, Current Playbook, Default, and formal link counts wrap only between labels so each label remains readable.

3. 3

   Edit a block and its category

   Select Edit on a block. Update the title, choose General, Objection, or Question, edit the rich text, and add an optional internal note. Select Save when ready. The saved category controls how the block is organized and reused.

4. 4

   Archive past scripts

   In Past Scripts, select one or more checkboxes and choose Archive. Confirm the action. Archived scripts remain available for review, export, duplication, permanent deletion, or restoration, but they cannot be set as default, applied to a campaign, or used for objection reuse while archived.

5. 5

   Restore an archived script

   Open a script under Archived Scripts and choose Restore script. It returns to Past Scripts as a draft. Review it before setting it as default, applying it, or reusing objections.

6. 6

   Set a client default or apply to a campaign

   Set as default makes the open saved version the client default for new campaigns. Apply to Campaign copies the open version onto one selected campaign. Existing campaigns do not change merely because a default is set.

7. 7

   Detach before permanent deletion

   A saved version cannot be permanently deleted while it is the client default or formally linked to a campaign. Move each linked campaign to another script, the client default, or Campaign-specific copy, then clear Default on when applicable.

8. 8

   Insert script variables

   Open the Script variables guide for the complete field list. While editing a block, choose Fields and select a contact, company, address, caller, or custom-field chip to insert it at the cursor. Clicking a chip in the guide copies the exact token. Missing live data resolves to a blank value instead of showing the token to the SDR.

9. 9

   Preview the dial session

   Choose Preview in dialer to inspect the current saved blocks with sample contact data. Move among script sections and change Script font to check readability. The other tab labels and Auto-Select are visual references in this preview. Choose Back to editor when finished. Preview does not place a call or save a script change.

What the buttons do

Archive

Moves the selected Past Scripts into Archived Scripts after confirmation.

Restore script

Returns an archived script to Past Scripts as a draft.

Block category

Classifies the edited block as General, Objection, or Question.

Set as default / Default on

Marks the open available version as the client default, or clears that default.

Apply to Campaign

Copies the reviewed open script to one selected campaign and turns inheritance off.

Reuse objections

Copies objection-category blocks without applying the full script.

Delete script

Permanently deletes the open version only when no client default or formal campaign link depends on it.

New Script

Opens Playbook, manual, AI, CSV, PDF, and Google Doc creation paths.

Fields

Opens the grouped script-variable picker while editing and inserts the selected token at the cursor.

Preview in dialer

Shows the current script in the dial-session layout with sample values, section navigation, and font selection.

Back to editor

Leaves the dial-session preview and returns to script editing without placing a call.

Common questions