Playbook

How to use this page

1. 1

   Open the client strategy document

   Choose a client, then open Platform > Onboarding > Playbook. Use the section rail for Generate, Your Team, Best Practices, strategy, targeting, proof, Calling Script, Post-Call Emails, Auto Emails, Objections, Meeting Handoff, Launch Plan, Calendar, comments, and History.

2. 2

   Review a scheduled takeover Playbook

   If you are the named incoming SDR, select the account labeled Prep with its takeover date. Open Playbook from Onboarding to review strategy, team, scripts, email copy, proof and Launch Plan. Navigation between Playmaker, Playbook and Client Briefs keeps the same preparation account, including the brief PDF. Preparation remains read-only and does not change your working assignment, activate the takeover or grant calling access. Editing and generation retain their existing permissions.

3. 3

   Review the strategy and assigned team

   Check approved client facts, proof, pricing, offers, and operating details against direct client context or verified research. Your SalesHive Team groups Leadership, confirmed SDR assignments, connected email accounts, and co-strategists while avoiding duplicate people. SDR cards require a current confirmed assignment. Continuing assignments during a staffing change appear only when the same SDR has confirmation evidence. Managers derived from SDR assignments follow that confirmed roster when manager cards are enabled.

4. 4

   Edit responder alias information as staff

   Authorized internal editors can open Aliases and choose Edit alias information. Edit Alias name and Title for the listed Primary or Sender email accounts, plus Photo URL and Alias notes. Use an HTTPS photo URL. The photo and notes are shared across this client's aliases. Names and titles also update the email accounts used for outreach. Choose Save aliases and wait for confirmation, or Cancel to discard the unsaved form. This editor is unavailable in client, View as client and takeover preparation views.

5. 5

   Edit meeting settings in Launch Plan

   Turn off View as client and open Launch Plan. Edit the section heading or its details in Meeting Settings. Details remain plain authored lines with consistent text size, including names and booking links. Enter adds a new line. Use Undo or Redo for local detail edits, or Ctrl/Cmd+Z and Ctrl/Cmd+Shift+Z. Changes save when you leave the field; wait for saved confirmation. Older screenshots may show the previous split-card layout.

6. 6

   Edit the Playbook calendar

   Internal editors can open Calendar and edit Pre-Launch Call, Launch Date, Weekly Meeting and Next Steps in the outlined fields. Leave each field to save, then check the save status before navigating away. These details apply only to the Playbook. They do not reschedule meetings or update CRM dates. Client and other read-only views keep their existing restrictions.

7. 7

   Edit confirmation and handoff emails

   Open Meeting Handoff and start with the dedicated Meeting Emails block above Handoff Process. Meeting Confirmation Email is first and goes to the prospect after booking. Meeting Handoff Email is second and goes to the assigned meeting owner with prospect details. Edit the subject or formatted body, use Fields for supported merge tags, and wait for Saved before leaving the page. The larger editors keep formatting controls visible without changing recipients or sending behavior. Saves run in order and an earlier response does not erase newer typing. Wait until saving finishes before navigating away.

8. 8

   Recover a meeting email save

   If an automatic save fails, the card shows Save failed. Keep the edits on the page and choose Retry save. The card returns to Saved only after the latest subject and body are stored.

9. 9

   Check for newer Playmaker input

   Turn off View as client. When Playmaker was updated after the current Playbook was generated, the page shows Playmaker has newer input. Open Playmaker in a new tab if you need to inspect the source answers before updating any copy. The banner does not change the Playbook.

10. 10

    Preview one targeted field

    Select the sparkle beside a Playbook field, Calling Script section, or email variant. Add optional guidance about tone, facts to include, or details to avoid, then choose Preview update. SalesHive generates a Playmaker-grounded proposal without changing the current field. Compare Current and Proposed side by side.

11. 11

    Apply only the update you approve

    Choose Apply update only after the proposed copy is correct. Back returns to the guidance step, and Cancel or Close leaves the field unchanged. If the current field changed after the preview was created, SalesHive refuses the stale proposal and asks you to generate a new preview. Every applied update is recorded in History and can be reverted there.

12. 12

    Use full regeneration carefully

    Generate includes Regenerate Post-Call Emails and Regenerate full Playbook. Full regeneration shows a confirmation because it replaces generated Playbook and campaign copy, including saved edits. Use field-level previews for controlled updates, and use Restore saved copy only when you need to bring back removed Auto-Email Campaign Copy.

13. 13

    Edit email and calling content

    Internal editors can update Calling Script sections plus Post-Call, Auto Email, and meeting-email subjects and formatted bodies. Email toolbars include Font, Size, color, capitalization, headings, lists, links, images, tables, quotes, dividers, and supported merge fields where available. Wait for Saved before leaving a recently edited card.

14. 14

    Add or restore a Post-Call card

    Use Add email to fill a missing Variant A or B and then add later steps through the ten-step maximum. Removed cards appear in Deleted email cards. Restore brings back that exact step and variant without creating a new step.

15. 15

    Review Change History

    Turn off View as client, turn on Show history, and open History in the section rail. Each row shows the tracked field, who changed it, the change source, timestamp, and its From and To values.

16. 16

    Revert one recorded field

    In the Revert Change column, select Revert for the row you want. Confirm Revert change to restore that row's From value. The action changes only that tracked field, reloads the Playbook, and adds a new history row labeled Revert. It does not roll back the whole Playbook.

17. 17

    Review Launch Plan and client presentation

    Use Launch Plan for approval, assignments, meeting settings, and activation details according to your access. Signed-in clients can edit subjects and bodies of existing visible Post-Call, Auto Email, Asked for Info, and meeting email templates. Other strategy fields, template structure, recipients, attachments, and sending settings remain under internal control. Staff View as client and takeover preparation remain read-only.

18. 18

    Copy or print the current Playbook

    Copy Content copies the current structured Playbook, including the same filtered Best Practices shown on the page. PDF / Print opens a printable version. Copy Share Link provides the client-facing route when the Playbook is visible.

19. 19

    Edit email copy as a client

    Open an existing email in a visible Post-Call, Auto Email, Asked for Info, or Meeting Handoff section. Edit the subject and formatted body, retain supported merge fields, and wait for the save to finish before leaving. Correct any save error on the page. Hidden or removed templates are unavailable. These edits change saved copy without changing template structure or sending behavior.

20. 20

    Find shared workspace controls

    On a computer, a row of icons spans the bottom of the sidebar, just above your profile: Notifications at the left, then Background, theme and (when available) the assistant, with Search at the right. Search opens centered at the top of the screen; the other panels open beside the sidebar. On a phone, the same icons sit at the right of the top bar with Search first and Notifications last, and their panels open beneath it. Search and Notifications follow the current workspace. Select Search or press Ctrl/Cmd+K to search records; Escape closes it. Background opens a grid of backgrounds: Charcoal, Random, Hive, Hive Purple, Ink, Facets, Lightspeed, Caustics and Veil. Charcoal is a plain charcoal page with no scene; every other tile is a live scene. Hover a tile to read what it shows. Random shows a different live scene each time you open or reload the app, and picking it switches to a new scene right away. Your pick is saved in this browser; until you pick, or if your saved scene is no longer offered, the company default shows. Backgrounds are for dark mode, so Background also works in light mode and picking any tile switches the app to dark mode. Light mode never shows a scene. Use Find a page in the sidebar to filter navigation links; on a phone, open the navigation menu first. Platform client selection remains above sidebar navigation. Select the SalesHive logo to open Agents when you have access to it.

21. 21

    Protect edits and recover a failed save

    Wait for saved confirmation before leaving. Post-Call and Auto-Email cards autosave after typing pauses and when you leave the field. Saves run in order. Independent edits are combined with the latest saved version. If the same content has another edit, compare Currently saved with Your edit. Save my edit replaces only the conflicting content shown; Keep editing retains your draft on the page. Retry checks again before saving. If saving fails, keep the page open and use Download draft to preserve a JSON backup. Discard draft opens a confirmation; Discard and reload clears this page draft and reloads the saved version. Downloaded JSON is a backup, not an automatic restore or published change. Older backups may require manual review. Generation and regeneration wait for pending saves. Existing screenshots show normal saved views, not the conflict or recovery controls.

What the buttons do

View as client

Previews the approved client-visible Playbook and hides internal editing, targeted previews, and Change History.

Fields

Inserts supported merge tags into email copy, including Company Website in Meeting Handoff.

Retry save

Retries the latest meeting email subject and body after an automatic save failure.

Open Playmaker

Opens the newer Playmaker source input in a separate tab when its answers changed after Playbook generation.

Regenerate field

Opens a targeted preview for one Playbook field, Calling Script section, or email variant.

Preview update

Generates a proposed value for comparison without changing the current field.

Apply update

Applies the reviewed proposal only when the current field still matches the preview baseline, then records a reversible History entry.

Back / Cancel / Close

Returns to preview guidance or closes the targeted update without changing the field.

Regenerate Post-Call Emails

Regenerates the Post-Call sequence through the dedicated generator.

Regenerate full Playbook

Opens a destructive confirmation before replacing generated Playbook and campaign copy, including saved edits.

Show history

Adds History to the internal section rail and loads recorded field-level changes.

Revert

Restores the selected history row's From value after confirmation.

Refresh

Reloads the current Change History rows.

Add email / Restore

Adds the next open Post-Call slot or restores one removed step and variant.

Copy Content / PDF / Print

Copies the current structured Playbook or opens a printable version.

Prep [date]

In the client switcher, opens the scheduled takeover account for read-only Playmaker, Playbook, and Documents preparation.

Edit alias information

Opens the staff-only responder alias form.

Save aliases / Cancel

Save aliases stores alias fields explicitly. Cancel closes the alias form without saving.

Retry

Retries a blocked Playbook save before later queued edits. Resolve a conflicting saved version before continuing.

Download draft

Downloads the unsaved Playbook backup as JSON after a save failure. Keep it before reloading.

Discard draft / Discard and reload

Opens a confirmation before clearing this page draft and reloading the saved Playbook. Download needed unsaved work first.

Save my edit / Keep editing

In the competing-edit review, Save my edit replaces the conflicting content shown. Keep editing leaves your edits on the page without approving that replacement.

Undo / Redo

Moves backward or forward through local Launch Plan detail edits. It does not undo unrelated records or replace the separate History controls.

Common questions