Feb 10, 2026: Live Sales Playbooks

Playbooks generated from real sales activity

Admins have complete control over how Playbooks are generated.

When creating or updating a Playbook, admins can:

• Choose how many calls to analyse
• Set a specific time range for context
• Automatically generate suggested actions and messaging based on that data

This makes it easier to build Playbooks grounded in recent deal reality, whether you want a focused snapshot from the last few weeks or a broader view across months of conversations.

Automated change management

Keeping the team aligned on Playbook changes just got easier.

When the Playbook is updated, admins can notify the team with a summary of what changed, either by writing the update manually or letting AI generate it.

Notifications show the specific actions that have been added, removed, phased out, or changed, so the whole team stays aligned without chasing documentation or waiting for Slack reminders.

Admin permissions and roles

Leaders now have dedicated admin controls to manage how the platform is configured.

Admins can:

• Create and manage Initiatives
• Update and publish Playbook changes
• Control team settings and permissions

Reps see a cleaner, focused experience without access to configuration they don't need. This keeps execution consistent and reduces the risk of accidental changes to live coaching programs or messaging frameworks.