For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/call-playbook.md.
  • English

      • Use the playbook during the call

      During a voice call, the attendant sees the playbook of the opportunity's pipeline: the stages of the method, each with its questions to cover as checkable items, and the supporting attachments such as a price list or a deck. The playbook itself is created under Contacts & Sales › Playbooks and linked to the pipeline in its settings.

      Before you start

      Choose the pipeline's playbook

      1. Open the pipeline and click the gear icon to open Pipeline Settings.
      2. In the side menu, click Playbook.
      3. Under This pipeline's playbook, pick the playbook. The choice is saved immediately.

      Where the playbook shows up

      The playbook takes the fixed left column of the call window and stays visible the whole time: each stage with its title and talk track, its questions as a checklist, and the attachments at the end. It is no longer a tab — you never have to switch away from the copilot to follow the method.

      The right-hand panel keeps two tabs:

      • Copilot — the live transcript and the suggestions. This is the tab that opens.
      • History — the contact's details (phone, email, company, origin, buying sentiment, opportunity value and buying behavior) and, below them, the activity timeline, with channel filters (WhatsApp, Instagram, Email, Call).

      In the checklist, the attendant checks each question as the topic is covered. Progress only lasts for that call — a new call starts with the checklist cleared.

      If the call starts from the contact (without going through an opportunity), Clickmax uses the playbook of the pipeline of the contact's first open opportunity. If the contact has no opportunity or the pipeline has no playbook, the column shows a notice with the path to set it up.