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This is a template. Work through this guide to set up your playbook, then point AI at the ‣ subpage to review calls.

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What this playbook does

When you point AI at a call transcript and ask it to follow the playbook, it will:

1. Read the transcript
2. Analyse it against your defined criteria
3. Create a structured review as a subpage of the transcript
4. Highlight specific strengths and growth areas, with quotes from the call

The output is constructive feedback for coaching conversations — not scores or rankings.

Set up your criteria

The playbook ships with placeholder criteria that won't produce useful results. You need to replace them with criteria that matter to your business.

What makes a good criterion?

• Observable — something you can point to in a transcript
• Phrased as a question or "look for..." — helps AI know what to search for
• Specific enough to quote against — AI needs to find a moment and say "here's where they did/didn't do this"

You only need 3–5 criteria. More isn't better.

Three ways to develop your criteria

Option 1: Write them yourself

If you already know what good looks like on your calls, you can write your criteria directly in the Your Criteria section below.

Good starting questions: