> ## Documentation Index
> Fetch the complete documentation index at: https://playerzero.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks

> Create and reuse prompt templates to standardize how your team interacts with PlayerZero's AI Player.

## What Are Playbooks?

Playbooks are reusable prompt templates that standardize common investigation patterns across your team. Instead of writing the same instructions every time, create a playbook once and invoke it with a single action — ensuring consistent, high-quality interactions with the AI Player.

***

## Creating a Playbook

There are two ways to create a playbook:

### From Organization Settings

Navigate to **Organization Settings → Playbooks** to manage your playbook library.

Each playbook includes:

| Field           | Description                                                                                                                                                                                                                                                                                      |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Title**       | A short name for the playbook (unique within your organization)                                                                                                                                                                                                                                  |
| **Description** | A brief explanation of when and why to use this playbook                                                                                                                                                                                                                                         |
| **Prompt**      | The full prompt template that will be sent to the AI Player                                                                                                                                                                                                                                      |
| **Category**    | Organize by type. Your organization's category list is customizable — defaults include Documentation, Engineering, Go To Market/Sales, Investigation, Product, Quality Assurance (QA), SRE, Support, and Triage. Admins can add or remove categories from **Organization Settings → Playbooks**. |
| **Tags**        | Custom labels for filtering and search                                                                                                                                                                                                                                                           |

### From a PlayerZero Thread

You can also create a playbook from a PlayerZero thread:

1. Hover over any assistant message to reveal the **playbook icon** (library icon)
2. Choose **From this message** to base the playbook on that specific response, or **From full chat** to capture the overall conversation pattern
3. The AI Player generates a playbook definition and displays it as a card in the chat
4. Review the generated title, description, prompt, and category, then click **Save** to open the playbook creation form pre-filled with the generated content

***

## Using Playbooks

There are two ways to use a playbook when starting or continuing a thread:

<AccordionGroup>
  <Accordion title="Slash Command">
    * Type `/` in the chat input to open the playbook overlay
    * Browse or search for the playbook you want
    * Use **↑↓** to navigate and **Enter** to select
    * The playbook prompt is inserted into your message — add your own context on top
  </Accordion>

  <Accordion title="Playbook Library Button">
    * Click the **playbook icon** next to the chat input
    * Browse playbooks by category or search by title, description, or tag
    * Select a playbook to attach it to your message
    * The selected playbook appears as a tile below the input
  </Accordion>

  <Accordion title="Workflow Stage Instructions">
    * Type `/` in the stage **Instructions** field when creating or editing a workflow stage
    * Browse or search for the playbook you want
    * Select a playbook to insert its prompt into the stage instructions
    * This is useful for standardizing agent behavior across stages using proven prompt templates — see [Configuring Workflows](/features/configuring-workflows)
  </Accordion>
</AccordionGroup>

When you submit a message with a playbook attached, the playbook's prompt is combined with your message and sent to the AI Player together. The chat displays a **"Ran \[Playbook Name]"** label so you can see exactly which playbook was applied. You can preview the prompt inline or open it in a full dialog.

***

## Managing Playbooks

From **Organization Settings → Playbooks**, you can:

* **Create** new playbooks with the create panel
* **Edit** existing playbooks — update the title, description, prompt, category, or tags
* **Fork** a playbook to create a variant without modifying the original
* **Delete** playbooks you created (or any playbook if you have owner permissions)
* **Search** across titles, descriptions, and tags

### Sorting

Use the sort dropdown to change the order of your playbook list:

* **Recently updated** (default) — Playbooks with the most recent edits appear first
* **Most used** — Playbooks with the highest usage count appear first
* **Least used** — Playbooks with the lowest usage count appear first

Usage is tracked automatically each time a playbook is selected in a chat input, branch investigation, or new thread creation. The detail panel shows each playbook's total usage count.

### Version History

Every edit to a playbook creates an immutable version snapshot. To view a playbook's history, open the playbook detail panel and click the **Version** badge to expand the version history.

Each version shows:

* The user who made the change
* When the change was made
* The version number

To restore a previous version, select it and confirm the restore. Restoring creates a new version with the restored content — it does not roll back or delete any history.

Viewing version history requires the **viewer** role. Restoring a version requires the **editor** role.

***

## Get Started

👉 [AI Player overview](/features/ai-player)

👉 [Setup guide](/developer-guide/quickstart-guide)