A Playbook is where DoubleDesk goes from answering calls to doing the work. It teaches your receptionist to handle a whole job from start to finish, taking a booking, placing an order, quoting a job, qualifying a lead, without pulling anyone off the floor.
Your receptionist follows the steps you've set, checks your live availability, takes the details, writes it all up, and only brings in a person when one's truly needed.
Playbooks can branch with the conversation, work through a list, and even tap into the software you already use, live, mid-call. And you build each one just by talking it through, no technical skill, no complicated setup.
Mid-call, a Playbook can check live stock, make a booking or look something up in your connected software.
The conversation can take different routes depending on what the caller wants.
A Playbook can work through a list, like reading out the price of each matching item.
Keep the things that change often, a discount, an out-of-stock note, in one spot you can update in seconds.
Give a Playbook reference material to draw on, so it always has the right answers on hand.
A Playbook writes the job up as a Smart Ticket and makes sure nothing it needs is missed.
At the right moment, the call is handed to the right person, fully briefed.
Run a Playbook only when you want it, business hours, custom hours, or around the clock.
Build Playbooks for your own team and run them through D2, like an induction or a stocktake.
Create and edit Playbooks just by talking. It starts from thousands of ready-made templates and lays the whole process out for you to shape.
A Playbook is a structured process your Virtual Receptionist follows to handle a whole job during a call. It can take a booking, place an order, or quote work from start to finish, only involving a person when needed.
Call Rule routes a call to a transfer or a message.
Playbook actually does the job on the call, taking the order and making the booking, rather than just passing it along.
No. You build a Playbook by talking it through in plain English. It starts from thousands of ready-made templates, finds the closest match to your business, and lays out the steps for you to adjust.
Yes. During a call it can check live stock, make a booking, or look something up in the software you've connected.
Update the Playbook's Cheat Sheet from the Playbooks list or just by asking D2. The change applies to the very next call.
Yes. At a point you choose, it transfers the call to the right person with a full briefing, or takes a message.


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