Playbooks

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.

How This Helps Your Business 

Whole jobs handled, not just calls

Bookings, orders and quotes are completed end to end, so your team isn't pulled away to do them.

Consistent every time

Each job follows the same proven steps, so nothing's forgotten and every caller gets the same smooth experience.

Built by you, in plain English

You shape exactly how a job is handled just by talking it through; no developers, no setup headaches.

Key Features 

  • Live Software Access

Mid-call, a Playbook can check live stock, make a booking or look something up in your connected software.

  • Branching Paths

The conversation can take different routes depending on what the caller wants.

  • Analyze lists

A Playbook can work through a list, like reading out the price of each matching item.

  • Cheat Sheets

Keep the things that change often, a discount, an out-of-stock note, in one spot you can update in seconds.

  • Resources

Give a Playbook reference material to draw on, so it always has the right answers on hand.

  • Smart Ticket Creation

A Playbook writes the job up as a Smart Ticket and makes sure nothing it needs is missed.

  • Conditional Transfers

At the right moment, the call is handed to the right person, fully briefed.

  • Active Hours

Run a Playbook only when you want it, business hours, custom hours, or around the clock.

  • Internal Playbooks

Build Playbooks for your own team and run them through D2, like an induction or a stocktake.

  • The Playbook Builder

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.

Use Cases

Taking a booking

A caller wants a table for Friday; your receptionist checks availability, takes the details, and confirms the booking.

Placing a takeaway order

Your receptionist runs the order step by step, captures every item, and writes it up, even applying tonight's special.

Quoting a job

For a trades business, a Playbook gathers what's needed and produces a quote, handing off to a person if it gets complex.

Qualifying a lead

A short Playbook asks a few smart questions so only ready leads reach your sales team.

First-level troubleshooting

A Playbook walks a caller through common fixes, drawing on your product resources, before escalating.

Logging jobs internally

Staff run an internal Playbook through D2 to capture details as they go, like noting defects on a walk-through.

FAQs

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.

Real Results, Real Businesses

It’s reassuring to know DoubleDesk is there to look after calls while I am busy, handling each inquiry in a way that reflects me and my salon, even when I’m unable to get to the phone.

Linda S
Ambers Beauty Studio

DoubleDesk lets motels answer and manage calls 24/7; the result is higher occupancy and greater returns.

James M
Owner, Norbit Software

Thank you DoubleDesk for helping during the Valentine’s Day rush by taking calls. Our business grew 20% on previous years'.

Trish T.
Anytime Flowers

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