Speed up sales readiness with AI Playbooks

AI Playbooks

AI Playbooks are real-time, AI-guided scripts that walk sales and support reps through a proven methodology on every live call, whether that's asking about budget on a discovery call, handling a pricing objection, or confirming next steps before hanging up. As Dialpad AI listens to the conversation, it automatically checks off each step as it happens and flags anything a rep missed, so managers get consistent behavior without listening to every call.

Get your reps up to speed in a flash:

Copy-paste your best sales rep

Identify the script that helps close the most deals and use custom AI Playbooks to make it your go-to automated guide.

Improve consistency

Easily determine if your agents are delivering a consistent message with your prescribed playbooks.

Level the playing field

Give everyone on your team access to the same content to avoid knowledge gaps and to keep things fair. Playbooks work on live calls and in Dialpad Meetings, so the same guidance follows a rep whether they're on the phone or in a video call.

Built on proven sales methodologies

Dialpad offers templated playbooks for BANT, SPIN, MEDDIC, CHALLENGER, and SPICED, so reps ask the right questions in the right order without memorizing a script. Or build a custom playbook from your own topics if your process doesn't map to a standard framework.

Easily monitor playbook adherence

Make sure your team is complying with best practices and identify those who have low adherence to your prescribed playbooks.

Guide reps right when they need it

Use AI Live Coach Cards to give reps triggered pop-ups with speaking points and best practices for handling objections and navigating tricky calls.

See all grades and scores at-a-glance

Rely on AI Coaching Hub, featuring a customizable leaderboard, to view all performance metrics, scorecard grades, and CSAT scores in one place.