New User

• Getting Started with Playbooks
• Playbooks Application Setup
• Playbooks Personal Settings
• Start Using Plays
• New User Next Step

New Admin

• Additional CRM Configurations for Dynamics
• Provision a Playbooks Account for Dynamics
• Set Up the Integration User in Dynamics
• Playbooks Manager Application Onboarding For Dynamics
• Install the Playbooks Dynamics Managed Solution
• Admin Guide: Overview of Playbooks Installation
• Connect the Integration User to Salesforce
• Install the Unmanaged Package in Salesforce
• Playbooks Manager Application Onboarding for Salesforce
• Other Configurations for Salesforce
• Get a Playbooks Account Provisioned for Salesforce

New Manager

• New Manager: Get Started
• Exploring the Playbooks Manager App
• Strategy & Task Management
• Features for Managers
• Reporting for Managers

Buyer Intelligence

• Buyer Hints (BETA)
• AI Prioritization
• Bounce Prevention
• Data Append
• SmartSend
• Buyer Map
• Data Verify
• The Buyer Intelligence Advantage

Calls

• Account and Opportunity Management
• Playbooks CRM Syncing
• Premium or Shared Rate Phone Numbers
• Agent Leg Connection
• Play and Task Management
• Agent Phone Setup
• Understanding Remote Environment Call Quality
• Call Path Elements
• Default Inbound Call Paths
• Introduction to Playbooks Mobile
• Orphaned Phone Call Tasks
• Voicemail Best Practices
• Countries Not Supported On The XANT Platform
• Calling Territory
• RingCentral Setup
• Call Quality Troubleshooting
• Phone Number Format – E.164 Standard
• Asia and Pacific (APAC) Dialing
• Using Click-to-Call
• Call Recordings
• Pre-recorded Voicemails
• Inbound Availability
• Manage Call Dispositions
• Inbound Call Paths
• Completing a Phone Call Task

Emailing

• Account and Opportunity Management
• Threaded Emails
• Playbooks CRM Syncing
• Play and Task Management
• Agent Email Setup
• Email Feature Matrix
• OneMob Setup
• Introduction to Playbooks Mobile
• Vidyard Best Practices
• Email Best Practices
• Email Snippets
• Self Service Calendaring
• Sending an Automatic Email
• How to Complete an Email Task
• Using Click-to-Email
• Track & Sync
• Vidyard GoVideo Setup
• Email Notifications
• Email Enhancement Options
• Email Templates

Calendaring

• Self Service Calendaring

Manager Application

• Playbooks Manager Application Onboarding For Dynamics
• Account and Opportunity Management
• Robots Cross Object Filtering
• Introduction to Playbooks Reports
• Standard Playbooks Reports
• Robot Examples
• Robot Strategy
• Robot Filtering
• Introduction to Robots
• Sales Cadence Best Practices
• Robot Actions and Testing
• Phone Number Format – E.164 Standard
• Asia and Pacific (APAC) Dialing
• Call Recording API
• Playbooks Manager Application Onboarding for Salesforce
• Manage Call Monitoring
• Manage Call Recording Settings
• Manage Robots
• Manage Custom Sorts
• Manage Leaderboards
• Manage Permission Groups
• Manage Call Dispositions
• Manage Teams and Users
• Inbound Call Paths
• Playbooks Manager Access

Robots

• Account and Opportunity Management
• Robots Cross Object Filtering
• Robot Examples
• Robot Strategy
• Robot Filtering
• Introduction to Robots
• Robot Actions and Testing

Plays

• Account and Opportunity Management
• Playbooks CRM Syncing
• Play and Task Management
• Introduction to Playbooks Mobile
• Introduction to Plays
• Play Best Practices
• Center of Excellence
• Step Up Your Game With Plays
• Merge Fields & Placeholders
• Using Tags
• Play Management

Prospect Records

• Account and Opportunity Management
• Manage Shared and Personal Records
• Adding Records to Playbooks
• Managing People and Account Records
• Manage People and Accounts

Reporting

• Reporting Baseline
• Salesforce Reporting Best Practices
• Salesforce – Playbooks Fields & Reporting Unmanaged Packages
• Salesforce Reporting – Overview
• Playbooks Fields & Access Levels
• Salesforce Reports: Play Status Reports
• Salesforce Reports: Play Outcome Reports
• Salesforce Reports: Play Activity Reports
• Salesforce Reports: Call Outcome Reports
• Salesforce Reports: Email Outcome Reports
• Salesforce Reports: Priority Score Reports
• Salesforce Reports: Inbound Call Reports
• Introduction to Playbooks Reports
• Standard Playbooks Reports
• Add Playbooks Fields to Salesforce Page Layouts & List Views
• Reporting in Dynamics – Basic Charts and Dashboards

System and Setup

• Gmail Setup for Playbooks Emails
• Playbooks Manager Application Onboarding For Dynamics
• Premium or Shared Rate Phone Numbers
• Salesforce – Playbooks Fields & Reporting Unmanaged Packages
• Playbooks Fields & Access Levels
• Connect to Your CRM
• Changing The CRM View
• Working Remotely With Playbooks
• Admin Guide: Overview of Playbooks Installation
• Connect the Integration User to Salesforce
• Add Playbooks Fields to Salesforce Page Layouts & List Views
• RingCentral Setup
• PSTN Agent-Leg Connection vs. WebRTC Connection
• Dial Attempt Is Failing
• Call Quality Troubleshooting
• API Call Utilization
• Installation of Playbooks Extension in Managed Environments
• SMTP Relay Setup for Playbooks Emails
• Playbooks + SAP CRM Setup Guide
• O365 Setup for Playbooks Emails
• Dynamics Non-Interactive User
• Installation Changes Dynamics Solution Files
• Data Access Controls
• Salesforce – Neuralytics Unmanaged Package
• Playbooks Manager Application Onboarding for Salesforce
• Other Configurations for Salesforce
• Get a Playbooks Account Provisioned for Salesforce
• Salesforce – Playbooks Integration User
• Playbooks Requirements
• Installing and Updating the Playbooks Chrome Extension
• Managing the Playbooks Chrome Extension
• Logging in to Playbooks
• Navigating the Playbooks Chrome Extension
• Uploading Your Profile Picture
• Adding Your Power Anthem

Tasks

• Account and Opportunity Management
• Manage Shared and Personal Records
• Play and Task Management
• Introduction to Playbooks SMS
• Sendoso Setup
• Introduction to Playbooks Mobile
• Types of Tasks That Are Listed in the Menu
• Playbooks Rankings
• Sorting, Filtering, and Searching for Tasks

Account Management & Support

• XANT University Registration, Use, and Support
• Understanding Remote Environment Call Quality
• Purchasing Additional Licenses
• Working Remotely With Playbooks
• The Billing Portal
• How to Chat with Support