The AI agent does not invent a script. It reads the calls your best reps already made, proposes a playbook, and then stops — nothing reaches a live call until a manager approves it.

Review a proposed playbook

  1. Open AI agent → Playbooks. Anything awaiting review is marked Proposed.
  2. Read the summary, which names the calls the proposal was drawn from.
  3. Open any of those calls to hear the moment a line was learned from.
  4. Edit any wording you would not want said. Edits are kept as yours and are not overwritten by later learning.
  5. Select Approve, or Send back with a note explaining what to change.

What you can see afterwards

  • Every call the playbook was used on, with the transcript and the point it deviated.
  • Which version of the playbook ran, so a change in outcome can be traced to a change in wording.
  • A one-click rollback to the previously approved version.