Sales playbooks are now rich documents in your library

Playbooks just got a major upgrade

Previously, creating and managing sales playbooks meant filling in a long, multi-step form—rigid fields for objectives, stages, and processes that were hard to customize and painful to maintain. The result was a static document that didn't feel like a natural part of your team's workflow.

Now, playbooks are full-featured documents in your library. Every playbook opens in the same rich editor you use for account plans, case studies, and other enablement content. Write freely with headings, lists, tables, and inline links to Bigmind entities. Attach ICPs, products, case studies, and analysis frameworks as linked resources—so the AI agent always has the right context when using the playbook.

You can mark playbooks as active or inactive, assign them a sales direction (inbound, outbound, or expansion), and let the AI agent reference them during meetings, deal coaching, and prep. Because playbooks live alongside your other library documents, your entire sales knowledge base is now in one place—searchable, editable, and ready for the AI to use.