Need help building my first playbook

Nami Cohen

Hi there!

I recently signed up to Drift and I pretty much have all the playbook flows in my head. The only thing I'm missing is step-by-step guidance on how to actually use the builder. Is there a user guide that can walk me through the technicalities of the product?

Thanks,

Nami

Ben Gardner

Hi there @Nami Cohen

If you’re looking for instructions we have a couple of places that have good material for you! Drift Insider and our Help Center.

Here is a video on Insider for building bots.

https://insider.drift.com/lessons/building-a-bot-conversation-in-a-drift-playbook/

I would recommend going through Insider certifications and courses for help with leveling up for Drift.

Here is a user guide from our help docs on building bots.

https://gethelp.drift.com/hc/en-us/articles/360040672693-How-To-Build-Bot-Playbooks

Ben Gardner

I also wanted to include this handy link to our Conversational Marketing Blueprint for you @Nami Cohen !

https://drift.com/wp-content/uploads/2020/08/Conversational-Marketing-Blueprint-Workbook.pdf