The Playbook feature in Aviso AI is a dynamic tool designed to empower Customer Success teams with structured, goal-oriented work ows. By consolidating tasks, milestones, and outcomes into an actionable framework, playbooks enable teams to execute consistent strategies, measure progress, and achieve customer-centric objectives efficiently. Whether it’s accelerating customer outcomes, mitigating churn risk, or guiding customers through their journey, playbooks provide a scalable way to manage and optimize customer relationships.

Key Objectives of Playbooks

• Accelerating Customer Outcomes: Enhance product adoption, reduce time-to-go-live, and boost customer satisfaction.
• Reducing Churn Risk: Identify at-risk customers and take proactive measures to retain them.
• Guiding Customers Proactively: Offer tailored recommendations and actions aligned with the customer’s journey stage.

To access the Playbook module, follow these steps:

1. Log in to Aviso. Go to the Dashboard.  
2. From the left-hand side menu, Select Customer Success.
   
3.  You will be redirected to the Customer Success Dashboard. Switch to the Playbook tab.
   

Creating a New Playbook

You can view a list of existing playbooks or even create a new playbook. 
To create a new playbook follow these steps:

1. Select + Create Playbook.
   
2. In the pop screen, fill in the following details:
   - Name: Name of the playbook.
   - Playbook Type: Select the type of the playbook from the drop-down menu.
   - Description: A brief description of the playbook.
   
3. Once you have entered all the required information, Click Create. A new Playbook will be created.

Viewing the Playbook Details

You can view the playbook details for all the existing playbooks in the system. You can view the following details:

• Playbook Name: The title or identifier of the playbook.
•  Met Objective (Percentage): The percentage of the playbook's objective achieved so far.
• Objective Impact: The measurable impact or outcome driven by the playbook.
• Type: The category or purpose of the playbook (e.g., Onboarding, Retention).
• Current Participation: The number of accounts or users currently engaged in the playbook.
• Total Runs: The total number of times this playbook has been executed.
• Creator: The user or team who created the playbook.
• Last Updated: The date and time when the playbook was last modified.
• Status: The current state of the playbook (e.g., Active, Inactive, Completed).