Playbook marketplace
Launch complete intake workflows, not blank forms.
Each Sayify playbook includes questions, AI instructions, extraction fields, scoring, routing, follow-up rules, thank-you pages, dashboards, and integration mappings.
SaaS
SaaS playbooks
Demo Qualification Playbook
Qualify demo requests by fit, pain, budget, timeline, and decision process.
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Feature Request Intake Playbook
Collect product requests with user impact, priority, workaround, and revenue signal.
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Bug Report With Screen Recording Playbook
Capture reproducible bug reports with environment, steps, impact, and a screen recording.
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Churn Feedback Playbook
Understand cancellation reasons, save opportunities, and product gaps.
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Customer Testimonial Playbook
Capture customer proof with outcomes, quote permission, and usable story points.
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Agency
Agency playbooks
Agency Project Intake Playbook
Qualify new agency projects with goals, scope, timeline, budget, and stakeholders.
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Website Brief Playbook
Collect website goals, pages, content readiness, style, timeline, and budget.
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Marketing Campaign Brief Playbook
Capture campaign objective, audience, channels, offer, dates, budget, and success metrics.
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Revision Request Playbook
Collect precise revision feedback with asset, priority, requested change, and approval state.
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Client Onboarding Playbook
Start new client relationships with goals, access, stakeholders, communication preferences, and risks.
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Support
Support playbooks
Urgent Support Triage Playbook
Capture urgent support requests with severity, impact, account context, and contact path.
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Technical Issue Intake Playbook
Collect technical issue details, reproduction steps, environment, logs, and impact.
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Refund or Cancellation Request Playbook
Handle refund and cancellation requests with reason, account details, policy context, and save signal.
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Onboarding Help Request Playbook
Help new users unblock setup by collecting goal, stuck point, urgency, and preferred help path.
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Professional services
Professional services playbooks
Legal Intake Playbook
Collect matter type, timeline, parties, jurisdiction, documents, and conflict-check context.
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Real Estate Buyer Intake Playbook
Qualify buyers by location, budget, financing, timeline, must-haves, and readiness.
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Insurance Claim Intake Playbook
Collect claim type, date, policy details, incident summary, documents, and urgency.
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HR Candidate Screening Playbook
Screen candidates with role fit, experience, availability, compensation, and work authorization.
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Vendor Onboarding Playbook
Collect vendor profile, services, compliance, billing, contacts, and onboarding requirements.
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