> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usepeppr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks

> The call framework the copilot tracks live and scores afterward.

A playbook is your call framework: the stages of a good call and what a rep should cover in each. On a call, the copilot checks items off as they are covered. Afterward, the call is [scored against it](/playbooks/adherence).

Admins create and edit playbooks; reps run them read-only, so the framework stays consistent across the team.

## Structure

| Level                 | What it is                                          | Example                           |
| --------------------- | --------------------------------------------------- | --------------------------------- |
| **Stage**             | A phase of the call                                 | Discovery, Demo, Next Steps       |
| **Item**              | Something the rep should do in that stage           | "Confirm the economic buyer"      |
| **Coverage criteria** | What counts as covering the item, in plain language | "A specific date and time is set" |

## Create one

<Steps>
  <Step title="Start from a framework">
    In **Playbooks**, create a new playbook. Built-in frameworks like MEDDPICC, BANT, and SPICED give you a working structure to adapt, or start blank. The [AI editor](/playbooks/ai-editor) can reshape any of them from a plain-language description.
  </Step>

  <Step title="Name stages and items">
    Keep it to four to six stages that mirror how a good call flows. [Writing good playbooks](/playbooks/writing-good-playbooks) covers what makes items coachable.
  </Step>

  <Step title="Add coverage criteria">
    For each item you want tracked precisely, describe what counts as covered. The live tracking is only as accurate as these.
  </Step>

  <Step title="Set the default">
    Mark your standard playbook as **default** and it runs on every call with nothing for reps to pick. A rep can still switch playbooks for a single call without affecting the team default.
  </Step>
</Steps>

<Note>
  If no default is set, calls do not track a playbook until someone selects one. Admins see a reminder on the Playbooks page.
</Note>