Creating a playbook
Name and describe your playbook
Give it a clear name that reflects the use case — for example, “Enterprise Discovery” or “SMB Demo”. Add a description so your team understands when to use it.
Add cards
Click Add Card to create your first guidance card. Each card requires:
- A name to identify it in the playbook editor
- A trigger — the keyword or phrase that causes the card to surface during a call
- Content — the talk track, objection response, or battle card copy the rep will see
Assign the playbook
Optionally set this playbook as the default for all calls, or assign it to specific reps or groups under the Assignment tab. Unassigned playbooks are available to all users but won’t activate automatically.
Card types
Revont supports three card types, each designed for a different moment in the conversation:Talk Track
A scripted message or suggested talking point for guiding the conversation. Use talk tracks for your core value proposition, discovery questions, or demo transitions.
Objection Response
A suggested reply to a specific objection — for example, “It’s too expensive” or “We need to talk to IT first.” Objection responses help reps stay confident and consistent when prospects push back.
Battle Card
Competitive positioning information for when a prospect mentions a rival product or vendor. Battle cards surface your differentiation points and common win themes at exactly the right moment.
Keywords and triggers
Each card is activated by one or more keywords or phrases that you define. When Revont’s AI detects a match in the live conversation, the card surfaces immediately in the assistant panel. A few things to know about triggers:- Multiple triggers per card — Add as many keywords as needed. Any single match will activate the card.
- Phrase matching — Triggers can be single words or multi-word phrases (e.g., “already using a competitor”).
- Stage-based triggers — In addition to keywords, you can set cards to appear at a specific point in the call, such as after 10 minutes have elapsed, regardless of what’s been said. This is useful for prompting check-in questions or transition language at predictable points in your sales process.
Managing multiple playbooks
You can build and maintain as many playbooks as your team needs — one per segment, persona, product line, or sales stage. A few notes on how to manage them effectively:- Switching before a call — The active playbook is selected from the assistant panel header before you join a call. Only published playbooks appear in the selector.
- Switching mid-call — Reps can switch playbooks during a live call from the same panel header. The new playbook takes effect immediately, and guidance cards update to reflect it.
- Default playbook — Set one playbook as the default so reps always have guidance active, even if they forget to select one manually.
Playbook analytics
After calls run against a playbook, Revont tracks how the cards performed. Go to Analytics → Playbooks to see:| Metric | What it tells you |
|---|---|
| Card triggers | How many times each card was surfaced during calls |
| Card usage rate | How often reps engaged with a card after it surfaced |
| Objection frequency | Which objections came up most across your calls |
| Playbook coverage | How consistently reps are working through key topics |