Ready-to-use intake playbooks.
Each Sayify playbook includes questions, AI instructions, extraction fields, scoring, routing, follow-up rules, thank-you pages, dashboards, and integration mappings. New groups include Ecommerce, Business websites, and Community workflows.
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 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 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 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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Ecommerce playbooks
Ecommerce Product Question Playbook
Capture pre-purchase product questions, buyer objections, and urgency for online stores.
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Ecommerce Product Recommendation Playbook
Collect shopper needs, preferences, budget, and timeline so teams can recommend the right product.
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Ecommerce Pricing and Discount Inquiry Playbook
Capture discount, price-match, bundle, and bulk-pricing requests from ecommerce shoppers.
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Ecommerce Order Status Help Playbook
Help customers report delayed, missing, wrong-address, or tracking-related delivery issues.
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Ecommerce Product Issue Report Playbook
Collect damaged, defective, wrong, or missing product reports with evidence and preferred resolution.
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Ecommerce Return Request Playbook
Structure product return requests with return reason, condition, evidence, and preferred resolution.
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Ecommerce Refund Request Playbook
Capture refund requests with order context, reason, proof, policy fit, and retention signal.
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Ecommerce Wholesale Inquiry Playbook
Qualify wholesale, reseller, distributor, and corporate buying inquiries for ecommerce brands.
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Ecommerce Bulk Order Request Playbook
Capture large-order quote requests with product, quantity, delivery, budget, and customization needs.
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Ecommerce Abandoned Cart Feedback Playbook
Learn why shoppers did not complete checkout and identify recovery opportunities.
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Ecommerce Post-Purchase Survey Playbook
Collect product, delivery, satisfaction, NPS, and improvement feedback after purchase.
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Ecommerce Customer Support Request Playbook
Capture ecommerce customer support issues with order context, evidence, urgency, sentiment, and team routing.
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Ecommerce Cancellation Feedback Playbook
Understand why customers cancel subscriptions, preorders, backorders, or recurring purchases.
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Ecommerce Testimonial Collection Playbook
Collect product-specific text, voice, or video testimonials with consent, benefit, and usable quote extraction.
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Business websites playbooks
Website Service Quote Request Playbook
Collect quote-ready service requests from business website visitors with scope, assets, budget, and timeline.
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Website Lead Qualification Playbook
Qualify website visitors by intent, problem, budget, timeline, authority, and company context.
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Website Callback Request Playbook
Capture high-intent callback requests with reason, urgency, phone number, and best time to call.
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Website Appointment Request Playbook
Collect appointment requests from service websites with preferred time, topic, urgency, and customer type.
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Website Complaint Intake Playbook
Capture customer complaints with incident context, desired resolution, evidence, risk, and escalation signal.
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Website Customer Feedback Playbook
Collect website, service, product, or member feedback with themes, sentiment, and follow-up needs.
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Website Case Study Intake Playbook
Collect deeper customer success stories with before state, solution, results, metrics, and permission.
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Website Consultation Request Playbook
Collect consultation requests from service business websites with service interest, need, urgency, budget, and preferred contact path.
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Website New Client Intake Playbook
Collect new client goals, success criteria, files, links, contacts, deadlines, and special instructions.
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Website Discovery Call Intake Playbook
Prepare for discovery calls with topic, challenge, prior attempts, desired outcome, company context, and meeting timing.
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Website Project Requirement Playbook
Collect project requirements before quotation or kickoff with scope, services, budget, timeline, files, and stakeholders.
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Website Booking Inquiry Playbook
Capture availability and booking inquiries for services, events, groups, venues, and appointments.
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Website Customer Support Request Playbook
Collect business website support issues with category, reference number, evidence, urgency, and response preference.
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Website Refund and Cancellation Request Playbook
Collect refund or cancellation requests from website users with reason, reference, purchase date, and save signal.
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Website Testimonial Collection Playbook
Collect service, product, or client testimonials with result, recommendation, consent, attribution, and media.
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Community playbooks
Community Volunteer Application Playbook
Collect volunteer motivation, skills, availability, location, experience, and suggested role fit.
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Community Speaker Application Playbook
Collect speaker proposals for events, webinars, podcasts, and communities with topic, fit, and proof.
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Community Membership Application Playbook
Collect membership applications for clubs, associations, paid groups, and communities.
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