Playbooks

Playbooks are reusable prompt templates for AIRA. Think of them as saved prompts with fill-in-the-blank fields that you can use again and again. Instead of typing the same long prompt every time, select a playbook, fill in a few details, and send.

What are Playbooks?

A playbook is a pre-written prompt with variables - placeholders for the parts that change each time you use it. For example, a "Competitive Analysis" playbook might have a variable for the competitor name, so you can reuse the same detailed prompt for any competitor.

AccessFuel comes with several built-in playbooks to get you started, and you can create your own.

Using Playbooks in Chat

Step 1: Open the Playbook Menu

In the AIRA chat input, type / (forward slash). A menu will appear showing available playbooks.

Step 2: Search and Select

Start typing to filter playbooks by name. Use the arrow keys or mouse to select one.

Step 3: Fill in Variables

After selecting a playbook, a panel appears with fields to fill in. These might include:

• Text fields - Type a short value (like a product name or competitor)
• Text areas - Enter longer descriptions (like product features)
• Dropdowns - Pick from a list of options (like a region or time period)
• Persona selectors - Choose one of your workspace's customer personas

Required fields are marked. Fill in what you need and click Insert Playbook.

Step 4: Review and Send

The playbook expands into a full prompt in the chat input. You can review and edit it before sending. Variable values are highlighted in amber so you can easily spot and adjust them.

Editing Before Sending

After a playbook is inserted into the chat input:

• Highlighted values - Parts you filled in are highlighted in amber for easy identification
• Click to edit - Click any highlighted section to modify the text
• Persona chips - If you selected a persona, it appears as a special mention chip
• Full editing - You can add, remove, or change any part of the expanded prompt

The message is not sent until you press Enter or click Send.

Variables

Playbooks can include different types of input fields:

Some variables have default values pre-filled. You can change these or leave them as-is.

Creating Your Own Playbooks

To create a custom playbook:

1. Navigate to the Playbooks page from the sidebar
2. Click Create Playbook
3. Fill in the details:
   • Name - A short, descriptive name (shown in the / menu)
   • Description - What this playbook does (helps when searching)
   • Category - Group similar playbooks together (e.g., Marketing, Analysis)
   • Icon - Choose an icon for the menu
   • Prompt Template - Write your prompt using {{variable_name}} for placeholders
4. Add variables for each placeholder in your template
5. Save the playbook

Writing a Good Template

Use double curly braces for variables: {{variable_name}}

Analyze the marketing performance for {{product_name}} over the past {{time_period}}.

Focus on:
- Customer acquisition channels
- Conversion rates
- Return on ad spend

Target audience: {{persona}}

Optional Sections

Wrap parts of your template in {{?variable}}...{{/variable}} to make them conditional. If the variable is left empty, that entire section is removed:

Analyze {{product_name}} marketing performance.

{{?competitor}}Compare against {{competitor}} where possible.{{/competitor}}

Managing Playbooks

On the Playbooks page you can:

• Edit - Update the name, description, template, or variables
• Duplicate - Create a copy to use as a starting point
• Delete - Remove playbooks you no longer need

Playbooks are shared across your workspace. Any workspace member can use them in chat.

Playbook Settings

Each playbook can be configured with specific execution settings:

• AI Agent - Choose which AIRA agent handles the playbook (Data Agent, Planning Agent, or Auto)
• Model - Override the default AI model for this playbook
• Web Search - Enable web search so AIRA can look up current information

These settings apply only when using that specific playbook and override your workspace defaults for that message.

Official Playbooks

AccessFuel includes Official playbooks that are available to every workspace on the platform. These are created and maintained by the AccessFuel team and cover common use cases out of the box.

What makes Official playbooks different

• Read-only — You cannot edit or delete Official playbooks. They are maintained by AccessFuel and may be updated with new versions.
• Available to everyone — Official playbooks appear in every workspace automatically. No setup required.
• Always active — You cannot disable or hide Official playbooks from the / menu.
• Duplicate to customize — If you want to modify an Official playbook, click Duplicate to create your own copy. Your copy becomes a regular Custom playbook that you can edit freely.

Official vs Custom Playbooks

Tips for Good Playbooks

• Be specific in your template - Detailed prompts produce better results
• Use descriptive variable labels - Help users understand what to enter
• Add placeholder text - Show examples of good input values
• Set sensible defaults - Pre-fill common values to save time
• Use optional sections - Wrap nice-to-have context in {{?key}}...{{/key}}
• Choose the right agent - Use "Data Agent" for analytics, "Auto" for general tasks

Troubleshooting

Playbook Menu Not Appearing

• Make sure you type / at the start of a line or after a space
• Check that you have an active workspace selected

Variables Not Highlighting

• Ensure the template uses {{variable_name}} syntax with double curly braces
• Variable keys must use only letters, numbers, and underscores

Persona Selector Shows No Options

• Your workspace needs customer personas set up first
• Check with your workspace admin to add personas

Playbook Seems Outdated

• System playbooks may be updated with new versions of AccessFuel
• Contact support if a system playbook seems incorrect