Playbook · Training
Training your team can prove
Assign playbooks to people or whole groups, check understanding with quizzes, and capture signatures where acknowledgment matters — with completion tracked per person and per group.
Free 14-day trial. No credit card required.
How it works
From “please read this” to a record you can stand on
Assign to people or whole groups
Playbooks aren't just published and hoped about — they're assigned. Give a procedure to a person or a whole group, and it lands on everyone's To Do list with completion tracked from day one.
- Assign to individuals or groups in one step
- Everyone gets a To Do list of what's assigned
- Completion rates tracked per person and per group
Quizzes check understanding, not attendance
A quiz lives inside the playbook as its own topic, so the check sits next to the material. Scores are tracked alongside completion — you learn who understood the procedure, not just who scrolled to the end.
- Quiz topics sit inside the playbook they check
- Scores tracked per person and per group
- Write questions yourself or start from AI suggestions
Signatures where acknowledgment is required
Some procedures need more than a checkmark. Require a signature and each person's sign-off is recorded — who acknowledged what, and when — so the paper trail exists before anyone asks for it.
- Require a signature on the playbooks that warrant it
- Each acknowledgment recorded per person
- Pending signatures visible at a glance
Go further
Train on knowledge worth trusting
SOP authoring
Structured topics and steps, AI-drafted outlines, and version history on everything you publish.
Explore SOP authoringAI grounding
The same playbooks that train your people ground every Helpdesk AI answer — one source of truth.
Explore AI groundingPlaybook overview
The whole product — authoring, publishing, training, and analytics — in one tour.
See all of PlaybookQuestions
Frequently asked
Can I require a signature on any playbook?
Yes — mark a playbook as requiring a signature and each person’s acknowledgment is recorded when they complete it. Use it for the procedures where “I read it” has to mean something: chargebacks, safety, compliance.
How do quizzes work?
Quizzes live inside the playbook as their own topics, so the check sits next to the material it checks. Scores are tracked per person and per group, alongside completion.
How do I see who has finished?
Every assignment lands on the person’s To Do list, and completion rates and quiz scores roll up per person and per group — so “did the team read the new refund policy?” is a glance, not a survey.
Get started
Make sure the manual was actually read
Assign your first playbook today — to one person or the whole team — and watch completion instead of chasing it.
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