Playbooks - Flowyte

A playbook is a structured, multi-step flow the agent follows for a repeatable task — collecting the fields needed to book a job, qualifying a lead, or walking a caller through a return. Where skills are single actions and knowledge is recall, a playbook is a procedure: do this, then this, branch on the answer.

When to use one

Reach for a playbook when a task has a fixed shape — a set of inputs to gather in order, with branches — rather than an open-ended Q&A. The agent stays conversational, but the playbook makes sure every required step happens.

In the API

Action	Endpoint
List / create	`GET` · `POST /agents/{id}/playbooks`
Read / update	`GET` · `PATCH /agents/{id}/playbooks/{id}`
Inspect the flow graph	`GET /agents/{id}/playbooks/{id}/graph`

In the API and dashboard these are called playbooks; some internal references use the older term procedures. They’re the same thing.