Release notes
AI Sales Playbook for Owner-Controlled Selling
AI Sales Playbook lets owners train the AI Sales Agent with sales rules, discovery questions, campaigns, escalation paths, preview, and adaptive improvement suggestions.
Overview
Version 0.0.3 releases AI Sales Playbook for the AI Sales Agent. The feature gives owners a structured way to teach the AI how to sell without writing prompts.
Business Knowledge tells the AI what the business knows. AI Sales Playbook tells it how the owner wants sales conversations to move: when to ask discovery questions, when to recommend products, how to handle objections, when to run a campaign, and when to hand the conversation to staff.
Added
Sales Playbook Editor
Owners can configure the sales goal, priority products, recommendation rules, qualification fields, discovery questions, objection guidance, closing style, campaign rules, escalation rules, and never-do boundaries from the dashboard.
The editor keeps drafts separate from live behavior. A draft can be saved and previewed, then published when the owner is ready. Runtime conversations use only the enabled active published version.
Preview Before Publish
The preview flow lets an owner test a draft against a sample customer message before enabling it for customers.
Preview returns a behavior summary, the selected discovery question when applicable, matched rules, blocked rules, a sample reply, and validation warnings. This makes playbook changes easier to review before they affect real conversations.
Adaptive Suggestions
The playbook can now generate owner-reviewed improvement suggestions from recent sales events.
Suggestions are deterministic and advisory. They can point out repeated objections, escalation patterns, boundary hits, or frequently shown recommendation rules, but they do not edit the playbook or publish changes automatically.
Improved
Runtime Sales Behavior
The AI Sales Agent now receives compact playbook context during replies. Product facts, business policies, order rules, and payment rules stay higher priority than sales behavior, so the AI can sell without inventing details or ignoring owner guardrails.
Owner Control
Disable, publish, preview, and suggestions are all designed around owner control. The AI can improve over time, but the owner still decides which rules become active.
Notes
This release completes the first Sales Playbook foundation inside Billions+. Future work will deepen product reference validation, sales intelligence, and learning from successful conversations while keeping changes owner-reviewed.