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POST
Create Playbook

Authorizations

api_key
string
header
required

Body

application/json

Playbook creation input

description
string
required

Description of the playbook

keyInsight
string
required

Key insight of the playbook

name
string | null

Name of the playbook

type
string

Type of the playbook. Legacy types are automatically mapped: SEGMENT→SECTOR, SIGNAL→MILESTONE, SPECIALIST→PRACTITIONER.

context
string

Context of the playbook - used to help select Personas and Use Cases if none are provided

personaOIds
string[]

Persona OIds of the playbook

useCaseOIds
string[]

Use case OIds of the playbook

competitorOId
string

Competitor OId for competitive playbooks

segmentOId
string

Segment OId of the playbook

proofPointOIds
string[]

Proof point OIds of the playbook

referenceOIds
string[]

Reference OIds of the playbook

productOId
string
deprecated

@deprecated Use offeringOId instead. Kept for backward compatibility.

brandVoiceOId
string

Brand voice oId to apply to generated playbook

Example:

"bv_123456"

status
enum<string>
default:active

Status of the playbook

Available options:
active,
draft,
archived
Example:

"active"

referenceMode
enum<string>
default:specific

Reference mode of the playbook

Available options:
specific,
none
Example:

"specific"

proofPointMode
enum<string>
default:none

Proof point mode of the playbook

Available options:
specific,
none
Example:

"none"

additionalContextSources
object[]

Additional context sources for the playbook. URL and TEXT source types are supported.

Example:
async
boolean
default:false

If true, the playbook creation will be processed asynchronously. The API will return immediately with a message indicating the request has been queued.

Example:

false

callbackUrl
string<uri>

Optional callback URL. When provided with async: true, the API will POST the result to this URL once processing completes.

Example:

"https://example.com/webhook/playbook"

offeringOId
string

Workspace offering OId for the playbook. Accepts Product and Service OIds only (Solution is not supported).

Response

Playbook data

_metadata
object
required
playbook
object | null
required
personas
object[]
required