Playbooks
Playbooks
AI-powered automation sequences and agent rules.
Playbooks
Playbooks are how RevMozi turns lifecycle events into outbound action.
Feedback and testimonial follow-up
One shipped example is the post-fulfillment feedback flow:
- An enrollment completes.
- RevMozi waits for the configured delay.
- The system generates a feedback token and sends the customer a link.
- When feedback is submitted, the Playbook branches by rating.
Typical outcomes:
- High rating: thank-you, review ask, or ascension follow-up
- Low rating: private recovery path and operator follow-up
- No response: gentle nudge, then stop
Why this matters
The feedback flow is not a disconnected form. It feeds the same event-driven system as lifecycle and offer fulfillment:
- Feedback links are tied to the person and offer
- Submitted ratings create CRM feedback records
- Playbooks can react to
feedback.submitted - Strong feedback can move into testimonial and review asks