---
title: Industry playbooks
description: Production-oriented starting points for common VaniAgent workflows.
---

Playbooks are starting configurations, not guaranteed outcomes. Each should be tested with your own policy, audience, language, telephony provider, and CRM fields.

| Playbook | Primary outcome | Recommended channel |
| --- | --- | --- |
| Sales qualification | Intent, fit, next action | Voice + WhatsApp follow-up |
| Payment reminder | Acknowledgement or commitment date | Voice + approved payment-link message |
| Appointment workflow | Confirm, cancel, or callback request | Voice |
| Support follow-up | Resolution state and escalation | Voice or WhatsApp |
| Dormant-lead reactivation | Renewed interest or opt-out | Quick Qualify |
| Post-service feedback | Rating, reason, follow-up flag | Voice |

Every playbook should define required variables, safe prompt boundaries, analysis fields, Contact tags/status updates, retry policy, and success metrics.