Playbook intake component

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable you to submit a case using the playbook guided experience, which systematically captures case details and displays the stages and activities involved in resolving the case. You can use prefill fields or choose from various playbook experiences, and customize the display of stages, such as the number of visible stages and their horizontal or vertical orientation.

    Figure 1. Playbook intake component
    Playbook intake component instance displaying creation of case using playbook guided experience.