Add a playbook

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Add a playbook to a record in agent workspace.

    Before you begin

    Role required: agent

    About this task

    A playbook can be added to a record with no playbook or a record with existing playbooks. The example below shows how a playbook can be added to a record using an Add Playbook button.

    Procedure

    1. Open a record.
    2. Select the Add Playbook drop down
    3. Select the playbook you would like to add to the record.

    Result

    The Playbook tab displays when the playbook was successfully added.