Playbook
Playbook is where your company's policies, procedures, and know-how live — approved before they're published, answered with citations, and ready for every AI tool your team already uses.
Most knowledge bases decay the day they launch. Playbook's publish, ask, suggest, approve loop keeps yours accurate, because the people who notice a problem can fix it without breaking what's live.
Start from an industry starter pack or bring your own SOPs, policies, and procedures, organized to mirror your business.
Your team searches or asks the assistant. Agents ask through MCP. Everyone gets the approved answer and its source.
When reality changes, anyone can flag it in a sentence or propose an edit without touching the published version.
Approvers are notified, compare the change, adjust it if needed, and publish. What's live is always what's approved.
One governed home for how your company works, built for the people who follow it and the AI that helps them.
A built-in assistant that answers only from your published documents, cites every source, and tells you plainly when Playbook doesn't have the answer.
Ask in plain language. Playbook finds the right procedure even when your words don't match the title.
Contributors propose edits and new documents. Approvers get notified, review the change side by side, and decide what goes live.
Readers flag an outdated step or request a missing document without rewriting anything. It lands in the same review queue.
Centers and sections that mirror your business, your logo and colors, and favorites that follow each person across devices.
Launch with a structured playbook and starter documents for your industry, then make every word your own.
AI is only as good as the knowledge behind it. Playbook gives Claude, ChatGPT, Copilot, and any MCP client a governed source of truth instead of a folder of stale files.
Reads are cited. Writes go through review. Nothing bypasses your rules.
Restrict a center, a section, or a single document to specific people or Playbook groups. Everything else inherits, so you only set rules where they matter.
The web app, search, the assistant, and AI agents all follow the same rules.
For holding companies, franchisors, and multi-location groups. Publish once and every company in your group works from the same approved version, including sister companies sharing with each other.
Companies share on Head Coach and receive on Play Maker or Head Coach. Playbook sets up your company group for you.
Your playbook is some of the most sensitive knowledge your company has. We treat it that way.
Your team signs in with their Microsoft work accounts. No new passwords to manage.
Every publish, approval, and permission change is recorded under a real identity, including agents.
Playbook staff have no application access to browse your documents. That's a standing product principle.
Administrators can download a complete export of your Playbook, documents and images included, at any time.
A platform fee for your Playbook, plus a monthly rate for each person based on what they do. Pay annually and save 10% on everything.
One company, one approved source of truth for your team and your AI tools.
Billed monthly
Includes:
Control exactly who sees what, and receive playbooks from companies in your group.
Billed monthly
Everything in Walk On, plus:
Run one playbook across every company in your group.
Billed monthly
Everything in Play Maker, plus:
Anyone who can edit or approve documents, anywhere in your playbook. Everyone else is a member.
Members read, search, ask the assistant, leave feedback, and suggest changes for authors to review. Members are $3 per month on every plan.
Provisioning and running your Playbook, including your starter pack. No users are included, so every person is billed by role.
Choose annual billing and save 10% on the platform fee and on every author and member.
Playbook places related companies in one company group. Any company on Head Coach can share with the others, and each company needs Play Maker or Head Coach to receive, then decides where shared documents appear and who can read them.
See how a governed knowledge base works with your team and your AI tools. A consultant will walk you through it with your own use case.
Sign in with your Microsoft work account to access your organization's playbook.
Sign in to your playbook