Playbooks

Playbooks are the core building block of VayaFlow. A playbook defines how contacts are routed, qualified, and delivered to a specific client and offer.

What is a Playbook?

A playbook ties together:

• Client & Offer — Who receives the contacts and what they're for
• Routing Rules — Conditions that determine which contacts match this playbook
• Qualification Rules — Disqualification conditionals and AI-powered field validation
• Delivery Endpoints — Where and how qualified contacts are sent
• Delivery Settings — Caps, schedules, and throttling
• First Submission Actions — Voice AI, SMS AI, human review, or webhook steps when contacts are first submitted
• Revenue Milestones — Per-status payouts for tracking revenue

Playbook Lifecycle

1. A contact is submitted to VayaFlow
2. Routing rules are evaluated to find matching playbooks
3. Contacts are qualified against each playbook's rules
4. Pre-delivery actions (if configured) are executed
5. Qualified contacts are delivered to the playbook's endpoints
6. If delivery fails or the contact is rejected, fallback playbooks are tried

See the sub-pages for detailed configuration guides.