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A Playbook is a set of instructions that tells StageWhisper what to pay attention to during a call. When you start a listening session, you pick a Playbook. The AI reads your guidance and uses it to decide what signals to surface. You might have one Playbook for sales discovery calls, another for customer research interviews, and a third for candidate evaluations. Each one focuses the AI on different things.

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Creating a Playbook

Open the desktop app settings (gear icon), go to the Personality tab, and click “New playbook.” Each Playbook has three parts:
FieldWhat it does
LabelA short name shown in the Playbook selector. Something like “Discovery call” or “Technical interview.”
DescriptionA one-line summary. Helps you tell Playbooks apart when you have several.
GuidanceThe full instructions for the AI. This is where you describe what matters in this type of call.
The guidance field is the most important part. Write it in plain language, as if you were briefing a colleague who’s going to sit in on your call and whisper suggestions to you.

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Writing good guidance

Be specific about what you want the AI to watch for. Vague instructions produce vague signals. A weak Playbook: 
Help me have a good sales call.
A stronger Playbook: 
I'm running a discovery call for our enterprise product.

Watch for:
- Whether I identify the prospect's current workflow before pitching
- If they mention competing solutions or existing tools
- Budget signals: timeline, decision-makers, procurement process
- Moments where I should stop talking and let them elaborate

Alert me when:
- I start pitching before understanding their problem
- They express a concern I don't acknowledge
- The conversation drifts away from qualifying questions
- They give a signal that they're ready to talk next steps
The more context you give, the more relevant the coaching signals become.

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Checklist topics

When you write guidance, StageWhisper can extract checklist topics from it. These are goals or talking points that the AI tracks during your call. After the session, you can see which topics were covered and which were missed. For example, a discovery call Playbook might track:
  • Identified current workflow
  • Discussed budget range
  • Confirmed decision-maker
  • Agreed on next step
You can add these manually when creating the Playbook, or let StageWhisper suggest them based on your guidance text.

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Voice personalization

Instead of typing guidance from scratch, you can record a voice message describing how you approach this type of call. StageWhisper processes the recording and generates guidance text that reflects your natural style and priorities. To use it:
  1. Open a Playbook in edit mode.
  2. Click the microphone icon in the Personality tab.
  3. Record yourself talking about what matters in this kind of call. Speak naturally. A minute or two is enough.
  4. StageWhisper processes the recording and generates a summary with extracted checklist topics.
  5. Review and edit the result, then save.
This is useful when you know what you want but find it easier to talk through it than write it out.

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Managing Playbooks

You can create, edit, and delete Playbooks from the desktop app settings or from the web dashboard under the Playbooks tab. Changes sync between both. There’s no limit to how many Playbooks you can create. You select which one to use before each session.