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Playbook is how your organization’s knowledge gets into Deal Brain. You add sources — your sales methodology, product reference material, competitive positioning — and Deal Brain uses them to ground the answers it gives your team. Without Playbook, Deal Brain knows your deals. With it, Deal Brain knows your deals and how your company sells.

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What it changes

Once approved sources exist, they show up throughout Deal Brain:
  • Strategy answers reference your methodology rather than generic sales advice
  • Stage and qualification questions answer from your actual stage criteria
  • Competitive questions answer from your positioning, not the model’s guess
  • Drafts follow your voice and messaging guidance

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Where to find it

Playbook has two surfaces, and both reach the same sources.
  • Web app — click Playbook in the left sidebar to open /app/dashboard/playbook. The Overview tab groups your sources by domain, each domain showing its description and the sources assigned to it. Each source shows its title, source filename, and the date it was added. Click Upload Artifacts, top right, to add sources as files. There’s also an Artifacts tab.
  • MCP — add, tag, approve, and maintain sources in plain language from a connected AI platform. MCP accepts pasted text only, so files go through the web app.
Managing sources covers both paths.

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Sources

A playbook source is a piece of org knowledge, tagged so Deal Brain knows how to use it. Each source has:
  • A perspective — what kind of document this is
  • One or more domains — what subject areas it covers
  • An approval state — nothing is used until an admin approves it

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Perspectives

competitor_reference and competitor_self_description are deliberately separate. Your battlecard and a competitor’s own marketing are different kinds of evidence, and Deal Brain weighs them differently.

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Domains

There are six domains, and a source can cover more than one. The Overview tab in the web app groups your sources by domain.

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Approval

Sources are not used until they’re approved. Editing a source’s content or metadata clears its approval and restarts processing. This is deliberate — an approved source can’t be quietly swapped for different content.

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The synthesized sales process

Once you have an approved sales_process source, Deal Brain synthesizes an organization-wide process overview covering methodology, stage criteria, qualification, CRM policy, operating policy, and messaging guidance. Your team can then ask process questions directly:
If no approved process source exists, Deal Brain says so rather than inventing an answer.

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Where to go next

Add a playbook source

Add, tag, approve, and maintain sources.