AI Playbook
The AI Playbook is the central brain of your Enginy account. It provides the AI with the context it needs to generate accurate, personalized outreach messages, score contacts and companies against your ICP, and power AI-driven conversation handling.
Navigate to AI Playbook from the left-hand menu.
Enter Company Information
Open the Company Information tab.
Fill in the Website and LinkedIn URL fields.
Click Fill with AI to let the system auto-complete as much information as possible from your public data.
Review and adjust the content.
The Company Information tab includes the following sections:
Section | What to Fill In |
Company Information | Company name, industry, headcount, HQ location, founding year, company overview |
Products and Services | Product name, description, value proposition, price range. Add as many as needed. |
Ideal Customer Profile (ICP) | ICP name, target job titles, locations, industries, company size, revenue, key pain points, disqualifying factors |
Ideal Companies | Example companies the AI can use to find similar ideal customers |
Competitors | Competitor names and how your product differentiates from theirs |
Testimonials | Customer company, promoter name, job position, main benefit |
Company FAQs | Frequently asked questions about your business, with answers the AI can reference |
Important: The ICP section is critical. It powers the Contact and Company scoring system, the ICP Quick Filter for LinkedIn searches, and AI Recommended Lists. Take the time to fill it in thoroughly.
Click Update at the bottom right to save changes.
Enter Personal Information
Open the Personal Information tab.
Select an identity from the dropdown.
If the LinkedIn URL is already connected, click Fill with AI to auto-populate the fields.
Review and edit the information: first name, last name, job title, profile overview, key responsibilities, schedule meeting URL, previous positions, interests, and more.
Repeat for each identity you plan to use.
Tip: The more accurate and detailed the information in your AI Playbook, the better the AI will perform across variables, campaigns, and automated interactions.
Note: The AI Playbook also contains tabs for AI Variables, AI Campaigns, and AI Conversation Tags. These are covered in the Campaign Building Guide as they are used when creating campaigns.