Persona	Experience Level
Marketing, Sales, Service	Intermediate

Prerequisite:

Before reading on, it’s important to understand what AI is in Drift.  We suggest reviewing the following pages before moving on:

What is Conversational AI

How to review conversations with AI

In this Article, we'll go over:

How to turn on AI in Playbooks
Using the AI Template
How to use AI Topics to Branch in the Playbook Builder

How to turn on AI in Playbooks

Topics from both the base and custom model will automatically cover "all other responses."  If the bot recognizes a topic from the site visitor's message, it will reply with the response you added and continue down the "all other responses" path.  You can create a new path for an AI topic.

To turn AI on in the Playbook:

Switch the Use AI topics in this playbook toggle on the top of the 'bot flow' page in the playbook builder.



or

Users can utilize the AI Playbook Template to get started.





Important Note: AI Responses will only apply to the questions where a user can reply with 'open text.;  To turn on free text, Click the node and enable visitors to respond 'with buttons or text'. This setting needs to be enabled for every node in which you want free text and AI responses to be enabled.

How to use AI Topics to branch in the playbook builder

Branching allows you to add and modify the path that a conversation can take based on the visitor's input.  When you turn AI on in the playbook and add open text responses for the questions, you now have the option to add a new path based on AI topics.

To add an AI topic, click the + within the new branch and select 'Add AI topic.'  Then, in the modal, select which topic you would like to branch on.






Note that the Add AI topic selection will only be an available when you turn AI on in the playbook and set the node to open text.  If it is grayed out, the hover state explains which setting you need to turn on.



For further info on Conversational AI you can return to our Understanding Drift AI in Playbooks landing page.