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SalesBook
Admin
RN
Rahul Nair
Admin
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Clients do not log in. They get a private share link from their
rep — no account needed.
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Good morning ☀️
Here's what needs your attention today
Active Deals
5
↑ 2 opened today
Buyer Views
12
↑ 4 in last hour
Nudges Pending
3
Action needed
Avg Engagement
68%
↑ vs last week
Live activity
Last 24h
PS
Priya Sharma visited pricing sheet
FinCorp India · 2 min ago · 3rd visit today
HOT — 8 min on pricing
AM
Amit Mehta opened product deck
TechCorp Ltd · 1h ago · 6 min read
WARM — gone quiet 3 days
RK
Ravi Kumar opened playbook
Finserv Co · 5 days ago · dropped at p.2
⚪ COLD — re-engage
⚡ Actions for you
3 pending
Follow up with Priya — NOW
Viewed pricing 3x. 8 min on pricing page. Strike while hot.
Re-engage Amit
6 min on product deck, quiet 3 days. Share a case study.
Re-share with Ravi
Dropped at page 2, 5 days ago. Try a new hook.
Active Playbooks
Q2 Enterprise Pitch
Priya Sharma · FinCorp India
72% engagement · 4 views
Product Walkthrough
Amit Mehta · TechCorp
45% engagement · 2 views
Finserv Intro Pack
Ravi Kumar · Finserv Co
18% engagement · 1 view
Collateral Library
Select collaterals · create a Sales Playbook
Playbooks shared
with you by others
Leads
People who engaged with your content — ranked
by intent
0
Hot
0
Warm
0
Cold
Deal Rooms
All active deal workspaces — click to open
Learn
Internal know-how from the Library — the same files, no copies
AI Roleplay
Practise the next conversation with your real buyers before it happens
Calls
Logged and recorded sales calls with notes and buyer signals
Meetings
Scheduled and recorded meetings with briefs, bot notes and recaps
Emails
Email threads with buyers — including playbook shares sent by email
Team & Module Management
Manage teams, assign modules, and control visibility for reps
and clients
Team Members
Manage member access and module visibility
How it works: Core modules are always enabled. Optional modules can be toggled globally
here, then assigned to specific teams. You can also hide modules from individual reps or clients.
Demo Hub
Create interactive demo journeys · Share with tracking ·
Public gallery
Analytics
Engagement & reach — all content
Page Views
3,842
+24%
Unique Visitors
641
+11%
Links Shared
38
+7
Conversions
14
+5 leads
Views per Day All content
Top by Engagement
All Content
Page Heatmap avg
seconds per page
Intensity:
None
Mid
Peak
Live Tracking
Real-time activity across all playbooks & collaterals
2
viewing now
2
Live now
47
Views today
4:32
Avg time
3
Drop-offs
Live visitors 2 active
Recent (last 2 hrs)
Live
feed
Viewing
PC
Priya Corp
eB
effyBiz
Rahul is online
P 1 / 5
1 / 5
100%
Create Sales Playbook
1 Details
2 Content
3 Template
4 Builder
5 Security
Each recipient gets a personalised link.
Add New Contact
No steps yet — click Add a
step to pick content.
Add a step
Drag & drop
files here
PDF, PPT, DOCX, MP4, Images
Google Drive
Paste a Google Drive share link
and we'll import it into your playbook step.
SharePoint /
OneDrive
Paste a SharePoint or OneDrive
share link to add a document as a step.
Add an entire playbook as a
step — the recipient will see all its collaterals in sequence.
Add any URL as
a step — YouTube, Loom, website, live demo, Figma, Google Slides etc. Auto-detected and
embedded.
Add a URL / Demo Link
Username
Password
0 selected ·
click to preview
Add a message to recipient Optional
Record a voice message
0:00
Record a video message
0:00
Viewing mode Browse
Browse
Scroll at own pace
Slideshow
Auto-advances pages
Time per page
Auto-start
Allow viewer to change speed
AI collateral recommendations Optional
Fill in your
deal details and AI will suggest which collaterals to include based on similar won deals.
Sequence 0 steps
Drag to reorder · Click to preview
No content yet
Click Add step to pick collaterals, paste a URL, or upload files.
Add any URL — YouTube, Loom, live demo, Figma, website. Auto-detected and embedded.
Credentials shown to recipient
Username
Password
Drag & drop files here
PDF · PPT · DOCX · MP4 · MP3 · Images
Paste a Google Drive share link to add a document.
Record an audio message or upload an audio file to include in your playbook step.
Preview
Click a step to preview its content
No content selected
Add steps from the left and click one to preview it here
Pick a landing page template. You'll
customise it in the next step.
Add blocks
Drag to reorder
Add
blocks from above
Live Preview
Editable — click any element
Control who can access this playbook and for how long. Recipients see active restrictions on their
landing page.
Link expiry
How long the link stays active
View limit
Max times this link can be opened
Viewer verification (OTP)
Public link
Block forwarding
Anyone can open
Watermark documents
No watermark
Allow recipient to share
Recipient can reshare
Playbook Sequence
Drag to reorder · Click × to remove · Click eye to
preview
Analytics
Engagement overview
PS
Priya Sharma
Viewing page 3 · Q2 Product Deck · 6 min on doc
Online now
Auto-Nudge ON
Bot sends a help message to visitor — then pushes for a call or meeting
Visitor will see this message
automatically
Hi Priya! I see you're reviewing the product deck — — any questions? I'm available
for a quick call or can book a meeting at your convenience.
Call Rahul now
Book a meeting
Book a Meeting
Schedule a call with Rahul Nair
Share Playbook
or add individually
Link security
Link expiry
No expiry
Viewer verification
Public
Share with Many
Filter contacts by location, engagement, segment
Location
Mumbai
Delhi
Bangalore
Pune
Chennai
Engagement
High
Mid
Low
Segment
Enterprise
Mid-Market
SMB
Industry
BFSI
Tech
Health
⭐ VIP
0 selected
·
0 contacts selected
Session visits
playbook.link/share/...
Mobile
PS
Session Replay
·
Digital Footprint
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Admin
CTA Editor
0 CTAs
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CTA:
100%
P 1 / 5
Click any CTA type above to place it on the document.
Then drag, resize, and configure it.
Then drag, resize, and configure it.
Click a CTA on
the
page to edit it
page to edit it
Button / Link
Drag to move · handles to resize
Preferred Colors
Saved Button Styles
Your Cart
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Quiz
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0
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Leaderboard
Certificate Designer
1
Choose Template
CLASSIC
MINIMAL
BOLD
ELEGANT
Upload your own
PNG or JPG background
PNG or JPG background
2
Add Placeholders
Click any
placeholder to drop it on the certificate. Drag to reposition.
Recipient
Click fields on canvas to select · Drag to move
3
Edit Field
Placed fields
Click a placeholder button to
add it, then click it on the canvas to edit its font, size, and colour.
Video
Get in Touch
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Contents
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Space
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⌘
+/−
Zoom
🔄
360° Product View
EMBED
Drag to rotate
Auto-spin
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Choose your preferred experience
Browse
Scroll through at your own pace. Click any document to open it.
Slideshow
Auto-advances through all pages hands-free. Adjust speed anytime.
Page 1 of 12
10s
Q2 Product Deck
Done with Q2 Product Deck
Up next: Pricing Sheet Q2
3
Starting next document…
Book a Meeting
Available slots for
Pick a date
Click any highlighted date on the calendar to see
available time slots
Your details
Paste a Google Meet, Teams, Zoom, or any video call link. The recipient
will see a "Join meeting" button.
Selected slot
AI Notetaker Bot
Joins the call and captures notes
A bot participant joins your call and:
📝
Transcribes the full conversation
💡
Extracts key points & decisions
✅
Creates action items for both sides
📊
Analyses talk time & sentiment
Powered by: effyBiz self-hosted AI bot (Google Meet, Zoom, Teams, Webex). No third-party API required. Bot appears as "effyBiz Notetaker" in the call. Participants are notified.
My availability
Click slots below to mark as
busy/free. Clients only see free slots.
Default meeting
duration
Learn
AI ROLEPLAY
🎉
Meeting Booked!
📅 Added to calendar
📧 Confirmation details below
RN
Rahul Nair
Online
1
Notifications
Replying to
Priya Sharma
Meetings
Upcoming calls, past recordings, AI recaps
Meeting Prep Brief
AI generated from engagement data
Select a prospect to generate
their brief.
Mutual Action Plan
Shared with Priya Sharma · FinCorp India
Deal progress
0%
New action item
Deal Room
Private workspace
Your deal rooms
Workspace
Buying Committee
Smart Nudge Engine
AI decides when prospects are in a decision window
Trigger rules
Sending
nudge to Priya Sharma
Offline Mode
Download playbooks for field demos · syncs when back online
Download
Save playbook as a self-contained HTML file
Present offline
Open file anywhere — no internet needed
Auto-sync
All interactions tracked and synced when back online
Choose playbook to download
Download options
Sync queue
Sign Document
Q2 Enterprise Proposal
Signing as
RN
Rahul Nair
Sales Manager, effyBiz
Choose a style:
Your Name
Your Name
Your Name
Draw your signature in the box below:
Upload your signature image
PNG or JPG with transparent
background
By clicking Sign Document, you agree that this electronic signature is legally binding
and equivalent to a handwritten signature under applicable law.
PS
Priya Sharma
Suggested Next Action
New Demo Journey
Step 1 of 5 · Info
All changes saved
Demo Analytics
Signed Documents
All fully executed agreements and proposals
Invite AI Notetaker
Meeting
Joins as
"effyBiz Notetaker"
"effyBiz Notetaker"
Records
the call
the call
Generates
AI recap
AI recap
Platform detected automatically
The bot will capture:
Full transcript
Key decisions
Action items
Sentiment & talk time
Open questions
Next steps
The bot joins as "effyBiz
Notetaker" — visible to all participants. Everyone in the call will know it is being
recorded.
Modules & Settings
Enable or disable optional features
Core features are always on. Toggle optional
modules to customise your workspace.
AI Meeting Bot
Joins calls, records audio, generates AI recap
Not connected
Deploy the meeting bot server once → paste the URL here → all agents share it automatically.
Deploy
guide →
Create New Team
Set up team and assign modules
Select which modules this team can access. Core modules are pre-selected.
Add Team Member
Configure access and module visibility
Select modules to hide from this member (even if their team has access)
Manage Modules
Toggle module access for this team
Select which modules can access
Leads
People who engaged with your content
Add to Buying Committee
They'll receive a private link to this Deal
Room.
Upload Collateral
Add from your PC, Google Drive, or SharePoint
Add a link to your
library
YouTube · Loom · Website · Portfolio · Google Doc · Figma
· Any URL
Quick presets
Drag & drop files here
or click to browse your computer
PDF
PPTX
XLSX
DOCX
MP4
PNG/JPG
Selected files
Browse Google Drive
Pick files directly from your Drive
Connected to Google Drive
Paste a Google Drive link
No
setup needed
Share a file in Google Drive → copy
the link → paste here
SharePoint / OneDrive
Paste a sharing link from SharePoint or OneDrive
In SharePoint/OneDrive → Share →
Copy link → paste here
Full SharePoint integration
For automated sync with SharePoint document
libraries, the admin can configure the Microsoft Graph API integration in Settings →
Integrations.
Document details
Select files or paste a link
above
Quick Share
1 collateral selected
Press Enter to add each email address
?
Browse
Scroll freely
Slideshow
Auto-advance
A branded landing page
wraps your document. The recipient opens this page first before viewing the file.
Show viewer name as watermark
Displays recipient name on each page
Select a channel above
to share