Skip to main content
michael.becker
Contributor ⭐️
June 19, 2025
New Idea

Playbook task branching

Related products:CS Cockpit & Playbooks
  • June 19, 2025
  • 0 replies
  • 16 views

We are seeking a way to create tasks based on the results of a previous task within a playbook.

For example, a CTA playbook might begin with these tasks:

  1. Internal Discovery and Outreach
  2. Email Customer

Within that “email customer” task, we should be able to select a task resolution option rather than simply clicking the completed checkbox:

  • They responded - everything is good right now
  • They responded - they have a roadblock that we need to escalate
  • They didn’t respond after 5 days - we need to follow up with them

Depending on which option you would select above, subsequent tasks would then be added to your CTA playbook.