What They Are
Agentic Playbooks guide users through complex workflows — AI surfaces suggestions at each step, automates decisions where confident, escalates where not. Executable decision trees enhanced with AI reasoning.
Common Patterns
Incident triage: classify, route, suggest resolution, escalate if complex. Change approval: assess risk, check freeze windows, recommend approvers, auto-approve low-risk. Customer onboarding: guide through steps, auto-complete where data exists, flag gaps.
Configuration
Define the workflow skeleton. At each step, specify what AI should do — suggest, execute, decide, ask. Set confidence thresholds for autonomous action. Wire escalation paths. Test extensively before enabling.
Measurement
Per playbook: completion rate, autonomous-action rate, escalation rate, user satisfaction. Continuous tuning based on data. Agentic Playbooks that work well compound; ones that don’t need fast iteration or retirement.