Manage saved Playbooks
Open Settings → Playbooks to view the Playbooks available to your account.
The page shows saved-Playbook usage and the available actions for each Playbook.
Activate a Playbook
- Find the Playbook.
- Select Activate.
- Resolve any validation or plan-limit message.
- Confirm that the Playbook appears as active.
An active Playbook can participate in dashboard evaluation and setup tracking.
Deactivate a Playbook
- Find the active Playbook.
- Select Deactivate.
- Confirm the action.
Deactivation stops new active evaluation and setup tracking for that Playbook. It does not delete its historical records.
For a rented Playbook, deactivation does not cancel the rental or subscription.
Edit a Playbook
Select Edit when the Playbook is editable.
Editing rights depend on ownership and source. Protected rented or purchased Marketplace strategies may restrict access to their internal conditions.
Add strategies to an AI-generated Playbook
AI Playbook Builder creates a complete Playbook with one supported strategy.
After saving, select Edit to add more strategies, subject to the strategy limits included with your account.
Duplicate a Playbook
Select Duplicate to create a new owned copy when copying is permitted.
The copy counts toward the saved-Playbook limit.
Delete a Playbook
Select the delete control and confirm.
Deletion behavior depends on the Playbook source:
- owned Playbooks are removed from the user account;
- deleting a rented Playbook can remove the local copy and cancel renewal while existing paid access may continue until the current rental period ends.
Ownership labels
A Playbook may be shown as:
- owned;
- rented;
- purchased;
- system/default.
Available actions vary by type.
When you cannot save or activate another Playbook
The account may have reached:
- its saved-Playbook limit;
- its active-Playbook limit;
- its maximum active-strategy limit.
If activation remains unavailable, compare your current saved and active usage with the limits shown for your account.