Teaching Your Agent How You Work (Playbook)
Write house rules and carrier-specific defaults so your connected AI agent follows your conventions instead of guessing.
A connected AI agent is only as useful as what it knows about how you work. The playbook is where you write that down once, in plain language, so every agent you connect follows the same conventions instead of guessing or asking you the same questions over and over.
It has two parts: house rules, free-form instructions covering things like how you like your morning briefing or how you round time, and carrier profiles, defaults for each carrier that sends you work, like their usual adjuster and how to recognize their assignment emails. You will find both on the AI Agent Access page, under Settings, then Integrations.
Writing House Rules
House rules are a text box where you write instructions in your own words. There is no special format to learn. A few examples of the kind of thing that belongs here:
- In my morning briefing, lead with today's inspections, then anything unbilled over $2,000.
- A typical inspection is 2 hours plus travel. Round time to the nearest quarter hour.
- When a new assignment comes in, always note who referred it in the loss description.
Type your rules into the box and click Save. A connected agent reads them before things like briefings, intake, and time capture, and follows them. Keep it tight. Only include something if it would actually change how the agent behaves.
Every connected agent can see this
Carrier Profiles
A carrier profile tells your agent what to expect when work comes in from a specific carrier: how to recognize their assignment emails, who the usual adjuster is and their email, which party you typically represent for that carrier, and any intake conventions worth noting, like how their claim numbers are formatted.
Click "Add carrier profile"
Found under the Carrier profiles section on the AI Agent Access page.
Pick the carrier
Choose from carriers already in your directory.
Fill in what applies
Representing party, usual adjuster name and email, how to recognize their emails, and any intake notes. Leave anything blank that does not apply.
Save the profile
Your agent applies it automatically the next time it sees an assignment from that carrier.
Letting Jaxson Build It With You
If a blank text box is not where you want to start, click "Copy the interview" to copy a ready-made prompt. Paste it into your already-connected Claude or ChatGPT, and Jaxson, AwardLettr's playbook coach, interviews you one question at a time about your practice, your carriers, and how you like to work. When you are done, Jaxson either files the finished house rules here for you to accept with one click, or hands them back as text for you to paste in yourself, depending on what your connected agent supports. Either way, it also lists out the carrier profile details for you to enter on this page.
Approving a Proposed Playbook Update
If your agent has permission to propose playbook updates, it can draft new house rules for you based on things it noticed while helping you, for example a rule you kept repeating. A proposal shows up right on the AI Agent Access page with a short note on why it was suggested. Click "Review text" to read the full proposed rules, then "Accept" to replace your current house rules with them, or "Dismiss" to ignore it. Nothing takes effect until you accept it, and reading the full text is required before the Accept button will let you click it.