Create and Modify Playbooks with Hero AI

create and modify playbooks with hero ai use playbook building mode (also called text to playbook ) to create or change playbook flows on the canvas with natural language the playbook generator agent applies your prompts to the selected flow for manual drag and drop creation, see how to create a playbook https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/0 kvg5p4lthw75itmpuwp for what the agent can and cannot do, see playbook generator agent reference https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/3jkvn5yplm u06tfjhiac choose your path i want to… start here create the first flow in a new playbook with ai create a new flow with hero ai /#create a new flow with hero ai change an existing flow on the canvas modify an existing flow /#modify an existing flow understand what a flow does without editing it ask questions about existing flows /#ask questions about existing flows confirm i am in the right hero ai mode enter playbook building mode /#enter playbook building mode understand container vs flow when saving playbook data model https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dp agnnne2mjjfgtv2lz5#playbook data model enter playbook building mode there is no separate building mode toggle in settings the companion enters playbook building mode when hero ai opens with canvas context (the product knows which playbook and flow you are editing) how you open hero ai mode typical use hero ai from the main application toolbar (outside the canvas editor) general companion questions and chat not tied to a specific canvas flow; see hero ai companion https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/crqkfvngpcz wj8xthds7 build with hero ai on the canvas toolbar playbook building mode generate or change flows with the playbook generator agent start building with hero ai on an empty canvas playbook building mode create the first flow in a new playbook hero ai companion while a playbook canvas is already open playbook building mode modify or explain the selected flow navigate away from the playbook canvas editor (panel can stay open) general companion building mode ends; see hero ai companion https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/crqkfvngpcz wj8xthds7#hero ai modes and context steps to enter playbook building mode open a playbook in the canvas editor (see how to create a playbook https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/0 kvg5p4lthw75itmpuwp to create one manually first, if needed) do one of the following click build with hero ai on the canvas toolbar, or on an empty canvas, click start building with hero ai , or open the hero ai companion from the playbook canvas confirm that the companion shows playbook building mode (see below) before you send a build or modify prompt what you should see in playbook building mode when building mode is active, the hero ai companion typically shows a banner such as entered playbook building mode or playbook building mode near the top of the panel making changes to with the name of the selected flow, or create a new flow when no flow is selected if you open hero ai only from the main toolbar and do not see building mode or a flow label, you are in the general companion open the playbook canvas and use build with hero ai or start building with hero ai instead select a flow before you prompt in playbook building mode, prompts apply to one flow at a time if the playbook has multiple flows , select the flow you want to edit on the canvas, then ask hero ai to update it to create a new flow , deselect any currently selected flow, then describe the new automation you want to stop generation while a playbook is being built, click cancel on the canvas for how flows relate to the playbook container when you save, see playbook data model https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dp agnnne2mjjfgtv2lz5#playbook data model create a new flow with hero ai open a playbook in the canvas editor and enter playbook building mode on an empty canvas, click start building with hero ai , or deselect any flow to show create a new flow describe what you want to build (for example "create a playbook that fetches alerts from crowdstrike every 5 minutes, extracts observables, and enriches them with virustotal ") review the generated flow and iterate with follow up prompts save the playbook when you are satisfied so both the flow and container layers persist modify an existing flow enter playbook building mode on the playbook canvas select the flow you want to change on the canvas ask hero ai to update it (for example "add an ip reputation check after the enrichment step and branch if malicious ") review the updated flow and refine as needed save the playbook ask questions about existing flows the playbook generator agent is not limited to creating or modifying flows you can also use it to understand what an existing flow does open the hero ai companion from a playbook canvas in building mode and ask questions such as "what does this flow do?" "explain the steps in this playbook " "why would this flow branch at the condition step?" hero ai analyzes the selected flow and provides a plain language explanation, which helps onboard new team members, audit automation logic, or troubleshoot unexpected behavior prompt tips be explicit about triggers, actions, and data sources use step placement language (for example, "after \[step name]" or "before \[step name]") ask for error handling when external integrations are involved see also playbook generator agent reference https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/3jkvn5yplm u06tfjhiac — supported actions, limitations, and validation notes playbooks overview https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dp agnnne2mjjfgtv2lz5 — canvas layout, flows, and data model hero ai companion https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/crqkfvngpcz wj8xthds7 — general companion (records, reports, tenant questions) test console /04 testing%20and%20debugging/02 02 75 test%20console md — validate flows after ai changes