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 or flows starting in turbine 26 2 0 , playbook builder v2 adds clarifying questions before building and progress detail messages while generation runs see playbook generator agent reference docid 3jkvn5yplm u06tfjhiac for supported scenarios for manual drag and drop creation, see how to create a playbook docid 0 kvg5p4lthw75itmpuwp for supported operations, limits, and trigger rules, see playbook generator agent reference docid 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 https //docs swimlane com/create and modify playbooks with hero ai#create a new flow with hero ai change an existing flow on the canvas modify an existing flow https //docs swimlane com/create and modify playbooks with hero ai#modify an existing flow understand what a flow does without editing it ask questions about existing flows https //docs swimlane com/create and modify playbooks with hero ai#ask questions about existing flows answer agent questions before a build completes clarifying questions https //docs swimlane com/create and modify playbooks with hero ai#clarifying questions (playbook or component canvas) see status messages during generation progress during playbook generation https //docs swimlane com/create and modify playbooks with hero ai#progress during playbook generation see what the agent supports in playbook builder v2 playbook generator agent reference docid 3jkvn5yplm u06tfjhiac confirm i am in the right hero ai mode enter playbook building mode https //docs swimlane com/create and modify playbooks with hero ai#enter playbook building mode understand container vs flow when saving playbooks overview docid\ dp agnnne2mjjfgtv2lz5 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 docid\ 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 docid\ crqkfvngpcz wj8xthds7 steps to enter playbook building mode open a playbook in the canvas editor (see how to create a playbook docid 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 the selected flow on the canvas if the playbook has multiple flows , select the flow you want to edit before you prompt, or describe the flow by name, position, or content to create a new flow , describe the new automation you want each new flow must include at least one trigger or action (empty flows are not supported) to stop generation while a playbook is being built, click cancel on the canvas progress overlay or in the companion when shown for enable, disable, delete, and trigger rules, see playbook generator agent reference docid 3jkvn5yplm u06tfjhiac for how flows relate to the playbook container when you save, see playbooks overview docid\ dp agnnne2mjjfgtv2lz5 if the same playbook is open in more than one browser tab or window, saves can overwrite each other see playbook generator agent reference docid 3jkvn5yplm u06tfjhiac in playbook generator agent reference 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 ") answer any clarifying questions if the agent asks — see clarifying questions https //docs swimlane com/create and modify playbooks with hero ai#clarifying questions review progress detail messages and the generated flow — see progress during playbook generation https //docs swimlane com/create and modify playbooks with hero ai#progress during playbook generation 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 ") answer clarifying questions if prompted review progress messages and the updated flow 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 clarifying questions starting in turbine 26 2 0 , the playbook generator agent and component building mode agent may pause and ask clarifying questions when your prompt needs more detail before it can build or change a flow or component safely when they appear after you submit a build or modify prompt in playbook building mode or component building mode when the agent needs choices such as trigger type, target system, error handling, or branch behavior what you see the hero ai panel shows a preamble to continue building the playbook, i need to ask some clarifying questions (in component building mode , playbook is replaced with component ) an optional intro message from the agent explains why it paused one question at a time with question x of y progress an instruction line select one option below (single select) or select one or more options below (multi select) selectable options options with descriptions show an info icon; hover for the full description back , next , and save buttons to move through questions and submit answers how to respond step action 1 read the question and select one or more options 2 click next to continue, or save on the last question 3 use back to change a prior answer 4 if other is available, select it and enter custom text in the main chat input field (required before next or save ) after you click save , your answers are submitted to the agent and generation continues a summary of your clarifying answers may appear in the chat history you cannot send a new build prompt while clarifying questions are active complete or navigate away from the question flow before starting a different request while clarifying questions are open, the canvas progress overlay may show action required in hero ai chat with an alert icon instead of the generation sparkle answer clarifying questions with the integration and trigger you actually use in production vague answers produce generic flows that need more manual edits progress during playbook generation starting in turbine 26 2 0 , text to playbook shows progress detail status messages on the canvas and in the hero ai companion while the playbook generator agent works where messages appear location what you see canvas progress overlay up to three rolling status lines with animated dots on the current line and a cancel button while the agent runs hero ai companion chat a live progress stack under the assistant message for the current run what messages mean message pattern (examples) what the agent is doing processing prompt the agent accepted your prompt and is starting the run reading playbook or trigger schemas loading current flow structure and trigger configuration reading native action schemas or component discovering available actions and connectors building playbook or updating flow steps adding or changing actions on the canvas thinking a detailed in progress update is underway (canvas overlay only when the underlying hub message exceeds roughly 75 characters) action required in hero ai chat the agent is waiting for clarifying question answers in the companion a short custom sentence the agent supplied a specific description for the current tool step messages update in real time wording may vary between runs long hub messages may display as thinking on the canvas overlay while the full detail remains in the companion progress stack while generation is running canvas editing and some companion actions are limited until the agent finishes, you cancel, or clarifying questions appear click cancel on the canvas overlay to stop the current generation attempt do not navigate away from the playbook editor if you need to monitor completion after generation completes review the flow on the canvas before saving use the companion to ask follow up modify prompts or clarifying questions on the next iteration 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 hero ai docid\ swz8uetvmvoojwgm xnk — overview of all hero ai features and building modes playbook generator agent reference docid 3jkvn5yplm u06tfjhiac — playbook builder v2 supported scenarios, limits, and validation notes playbooks overview docid\ dp agnnne2mjjfgtv2lz5 — canvas layout, flows, and data model hero ai companion docid\ crqkfvngpcz wj8xthds7 — general companion (records, reports, tenant questions) test console docid 1d0fiftjsdox88pvpk5fs — validate flows after ai changes