Create a playbook (org-level or per-rep override)
Create a sales playbook. Polymorphic scope: omit rep_id to create an org-level playbook (every rep in the org uses it as the baseline at analysis time, when is_active=true). Pass rep_id to create a rep-level playbook (overrides the org playbook for that rep only).
Resolution order at analysis time:
options.playbook_content(literal text on the analysis request)options.playbook_id(explicit lookup)- Active rep-level playbook for the analysis’s rep — if
rep_idis set on the analysis - Active org-level playbook for the analysis’s org
- None (model uses default scoring)
Use rep-level playbooks for A/B tests, per-coach customization, or consumer products where every end-user is a rep with their own rubric. The org-level playbook stays in place as the baseline — no need to disable it. See PAR-185.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Body
Playbook body, typically markdown. Fed into every analysis for this org (or rep, if rep_id is set) when is_active=true. Max 500,000 chars.
1 - 500000Optional. When set, scopes the playbook to a single rep within this org instead of the whole org. Per-rep playbooks override the org-level playbook for that rep at analysis time. Use for A/B tests, per-coach customization, or per-end-user flows in consumer products. The rep must already exist (create one first via POST /v1/reps). Omit this field to create an org-level playbook (every rep inherits it as the baseline).
1 - 256Display name for the playbook (e.g. "Q2 2026 Outbound Playbook").
1 - 200Default true. Multiple is_active=true playbooks at the same scope are allowed; the most recently-created one wins at analysis time.
Original filename if the partner uploaded the playbook from disk.
200Free-form key/value bag for partner-side bookkeeping. Not interpreted by Parlay.
Response
Default Response

