#Set up the copilot for the pipeline's meetings

In the Playbook tab of the pipeline settings you decide two suggestions: which playbook and which AI agent come preselected when someone schedules a meeting for an opportunity in this pipeline. They are suggestions, not constraints: whoever schedules can pick any other playbook in the workspace, or none. What the copilot must never suggest is part of the playbook — written once under Contacts & Sales › Playbooks.

Role: workspace owner, admin or editor.

#Before you start

• A pipeline. If you don't have one yet, start with Build your first pipeline.
• A playbook with its prohibitions under What the copilot must never suggest — see Create a sales playbook and use it in meetings.
• To pick an agent you need at least one published AI agent — see Create an AI agent with your own key. Without a published agent the list is empty and the pipeline stays without a copilot.

#Choose the suggested playbook

1. Open the pipeline and click the gear icon to open Pipeline Settings.
2. In the side menu, click Playbook.
3. Under Suggested playbook for meetings, pick the playbook. Only playbooks with the Click Meeting scope are listed. To remove the suggestion, pick No playbook.

The Manage playbooks link opens the playbook list to create or edit one.

#Choose the agent that attends the meetings

1. In the same Playbook tab, go to Agent that attends this pipeline's meetings.
2. Pick an agent from the list. Only active agents show up — drafts and paused ones are left out because they don't answer.
3. To leave this pipeline's meetings without a copilot, pick No copilot.

Both choices are saved immediately — there is no save button on this tab.

#What changes in meetings

• When scheduling a meeting from an opportunity in this pipeline, the playbook and agent chosen here come preselected. Whoever schedules can switch both — the playbook to any other one in the workspace, even if no pipeline suggests it — or leave the meeting without a playbook or a copilot.
• The Script column of the panel shows the stages and questions of the meeting's playbook, and the copilot receives the whole method — stages, tones and prohibitions — in its briefing. The copilot's rules still apply on top: it stays quiet most of the time and never makes up a price or a deadline. See Get suggestions during the meeting.
• The playbook's prohibitions apply to the suggestions of every meeting that follows that playbook.
• Changing the suggestion here does not change meetings already scheduled: each meeting keeps the playbook and agent chosen when it was booked. The new suggestion applies to the next ones.
• Meetings for an opportunity booked without anyone choosing — by an automation, for example — follow the playbook suggested by the pipeline.

#FAQ

The selector shows "Agent unavailable". What happened? The chosen agent was deleted or paused after being configured. Pick another one so meetings get a copilot again — while it is unavailable, they run without suggestions.

Where did the prohibitions I had on this tab go? To the playbook Clickmax created from the pipeline's old script, named after the pipeline. Open it under Playbooks: the list is in What the copilot must never suggest.

Do the prohibitions apply to voice calls too? No. They guide the copilot's suggestions in video meetings. On voice calls the attendant sees the stages and questions of the same playbook.

The pipeline has no playbook set up. Will the meeting have no script? The pipeline doesn't need to be set up for the meeting to have a script: pick the playbook in the scheduling modal itself — or, if the meeting is already under way, use Choose playbook in the room's Copilot tab.

I changed the agent and the suggestions look the same. Check that the new agent is active and that the meeting was scheduled after the change: an invite created earlier keeps the agent from the time it was scheduled.