> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/settings/coaching-playbooks/setting-up-coaching-playbooks.md).

# Setting up Coaching playbooks

Customize how Porter evaluates conversations and provides coaching feedback.

Coaching playbooks give Porter a consistent set of criteria to use when evaluating customer conversations. Each playbook defines the areas Porter should evaluate, what to look for in each area, and how much each area contributes to the overall coaching score.

By tailoring a playbook to your business, you can focus coaching feedback on the behaviors, conversation areas, and expectations that matter most to your team.

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## **Configure a playbook**

Open the playbook you want to configure from **Settings** → **Coaching playbooks**.

When creating a new playbook, you can choose a pre-built template from the options at the top of the page. **On-Site Sales Visit** is selected by default.

Each section of the playbook defines an area Porter should evaluate and how much it contributes to the final coaching score. You can configure:

* **Playbook title** — Identifies the type or purpose of the playbook.
* **Section title** — Identifies the area of the conversation being evaluated.
* **Look for** — Describes what Porter should look for when evaluating the section.
* **Weight** — Determines how much the section contributes to the overall coaching score. Give higher weights to the areas that are more important to your business.
* **Reorder** — Use the up and down arrows to change the order of sections.
* **Delete** — Removes a section from the playbook.
* **Always include in scoring** — When enabled, the section is always included in the coaching score. When disabled, Porter scores the section only when it's relevant to the conversation. If the section doesn't apply, it won't affect the final coaching score

When setting weights, give more weight to the sections that reflect your team's most important expectations. This helps the overall score reflect the areas you consider most important.

You can also **Set as fallback** to make the playbook the one Porter uses when it cannot find a more appropriate playbook for a conversation.

The default **Playbook title**, **Section title**, and **Look for** values are provided as starting points. You can edit them to reflect your business and the behaviors you want Porter to evaluate.

These sections are used when Porter evaluates conversations and are reflected in **Coach's Corner**.

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Add a section when you want Porter to evaluate an area that isn't covered by the existing playbook.

1. Open the playbook you want to configure.
2. Select **Add a step**.
3. Enter a **Section title**.
4. Describe what Porter should **Look for**.
5. Set the **Weight**.

You can also edit the **Section title** and **Look for** fields in existing sections.

When you're finished, select **Save playbook** to save your changes, or **Cancel** to leave without saving.