Sales playbooks and AI funnels

Customers

Customers

BetaAdd-on

Sales playbooks and AI funnels

Sell the same way every time.

The problemEvery salesperson follows up differently, so good habits stay in one head and deals stall.

The resultA playbook gives each type of customer a step-by-step funnel that runs on the deal, and shows which ones win.

Book a demo
Example with sample data. Nothing here is real.

Step 1 of 4

Who you sell to

Create a segment for each kind of customer and add the material your team needs for it: notes, checklists, templates and links. A customer can be given a segment.

What you can do

  • Group customers into segments, such as offices or private homes
  • Keep notes, checklists, templates and links with each segment
  • Build a funnel by hand: phases, steps and the pipeline stage each phase belongs to
  • Generate a funnel with AI, then refine it (in beta)
  • Start a funnel on a deal and tick off its steps, with due steps appearing in the sales work queue
  • See how finished funnels ended, and why deals were lost

Who can use it

Owners and Admins can use this.

Needs the Sales Playbooks add-on.

You need the Sales Playbooks add-on installed for the business. Viewing, editing the library and running funnels on deals are three separate permissions. Out of the box, Owners and Admins hold all three; Managers hold none.

Ask Heyva AI

  • Which funnel fits this customer?

  • Start the office funnel on this deal

  • Create a segment for private homes

Questions

Is AI funnel generation finished?
It is in beta. You can always build a funnel by hand instead, and nothing depends on the AI path.
Does the AI change my deals on its own?
No. The AI suggests a segment or a funnel and writes nothing. A person starts the funnel, ticks the steps and decides whether a deal moves to a new stage.
What if I do not install the add-on?
Sales still works: the work queue, the deals board and leads are part of Heyva. Without the add-on there are no segments or funnels.
How do new leads get a funnel?
When you accept a lead, Heyva looks for a segment matching its business type and starts that segment's default funnel on the new deal. If none matches, a general funnel is used when you have one.

In more detail

A segment is who you sell to. A funnel is how you sell to them. A run is one funnel on one deal.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_segments
  • heyva_create_segment
  • heyva_create_asset
  • heyva_set_customer_segment
  • heyva_list_funnel_templates
  • heyva_create_funnel_template
  • heyva_suggest_funnel_for_segment
  • heyva_start_funnel_run
  • heyva_complete_funnel_step

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Last reviewed 31 October 2026