How to use the prospecting playbook and AI queue in Social Selling
Updated
Quick answer
To use AI in Social Selling, open Playbook and build it with AI or start from the ready-made template, review it and save. Then open the AI queue and analyze pending leads: the AI drafts each lead's next step from your playbook, and you edit, approve and copy it, or discard it.
The prospecting playbook is the process RADAR's AI follows: your ideal client profiles (ICP), stages, tone, qualification and follow-up. The AI queue is where it applies that process to your leads and suggests each one's next step. Editing the playbook is how you "train" the AI to sell your way.
RADAR's screens are in Portuguese, so labels appear as Portuguese label (English meaning).
What goes into the playbook
| Part | What it is |
|---|---|
| Perfis de cliente ideal (ICP) | Who you sell to. You can have more than one with "+ ICP". |
| O processo (the process) | Rules, daily routine and conversation script. |
| Hashtags / fontes (sources) | Where your ideal client hangs out, comma-separated. |
| Isca de qualificação (qualifying lead magnet) | The resource that helps qualify the lead, such as the business X-ray. |
Step by step
- Open the Sales app, go to Social Selling and click Playbook at the top.
- If the playbook is empty, pick a starting point: Montar com IA (build with AI, using your brand briefing, your ICP and what you sell; it takes 1 to 2 minutes) or Usar o modelo pronto (use the ready-made template, with golden rules, a daily routine, a conversation script, objections and messages to adapt).
- Review each part. In the template, replace whatever is in [brackets] with your own details.
- Click Salvar (save). You'll see "Playbook salvo" (playbook saved). Nothing in the draft counts until you save.
- Go back to Social Selling and click Fila da IA (AI queue).
- Click Analisar pendentes (analyze pending). The AI reads your leads, matches them with the playbook and creates an action proposal for each.
- On each proposal, edit the text if you like and choose Aprovar e copiar (approve and copy), Copiar (copy) or Descartar (discard).
- Paste the approved text on Instagram, LinkedIn or WhatsApp and send it.
The kinds of actions in the AI queue
The AI suggests one of these actions per lead:
- Seguir (follow), Curtir post (like a post), Comentar no post (comment) or Reagir ao story (react to a story): warm-up touches.
- Mensagem no DM (DM message): the first approach, once the lead is warmed up.
- Follow-up: re-engaging someone who stopped replying.
When you click Aprovar e copiar, the text goes to your clipboard and the lead moves forward: touches count toward warm-up, a DM moves the lead to Abordado (reached out) and a follow-up resets the interaction timer. The number next to the AI queue button shows how many proposals are waiting for you.
ICP sources: where to find leads
Next to the playbook is Fontes do ICP (ICP sources), with a Mapa de fontes (source map) of where your ideal client shows up and Capturar perfis (capture profiles), to paste profiles you found and say which source they came from. Pasted profiles become leads, and the AI gives each one an ICP fit score so you can start with the best fits. The same sources appear in the Chrome extension, one click away: see how to install the social selling Chrome extension.
Tips for better AI suggestions
- Be specific about your ICP. Niche, city, size and the problem you solve.
- Write the way you talk. The playbook's tone becomes the tone of the messages.
- Discard freely. A bad proposal is a sign the playbook needs a tweak.
For the full routine, see how to do social selling on Instagram with RADAR. For follow-ups, see how to follow up with leads in RADAR.
Frequently asked questions
Does the AI send messages from my profiles?
No. The AI queue only drafts. You approve, the text is copied, and you paste and send it yourself on Instagram, LinkedIn or WhatsApp.
How many leads does the AI analyze at once?
Each click on “Analisar pendentes” (analyze pending) analyzes up to 5 leads that don't have a proposal in the queue yet. To analyze more, click again after you handle the proposals.
What changes on the lead when I approve a proposal?
Approving logs the action on the lead. Follow, like, comment and story reaction count as touches. A DM moves the lead from new or warming up to reached out. A follow-up resets the interaction timer.
Can I analyze just one lead?
Yes. On the lead details, click “Analisar com IA” (analyze with AI). The suggested next step goes to the AI queue.
Does the playbook also drive the Chrome extension?
Yes. The extension's reply suggestions in Instagram DMs and LinkedIn follow the playbook of the client selected in the extension.
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