Creating playbook
User starts from empty playbooks list, creates a new playbook via modal with name and LLM description, then configures AI instructions, tools, and integrations in the editor
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Related user flows
Multi-screen form journey configuring a new product name, pricing model, currencies, benefits, metadata, portal visibility, checkout description, images, and custom fields
User configures AI model, text prompt, reference images, aspect ratio and duration in workspace then triggers generation and reviews output
Multi-step creation flow where user selects server type, location, instance size, OS, SSH keys, billing cycle, and hostnames before account verification and deployment
User accesses AI model catalog settings to manage provider routing, filter models by provider, and review token limits and capabilities across multiple list and table views
User edits category-level monthly budgets from detail drawers, confirms increases, and updates allocations across settings and dashboard views in Origin Financial
User browses app directory or list and uses floating AI assistant panel to generate new custom applications via conversation and agent execution
User refines video or podcast recordings in Riverside by editing via transcript and applying AI tools to remove pauses and filler words
Navigating datasets settings page to monitor storage KPIs, list datasets and views, and configure retention policies
User opens create API key modal from settings, enters name and selects scope, then views and copies the generated key
Developer simulates a transaction void in Lithic sandbox from transaction detail view using modal form with amount and reversal type
User starts from empty API keys settings, opens create modal to name the key, views generated key in success modal with copy option, and ends with the key listed in settings.
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