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Playbook is a second-screen agent assist tool. AI-powered, multi-tenant, and deployed in a browser tab alongside any telephony system.
No integration. No IT project. No surveillance.

Why Playbook

Built differently.
On purpose.

01

Agent-first. Anti-surveillance by design.

No call recording. No keystroke monitoring. No AI scoring of individual agents. Mood data is anonymised and aggregated. Managers see team trends, never individual reports. Whisper coaching is ephemeral and never stored.

02

Zero integration. One-day deployment.

Playbook runs in a browser tab. No telephony vendor cooperation required. No IT project. No internal development resource. If your agents have a browser, they have Playbook.

03

SME-accessible pricing.

Priced comfortably below mid-market workforce engagement tools, without compromising on capability. Transparent, flat-rate tiers. No hidden per-feature costs.

What’s in the box

A complete contact centre platform.

Playbook ships with three distinct operational surfaces, each built for a specific role in the room.

Agent UI

Scripts, RAG-grounded answers, AI tools, callback management, mood and wellness self-reporting, and training games. Everything an agent needs, in one browser tab.

Manager UI

Team performance at a glance. Abusive-call alerts. Ephemeral whisper coaching that disappears after the call. Anonymised mood aggregates: team trends only, never individual.

Admin UI

Tenant configuration, user and team management, brand customisation, document upload, feature flags, and AI usage caps. Full control without a development team.

What Playbook isn’t

Missing.
By design.

Every line below is a choice, not a missing feature.

Not a telephony system

No softphone. No dialler. No IVR. Playbook sits next to your existing telephony in a browser tab. It does not replace it.

Not a CRM

No customer database, no lead pipelines, no opportunity tracking. Your CRM stays your CRM.

Not call recording

No call audio. No transcripts. No live call data of any kind. Playbook never touches the call itself.

Not a monitoring tool

No keystroke logging. No AI scoring of agents. No individual mood reports surfaced to managers. Playbook helps agents do better work. It does not police them.

Built for

Regulated.
Agent-heavy.

Sector-agnostic by architecture. Deployed first in financial services, expanding outward from there.

01Lead vertical

Financial services

FCA-regulated firms: insurance, lending, investment platforms, challenger banks. Consumer Duty alignment is the wedge, covering abusive-call detection, vulnerability flagging, agent override authority, and anti-surveillance posture.

02

Utilities & telecoms

High-volume, regulated, complaints-sensitive. Same Consumer Duty pressure as financial services, same retention-driven buying motion.

03Post G-Cloud

UK public sector

Local government, NHS trusts, central government agencies. Public procurement listing in progress. Anti-surveillance and data-residency posture map directly to public-sector procurement criteria.

04

Healthcare-adjacent

Private healthcare, dental groups, optical chains. NHS handled through a separate gated lane with additional clinical-data safeguards.

05

Mid-market retail

Customer service teams across DTC brands and retail chains. Seasonal spikes handled by per-agent pricing without forced commitment.

Pricing

Transparent tiers.
No surprises.

All prices ex-VAT. Every tier starts with a conversation — your trial is provisioned on the call.

Annual prepay: save 15%. Almost two months free.

Tier 1 Starter

Up to 10 seats, flat rate. No IT project. Live in a day.

£99 / moup to 5 agents
£129 / moup to 10 agents
  • No setup fee
  • 14-day free trial, no card required
Get in touch

Tier 2 Growth

Per-agent pricing, no feature gates. Agents assisted, never monitored.

£19 / moper agent
10 agents£190/mo
  • No setup fee
  • 14-day free trial, no card required
Get in touch

Tier 3 Professional

RAG-grounded AI with cited sources. Multi-brand, unlimited queues.

£29 / moper agent
10 agents£290/mo
  • £500 setup fee
  • Paid pilot available
Get in touch
Platform
Agent UICall logging, callback calendar, AI tools, policy search, scripts, leaderboard
Manager UIReal-time activity, call log review, mood aggregate, abusive call alerts, whisper coaching
Admin UI
Core config
Full control
Full control
Full control
AI
Model
HaikuSonnet upgrade: +£30/mo
Sonnet
Sonnet
Custom
Context injectionUploaded documents inform AI responses automatically
RAG-powered AIPolicy citations surfaced inline with every response
Capacity
Queues
Up to 3
Up to 10
Unlimited
Unlimited
Agents
Up to 10, flat
Per-agent
Per-agent
Per-agent
Multi-brandMultiple brands or teams under one deployment
Operations
AnalyticsTeam performance, outcomes, call log export, AI token reporting
Custom integrationsNegotiated per contract
Data residency
EU West
Support
Dedicated support
Principal onboarding30 and 90-day reviews included
Principal SLA1-hour response target, UK business hours
Annual discount20% off on 24-month terms or longer

Founding programme

Be one of ten.

I’m selecting up to 10 founding customers across the first 18 months. Founding customers receive 30% off list price for the first 12 months in exchange for case-study rights, logo use, and quarterly feedback calls.

Selection is at my discretion, based on case-study marketability, vertical diversity, and reference willingness. Available on Tier 2 and above. If you want one of the ten, make your case.

Playbook is built by Apexify — a London creative studio and software house. The same expertise is available for client software and brand engagements.