Thinking in Playbooks

If you have built LLM chatbots before, SuperDialog’s default engine asks for one shift in thinking:

Traditional bot	A rigid graph	SuperDialog playbook
Write one long prompt	Wire every transition by hand	Author checkpoints that gate outcomes
LLM decides everything	LLM can only traverse defined edges	LLM owns the phrasing; the framework owns the outcomes
No structure	Users don’t follow your graph	Conversation is free inside a checkpoint; progress is gated

The key move: checkpoints gate outcomes, not utterances. You don’t script what the agent says next - you declare what “done” means for each step, and the model speaks freely to get there.

The core model

A playbook is one or more journeys, each a list of checkpoints. A checkpoint is a call-center-script unit with four parts:

goal - what “done” means for this step (“Have the city, date, and party size”)
slots - typed data to extract while here (city: str, date: date, players: int)
guidance - prose the agent speaks from (it owns the wording)
advance_when - an ordered list of rules that move the conversation forward

Those are the full format names. The simple format spells the same four purpose / collect / say / done_when; both compile to one checkpoint - see Playbooks.

Animated Playbook checkpoint model diagram showing goal, slots, guidance, and advance rules inside a checkpoint, free conversation within it, and movement to the next checkpoint when an outcome is met.

Inside a checkpoint the conversation is free - the caller can answer in any order, give everything in one breath, or change their mind. The framework’s job is only to decide when the goal is actually met and where to go next.

Start with the topology, then write the steps

Before writing any prose, map your conversation:

What are the distinct steps (checkpoints) in this conversation?
What data (slots) must each step capture?
What outcomes move the conversation forward (advance rules)?
What can go wrong at each step? (caller refuses, asks a side question)

Then write it in the simple format - prose steps and a persona, the same thing superdialog generate produces:

goal: "Book a haircut and confirm it."
persona:
  name: Mira
  voice_style: "Warm and brief. One question at a time."
  identity: "You are Mira, a booking assistant for Glow Studio."
playbook:
  - id: greet
    purpose: "Open the call."
    say: "Greet the caller and ask how you can help."
    done_when: "Caller is ready to book."
  - id: collect
    purpose: "Get the booking details."
    say: "Ask for their name and preferred service."
    collect: [name, service]
    done_when: "Name and service are captured."
  - id: confirm
    purpose: "Confirm and close."
    say: "Read back the booking and confirm."
    done_when: "Caller has confirmed."

See Playbooks for the full section reference and when to graduate to the full format (typed slots, gates, pipelines, multiple journeys).

Test it - no infrastructure needed

superdialog generate "Book a haircut and confirm it." --output salon.yaml
superdialog chat salon.yaml

Full interactive REPL against your playbook. No Unpod account, no phone number, no voice setup required.

> I'd like to book a haircut
Hi! I'd be happy to help. May I have your name?
> Mira, and I'd like a colour
[checkpoint=collect ended=False]

The status line names the live checkpoint, so you can watch the conversation advance as outcomes are met. Iterate on salon.yaml, re-run chat - the loop takes seconds.

Soft gates vs hard gates

Every checkpoint has a gate. This is where fluidity meets reliability:

Soft gate (default) - provisional values are enough; the agent never blocks. The model keeps the conversation moving and the extracted data settles in the background. Use it for everything that isn’t irreversible.
Hard gate - for payments, identity, anything you can’t undo. Required slots must be confirmed (not just provisionally extracted), and the agent briefly waits for that confirmation before it speaks the gated line. A single model guess can never push past a hard gate on its own.

playbook:
  - id: take_payment
    purpose: "Charge the deposit."
    say: "Confirm the amount, then take the card."
    collect: [card_token, amount]
    require: [card_token, amount]   # must be confirmed, not just extracted
    gate: hard                      # waits for that before the gated line
    done_when: "Deposit charged."

Why one streaming call, not two

A rigid graph has to make two LLM calls per turn: one to decide which edge fires, then one to speak. For voice, that adds latency before the caller hears anything. A playbook splits the turn instead: a fast Talker streams the spoken reply in one LLM call, while an async Director extracts slots and judges advance rules off the speech path. The caller hears the agent immediately; correctness converges a beat behind. Full runtime - ordering, the event log, barge-in safety - in Architecture.

When a graph still fits

The checkpoint model is the default and the right choice for most conversations. A hand-authored flow graph still earns its place when:

Compliance / auditability - you need every reachable path enumerable and lintable as a spec.
Strict determinism - the conversation truly is a fixed decision tree with no room for the model to improvise.

You don’t lose anything by authoring a graph: by default it runs compiled onto the Playbook engine (Playbook.load detects flow JSON and converts it), and you can still run the original graph runtime with engine="flow" / superdialog chat --mode flow. See Flows for graph authoring and the migration path.

Next steps

Playbooks

The simple and full authoring formats

Quickstart

Generate and run your first playbook

Architecture

The Talker/Director runtime and event log

Flows (legacy)

Graph authoring and the migration path

Agent Studio

SuperDialog Framework

Embed in your stack

Thinking in Playbooks

Thinking in Playbooks

The core model

Start with the topology, then write the steps

Test it - no infrastructure needed

Soft gates vs hard gates

Why one streaming call, not two

When a graph still fits

Next steps

Playbooks

Quickstart

Architecture

Flows (legacy)

​Thinking in Playbooks

​The core model

​Start with the topology, then write the steps

​Test it - no infrastructure needed

​Soft gates vs hard gates

​Why one streaming call, not two

​When a graph still fits

​Next steps

Playbooks

Quickstart

Architecture

Flows (legacy)

Thinking in Playbooks

The core model

Start with the topology, then write the steps

Test it - no infrastructure needed

Soft gates vs hard gates

Why one streaming call, not two

When a graph still fits

Next steps