Scripts: Creation and Management

Scripts are tools that guide sales reps during task execution. They provide structured step-by-step instructions to ensure consistency and effectiveness in client interactions.

What is a script

A script is a sequence of steps the sales rep follows during a task:

• Clear instructions for each phase of the conversation
• Suggested texts to communicate key messages
• Checklists to verify completed tasks
• Decision options that adapt the flow according to the client's response

Create a script

To create a new script:

1. Go to Settings > Scripts
2. Click on Create script
3. Fill in:
4. Click on Create
5. The visual editor opens to design the steps

Visual script editor

The editor allows you to design the script flow:

Create steps

1. Click on Create step
2. A new node is added to the canvas
3. Select the step to edit its properties

Properties of each step

• Title: Step name (visible to the sales rep)
• Description: Detailed instructions
• Notice: Highlighted important information
• Component: Content type (see next section)
• Next step: What step follows next

Connect steps

• Drag from one step to another to create connections
• Define the logical flow of the script
• Mark a step as "Initial step" (required)

Component types

Text / Conversation script

Text the sales rep can read or use as reference.

Ideal use: Introductions, product explanations, objection responses.

Verification checklist

Points the sales rep must complete during the step.

Ideal use: Verify client data, confirm requirements, validate information.

Options menu (Single Choice)

Options that determine the next step based on the client's response.

Ideal use: Branch the script based on client interest, type of inquiry, etc.

Associate scripts with task templates

For a script to appear during tasks:

1. Go to the desired Task Template
2. Find the Script section
3. Select the script from the list or create a new one
4. Save the changes

All tasks created with that template will show the script to the sales rep.

Sales rep view during the task

When the sales rep executes a task with a script:

1. They see the current step with its title and description
2. If there is a notice, it appears highlighted
3. They interact with the component (text, checklist, or options)
4. They use the navigation buttons:
5. At the end, they see the completion message

Manage existing scripts

Edit a script

1. Go to Settings > Scripts
2. Click on Update next to the script
3. Modify name, description, or steps
4. Save changes

Duplicate a script

1. In the script list, open the options menu
2. Select Duplicate
3. A copy is created with all steps

Delete a script

1. Click the delete button
2. Confirm the action
3. Associated task templates are left without a script

Required permissions

To manage scripts you need:

• Manage scripts: Create, edit, duplicate, and delete scripts
• Manage playbooks: To associate scripts with task templates

Conclusion

Scripts standardize the sales process and improve team effectiveness. Design clear flows with precise instructions, verification checklists, and decision options to adapt to every situation.

Relevant scenarios

• Qualification call: Script with key questions and requirements checklist
• Product demo: Structured steps with points to cover and objection handling
• Sales close: Flow with options based on client response and documentation checklist