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Playbooks & Institutional Memory

Playbooks are UnfoldAI's memory system. When you solve a problem, you can save the solution as a Playbook. The next time a similar issue occurs, UnfoldAI recognizes the pattern and surfaces the relevant Playbook — so you don't re-diagnose from scratch.

Creating a Playbook

After resolving an Episode, UnfoldAI may suggest saving a Playbook. You can also manually create one:

  1. Resolve an Episode
  2. When prompted, click "Save Playbook"
  3. The Playbook captures the problem signature and resolution steps

Playbooks are stored and accessible from the Insights tab.

How Playbook Matching Works

When a new Episode fires that resembles a previously saved Playbook, UnfoldAI surfaces a Playbook Match card on the Dashboard:

┌──────────────────────────────────────┐
│ 🔄 This looks familiar │
│ │
│ A similar issue was resolved before. │
│ Playbook: "ESLint Config Conflict" │
│ │
│ [Apply Solution] [View Playbook] │
└──────────────────────────────────────┘

This means you or your team can solve a problem once and benefit from that solution every time it recurs.

What's in a Playbook

  • Title — A descriptive name for the solution
  • Resolution Steps — Step-by-step fix instructions
  • Verification Commands (optional) — Commands to confirm the fix worked
  • Error Signature — The pattern that triggers matching

Managing Playbooks

In the Insights tab, you can:

  • Browse all saved Playbooks
  • Copy resolution steps
  • Delete Playbooks you no longer need

Availability

FeatureFreeProUltra
View Playbooks
Save PlaybooksLimited✅ Unlimited✅ Unlimited
Auto-match surfacing