One fact, one owner
If the playbook says “never sell display below 4, the product floor
is what the planner enforces, and the playbook’s line becomes advice. Put each fact where it belongs.
Versions and activation
The playbook and AI Business Rules are versioned. Each save creates a new, numbered, immutable version; saving through Semi orsave_playbook / save_business_rules activates it immediately.
Exactly one version is active. Older versions stay readable and can be reactivated from their page.
Products and library materials change in place, but every proposal records what it consulted when it
was composed, so a later edit never rewrites an earlier answer.
What changes when you save
- The next brief is answered under the new versions.
- Answers already sent keep the versions they were composed with.
- Revision turns on an existing RFP use the versions active when the revision runs.
- Readiness re-checks immediately: for example, activating the first acceptance policy completes that step of the setup checklist.
Reading the current configuration
Useget with kind set to playbook or business_rules to read the active version, or search
with the same kinds to list versions. The Playbook and AI Business Rules widgets show the same data
with history.