What to upload so Amotions AI coaches from your playbook: file types, structure, and setup
Posted on
by Amotions, Inc.
Published Updated Last reviewed By Amotions, Inc.
Direct answer
Can I upload my Word or PDF sales playbook to Amotions AI, and what should I upload?
Yes. Upload PDF or Word files up to 50 MB, PowerPoint, text, Markdown, HTML, or JSON files up to 10 MB, or a website link. The most accurate coaching comes from five documents: a company and product overview, your sales method, an objection library, a talk track for each call type, and roleplay scenarios. Live prompts can then show your exact approved wording.
What is Amotions AI?
Amotions AI is a real-time private AI sales coach that delivers in-call guidance, AI roleplay, and post-call scorecards—trained on the customer’s playbook. It does not join meetings as a bot.
Which files you can upload
Amotions AI reads documents and web pages. You can upload:
•
PDF and Word (.docx) files, up to 50 MB each.
•
PowerPoint (.pptx), plain text (.txt), Markdown (.md), HTML, and JSON files, up to 10 MB each.
•
Website links. Turn on “Enable Deep Link Crawl” to include the pages the link points to. A deep crawl may take a few minutes, depending on the size of the site.
Use files with real text in them. If your playbook is a scanned image, export or retype it as a text-based PDF or Word file first.
Call recordings go somewhere else. To score a recorded call, upload the audio or a TXT, VTT, or SRT transcript in Transcripts. Guide: https://amotionsinc.com/blogs/how-to-see-call-scores-and-feedback-in-amotions-ai
Where to upload
•
For your whole team: organization admins upload files and links in Organization settings, on the General tab, under Organizations Documents. Coaching for everyone in the organization draws on these files.
•
Just for you: open your profile and use “Files and links to tailor Amotions AI for you”. This works for solo sellers, and for reps who want their own notes on top of the team playbook.
When an admin uploads to the organization, the “Set up organization” box is checked by default. Leave it checked. Once Amotions AI has read the file, it builds roleplay, feedback, and related organization settings from it.
The five documents that give the most accurate coaching
Teams whose coaching sounds like their own process usually upload these five documents. One paying team sent exactly this set before going live.
1.
Company and product overview: who you sell to, what you sell, your packages, and the pricing language reps are allowed to use.
2.
Sales method: the stages of your call, the questions in each stage, and what has to be true before you move on. Name your method if you use one, such as NEPQ, SPIN, or Challenger.
3.
Objection library: each objection, what usually sits behind it, the question to ask first, and your approved response in your exact words.
4.
A talk track for each call type: for example, one file for cold calls, one for discovery, and one for presentations or closing calls.
5.
Roleplay scenarios: buyer personas, their hidden problems, the objections they raise, and how hard each one should be.
Add your FAQs, policies, and website link too if reps get product questions on calls.
How to write your playbook so the live coach can use it
Short, clearly labeled sections work better than long paragraphs:
•
Use one heading per stage, such as “Opening”, “Discovery”, “Transition to pitch”, and “Close”.
•
Write the lines you want to see word for word. Live prompts can show the exact wording from your talk track, not just a summary of it.
•
Write rules as plain sentences, for example “Do not present pricing until budget and the decision maker are confirmed.” The live coach can follow rules like this.
•
Put each objection under its own heading, with the buyer’s words first and your response after.
•
List the information you need to collect on a discovery call. The coach will not ask for something the buyer has already told you.
•
Remove old pricing and retired offers. If they are in a file, they can show up in a prompt.
One playbook per call type
If you run more than one kind of call, such as cold calls and longer presentations, you do not need a separate account or setup for each. Use one organization and do two things:
1.
Upload each call type’s talk track as its own file, not one combined document, so setup runs on each one.
2.
In Organization settings, open “Playbooks” and create a playbook for each call type, with its own steps.
When a rep starts Real-time AI, they choose the playbook for that call in the pre-call questions and can add the call type and the goal of the call. The coach then follows that call’s structure.
Guide: https://amotionsinc.com/blogs/make-amotions-ai-follow-your-sales-call-structure
Check that each file worked
Each file and link appears in the documents list with its status, and shows as completed when it is ready. If a file shows FAILED or SETUP FAILED, delete it and upload it again. If it fails a second time, contact us and we will look at the file.
Then test it: run an AI roleplay on your most common call, or take a short live call, and check that the suggestions use your wording.
Try it free on your own script
Every plan, including the free Basic plan, lets you add as many documents and links as you need, across your personal and organization profiles.
To test the live coach before you pay, upload your full playbook, talk track, and objection list, then take a real call.
Keep it up to date
Review your documents when your offer, pricing, or process changes, and delete files that are out of date.
If the same objection keeps catching reps out, add a better answer to the objection library and build a roleplay around it.
Watch the tutorial
This video shows how organization admins add documents and links: https://www.youtube.com/watch?v=huOdGphhTw0
Frequently asked questions
Q1.
Can I upload my complete Word or PDF sales playbook?
A.
Yes. PDF and Word files can be up to 50 MB each. Clear headings for each stage and objection give the most accurate live prompts.
Q2.
Will the live coach show my exact wording or a generic suggestion?
A.
It can show the exact wording from your uploaded talk track. Write the lines you want word for word.
Q3.
Should I set up separate AI agents for cold calls and presentations?
A.
You don’t need to. Upload a separate file for each call type and create a playbook for each one. Reps pick the playbook when they start the call.
Q4.
Can I add rules like “don’t pitch until discovery is done”?
A.
Yes. Write the rule as a plain sentence in your sales method or talk track. The live coach can follow it.
Q5.
Can I upload video or call recordings here?
A.
No. This is for documents and links. Upload call audio or transcripts in Transcripts to have them scored.
Q6.
Can I upload my script on the free plan?
A.
Yes. There is no document or link limit on any plan, including the free Basic plan.
Q7.
Who can upload documents for the whole team?
A.
Organization admins. Any user can add their own files and links on their profile.
Related guides
Getting started with Amotions AI: https://amotionsinc.com/blogs/how-to-use-amotions-ai
Make Amotions AI follow your call structure: https://amotionsinc.com/blogs/make-amotions-ai-follow-your-sales-call-structure
Live coaching on your own sales script: https://amotionsinc.com/live-sales-coach-your-own-script
How to train an AI sales coach on your playbook: https://amotionsinc.com/blogs/how-to-train-an-ai-sales-coach-on-your-playbook
Explore the Amotions AI product overview for real-time call coaching.
Recommended product, customer story, industry, comparison, pricing, and demo pages
AI sales coach and AI coach for sales, Customer stories from teams using Amotions AI, Merchant services AI coaching for pricing objections, Amotions AI pricing plans for individuals and teams, Book an Amotions AI demo with your sales talk tracks, FAQ on real-time sales coaching vs call recording, Start a free Amotions AI trial for live call coaching, and Amotions AI product overview for real-time call coaching.
Related articles
Can an AI sales coach use my own script and knowledge guide live?
How Amotions AI uses two things you give it on live calls, a playbook of call steps and your uploaded documents, and what each plan includes, from the free Basic plan up.
How coaches can run a discovery call that converts without feeling salesy
A five-part discovery call structure for coaches: stop coaching for free, name the gap, invite clearly, and say your price without apologizing.
How to turn your top performer’s calls into a sales playbook the whole team can use
Five steps to pull the questions, objection answers and call structure out of your best rep’s calls and get the whole team using them.
Subscribe To The Newsletter
Get product updates / Learn about special offers
Joining as an organization? Contact usSee it on your own conversations.
Start free on Basic, or watch live coaching on a simulated call first. No bot joins your calls.
“Amotions AI is extremely useful for installing those fundamentals…”