Solved: Promote task playbook to routine - Page 2

anwhite · 03-06-2025 09:43 AM

Greetings

I have built a handful of playbooks for a Virtual Agent and the new update has classified them as Task playbooks.

I would like to elevate these to the new Routine playbook type because they have ~40 examples that I've written to customize behavior and invocations. I've tried to export and import, as well as looked for settings that would modify the classification but haven't been able to.

Is this a coming feature or does anyone have a method to accomplish this, like editing the .json directly?

Joe_McFadden

Hi @anwhite - I was able to convert an existing task playbook into routine, and yes I did it by manually editing the exported JSON.

1. Export your task playbook as JSON - this will have the definition of your 40 plus examples.
2. Create a new empty routine playbook.
3. Copy and paste goal and instructions from your task playbook to the new routine playbook.
4. Export and download the new playbook also as JSON
5. Open both in an IDE that alllows you to do a visual file diff (e.g VS Code)

There is a single JSON property which defines the playbook as a routine

"playbookType": "WORKFLOW"

You can add this to your old playbook and import it back in.
You'll need to be careful with your editing of the file and ensure it is still valid JSON before you import it back into Dialogflow CX.

Good luck!

Joe

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