AI Playbook + Template — selector options

Treatments for the two top-level selectors above the playbook flow. Each option is rendered with values selected (left) and with nothing selected (right) so the empty state shows next to the resting state.

Reference
Today — two peer cards with AiDiscCurrent implementation. Disc icon + card shell on each selector. The stakeholder wants this lighter.
Filled
AI Playbook

AI Reply Template

Adaptive Chase-up

AI Playbook

Standard Outreach
Continue if

Condition

Where milestone is "Draft Ready" and reply contains a question…

…and 4 more steps
Empty
AI Playbook

AI Reply Template

Select a template

AI Playbook

Select a playbook

Set up your AI Reply Playbook

When prospects reply to your outreach, the AI agent steps in. Pick a template to control what it writes, and a playbook to control how it sends and chases up. Both come pre-seeded — just pick the pair that fits this campaign.

Option 1
Quiet labeled selectsDrop the card shell entirely. Tiny label above each dropdown, sitting on the page background. Lightest reading; clearly 'setup', not 'flow step'.
Filled
AI Playbook
Adaptive Chase-up
Standard Outreach
Continue if

Condition

Where milestone is "Draft Ready" and reply contains a question…

…and 4 more steps
Empty
AI Playbook
Select a template
Select a playbook

Set up your AI Reply Playbook

When prospects reply to your outreach, the AI agent steps in. Pick a template to control what it writes, and a playbook to control how it sends and chases up. Both come pre-seeded — just pick the pair that fits this campaign.

Option 2
Banner card with vertical dividerSingle thin white card containing both labeled selectors, separated by a hairline. Groups them as one 'configuration' surface above the flow.
Filled
AI Playbook
Adaptive Chase-up
Standard Outreach
Continue if

Condition

Where milestone is "Draft Ready" and reply contains a question…

…and 4 more steps
Empty
AI Playbook
Select a template
Select a playbook

Set up your AI Reply Playbook

When prospects reply to your outreach, the AI agent steps in. Pick a template to control what it writes, and a playbook to control how it sends and chases up. Both come pre-seeded — just pick the pair that fits this campaign.

Option 3
Inline pills inside the headerPack the two selectors next to the title in the Option A header. Most compact — leaves the body purely for the flow.
Filled
AI Playbook
Template:Adaptive Chase-up
Playbook:Standard Outreach
Continue if

Condition

Where milestone is "Draft Ready" and reply contains a question…

…and 4 more steps
Empty
AI Playbook
Template:Select a template
Playbook:Select a playbook

Set up your AI Reply Playbook

When prospects reply to your outreach, the AI agent steps in. Pick a template to control what it writes, and a playbook to control how it sends and chases up. Both come pre-seeded — just pick the pair that fits this campaign.

Option 4
Horizontal form row (labels left)Labels sit to the left of the dropdowns instead of above. More document-y, lots of horizontal room.
Filled
AI Playbook
Adaptive Chase-up
Standard Outreach
Continue if

Condition

Where milestone is "Draft Ready" and reply contains a question…

…and 4 more steps
Empty
AI Playbook
Select a template
Select a playbook

Set up your AI Reply Playbook

When prospects reply to your outreach, the AI agent steps in. Pick a template to control what it writes, and a playbook to control how it sends and chases up. Both come pre-seeded — just pick the pair that fits this campaign.