Calling Scripts

How to use this page

1. 1

   Select the client

   Pick the client in the top-right switcher. If the Playmaker value proposition is not complete, finish PlayMaker first; generation is blocked until then.

2. 2

   Generate a script

   Open the generate panel, add any instructions, and click Generate Script. The script streams in as a set of blocks tailored to the client: an opener and value prop, common objection handlers, discovery questions, and a close and sign off. Objection and question blocks carry trigger phrases so the live call tracker in the dialer can flip to the matching section as the prospect talks. Add or remove blocks afterward to fit the client.

3. 3

   Choose how to start a script

   Click New Script to open the chooser. When the selected client's Playbook has call-script sections, the chooser puts Create from Playbook first and marks it Recommended. The other paths are Write manually, Generate with Playmaker AI, Import from CSV, and Import from PDF or Google Doc. The Playmaker option uses the selected client's value proposition. CSV and document imports let you bring existing copy into the reusable script library.

4. 4

   Create a script from a review or approved Playbook

   When the selected client has a Playbook in review or approved status with call-script sections, click Create from Playbook. Review the ordered section preview, then click Create Draft to copy the available wording into one new calling-script draft. Existing scripts remain unchanged, and nothing is applied to a campaign automatically. Review and edit the draft before using it. Open this path from the Create from Playbook choice inside the New Script chooser.

5. 5

   Write a script manually

   Choose Write manually, enter a script name, and click Create draft. SalesHive creates a blank draft for the selected client and opens the existing rich-text block editor. Add an opener, value proposition, objection response, question, or custom block, then edit and save the blocks. Nothing is assigned to a campaign until you choose Apply to Campaign. An empty draft keeps Apply to Campaign disabled until at least one block contains content.

6. 6

   Import an existing script

   Choose Import from CSV to upload a .csv whose header row names the sections. Headers are auto-matched and unmatched columns become custom sections you can fix in the mapping step. Download the CSV template or open the Google Sheet template if you need the expected layout. For an existing document, choose Import from PDF or Google Doc, upload a PDF, DOCX, or TXT file, or paste a Google Doc link shared with saleshive.com or link-shared. Click Analyze document, review the titled sections, edit titles, types, and content as needed, then click Save draft. The document flow preserves your original wording and skips empty sections when saving.

7. 7

   Work with a saved version

   Open any saved script from the sidebar to see the version-header actions row: star it, apply it to a campaign, duplicate it, or export it to Google Docs or PDF. The actions row also includes Reuse objections, which copies only objection blocks to selected campaigns. The saved version also shows a Formally linked campaigns panel. Choose a linked campaign to open it. A formal link is a saved-library affiliation, so applying or copying sections by itself does not create one.

8. 8

   Reuse objections across campaigns

   Open a saved script and click Reuse objections. Choose the selected library script or another non-archived campaign as the source, review the source objection blocks, and tick one or more target campaigns. Confirm Replace objections to replace only each target's objection blocks. Openers, questions, closes, and every other non-objection block stay unchanged, and the results list reports each target that changed or already matched. A source must contain objection blocks with content.

9. 9

   Edit a block

   Each block has a pencil icon in its header. Click it to edit the block in place. The heading becomes an editable title field, and the body opens with a light formatting toolbar for bold, italic, and strikethrough. Use the optional Internal note field below the spoken copy to add or revise plain-text caller guidance, or clear the field to remove its note. Click Save to commit, or Cancel to discard. The renamed heading flows through to the dialer script tab and to Google Docs and PDF exports; the block's underlying section key is preserved.

10. 10

    Add a new block

    Click Add block at the bottom of the script to open the authoring card. Type a title, choose General, Objection, or Question, and write the content using the same light formatting toolbar. Click Add block to append it. The new block saves to the script and appears for SDRs in the dialer and in exports.

11. 11

    Delete a block

    Click the trash icon in a block's header to remove it. You are asked to confirm first because deleting a block cannot be undone.

12. 12

    Duplicate a script to revise it

    Click Duplicate in the actions row to clone the open script into a fresh draft copy named the same with (copy) added. The copy keeps the content, style, and instructions, resets to draft and unstarred, and opens so you can revise it without changing the original.

13. 13

    Apply a script to a campaign with per-block categories

    Click Apply to Campaign in the version-header actions row to open the modal. Each block has a General, Objection, or Question dropdown that defaults to its authored category. A changed category applies only to this campaign assignment; the saved library version is not mutated. Choose a campaign and click Apply, or use Apply to all N campaigns to update every non-archived campaign for the selected client. Each campaign keeps its own history entry, and the modal shows an individual result for every campaign. Apply controls stay disabled for a blank manual draft until at least one block contains content.

14. 14

    Use script variables

    Use the Script variables panel above the blocks to copy standard tokens such as {FirstName}, {Company}, {Title}, {SDRName}, and {SenderName}. When the selected client has contact custom fields, readable {CF:Field Name} tokens appear under Custom fields. Click a chip to copy it, or use Fields in the rich-text editor to insert it at the cursor. The dialer resolves custom values for each contact; missing, blank, array, and object values render blank.

15. 15

    Review formal campaign affiliations

    Open a saved script to see Formally linked campaigns beneath its actions. Each linked campaign opens from its row and shows its current status. The sidebar also shows the number of formal links for saved scripts that have them. A formal link identifies the source saved-library version, while applying or copying sections does not create one.

What the buttons do

Generate Script

Generates a calling script from the selected client's Playmaker.

New Script

Opens four options: Write manually, Generate with Playmaker AI, Import from CSV, or Import from PDF or Google Doc.

Write manually

Opens the manual draft dialog, where you name a blank script before building it with rich-text blocks.

Generate with Playmaker AI

Opens the Playmaker generation flow for the selected client. It is disabled when the client's Playmaker data is not ready.

Create draft

Creates the named blank manual draft and opens it in the existing block editor. The button stays disabled until a script name is entered.

Edit block (pencil)

Opens a block for editing, including its title, formatted body, and optional plain-text Internal note field. Save to commit the changes.

Add block

Opens an authoring card to add a new titled block with a General, Objection, or Question type.

Delete block (trash)

Removes a block after confirmation. The deletion cannot be undone.

Save

Saves block edits or a script rename.

Rename

Renames a saved script from its title row.

Star

Marks a saved version as a favorite.

Apply to Campaign

Opens the campaign assignment modal with per-block category choices. It is disabled for an empty manual draft until at least one block contains content.

Duplicate script

Clones the open script into a separate unstarred draft copy.

Export to Google Docs

Exports the open script to a Google Doc, with block content and internal notes flattened to plain text.

Export PDF

Opens a print-ready PDF of the open script in a new browser window. Allow pop-ups if the browser blocks it.

Delete script

Deletes the open saved version.

Block category dropdown (per block, Apply to Campaign)

Overrides a block's General, Objection, or Question category for the current apply only. The saved library version is unchanged.

Import from CSV

Uploads a .csv and maps each column to a script section. Unmatched headers can become custom sections.

Download CSV template

Downloads a CSV with the canonical section headers and one empty row.

Open Google Sheet (make a copy)

Opens a view-only Google Sheet template through Google's Make a copy flow so you can fill it in, export it as CSV, and upload it.

Import from PDF or Google Doc

Opens a wizard to upload a PDF, DOCX, or TXT file or paste a Google Doc link, then structure the copy into reviewable sections.

Analyze document

Reads the uploaded file or Google Doc and breaks it into titled sections for review without rewriting the original wording.

Save draft (document import)

Saves the reviewed document sections as a new draft script, skipping empty sections.

Apply to all campaigns

Confirms replacement of the calling script on every non-archived campaign for the selected client and shows per-campaign results.

Script variables

Shows standard and selected-client custom-field tokens. Click a chip to copy it, or use the editor Fields menu to insert it.

Create from Playbook

Recommended option inside the New Script chooser when the selected client's Playbook is in review or approved status with call-script sections. Opens the ordered section preview before creating one draft.

Create Draft (Playbook)

Creates a new calling-script draft from the review or approved Playbook preview. It does not change existing scripts or apply the draft to a campaign.

Reuse objections

Opens a source and target campaign picker that replaces only objection blocks in selected campaigns and preserves all other blocks.

Internal note (optional)

Appears while editing a block. Add or revise team-only caller guidance, or clear the field and save to remove the note.

Formally linked campaigns

Lists campaigns formally affiliated with the open saved script. Select a campaign to open its Campaign Detail page.

Common questions