Overview
Playmaker captures the selected client strategy and materials. The full AI draft starts with the primary company website, researches relevant official pages, and carries supported language into the strategy. Direct client context takes priority over public evidence, and unsupported private details remain marked for client input. Tabs and Hide completed change only the local editor view and browser address, so moving between sections does not remount the editor or interrupt a pending field save. Each field saves on its own short delay. Loading the page and its saved rich text does not count as an edit, so opening an unchanged Playmaker does not create a false leave-page warning. A persistent error banner keeps failed edits on the page and provides Retry save. SalesHive warns before leaving only when edits are genuinely unsaved or a save failed. SDR, SDR Manager, and responder lanes use the client-style read-only preview.
How to use this page
Work in the selected client's Playmaker
Choose a client and complete or review the strategy sections. Client Materials is explicitly scoped to this rendered deal.
Ground the draft in the company website
Open Draft this from the company website, confirm the Client company and Primary company website, and add Direct client context for what the company sells, its best-fit buyer, important proof or differentiators, and anything SalesHive should avoid claiming or targeting. The website supplies public evidence, while your direct context takes priority.
Fill every strategy section with AI
Select Fill out every strategy section and keep the page open while Playmaker researches relevant official pages and drafts each section. The sticky progress panel shows which section is running, how many sections are saved, elapsed time, and whether a section could not be completed. Completed sections save automatically. Review the specific product, audience, proof, and offer language when the run finishes, complete private details marked Client input needed, and use a section button to retry any unsuccessful section.
Paste content cleanly
Paste source material into a rich text field when needed. SalesHive normalizes imported document-specific fonts, colors, headings, and bold styling at paste time, and collapses empty Word or Docs spacer rows plus stacked line breaks so sentences stay adjacent. Existing saved content and formatting you intentionally apply with the editor controls stay as they are until you paste or select Reformat.
Reformat an existing rich text field
Select Reformat in that field's toolbar to apply Playmaker's standard readable styling to its current content, including collapsing empty spacer rows. It saves through the field's normal auto-save boundary only when the cleanup changes the content.
Use presentation mode for a staff-led kickoff
Staff can enter the focused presentation view when they need a cleaner kickoff experience. It is reversible, so leaving the mode restores normal Platform navigation.
Keep navigation while working
Both client and staff viewers retain the shared Platform navigation while using Playmaker. Only staff can temporarily hide it with presentation mode during a kickoff.
Log in with the connected client account
If a client opens a Playmaker that is not available to their current account, select Log in and use the work email connected to the client account. SalesHive returns the client to that same Playmaker after login.
Add client materials
From Client Materials, choose a section and upload one or more TXT, PDF, CSV, DOC, DOCX, XLS, XLSX, PNG, JPG, JPEG, GIF, or WEBP files up to 25MB each, create a Google Sheet, Google Doc, Excel workbook, or Word document, or add a reference link. The embedded materials library stays tied to this Playmaker deal for reading and changes.
Confirm that edits are saved
Open or refresh Playmaker without editing when you only need to review it. Saved server content, including blank rich text fields and the loaded website or notes values, does not create an unsaved state. When you do edit, watch the status bar. Each field saves independently after a short pause or when you leave the field. Switching section tabs or changing Hide completed updates the browser address without remounting the editor, so an in-flight field save can finish normally. Press Ctrl+S to save the full Playmaker immediately. If a save fails, your edits stay on the page, the error banner explains the failure, and Retry save sends the full current Playmaker again. SalesHive warns before a real page exit only when edits remain unsaved or a save failed.
Use a read-only Playmaker preview
SDR, SDR Manager, and responder lanes see the client-style Playmaker preview and cannot change fields or run AI generation. If you need to make strategist edits, switch out of the SDR or responder view and reopen the same client.
What the buttons do
- Fill out every strategy section
- Researches relevant pages on the primary company website and drafts all strategy sections using public evidence plus higher-priority direct client context. The button stays unavailable while the full run is active.
- Open website
- Opens the Primary company website in a new tab so you can confirm that the correct official site is selected before drafting.
- Playmaker generation status
- Sticky progress panel that reports the active section, saved count, elapsed time, progress, and current status. Completed sections are saved automatically.
- Help me fill just this section
- Drafts only the current strategy section. It is unavailable while a full Playmaker generation run is active.
- Rich text editor
- Accepts pasted content and keeps the editor's readable formatting. Empty spacer rows from Word or Docs collapse on paste, while editor controls remain available for intentional formatting.
- Reformat
- Applies Playmaker's standard readable styling to the current rich text field, including collapsing empty spacer rows, and saves it only when the content changes.
- Presentation mode
- Staff-only control for a reversible focused Playmaker view during a client kickoff.
- Exit presentation mode
- Restores the regular staff workspace navigation.
- Log in
- Opens the client-account sign-in flow when the current client account cannot view this Playmaker.
- Copy Share Link
- Copies the appropriate Playmaker link for the selected client.
- Choose File / Create
- Uploads client materials or creates a Google or Office file in the selected Client Materials section.
- Add link
- Adds a named external reference to the Playmaker deal's shared library.
- Save status bar
- Shows Saving changes, Changes saved, Save failed, Changes waiting to save, or Changes are auto-saved. Ctrl+S saves the full current Playmaker.
- Retry save
- Appears in the persistent save error banner and retries the full current Playmaker without discarding the edits still on the page.