> ## Documentation Index
> Fetch the complete documentation index at: https://docs.abusix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Playbooks

**Playbooks** are powerful workflow tools in AbuseHQ that allow you to move through new cases quickly—either manually or automatically.

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## Accessing Playbooks in AbuseHQ

To configure Playbooks:

1. Open the **Admin Portal** in AbuseHQ.
2. Click **Settings** in the left-hand menu.
3. Under **Automation**, click **Playbooks**.

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## Creating a New Playbook

1. Click the **Add new Playbook** button.
2. Enter a **name** for the Playbook.

   > 💡 Tip: Choose a name that helps you identify it later.
3. Click the **Add Transition** button.
4.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/configure-playbooks-1.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=8aaab372db11765ff163bbb017311380" alt="configure-playbooks-1.webp" width="802" height="809" data-path="images/configure-playbooks-1.webp" />

## Creating a Transition (Step 1)

1. **Enter a name** for this transition.
2. In the **Source State** dropdown, select: `NEW`.
3. In the **Target State** dropdown, click `+ new State` and name it (e.g., `CustomerNotice`).
4. Under **Type**, select: `Manual`.
5. In the **Integrations** dropdown, select the **Mail Template** you previously created for notifications.
6. Click **Add/Apply**.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/configure-playbooks-2.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=b92b3dbc0a52037d5ebc219c2aada1bb" alt="configure-playbooks-2.webp" width="625" height="710" data-path="images/configure-playbooks-2.webp" />

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## Creating a Transition (Step 2)

Now we’ll add another transition to continue the workflow:

1. Click **Add Transition** again.
2. **Enter a name** for this transition.
3. For **Source State**, select: `CustomerNotice` (the one we just created).
4. For **Target State**, select: `Resolved`.
5. Under **Type**, select: `Automatic`.
6. Click the **pencil icon** next to the **Precondition** field to define a condition.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/configure-playbooks-3.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=7573adb371d17a29ed43b2a0b67975e4" alt="configure-playbooks-3.webp" width="802" height="809" data-path="images/configure-playbooks-3.webp" />

***

## Defining a Precondition

1. Click the **Rule** button.
2. For **Event Type**, select: `Case`, `State Entry Date`.
3. For the operator, select: `is more than`.
4. For the time range, enter: `7 days`.
5. Click **Add/Apply**.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/configure-playbooks-4.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=5508c660b787e2824e8690923a1a25e4" alt="configure-playbooks-4.webp" width="919" height="231" data-path="images/configure-playbooks-4.webp" />

You’ll be brought back to the **Transition page**, and the **Precondition** field will now show the data you defined. Click the **Add** button.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/configure-playbooks-5.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=ac45e77dc93cea3f45fd29c3daf6bb5b" alt="configure-playbooks-5.webp" width="802" height="809" data-path="images/configure-playbooks-5.webp" />

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## Finalizing the Playbook

You’ll return to the **main Playbook page**.

1. Click the **green START arrows** to enable the transition steps.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/Course-Playbooks-7.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=3ddbbbac684fd6bb83284ea084fc993a" alt="Course-Playbooks-7.webp" width="802" height="809" data-path="images/Course-Playbooks-7.webp" />

2. Click the **Save** button.

<img src="https://mintcdn.com/abusixinc/4jA2TTR_2zBN8u7D/images/Course-Playbooks-8.webp?fit=max&auto=format&n=4jA2TTR_2zBN8u7D&q=85&s=534a6eaf97348cb6d1d641e6fd9decfe" alt="Course-Playbooks-8.webp" width="802" height="809" data-path="images/Course-Playbooks-8.webp" />

***

## Transition Types Explained

* **Manual** – A button appears on the case page if the precondition is met. Clicking it triggers the transition.
* **Event** – When a new event is added to a case, the precondition is evaluated and may trigger the transition.
* **Automatic** – The system periodically checks the precondition. If matched, the transition is triggered.

  > Useful for time-based workflows (e.g., "after 14 days, go to the next state").
* **API** – This transition is triggered **only** via an API call. No UI button is displayed.
