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Calling Scripts

Generate cold-call scripts from a client’s Playmaker, import existing scripts, and save, duplicate, apply, or export versions with reusable per-block category choices.

Updated Jul 20, 2026 9 steps 19 questions answeredOpen this page in the platform
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Overview

Calling Scripts generates cold-call openers, objection responses, and discovery questions for the selected client, grounded in their Playmaker value proposition and ICP. Generate a script, then shape it block by block: edit any block (rename its heading and revise the body with light formatting), add new blocks, or remove ones you do not need. Any internal note attached to a block shows as a formatted line under its title, so team-only guidance reads clearly and never gets mixed into the spoken script. You can also import a script you already have, from a CSV or from a PDF or Google Doc, and the AI will structure it into editable sections without rewriting your wording. If you are unsure of the CSV layout, download the CSV template or open the Google Sheet template (which makes a copy in your Drive) to see the exact structure. Save the best version for campaign calls, and from a saved version you can star it, apply it to one campaign or all non-archived campaigns, duplicate it into a fresh draft, and export it to Google Docs or PDF. When you set per-block categories in Apply to Campaign, the choices stay selected while you revisit that same saved script until you change them; switching to another saved script or client resets to the authored categories. The client's Playmaker must be complete before you can generate.

How to use this page

  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. 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 (too busy, already has a vendor, send me an email, not interested, no budget, not the right person), a discovery-question set including a what is this about response, and a close and sign off. Each objection and question block carries keyword-rich trigger phrases so the live call tracker in the dialer can flip to the matching section hands-free as the prospect talks. Add or remove blocks afterward to fit the client.

  3. Import an existing script (CSV, PDF, or Google Doc)

    If you already have a script, you do not have to generate one from scratch. Click New Script to open the chooser, which offers three paths: Create from scratch (generate from the Playmaker), Import from CSV, or Import from PDF or Google Doc. For a CSV, upload a .csv whose header row names the sections (for example Value Prop, Opener); headers are auto-matched to script sections and anything unmatched becomes its own section, which you can fix in the mapping step. Not sure of the format? Two templates sit under the CSV dropzone: click Download CSV template to get a CSV with the canonical section headers (Script Name plus the standard sections) and one empty row, or click Open Google Sheet (make a copy) to open a view-only Google Sheet that drops an editable copy into your own Drive so you can fill it in, export it as CSV, and upload it here. For an existing document, pick Import from PDF or Google Doc: upload a PDF, DOCX, or TXT file, or paste a Google Doc link (the doc must be shared with saleshive.com or link-shared), add an optional script name, and click Analyze document. The AI reads it and breaks it into titled sections, preserving your original wording (structure only, no rewriting). In the review step you can edit each section's title, set its type (General, Objection, or Question), revise the content, remove sections you do not want, or add new ones; empty sections are skipped on save. Click Save draft to add it as a draft you can review, edit, and mark usable, just like a generated script.

  4. 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.

  5. 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 at the top of the card, and the body opens with a light formatting toolbar (bold, italic, strikethrough), so you can rename the block and revise its content in the same pass. 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 on a rename, so the dialer's section mapping stays intact.

  6. Add a new block

    Click Add block at the bottom of the script to open the authoring card. Type a title, choose the block type (General, Objection, or Question) from the dropdown, and write the content using the same light formatting toolbar (bold, italic, strikethrough). Click Add block to append it. The new block saves to the script right away and shows up for SDRs in the dialer and in any exports.

  7. 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.

  8. Duplicate a script to revise it

    Click the Duplicate button in the actions row to clone the open script into a fresh draft copy named the same with (copy) added. The copy takes over the same content, style, and instructions, resets to draft and unstarred, and opens right away so you can revise it for a different campaign without starting from scratch.

  9. Apply a script to a campaign with per-block categories

    Click Apply to Campaign in the version-header actions row to open the Apply to Campaign modal. At the top of the modal, a Block categories section lists every block in the open script with a per-block dropdown (General, Objection, or Question) that defaults to the block's authored category. If you change a category, the choice stays selected when you close and reopen the modal for this same saved script, until you change it again. Switching to another saved script or client resets the choices to each block's authored category. Below the block list, pick the campaign to apply to. Click Apply to send the resolved categories (override if set, else authored, else General) to the campaign; the saved library version is never mutated by overrides. This is how you keep one canonical script in the library but land blocks under different categories on different campaigns. To update every non-archived campaign for the selected client, click Apply to all N campaigns and confirm the replacement. Each campaign keeps its own calling-script history entry. The modal shows an individual success or failure result for every campaign, so a partial failure is visible for review.

What the buttons do

Generate Script
Generates a calling script from the client's Playmaker.
New Script
Opens the chooser with three options: Create from scratch (generate from the Playmaker), Import from CSV, or Import from PDF or Google Doc.
Edit block (pencil)
Opens a block for editing: the heading becomes an editable title field and the body opens with a light formatting toolbar (bold, italic, strikethrough). Save to commit the rename and any content edits.
Add block
Opens an authoring card to add a new titled block (General, Objection, or Question) to the script.
Delete block (trash)
Removes a block from the script after a confirmation. Cannot be undone.
Save
Saves your edits to the block (heading rename and content), or saves the script version.
Rename
Renames a saved script (click the script name or its pencil icon).
Star
Marks a saved version as a favorite so it stands out in the library.
Apply to Campaign
Opens the Apply to Campaign modal, where you can override each block's category (General, Objection, Question) for this apply only, then apply the script to one selected campaign or use Apply to all campaigns for every non-archived campaign. Choices remain selected while you revisit this same saved script until changed, but reset when you switch scripts or clients. The saved library version is never mutated by per-block overrides.
Duplicate script
Clones the open script into a fresh draft copy (status draft, unstarred) that you can revise independently.
Export to Google Docs
Exports the open script to a Google Doc. Block content and any internal notes carry over, with formatting flattened to plain text in the Doc.
Export PDF
Opens a print-ready PDF of the open script in a new tab, keeping block formatting and rendering each block's internal note under its title. If your browser blocks pop-ups, a message asks you to allow pop-ups for this site and try again.
Delete script
Deletes the open saved version.
Block category dropdown (per block, Apply to Campaign)
In the Apply to Campaign modal, each block has a General/Objection/Question dropdown defaulting to its authored category. Changing it overrides the category that block lands as on the campaign for this apply only. The choice remains selected while the same saved script is revisited, resets for another script or client, and never changes the saved library version.
Import from CSV
New Script chooser option. Upload a .csv whose header row names script sections; headers auto-map to sections and unmatched headers become their own sections you can fix in the next step.
Download CSV template
In the CSV import, downloads a CSV with the canonical section headers (Script Name plus the standard sections) and one empty row, so you can see the exact layout the importer auto-maps. Sits beside the Open Google Sheet button under the CSV dropzone.
Open Google Sheet (make a copy)
In the CSV import, opens a view-only Google Sheet template that uses Google's Make a copy dialog, so it drops an editable copy into your own Drive without touching the master. Fill it in, export it as CSV, and upload it here. Sits beside the Download CSV template button for anyone who prefers a spreadsheet over a raw CSV.
Import from PDF or Google Doc
New Script chooser option. Opens a wizard to upload a PDF, DOCX, or TXT file or paste a Google Doc link; the AI breaks the existing script into reviewable sections that preserve your original wording.
Analyze document
In the document import wizard, reads the uploaded file or Google Doc and breaks it into titled sections for review. Structure only; your original wording is preserved.
Save draft (document import)
In the document import review step, saves the reviewed sections as a new draft script (empty sections are skipped). You can then edit, star, apply, or export it like any other version.
Apply to all campaigns
In the Apply to Campaign modal, confirms replacement of the calling script on every non-archived campaign for the selected client. Each campaign keeps its own history entry, and the modal lists per-campaign successes or failures for review.

Common questions

The client's Playmaker value proposition must be complete. Use the Complete PlayMaker link, then come back.
They are saved for the client and available to SDRs when calling that client's campaigns.
Click Add block at the bottom of the script, give it a title, pick its type, write the content, and click Add block. It is saved to the script and appears for SDRs in the dialer and in exports.
The type (General, Objection, or Question) groups the block so SDRs can find the right talk track fast during a call. Pick Objection for rebuttals and Question for discovery prompts; use General for everything else.
Yes. When you edit or add a block, a light toolbar lets you apply bold, italic, and strikethrough. That formatting carries through to the dialer and to Google Docs and PDF exports.
Yes. Click the block's pencil icon to open it for editing, and the heading becomes an editable title field at the top of the card. Rename it, revise the body if needed, and click Save. The new heading shows for SDRs in the dialer script tab and in Google Docs and PDF exports. The block's internal section key is preserved on a rename, so the dialer's section mapping and any saved references stay intact, and you no longer need to delete and re-add a block just to change its heading.
Some blocks carry an internal note (the AI rationale for that section), which shows as a small formatted line under the block title. It is team-only guidance, kept separate from the spoken script content. Notes are authored on the client's Playbook, where they now support the same bold, italic, and strikethrough formatting, and that formatting renders here and in the PDF export.
The block is removed from the script after you confirm. It cannot be undone, so the confirmation is there to catch accidental clicks.
The PDF opens in a new browser window, so a pop-up blocker can stop it. Allow pop-ups for this site and click Export PDF again; you will see an error message when it was blocked. Export to Google Docs is an alternative that does not use a pop-up window.
It clones the open script into a new draft copy (named the same with (copy) added) that carries the same content, style, and instructions. The copy starts as an unstarred draft and opens right away, so you can revise it for a different campaign or angle without touching the original.
No. The original is untouched and stays exactly as it was. The copy is a separate draft, unstarred and not applied to any campaign until you choose to.
Generation produces an opener and value prop, a set of common objection handlers (too busy, already has a vendor, send me an email, not interested, no budget, and not the right person), discovery questions including a what is this about response, and a close and sign off. Every objection and question block is written with keyword-rich trigger phrases, so during a live call the dialer's script tracker highlights the right section automatically when the prospect raises that objection or question. You can still add, edit, or delete blocks to tailor the script.
Yes. In the Apply to Campaign modal, each block has a General, Objection, or Question dropdown that defaults to its authored category. Change any dropdown to override the category that block lands as on the campaign for that apply only. The saved library version is never mutated by per-block overrides, so you can land the same script under different categories on different campaigns without duplicating or editing the library copy. If you leave every dropdown at its default, the apply is a no-op for categories. Your choices remain selected if you close and reopen the modal for the same saved script, and reset when you switch scripts or clients.
Yes. Click New Script, then 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), add an optional name, and click Analyze document. The AI breaks it into titled sections you can review and edit, then Save draft adds it as a draft script.
No. The AI keeps your original wording and only structures it into titled sections. In the review step you can edit each section's title, set its type (General, Objection, or Question), revise the content, remove sections, or add new ones before saving.
In the CSV import it downloads a CSV with the canonical section headers (Script Name plus the standard sections) and one empty row, so you can see exactly how to lay out a file the importer will auto-map.
It opens a view-only Google Sheet version of the same template. Because the link uses Google's Make a copy dialog, it drops an editable copy into your own Drive without touching the master sheet, so anyone who prefers a spreadsheet over a raw CSV can fill it in there, export it as CSV, and upload it in the CSV import. It sits beside the Download CSV template button under the dropzone.
Yes. Open Apply to Campaign, choose any per-block category overrides, then click Apply to all N campaigns and confirm. It updates every non-archived campaign for the selected client, keeps each campaign's history entry, and shows an individual result for each campaign. If one campaign changes while the batch is applying, that campaign is reported as failed while the others can still complete.
Category choices are kept for the current saved script so you can review or apply it without selecting every block again. Switching to another saved script or client resets the dropdowns to each block's authored category. The choices affect the current apply only and never rewrite the saved library version.
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