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

# Manage Handbooks

> How to create, edit, and delete step-based procedure handbooks

A Handbook is a step-based procedure manual. Each step has a title and Markdown body, giving you a structured knowledge format that AI agents can reference when handling tickets.

<Note>
  Handbooks are managed under **Knowledge > Handbooks**. This is separate from Playbooks (AI behavior procedures) and the Knowledge Base (document articles).
</Note>

## Difference from Playbooks

| Aspect                | AI Playbook                              | Handbook                       |
| --------------------- | ---------------------------------------- | ------------------------------ |
| Executed by AI        | Yes (structured dialogue)                | No                             |
| Referenced by AI      | Yes (as response guidance)               | Yes (as knowledge only)        |
| Purpose               | Defines the AI agent's conversation flow | Steps for a human to carry out |
| Admin screen location | Playbook                                 | Knowledge > Handbooks          |

The AI agent can reference a Handbook as knowledge. For example, it can answer "how do I do X" by drawing on the steps in a Handbook. The AI agent never executes Handbook steps as a Playbook.

## Create a handbook

<Steps>
  <Step title="Open the Handbook management screen">
    Expand **Knowledge** in the left navigation and select **Handbooks**.
  </Step>

  <Step title="Start creating">
    Click **Add Handbook** in the upper right.
  </Step>

  <Step title="Enter basic information">
    Fill in the following fields.

    | Field           | Description                                                            |
    | --------------- | ---------------------------------------------------------------------- |
    | **Title**       | Name of the handbook (required)                                        |
    | **Description** | Purpose or summary of the handbook (optional)                          |
    | **Category**    | Choose from: Account / Billing / Technical / Onboarding / HR / Other   |
    | **Tags**        | Tags for search and classification (comma-separated, multiple allowed) |
  </Step>

  <Step title="Add steps">
    Click **Add Step** and enter a **Step title** and **Step description** (Markdown) for each step.

    * Multiple steps can be added
    * Drag steps to reorder them
    * Unnecessary steps can be removed
  </Step>

  <Step title="Save">
    Click **Save** to confirm.
  </Step>
</Steps>

## Bulk upload from files

Use bulk upload to register multiple handbooks at once.

<Warning>
  Only **.md (Markdown)** and **.txt (plain text)** files are supported. Each file becomes one handbook. Each file can be up to **200KB**, and you can upload up to **30 files** per operation.
</Warning>

<Steps>
  <Step title="Open the Handbook management screen">
    Go to **Knowledge > Handbooks**.
  </Step>

  <Step title="Start bulk upload">
    Click **Bulk Upload** and select .md or .txt files. Multiple files can be selected at once.
  </Step>

  <Step title="Review and confirm">
    After upload, a preview of each handbook is shown. Review the content and click **Upload**.
  </Step>
</Steps>

## Edit a handbook

<Steps>
  <Step title="Open the Handbook management screen">
    Go to **Knowledge > Handbooks**.
  </Step>

  <Step title="Open the target handbook">
    Click the handbook row, or select **Edit Handbook** from the **… (action menu)** at the end of the row.
  </Step>

  <Step title="Update and save">
    Edit the title, description, category, tags, or steps, then click **Save**.
  </Step>
</Steps>

## Delete handbooks

### Delete one handbook

Select **Delete Handbook** from the **… (action menu)** at the end of the handbook row. Then click **Delete** in the confirmation dialog.

### Bulk delete

1. Check the checkboxes on the rows to delete (the header checkbox selects all)
2. Click the **Delete** button that appears
3. Click **Delete** in the confirmation dialog to confirm

<Warning>
  Deleted handbooks cannot be restored.
</Warning>

## View modes and filters

The handbook list can be switched between **tile view** and **list view**. Filtering supports the **Category** filter and keyword search.

The **Group by** menu can also group the list by category, tag, author, step count, or last updated date.

## Using handbooks with the AI agent

Handbooks are included in the AI agent's knowledge searches. To explicitly reference a handbook in a Playbook step, use the `{{document_search}}` tool.

## Related pages

* [Add knowledge](/en/ai-helpdesk/knowledge/adding) — Document article knowledge management
* [Review and apply AI improvement suggestions](/en/ai-helpdesk/knowledge/improvements)
* [Register Playbooks](/en/ai-helpdesk/playbooks/creating)