> ## 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.

# Edit and delete Playbooks

> How to edit, delete, and bulk delete registered Playbooks

Registered Playbooks can be edited or deleted at any time from the management screen.

<img src="https://mintcdn.com/moneyforwardi/heTTAJxL3AZAb52f/images/ai-helpdesk/playbooks/editing/editor.png?fit=max&auto=format&n=heTTAJxL3AZAb52f&q=85&s=6e0eed2eef5760e3099f3fab3655b32b" alt="Playbook management screen — edit view" width="2880" height="1800" data-path="images/ai-helpdesk/playbooks/editing/editor.png" />

## Edit a Playbook

<Steps>
  <Step title="Open the Playbook management screen">
    From the AI Helpdesk admin screen, select **AI Playbook**.
  </Step>

  <Step title="Select a Playbook">
    Click the Playbook you want to edit, or select **Edit** from the **... (action menu)** at the end of the row.
  </Step>

  <Step title="Edit and save">
    Modify the content in the text editor and click **Save**.
  </Step>
</Steps>

<Info>
  Edited content takes effect from the next triage onward. Sessions already in progress continue using the Playbook version that was active when the session started.
</Info>

## Delete a Playbook

<Steps>
  <Step title="Open the Playbook management screen">
    From the AI Helpdesk admin screen, select **AI Playbook**.
  </Step>

  <Step title="Select the Playbook to delete">
    Select **Delete** from the **... (action menu)** at the end of the row for the Playbook you want to delete.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** in the confirmation dialog.
  </Step>
</Steps>

<Warning>
  The **general-purpose Playbook** (`procedures/general.md`) is used as a fallback for inquiries that don't match any other Playbook. Like any other Playbook, you can edit or delete it — but deleting it removes the fallback response for unmatched inquiries.
</Warning>

## Bulk delete Playbooks

To delete multiple Playbooks at once, use the bulk delete feature.

<Steps>
  <Step title="Open the Playbook management screen">
    From the AI Helpdesk admin screen, select **AI Playbook**.
  </Step>

  <Step title="Select Playbooks to delete">
    Check the checkbox on each row for the Playbooks you want to delete. Checking the header row checkbox selects all currently displayed Playbooks.
  </Step>

  <Step title="Run bulk delete">
    Click the **Delete** button that appears after making a selection.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** in the confirmation dialog.
  </Step>
</Steps>

## Search and filter Playbooks

Enter a keyword in the search bar at the top of the Playbook list to filter Playbooks by name. This is useful when you have a large number of registered Playbooks.

You can also filter by **Category**, **Type**, and **Has proposals**. The list can be grouped by category, type, or last updated date.

## Notes on deletion

* Deleting a Playbook does not affect sessions already using it. Those sessions continue with the Playbook content available at session start.
* You can re-register a Playbook with the same content after deletion, but the previous history is not retained.

## Related pages

* [Register Playbooks](/en/ai-helpdesk/playbooks/creating)
* [Manage Handbooks](/en/ai-helpdesk/knowledge/handbook)