The diio chat on WhatsApp is the place where you can ask diio anything about your meetings, conversations, and customers.
It exists for a simple reason:
to save you time reviewing information and help you make better decisions faster.
In practice, it works like a crystal ball 🔮
You ask a question… and diio searches across all your interactions to give you a clear answer.
How to activate it
Go to Preferences → Contact Information inside diio.
Enter your phone number.
Validate the code you’ll receive via WhatsApp.
Done.
From that moment on, you can write to diio directly on WhatsApp.
The real value: knowing what to ask
Many users activate the chat…
but don’t know what to ask.
When you ask the right questions, diio can help you:
Understand what really happened in your meetings.
Decide how to move an opportunity forward.
Detect risks before it’s too late.
Prepare better for your next conversation.
Find hidden patterns across many interactions.
The difference isn’t just using the chat—
it’s how you phrase your question.
How to ask better questions
diio responds best when your question is:
1. Specific
Better:
“Show me the meetings from the last week with the lowest success prediction.”
Worse:
“Which customers are at risk?”
2. Includes a clear time range
Use references such as:
last week
last 30 days
this month
last quarter
This helps diio narrow the search correctly.
3. Uses diio’s language
The chat understands better when you use concepts that exist in the platform, such as:
Success prediction
Performance
Strengths
Suggestions
Customer pains
Objections
Commitments
Key notes
The more you speak in this language,
the more precise the answer will be.
How to integrate it into your daily work
A simple way to use it is to ask yourself:
“What decision do I need to make right now?”
Then turn that into a concrete question.
For example:
After a meeting →
“What commitments came out of this meeting?”Before calling a customer →
“What are the customer’s pains and open objections?”Reviewing your pipeline →
“Which meetings in the last 30 days have low success prediction?”
Useful questions by role
Sales
Which opportunities this month have the lowest success odds?
What objections are repeating in my recent meetings?
What suggestions do you have to move forward with the client Acme?
Customer Success
Which accounts in the last 30 days show low success odds?
What are the most frequent product questions?
Summarize my performance this week.
Who is the champion for the Wonka account?
Product
Which customers reported friction with feature XYZ?
Which features are mentioned most in recent conversations?
Summarize product suggestions from the past few weeks.
SDR
Which recent prospects have the highest success odds?
In which calls did the customer request a meeting?
What suggestions do you have for handling objections?
In simple terms
To get real value from the diio chat:
be specific + use time ranges + speak in diio’s language.
That’s how you move from:
reviewing information → understanding → deciding → moving forward
in seconds, from WhatsApp.