diio is an Artificial Assistant that works with you in every work conversation —meetings, calls and messages— to help you make better decisions and move faster on whatever you have in hand. It works the same whether you're in sales, post-sales, recruiting, customer support or internal coordination: the principle is identical. diio understands what happened in each conversation and tells you what to do with it —reply to your counterpart, update the CRM, schedule the next step, decide where to put your attention this week.
It isn't a tool for recording and forgetting. It's a proactive assistant that anticipates the next steps.
How it assists you inside each conversation
When a conversation ends, diio identifies what you need to do now and proposes the next steps:
It detects the commitments you or your counterpart made, with owner and date, and warns you as the due date approaches.
It fills in automatically the fields your team decided to record —sales objections, candidate feedback, churn reasons, internal agreements— so you don't have to write them by hand.
It assesses your counterpart's mood and the Success prediction for each conversation, so you know where to put your energy.
It drafts a follow-up email proposal for you, ready to review and send.
It offers to sync to the CRM everything that was discussed —analysis, properties, commitments— in one click.
What used to depend on your memory is now concrete context you can decide on.
How it assists you between conversations
diio doesn't wait for you to come looking. It gets ahead of you in three ways: scheduled reports, automatic alerts and event notifications, which arrive in your email or your Slack depending on how you've set it up.
Scheduled reports
At intervals you define (daily, weekly, biweekly or monthly; team reports, daily or weekly only), diio brings the decisions ahead of you to your email or Slack:
Team follow-up and focus. Activity per Executive, pending commitments and where to concentrate this week.
Performance per Executive. A consolidated view of individual performance: meetings, calls, commitment completion rate.
My performance. Your activity, your completed commitments and your metrics for the period.
My priorities. A personalized list of commitments and priority tasks so you know what to tackle first.
Automatic alerts about your portfolio
diio watches your portfolio continuously and fires an alert when something falls outside the pattern. The alerts available by default:
Account health: client with no meeting in 30 days.
Pipeline: deal with no update in 2 weeks.
Playbook: conversation analyzed with the playbook less than 50% complete.
What types of conversation diio analyzes
diio works across three types of conversation:
Meetings. Zoom, Google Meet or Microsoft Teams video calls, which diio records in two ways: with the bot, which joins the call as one more participant, or with the Chrome plugin, which records from your browser (Meet and Teams only). Also in-person meetings, which you record on your phone and upload to the diio chat on WhatsApp.
Phone calls, connected through HubSpot Call, Aircall or a telephony integration.
Messages written on LinkedIn, WhatsApp or Intercom, and Gmail or Outlook emails if your company has email reading enabled.
The Admin defines in the Recording mode (diio settings › Capture and recording) how the company's video calls are recorded. With the recommended option, Individual preference, each person chooses between the bot and the plugin under My preferences › Meetings and chats.
If your company has email reading enabled, diio also reads your Gmail or Outlook inbox to link emails to your Opportunities and analyze them with Emails channel playbooks. The follow-up email proposal is something else: diio generates it after analyzing a conversation, and you review it and send it from diio.
diio across different use cases
Four examples that show the range of applications:
In sales. After a Discovery, diio hands you the commitments made, fills in the playbook fields (objections, budget, close date) and drafts the follow-up email.
In recruiting. After an interview, diio captures the commitments made to the candidate, assesses how the conversation felt and helps you decide whether she moves forward.
In post-sales. After a call or a WhatsApp thread, diio identifies pending actions, assesses the health of the relationship and syncs to the CRM.
In internal coordination. After a team meeting, diio hands you the agreements, the owners and the deadlines, so nothing gets lost between "see you later" and the following Monday.
How it adapts to your role
Executive: diio is your individual assistant. It reminds you of commitments, shows you the context of your next conversation and proposes the next steps.
Leader: diio is a team assistant. It shows you where your people are stuck, which conversations deserve your coaching and how the group's performance is evolving.
Team coordinator: diio supports you in operations. You assign playbooks, manage people and make sure each conversation is analyzed with the right criteria.
Administrator: diio is the lever that lets everyone else work better. You configure the account, connect integrations and manage seats, plans and permissions.