A team is a group of people in diio who share playbooks and whose performance can be viewed in a consolidated way. Teams are the central operating unit in diio: they determine which analysis is applied to which conversations, who can see whose data, and how coaching is organized.
Which roles make up a team
A team in diio can have up to three active roles:
Executives. The members who participate in the conversations that diio analyzes. They are the people diio directly assists: they receive the analysis, commitments, and follow-up email.
Leader. Supervises the team. They can view consolidated metrics, access their executives’ conversations, and coach the group’s performance.
Coordinator. Manages the playbooks used by the team and administers who belongs to it. This is an operational role, independent from the Leader.
Teams and playbooks
Playbooks are assigned to teams, not to people. When an executive belongs to a team, they inherit that team’s playbooks. If the team has only one active playbook for the type of conversation that is going to take place, diio applies it automatically.
If you have several active playbooks for the same type of conversation, diio tries to determine the correct one based on each playbook’s description and the conversation.
It is very important to always have the necessary playbooks to cover the team’s conversation channels: calls, video calls, and messaging. If diio does not find a playbook to assign to the conversation, it will archive it.
The access rule is based on playbook + executive.
A Leader can see conversations when there is a relationship between three elements: the team they lead, the executives who have a seat in that team, and the playbooks assigned to that same team.
This means visibility does not depend only on the team where the conversation took place, but also on whether the executive and the playbook are part of that person’s leadership scope.
For example: if a Leader leads Team A, and that team includes an executive with an assigned seat and an associated playbook, that Leader will be able to see the conversations analyzed with that playbook by that executive.
Additionally, if that same executive also belongs to another team and that same playbook is used in that other team, the Leader will also have visibility into those conversations. This happens because both the executive and the playbook are already within the scope of the team they lead.
On the other hand, the Leader will not have visibility into conversations analyzed with playbooks that are not assigned to the teams they lead, nor into conversations from executives who do not have a seat in those teams.
Who creates and manages teams
The Teams Admin creates, edits, and deletes teams from Settings → Teams. The Coordinator can move people within their own team, but cannot create new teams or modify other teams.
The seat rule
This means you can add as many Leaders and Coordinators as you need without affecting the account cost. The seat is charged per executive.