When you log in to diio for the first time with Google or Microsoft SSO, you don't have to set up your calendar or email manually. Some connections happen on their own. Others need extra steps.
Knowing the difference from the start saves you time and spares you the confusion of hunting for a feature that turns out not to be enabled yet.
What connects automatically
With your first SSO login, diio connects three things without you doing anything:
Calendar. Google Calendar if you use Google Workspace, Outlook if you use Microsoft 365. diio uses it to detect your scheduled meetings and know when to join as a bot.
Work email. To identify you correctly and the appointments linked to your calendar.
Profile. Name, email and profile picture, pulled straight from your identity provider.
With those three connections active, diio can start detecting your upcoming meetings and joining them as a bot from day one.
What needs extra setup
Some connections don't activate on their own when you log in. These are the ones that need a manual step — either from you or from an administrator in your organization.
CRM (HubSpot, Salesforce, Pipedrive, Zoho, Odoo)
The CRM connection is set up by an administrator under diio settings › Integrations: in the CRMs group, turn on the CRM's switch and then go to Configure. It's a one-time process for the whole organization.
Until it's connected, diio analyzes your conversations as normal, but doesn't sync data to the CRM or link meetings to contacts, companies or deals.
If you're not sure whether your CRM is already connected, check My preferences › Integrations, in the CRMs group. If the CRM's switch is on, there's nothing for you to do.
diio Chrome plugin
The plugin is required to record meetings in Google Meet or Microsoft Teams from your browser and to analyze LinkedIn messages. It also lets you analyze WhatsApp Web, although WhatsApp can be connected without the plugin, by linking it with a QR code from My preferences › Integrations.
Recording with the plugin is one of the two ways diio captures a video call; the other is the bot, which is available from your first login. The Admin sets which one is used in the Recording mode (diio settings › Capture and recording). With the recommended option, Individual preference, each person picks their own under My preferences › Meetings and chats. The plugin is also the only way to record a meeting that isn't on your calendar.
How to install it:
Open Chrome and go to the Chrome Web Store.
Click Add to Chrome and confirm the permissions.
Once installed, click the diio icon in the extensions bar and sign in with your account.
Requirements: it only works in Google Chrome, with your diio session active in the same browser. It isn't compatible with Safari, Firefox or Edge.
If the icon doesn't appear in the bar, go to the extensions menu (puzzle icon in Chrome), find diio and pin it to the bar.
diio chat on WhatsApp
diio has a WhatsApp chat channel where you can ask it about your conversations, commitments and metrics without opening the platform. It's also how you send it audio from calls or in-person meetings.
To turn it on, go to My preferences → Profile → Contact information, select your country and enter your number without spaces or dashes.
Once active, you can ask it things like "what commitments do I have pending this week?" or "summarize my last meeting with [client]".