diio analyzes phone calls mainly in two ways: importing them automatically from your connected telephony platform, or processing audio you upload via WhatsApp. Calls can also reach diio via Slack or via API. The path depends on how your team makes calls.
Option 1: connected telephony platform (HubSpot Call, Aircall or CloudTalk)
If your company has HubSpot Call, Aircall or CloudTalk connected to diio, calls are imported and analyzed automatically when you hang up. You just need to record it, then end the call and within a few minutes it appears in "All conversations" as a Call.
This option requires the Settings Administrator to have previously connected the telephony integration. If you're not sure whether it's active, ask your Administrator.
Option 2: cell phone audio uploaded via WhatsApp
If you make calls from your phone or use a non-integrated platform, you can record the audio and upload it to diio via WhatsApp.
Record the call on your phone (native or third-party recording app).
Open the diio chat in WhatsApp.
Attach the audio file.
diio asks whether it's a call or a meeting. Answer "call".
Assign which voice corresponds to each person in the conversation.
Within a few minutes it appears as a Call in "All conversations".
Voice assignment is important: it determines who spoke which part of the transcript and to whom each commitment is attributed.
Where the analysis appears
Regardless of how the call reached diio, the analysis is the same: summary, commitments, playbook fields and Success Prediction. You can find it in "All conversations" by filtering by Channel → Calls.