diio has two ways to answer natural language questions: the WhatsApp chat and the Explore tab inside each conversation. Both use the same AI, but have different scopes. Understanding when to use each saves time and gives more precise answers.
The diio WhatsApp chat: for global questions
Use the WhatsApp chat when your question spans more than one conversation, or when you are outside the app and need a quick answer.
The chat has access to your entire account: all your conversations, all your commitments, all your accounts and deals. It is the right channel for questions like:
"What do I have pending this week?"
"How did I do this month?"
"What deals have high risk?"
"Summarize my meetings from the last three days."
"What objections come up most in my demos?"
The Explore tab: for questions about a specific conversation
Use Explore when you are already inside a conversation in the app and want to dig deeper into it. The Explore tab has full access to the context of that conversation: complete transcript, commitments, playbook fields, contact history.
It is the right channel for questions like:
"What objections did the client raise in this meeting?"
"What was left pending on my end?"
"At what point in the conversation did they mention the budget?"
"Draft a follow-up email based on what was discussed."
How to decide which to use
The rule is simple:
If your question is about a single conversation you already have open: use Explore.
If your question spans multiple conversations, or you are outside the app: use the WhatsApp chat.
If you are not sure, start with the WhatsApp chat. If the answer you need requires more detail from a specific conversation, open that conversation in the app and use Explore.
