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Tour of the All Conversations view

All Conversations is diio's central hub: a unified list where meetings, calls, and messages coexist. It is where you go to review analyses and dive into the details of each conversation.

The five zones of the view

  • Search bar. Search by conversation name, contact name, or email. Useful when you know exactly which conversation you're looking for.

  • Date range selector. Shows the last 180 days by default. Expand it if you're looking for older conversations or narrow it to focus on the week.

  • Filter bar. Filters available to segment by channel, executive, playbook, metrics, and more. To the right of the filters: "Clear filters", "Save as view", and "Create alert".

  • Paginated list. Conversations in sorted rows, 25 per page. The paginator is at the bottom.

  • Left sidebar. Quick access to All Conversations and to the "My Views" views you have created.

The six columns of the list

Each row summarizes the most relevant aspects of a conversation at a glance:

  • Conversation. Name inherited from the calendar event or the contact. If the name is not descriptive, it is worth editing the calendar event before the next meeting.

  • Executive. Team member who conducted the conversation. Useful for Leaders reviewing their team's work.

  • Counterpart. Company or person the conversation was held with.

  • Playbook. Playbook diio used to analyze the conversation.

  • Prediction. Success Prediction score from 1 to 5, in visual format (5 dots). A quick glance to prioritize which ones to review first.

  • Date. Date and time the conversation occurred.

Pagination

Each page shows 25 conversations; there is no rows-per-page selector. The paginator arrows let you move forward and backward.

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