When Aircall is connected to diio, the calls you record in Aircall are automatically imported for analysis. The principle is the same as with HubSpot Call: the account-level connection is made by the Settings Administrator, and each user must meet five conditions for their calls to be captured.
The five conditions per user
For an Aircall call to be captured by diio, all five conditions must be met simultaneously:
The call must be recorded in Aircall. Recording must be enabled; not all calls are recorded by default.
The user who made the call must have an active seat in diio.
The user's corporate email must be the same in Aircall and in diio.
The user must belong to a team that has a call playbook.
The Aircall number the call is made from must be added under Aircall → Integrations → Diio → Connected numbers. If it isn't, diio shows "Number not connected".
The condition that fails most often is recording: in Aircall, recording can be automatic (configured by the Aircall Admin) or manual (the agent enables it on each call). If it's manual, the executive must remember to enable it before each call.
How to connect Aircall (Settings Administrator)
Go to diio settings › Integrations and, in the Messaging and telephony group, find Aircall.
Turn on the Aircall switch and authorize access with your Aircall account. Then click "Configure"; the "Aircall Integration Settings" page opens.
The integration becomes active for the entire account.
Automatic vs. manual recording in Aircall
If the Aircall Admin configured automatic recording for all numbers, there is nothing to do: all calls are recorded. If recording is manual, each executive must enable it on each call for diio to capture it.
To find out how recording is configured in your Aircall account, check with your Aircall Admin or the diio Settings Administrator.
