The detail view is where the complete analysis of each conversation lives. From here you review notes, commitments, playbook fields, and executive performance, and you can sync everything to the CRM or share it with your counterpart. It has three fixed zones, always in the same order.
Zone 1 — Header
The top strip of the page. Concentrates the main actions and immediate context of the conversation:
Conversation name. Inherited from the calendar event or the contact.
Update CRM button. Syncs notes, commitments, and fields to the connected CRM. It may appear disabled or with a warning dot; hover over it to see the reason in the tooltip.
Share and Archive buttons. To share the conversation or archive it.
Teams and playbook. The conversation's teams and the playbook applied. Next to the playbook there's an icon to reprocess the conversation.
Metadata. Meeting type, date, start time, duration, and platform (Google Meet, Zoom, Teams, WhatsApp, LinkedIn, Intercom, among others).
Zone 2 — Top block
The card block below the header, with contextual data about the conversation:
Success Prediction. Score from 1 to 5 (shown with 5 dots) and explanatory text generated by diio. Only scores 5 ("Excellent") and 4 ("Good") show a badge.
Participants. List of attendees organized by role (Counterpart / Executive) with their percentage of participation in the conversation. With the "Edit" button you can correct the participants.
Did not attend. People invited to the event who did not show up. Can be expanded to see the names.
Zone 3 — Tabs
The tabs that organize the analysis content (some depend on the channel or on whether you participated in the meeting):
Main. Default view. Shows Key Notes and Specific Information (playbook fields) in the left column, and Detected Commitments in the right column.
Explore. Chat with diio to ask questions about the specific content of that conversation.
Video, Audio, Call or Messages. The media tab, whose name changes depending on the channel. In meetings and calls with a recording, it shows the video or audio player with a synchronized transcript.
Shared Space. Its own tab, visible only to the meeting participants. From here you copy the shared space link.
Recommended Documents. Tab with the documents recommended for the conversation.
Some conversations also show the Proposed Messages tab.