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How to manually add a commitment from the Main tab

diio detects commitments automatically during conversation analysis, but does not always capture everything. You can manually add any missing commitment: tasks of yours or your counterpart's (the owner must be a participant in the conversation). Manual commitments behave the same as automatic ones: they travel to the CRM, appear in reports, and can be marked as completed.

How to add a commitment

  • In the Main tab, locate the Commitments card in the right column.

  • Click "Add new commitment".

  • Write the commitment text clearly and in actionable form.

  • Assign the owner, who must be one of the conversation participants (for example, you or your counterpart).

  • Add a deadline if you have one (optional but recommended).

  • Save. The commitment stays in the list alongside the automatically detected ones.

How to write useful commitments

A well-written commitment has three elements: who, what, and when. Compare:

  • Vague. "Follow up with the client." → Who? What for? When?

  • Useful. "Send the pricing proposal to the CFO before Friday the 30th." → Clear, assignable, with a date.

Apply the same logic in any context:

  • Recruiting: "Send formal offer to candidate on Monday, June 2."

  • Post-sales: "Coordinate training session with client support team — before end of month."

  • Internal coordination: "Share planning meeting minutes with the whole team before Tuesday."

When to add manually

  • Commitments made during parts of the conversation where the audio was muted, cut, or noisy.

  • Informal commitments mentioned in passing that diio did not mark as explicit commitments.

  • Commitments that arose after hanging up, via message or in the hallway.

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