Access to a shared conversation depends on whether the person belongs to your diio account or is an external counterpart. In both cases, there is information that is always internal and never shared.
What someone from your account sees
When you share a conversation with another member of your diio account, that person has access to the complete detail view:
Header with conversation metadata.
Success Prediction and participants with speech percentage.
Main tab: Key Notes, Specific Information, and Commitments.
Explore tab: they can ask their own questions to diio about that conversation.
Video tab: they can play the recording if it exists.
Learning tab: they can see the executive's performance metrics.
Email Proposal tab.
What your counterpart sees in the Shared Space
Your counterpart only sees what you marked when sending the link. The options are:
Minutes. The conversation analysis with the key points.
Commitments. The agreed pending items. They can mark them as completed.
Recording. The video or audio with transcript, if the meeting was recorded and you decided to include it.
Conversation. A messaging space internal to the Shared Space.
Additionally, the counterpart always sees the activity block of the space: open and completed commitments, unanswered messages, average response time, and timeline of recent activity.
What is never shared with the counterpart
Learning tab. The executive's performance and coaching metrics are exclusively internal.
Success Prediction. The conversation advancement probability estimate is not visible to the counterpart.
Participant mood. The mood analysis (Happy / Neutral / Angry) is internal information.
Other conversations. The Shared Space is specific to a single conversation. The counterpart does not have access to other meetings or data from other clients.