A team brings together the people who work together and the playbooks that will be used to analyze their conversations. Creating a team is the necessary step to assign playbooks, view grouped metrics and define who can see whose conversations.
Who can create teams
Only the Teams Administrator. If you don't see the option in diio settings, ask your account's Teams Administrator.
Steps to create the team
Go to diio settings → Teams.
Click New Team. A 4-step wizard opens.
Write the team name, for example "LATAM Sales", "Customer Success" or "EMEA Recruiting".
Add people: search by name or email and select them.
If you want, designate a Coordinator in this step. You can also do it later.
In the last step, click Create Team. The team appears in the list.
The role is assigned per team
A person can have a different role on each team they belong to: Executive on one and Leader on another. The role isn't a property of the person, but of their participation in that team.
Only Executives use up seats. You can add Leaders and Administrators without changing your plan.
Who sees what
A Leader sees the conversations of the executives who belong to their team, analyzed with that team's playbooks.
Watch out for people who are on more than one team. If an executive belongs to two teams and both have the same playbook assigned, the Leaders of both teams will see all of their conversations analyzed with that playbook, not just the ones from the team they lead.
If each team uses different playbooks, this doesn't happen. So when you have people on several teams, make sure those teams don't share the same playbooks.
What to configure after creating the team
Assign playbooks. Without assigned playbooks, diio doesn't analyze that team's conversations. You do it in diio settings → Teams → your team → Playbooks.
Designate a Coordinator, if you want someone on the team itself to keep its configuration up to date.