Type is the highest level in the playbook hierarchy in diio. It defines the type of work the team does: Sales, Post-sales, Recruitment, Coordination, Prospecting, among others. Every playbook belongs to a Type.
The complete hierarchy
Type → Category → Playbook. When you create a new playbook, you first choose the Type, then the Category within that Type, and then configure the playbook itself.
What Type is for
Type helps diio contextualize the analysis. Knowing that a conversation belongs to the “Recruitment” Type allows it to use the vocabulary, evaluation criteria, and success indicators that are most relevant to that type of work. It is not just an organizational label: it directly influences how diio interprets the conversation.
Difference between Type and Category
Type is the broad umbrella (Sales). Category is the subdivision within that umbrella (Sales → Discovery, Demo, Closing, Follow-up). The playbook is the specific configuration for a concrete type of conversation within that category.