The conversation type is the second level of how playbooks are organized. It identifies the nature of the conversation within a use case.
You choose it after the use case and before configuring the playbook.
The type does not identify the team
It identifies what kind of conversation it is, not who has it. A Discovery is still a Discovery whether the Sales team or the Prospecting team runs it, in Chile or in Mexico.
Choose the option that best represents the conversation you want diio to analyze, not the one that best describes the area running it.
Sales conversation types
Discovery. A conversation aimed at understanding the potential customer's context, needs, or problems.
Sales Presentation. A conversation aimed at presenting a solution and connecting it to the customer's needs.
Sales Follow-up. A later conversation whose purpose is to pick up open items and create progress.
Negotiation. A conversation aimed at resolving terms or objections that are blocking progress toward the close.
Each use case has its own conversation types. In Settings → Playbooks, opening a use case shows the available types and how many playbooks each one contains.
What the conversation type determines
The type you choose influences the suggested fields diio proposes, the predefined evaluation criteria, and the vocabulary diio uses to interpret the conversation. It is not just a filter for sorting the list.
Several playbooks within the same type
You can have several playbooks within the same type, as long as each one analyzes that conversation differently.
For example, within Discovery you might have "Inbound Discovery" and "Enterprise Discovery" if they have different objectives, success criteria, or relevant information. If only the country, the office, or the rep changes, use the same playbook: fewer well-configured playbooks analyze better than many that look alike.
Do not confuse it with the channel
The conversation type describes the nature of the conversation (Discovery, Negotiation). The channel describes the medium it happens through: video call, phone call, WhatsApp, or LinkedIn.
They are two separate settings. The same conversation type can happen across several channels, and the channel is defined inside the playbook, in the context stage.