Playbooks are assigned to teams, not to people. Each rep uses the playbooks of the team they belong to, and those are the playbooks diio can use to analyze their conversations.
A newly created playbook that is not assigned to any team exists in the account, but diio is not using it yet.
Two routes to the same result
You can assign from the team or from the playbook. The result is identical — pick whichever fits what you are doing.
From the team's settings
Best when you are setting up or reviewing a team and want to give it all its playbooks in one pass.
Go to Settings → Teams and open the team.
Scroll to the "Playbooks" section.
Click + Add playbook.
Search and select one or more playbooks from your account's list.
Confirm. The playbooks appear listed in that section.
From the playbook's settings
Best when you have just created or edited a playbook and want to put it to work without going into each team's settings.
Go to Settings → Playbooks and open the playbook.
Go to the "Assigned teams" tab.
Click + Add team.
Select one or more teams and confirm.
What changes when you assign a playbook
Playbooks assigned to a team become part of the context diio uses to analyze their conversations. From that point on, diio can apply that playbook to future conversations of the team's members.
Assignment also defines who sees what. A Leader sees the conversations of the reps who belong to their team, analyzed with that team's playbooks. If one of those reps also belongs to another team that has the same playbook assigned, the Leader sees those conversations as well.
So before assigning a playbook to a team, it is worth asking who on that team should be able to follow and measure those people.
Assign only what the team actually has
Assign only playbooks that match the conversation types that team really has.
When a team has several possible playbooks for the same channel, diio compares the transcript against each description to decide which one to apply. Every extra playbook that does not belong is one more chance for it to get that wrong.
Remove a playbook from a team
You can do it from either route:
In the team's "Playbooks" section, find the playbook and use the X next to its name or its options menu.
In the playbook's "Assigned teams" tab, find the team and use the X or the options menu → "Remove".
The playbook still exists in the account, but it stops being applied to that team for future conversations. Conversations already analyzed keep the analysis they had.
Verify the assignment
Go to Settings → Teams → your team → "Playbooks" section. The newly assigned playbook should appear in that list.
If a team has no playbook for a given channel, conversations on that channel are not analyzed.
Who can assign playbooks
Settings Admin. Assigns any playbook to any team in the account.
Team Coordinator. Assigns existing playbooks to their own team.