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How to assign a playbook to a team

Playbooks assigned to a team are the ones diio can use to analyze the conversations of its members.

Assign a playbook from the team configuration

Scroll to the "Playbooks" section.

Click "+ Add playbook".

Search and select one or more playbooks from your account list.

Confirm. The playbooks are assigned to the team and appear listed in that section.

Assign a team from the playbook configuration

Go to the "Assigned teams" tab.

Click "+ Add team".

Select the teams and confirm.

Remove a playbook from a team

In the "Playbooks" section of the team, locate the playbook you want to remove. Click the options menu or the X next to the playbook name and confirm. The playbook continues to exist in the account but stops being applied to that team.

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