The playbook editor is where everything diio extracts and evaluates in each conversation is configured. It has two views: the creation wizard (4 guided steps) and the editor of an existing playbook, where all sections are directly accessible.

At the top of the editor appear the playbook name, the "Save" button, and the actions menu (three dots). From the actions menu you can deactivate, duplicate, or delete the playbook.

Contains the playbook metadata: Name, Category, Conversation channel (Video call · Phone call · WhatsApp or LinkedIn · Any), Company type, Conversation objective, and free Description. The Description is the context diio will have to select the playbook after hearing a conversation. The Objective is the main instruction that guides diio's analysis.

Lists all the fields diio extracts in each conversation that uses this playbook. Fields are divided into default fields (included by diio according to the category) and specific fields (configured by the team). Each field can be enabled or disabled and, if it has adjustable variables, they can be calibrated from this section.

You can associate fields with CRM properties directly from this section.

Shows the teams that have this playbook active. From here you can add or remove teams without leaving the editor.

Important: conversation visibility is at the playbook level; if you have 1 playbook for all your teams, the leaders of each team will have access to all conversations analyzed with it, regardless of whether the executives are in the team they lead.

Click "Save" in the editor header after any modification. Changes apply to future conversations. Conversations already analyzed with previous versions of the playbook keep the analysis they had.