Creating your own playbook lets you adapt diio's analysis exactly to your team's process, with the fields, objective, and success criteria you define.

Choose the type of work the team does: Sales, Prospecting, Post-Sales, Recruiting, Coordination, or other. The Type guides the vocabulary and evaluation criteria diio will use.

Choose the subcategory within the Type. For example, within Sales you can choose Discovery, Demo, Closing, Follow-up, etc. The Category determines the default fields diio will propose in the next step.

Write the playbook name (use a descriptive name: "LATAM Startups Discovery", not just "Discovery").

Select the Channel: Video call · Phone call · WhatsApp or LinkedIn · Any.

Write the Conversation Objective: what the executive should achieve by the end of this conversation. Be specific.

Describe the conversation so diio assigns the playbook correctly.

Select the fields diio should extract in each conversation. diio proposes a set of default fields according to the chosen category. You can enable, disable them, and for fields with variables (Performance, Success Prediction), calibrate their parameters. You can also link specific fields to CRM properties in this step.