Fields are the core of what diio extracts in each conversation. Adding, adjusting, and cleaning fields regularly is the most direct lever for improving the quality and relevance of the analysis.
Add a field
Go to the "Fields" tab.
Click "+ Add field".
Select a field from the list of available fields in your account.
Enable it and expand its configuration to adjust subfields, accepted values, or CRM linkage if applicable.
Save.
Edit an existing field
Click the field to expand its configuration. From there you can adjust: the subfields that make it up, the accepted values (for "From a list" type fields), the linkage with CRM properties, and if the field has calibratable variables (like Performance or Success Prediction), the evaluation parameters.
Remove a field from the playbook
Response types for specific fields
Number: extracts a quantity (for example, client team size, estimated budget).
List: extracts a list of mentioned concepts (for example, topics covered, identified objections).
From a list: extracts a response within a predefined set of options (for example, process stage: prospecting, negotiation, closing).
Yes or no: extracts a binary response (for example, did the client confirm budget?).
Free text: extracts an open response without a fixed format.