A deal doesn't live in a single conversation. It's built across meetings, calls, messages, and emails with a client. Opportunities connects those interactions around a single goal, so every new conversation has context and you can understand what's happening with the deal, where it's heading, and where to act.
Opportunities is in Beta. Some options may change while we finish developing the feature.
What is an Opportunity?
An Opportunity represents a goal your company is trying to achieve with a client or prospect. The same company can have several opportunities at once. For example:
ACME · Sale: turn the prospect into a client.
ACME · Expansion: grow the existing business relationship.
ACME · Retention: renew the current contract.
All three belong to the same company, but they're different stories, with different people, conversations, risks, and next steps. A Company answers who you're working with. An Opportunity answers what you're trying to achieve and how it's evolving.
Each opportunity has a Goal: Sale, Expansion, Retention, or Other.
What information does diio connect?
An opportunity can include conversations from all four channels: Meeting, Call, Message (WhatsApp, LinkedIn, etc.), and Email.
diio doesn't just gather those interactions in one place. It uses the accumulated context to interpret each new signal in relation to the goal. An email saying "Finance already approved the budget, can you send us the contract?" can change how the opportunity reads, even without a new meeting.
For diio to include emails, each Executive must turn on email reading. We explain how in How to turn on email reading for Opportunities.
How are opportunities created?
diio creates opportunities automatically, based on rules defined by the Admin. Rules set when a group of conversations with the same company or person becomes an opportunity. We explain how in How to set up Opportunity rules (Admin).
If a conversation ended up in the wrong opportunity, you can move it to another one or remove it. We explain how in How to manage an opportunity.
The Opportunities view
Open Opportunities from the side menu. At the top you'll find three tabs:
Opportunities: what you're trying to achieve with each client and how each deal is evolving.
Companies: the accounts your team talks to.
Contacts: the people who take part in those conversations.
In the Opportunities tab, you can search by name or company and filter by Executive, Company, Contact, Goal, Status, Success prediction, and Conversations. For each opportunity, the list shows its Status, its Success prediction, the latest conversation, and its activity (number of conversations and contacts).
The opportunity detail
When you click an opportunity, you'll see:
Success prediction: five levels, with an explanation of why diio assigns it.
Opportunity summary: what has happened and what changed in the latest interactions.
Conversations: all associated interactions, from any channel.
Opportunity commitments: the commitments detected in its conversations, with owner and due date.
Contacts, Executives, and Company involved.
Explore: a chat to ask diio questions about the opportunity. It's private: only you can see it, even if other people have access to the same opportunity.
Comments: notes the team leaves on the opportunity.
Status and Success prediction are not the same
Status shows where the opportunity formally stands: Open, Won, or Lost.
Success prediction shows how it's evolving toward its goal. Two opportunities can both be Open and be heading in very different directions. One may have brought in the decision-maker, validated budget, and scheduled the next meeting. The other may have an overdue commitment, a pending objection, and weeks without a next step. That difference helps you spot which deals need attention.
Each new interaction can update the reading. If a meeting ended with a pending commitment from the client and an email confirms two days later that it was fulfilled, the opportunity reflects it without waiting for the next meeting.
Who can see what?
Opportunities: each person sees the opportunities they have access to based on their role. An Executive sees their own; a Leader sees their team's.
Conversations: inside an opportunity, you can see the full list of conversations, but you can only open the detail of those you have access to based on your role.
Emails: by default, each Executive only sees the emails they sent or were copied on. The Admin can allow anyone with access to the opportunity to read the full content of its email threads.