diio

What is diio?

What is a conversation in diio?

What is a capture channel and which channels does diio support?

What is a conversation type (Meeting, Call, Message)?

What is a commitment and how does diio detect it?

What is a playbook?

What is a field and what is a specific field?

What is a team in diio?

What does a Team Coordinator do in diio?

How is the Success Prediction calculated?

How to change your language and timezone

What gets connected automatically when you log in to diio for the first time?

Install the diio Chrome plugin to record video calls

How to connect your CRM for the first time (HubSpot, Salesforce, Pipedrive, Zoho, or Odoo)

Connect WhatsApp to analyze your messages

Connect LinkedIn to analyze your messages

How to analyze your first remote meeting in diio

How to analyze your first in-person meeting in diio

How to analyze your WhatsApp and LinkedIn messages in diio

How to analyze your first phone call in diio

Activate the diio chat on WhatsApp

What questions can you ask diio on WhatsApp

When to use the WhatsApp chat and when to use the Explore tab

How to upload call or in-person meeting audio to the diio WhatsApp chat

Getting Started with diio

Go to diio

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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