diio

How to create an alert for conversations with specific filters

How to edit or delete an alert from My Preferences

How to activate the diio WhatsApp Chat for in-person meetings

How to use the Upcoming Meetings view

How to pre-assign a playbook to an upcoming meeting

How to export conversations with the Exporter (CSV or JSON)

Tour of the All Conversations view

What does each conversation status mean?

How to archive and unarchive a conversation

How to save a custom view in the sidebar

How to rename, edit, or delete a saved view

How to record a meeting with the Chrome plugin

How to record and upload an in-person meeting via WhatsApp

How to associate the audio with a calendar event

How to assign voices of each participant in an in-person meeting

Connect HubSpot Call so diio captures your calls

Connect Aircall so diio captures your calls

How to upload a call audio from your phone

How to assign voices to the people who participated in the call

What happens when a call reaches voicemail or a wrong number?

Quick setup Activate WhatsApp analysis for your account

Quick setup Activate LinkedIn analysis for your account

Quick setup Activate Intercom analysis for your account

Full tour of the conversation detail view

How to understand the Success Prediction of a conversation

How is each participant's mood calculated?

How to edit participants in a conversation

How to manually add a commitment from the Main tab

How to ask diio about a conversation from the Explore tab

Examples of good questions to ask in Explore

How to play and navigate the meeting video

How to search within the transcript and jump to the exact moment

How to clear the content of the Learning tab

How to edit and send the follow-up email proposal

How to update the CRM from the detail view

What does the Update CRM button status mean (pending vs. up to date)?

How to share a conversation with a teammate

How to share a conversation with your counterpart

How to leave comments and mentions in a conversation

How to create a shared space with your counterpart

What does and doesn't the person you share a conversation with see?

Your Conversations

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{appName} in 60 seconds

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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