Your Conversations
41 articles
- 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?