diio

How to review and edit the commitments detected by diio

How to receive commitment reminders by email or Slack

How to configure what gets sent to the CRM (CRM Configuration page)

How to activate automatic sync to the CRM

What objects does diio create in your CRM with each conversation?

How is an analyzed meeting associated with a contact, company, or deal?

How is a phone call or WhatsApp associated with the contact?

How is a LinkedIn message associated with the contact?

How to create an Opportunity, Deal, Lead, or Business in your CRM from diio

What happens when diio doesn't find the contact in the CRM?

How to create a Shared Space with your counterpart

How to add commitments to the Shared Space

What Happens After the Conversation

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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.

{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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