diio

Create a team in diio in 3 minutes

How to add or remove people from a team

How to assign the Coordinator role to a team member

How to delete a team

What is a Type and how is it organized?

What is a Category within a Type?

How to choose the correct playbook for a conversation

How to assign a playbook to a team

How to change the playbook of an already analyzed conversation

Best practices for keeping your playbooks sharp

Tour of the playbook editor

Create a new playbook from scratch in 10 minutes

How to add, edit, and delete Fields in a playbook

How to create a Specific Field that travels to the CRM

How to assign the playbook to one or more teams

Teams, Playbooks and Coaching

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Create your workspace and invite the people you work with.

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

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

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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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