diio

The use case is the top level of how playbooks are organized in diio. It represents the area of work the conversation belongs to. Every playbook belongs to a use…

What is a Type and how is it organized?

The conversation type is the second level of how playbooks are organized. It identifies the nature of the conversation within a use case.

What is a Category within a Type?

diio assigns a playbook to every conversation automatically. This article explains how diio decides and what you can adjust so it gets it right more often.

How to choose the correct playbook for a conversation

Playbooks are assigned to teams, not to people. Each rep uses the playbooks of the team they belong to, and those are the playbooks diio can use to analyze their…

How to assign a playbook to a team

If diio assigned the wrong playbook to a conversation, you can change it from the detail view.

How to change the playbook of an already analyzed conversation

Best practices for keeping your playbooks sharp

The playbook editor is where you decide how diio will understand a type of conversation. Anything you change here changes the analysis your team gets afterward.

Tour of the playbook editor

Creating your own playbook lets you adapt diio's analysis exactly to your team's process, with the fields, objective, and evaluation criteria you define.

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

A playbook defines one specific type of conversation: how to recognize it, what its objective is, and what diio should identify or evaluate when analyzing it.

What is a playbook?

Teams, Playbooks and Coaching

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