diio

What the Recording mode is, what each of the four options does, and how to pick the right one for your company.

How to choose your company's Recording mode for video calls (Admin)

How to use the diio Chrome plugin to record a Google Meet or Microsoft Teams video call that wasn't scheduled, and how to fill in the participant details afterwards.

How to record a meeting that isn't on your calendar

How to use the diio MCP in Claude for sales

How to choose which notifications you receive in Slack

Connect Slack with diio

Connect Intercom to analyze messages (settings admin)

Technical reference for message capture by the Chrome plugin: the two activation modes and their different scope, privacy, and CRM association.

How the diio integration with WhatsApp and LinkedIn works

What to do if the sync with your CRM fails?

Connect Odoo with diio

Connect Zoho with diio

Connect Pipedrive with diio

Connect Salesforce with diio

Connect HubSpot with diio

How to create Webhooks

How to create an API app

How to integrate diio with Claude using the MCP

How to activate the WhatsApp activity view in HubSpot

Phone number format by CRM for associating WhatsApp and calls

How to connect CloudTalk with diio

How to integrate diio with ChatGPT using MCP

How to connect your CRM for the first time (HubSpot, Salesforce, Pipedrive, Zoho, or Odoo)

Connect Aircall so diio captures your calls

Connect HubSpot Call so diio captures your calls

Integrations

Go to diio

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Find answers and get help from Intercom Support and Community Experts

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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.

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A quick lap of the product so you know where everything lives.

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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.

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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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