# Centro de ayuda

> Centro de ayuda de diio

## English

### Administration and Billing

- [How to activate or deactivate a validation](https://help.diio.com/en/articles/15571087-how-to-activate-or-deactivate-a-validation.md)
- [Invite a person to your diio account](https://help.diio.com/en/articles/15571116-invite-a-person-to-your-diio-account.md)
- [How to edit a persons information](https://help.diio.com/en/articles/15571132-how-to-edit-a-persons-information.md)
- [How to change a person's role \(Executive, Leader, Coordinator, Admin\)](https://help.diio.com/en/articles/15571151-how-to-change-a-person-s-role-executive-leader-coordinator-admin.md)
- [How to deactivate a person without losing their conversations](https://help.diio.com/en/articles/15571153-how-to-deactivate-a-person-without-losing-their-conversations.md)
- [How to reactivate a deactivated person](https://help.diio.com/en/articles/15571158-how-to-reactivate-a-deactivated-person.md)
- [What does each administrative role do? \(Principal, Teams, Billing, Settings\)](https://help.diio.com/en/articles/15571159-what-does-each-administrative-role-do-principal-teams-billing-settings.md)
- [What is a seat in diio and how many do you need?](https://help.diio.com/en/articles/15571161-what-is-a-seat-in-diio-and-how-many-do-you-need.md)
- [How to purchase more seats](https://help.diio.com/en/articles/15571162-how-to-purchase-more-seats.md)
- [How to add or change your payment method](https://help.diio.com/en/articles/15571163-how-to-add-or-change-your-payment-method.md)
- [How to update your tax information \(RUT, company name, address\)](https://help.diio.com/en/articles/15571164-how-to-update-your-tax-information-rut-company-name-address.md)
- [How to download your invoices](https://help.diio.com/en/articles/15571165-how-to-download-your-invoices.md)
- [How to change the invoice recipient](https://help.diio.com/en/articles/15571166-how-to-change-the-invoice-recipient.md)
- [How to upgrade your plan](https://help.diio.com/en/articles/15571168-how-to-upgrade-your-plan.md)
- [What happens to your conversations, teams, and playbooks when you change plans?](https://help.diio.com/en/articles/15571169-what-happens-to-your-conversations-teams-and-playbooks-when-you-change-plans.md)
- [What are Validations and what are they for?](https://help.diio.com/en/articles/15571172-what-are-validations-and-what-are-they-for.md)
- [What is the Company Glossary and when should you use it?](https://help.diio.com/en/articles/15571173-what-is-the-company-glossary-and-when-should-you-use-it.md)
- [How to add a term to the Company Glossary](https://help.diio.com/en/articles/15571174-how-to-add-a-term-to-the-company-glossary.md)
- [How to edit or delete a term from the Company Glossary](https://help.diio.com/en/articles/15571175-how-to-edit-or-delete-a-term-from-the-company-glossary.md)
- [How to change billing frequency monthly ↔ annual](https://help.diio.com/en/articles/15576021-how-to-change-billing-frequency-monthly-annual.md)
- [Create a team in diio in 3 minutes](https://help.diio.com/en/articles/15571358-create-a-team-in-diio-in-3-minutes.md)
- [How to add or remove people from a team](https://help.diio.com/en/articles/15571359-how-to-add-or-remove-people-from-a-team.md)
- [How to assign the Coordinator role to a team member](https://help.diio.com/en/articles/15571360-how-to-assign-the-coordinator-role-to-a-team-member.md)
- [How to delete a team](https://help.diio.com/en/articles/15571361-how-to-delete-a-team.md)

### Getting Started with diio

- [Install the diio Chrome plugin to record video calls](https://help.diio.com/en/articles/15571210-install-the-diio-chrome-plugin-to-record-video-calls.md)
- [How to upload call or in-person meeting audio to the diio WhatsApp chat](https://help.diio.com/en/articles/15571230-how-to-upload-call-or-in-person-meeting-audio-to-the-diio-whatsapp-chat.md)
- [When to use the WhatsApp chat and when to use the Explore tab](https://help.diio.com/en/articles/15571226-when-to-use-the-whatsapp-chat-and-when-to-use-the-explore-tab.md)
- [What questions can you ask diio on WhatsApp](https://help.diio.com/en/articles/15571225-what-questions-can-you-ask-diio-on-whatsapp.md)
- [Activate the diio chat on WhatsApp](https://help.diio.com/en/articles/15571222-activate-the-diio-chat-on-whatsapp.md)
- [How to analyze your first phone call in diio](https://help.diio.com/en/articles/15571221-how-to-analyze-your-first-phone-call-in-diio.md)
- [How to analyze your WhatsApp and LinkedIn messages in diio](https://help.diio.com/en/articles/15571220-how-to-analyze-your-whatsapp-and-linkedin-messages-in-diio.md)
- [How to analyze your first in-person meeting in diio](https://help.diio.com/en/articles/15571219-how-to-analyze-your-first-in-person-meeting-in-diio.md)
- [How to analyze your first remote meeting in diio](https://help.diio.com/en/articles/15571217-how-to-analyze-your-first-remote-meeting-in-diio.md)
- [Connect LinkedIn to analyze your messages](https://help.diio.com/en/articles/15571215-connect-linkedin-to-analyze-your-messages.md)
- [Connect WhatsApp to analyze your messages](https://help.diio.com/en/articles/15571214-connect-whatsapp-to-analyze-your-messages.md)
- [What is diio?](https://help.diio.com/en/articles/15571194-what-is-diio.md)
- [What gets connected automatically when you log in to diio for the first time?](https://help.diio.com/en/articles/15571209-what-gets-connected-automatically-when-you-log-in-to-diio-for-the-first-time.md)
- [How to change your language and timezone](https://help.diio.com/en/articles/15571207-how-to-change-your-language-and-timezone.md)
- [How is the Success Prediction calculated?](https://help.diio.com/en/articles/15571205-how-is-the-success-prediction-calculated.md)
- [What does a Team Coordinator do in diio?](https://help.diio.com/en/articles/15571204-what-does-a-team-coordinator-do-in-diio.md)
- [What is a team in diio?](https://help.diio.com/en/articles/15571201-what-is-a-team-in-diio.md)
- [What is a field and what is a specific field?](https://help.diio.com/en/articles/15571200-what-is-a-field-and-what-is-a-specific-field.md)
- [What is a commitment and how does diio detect it?](https://help.diio.com/en/articles/15571198-what-is-a-commitment-and-how-does-diio-detect-it.md)
- [What is the conversation channel \(Meeting, Call, Message\)?](https://help.diio.com/en/articles/15571197-what-is-the-conversation-channel-meeting-call-message.md)
- [Which platforms does diio support in each conversation channel?](https://help.diio.com/en/articles/15571196-which-platforms-does-diio-support-in-each-conversation-channel.md): Which platforms diio supports in each conversation channel \(Meeting, Call and Message\), and how a channel differs from a platform.
- [What is a conversation in diio?](https://help.diio.com/en/articles/15571195-what-is-a-conversation-in-diio.md)

### Your Conversations

- [How to play and navigate the meeting video](https://help.diio.com/en/articles/15571282-how-to-play-and-navigate-the-meeting-video.md)
- [Full tour of the conversation detail view](https://help.diio.com/en/articles/15571267-full-tour-of-the-conversation-detail-view.md)
- [How to understand the Success Prediction of a conversation](https://help.diio.com/en/articles/15571268-how-to-understand-the-success-prediction-of-a-conversation.md)
- [How is each participant's mood calculated?](https://help.diio.com/en/articles/15571270-how-is-each-participant-s-mood-calculated.md)
- [How to edit participants in a conversation](https://help.diio.com/en/articles/15571273-how-to-edit-participants-in-a-conversation.md)
- [How to manually add a commitment from the Main tab](https://help.diio.com/en/articles/15571278-how-to-manually-add-a-commitment-from-the-main-tab.md)
- [How to ask diio about a conversation from the Explore tab](https://help.diio.com/en/articles/15571279-how-to-ask-diio-about-a-conversation-from-the-explore-tab.md)
- [Examples of good questions to ask in Explore](https://help.diio.com/en/articles/15571280-examples-of-good-questions-to-ask-in-explore.md)
- [How to search within the transcript and jump to the exact moment](https://help.diio.com/en/articles/15571284-how-to-search-within-the-transcript-and-jump-to-the-exact-moment.md)
- [How to clear the content of the Learning tab](https://help.diio.com/en/articles/15571286-how-to-clear-the-content-of-the-learning-tab.md)
- [How to edit and send the follow-up email proposal](https://help.diio.com/en/articles/15571287-how-to-edit-and-send-the-follow-up-email-proposal.md)
- [How to update the CRM from the detail view](https://help.diio.com/en/articles/15571289-how-to-update-the-crm-from-the-detail-view.md)
- [What does the Update CRM button status mean \(pending vs. up to date\)?](https://help.diio.com/en/articles/15571290-what-does-the-update-crm-button-status-mean-pending-vs-up-to-date.md)
- [How to share a conversation with a teammate](https://help.diio.com/en/articles/15571291-how-to-share-a-conversation-with-a-teammate.md)
- [How to share a conversation with your counterpart](https://help.diio.com/en/articles/15571292-how-to-share-a-conversation-with-your-counterpart.md)
- [How to leave comments and mentions in a conversation](https://help.diio.com/en/articles/15571294-how-to-leave-comments-and-mentions-in-a-conversation.md)
- [What does and doesn't the person you share a conversation with see?](https://help.diio.com/en/articles/15571296-what-does-and-doesn-t-the-person-you-share-a-conversation-with-see.md)
- [How to rename, edit, or delete a saved view](https://help.diio.com/en/articles/15571251-how-to-rename-edit-or-delete-a-saved-view.md)
- [How to edit or delete an alert from My Preferences](https://help.diio.com/en/articles/15571241-how-to-edit-or-delete-an-alert-from-my-preferences.md)
- [How to activate the diio WhatsApp Chat for in-person meetings](https://help.diio.com/en/articles/15571242-how-to-activate-the-diio-whatsapp-chat-for-in-person-meetings.md)
- [How to use the Upcoming Meetings view](https://help.diio.com/en/articles/15571243-how-to-use-the-upcoming-meetings-view.md)
- [How to pre-assign a playbook to an upcoming meeting](https://help.diio.com/en/articles/15571244-how-to-pre-assign-a-playbook-to-an-upcoming-meeting.md)
- [How to export conversations with the Exporter \(CSV or JSON\)](https://help.diio.com/en/articles/15571245-how-to-export-conversations-with-the-exporter-csv-or-json.md)
- [Tour of the All Conversations view](https://help.diio.com/en/articles/15571246-tour-of-the-all-conversations-view.md)
- [What does each conversation status mean?](https://help.diio.com/en/articles/15571247-what-does-each-conversation-status-mean.md)
- [How to archive and unarchive a conversation](https://help.diio.com/en/articles/15571248-how-to-archive-and-unarchive-a-conversation.md)
- [How to save a custom view in the sidebar](https://help.diio.com/en/articles/15571249-how-to-save-a-custom-view-in-the-sidebar.md)
- [How to create an alert for conversations with specific filters](https://help.diio.com/en/articles/15571240-how-to-create-an-alert-for-conversations-with-specific-filters.md)
- [How to record a meeting with the Chrome plugin](https://help.diio.com/en/articles/15571252-how-to-record-a-meeting-with-the-chrome-plugin.md)
- [How to record and upload an in-person meeting via WhatsApp](https://help.diio.com/en/articles/15571253-how-to-record-and-upload-an-in-person-meeting-via-whatsapp.md)
- [How to associate the audio with a calendar event](https://help.diio.com/en/articles/15571254-how-to-associate-the-audio-with-a-calendar-event.md)
- [How to assign voices of each participant in an in-person meeting](https://help.diio.com/en/articles/15571255-how-to-assign-voices-of-each-participant-in-an-in-person-meeting.md)
- [How to upload a call audio from your phone](https://help.diio.com/en/articles/15571260-how-to-upload-a-call-audio-from-your-phone.md)
- [How to assign voices to the people who participated in the call](https://help.diio.com/en/articles/15571261-how-to-assign-voices-to-the-people-who-participated-in-the-call.md)
- [What happens when a call reaches voicemail or a wrong number?](https://help.diio.com/en/articles/15571262-what-happens-when-a-call-reaches-voicemail-or-a-wrong-number.md)

### What Happens After the Conversation

- [How to review and edit the commitments detected by diio](https://help.diio.com/en/articles/15571315-how-to-review-and-edit-the-commitments-detected-by-diio.md)
- [How to receive commitment reminders by email or Slack](https://help.diio.com/en/articles/15571316-how-to-receive-commitment-reminders-by-email-or-slack.md)
- [How to configure what gets sent to the CRM \(CRM Configuration page\)](https://help.diio.com/en/articles/15571317-how-to-configure-what-gets-sent-to-the-crm-crm-configuration-page.md)
- [How to activate automatic sync to the CRM](https://help.diio.com/en/articles/15571318-how-to-activate-automatic-sync-to-the-crm.md)
- [What objects does diio create in your CRM with each conversation?](https://help.diio.com/en/articles/15571319-what-objects-does-diio-create-in-your-crm-with-each-conversation.md)
- [How is an analyzed meeting associated with a contact, company, or deal?](https://help.diio.com/en/articles/15571322-how-is-an-analyzed-meeting-associated-with-a-contact-company-or-deal.md)
- [How is a phone call or WhatsApp associated with the contact?](https://help.diio.com/en/articles/15571326-how-is-a-phone-call-or-whatsapp-associated-with-the-contact.md)
- [How is a LinkedIn message associated with the contact?](https://help.diio.com/en/articles/15571328-how-is-a-linkedin-message-associated-with-the-contact.md)
- [How to create an Opportunity, Deal, Lead, or Business in your CRM from diio](https://help.diio.com/en/articles/15571329-how-to-create-an-opportunity-deal-lead-or-business-in-your-crm-from-diio.md)
- [What happens when diio doesn't find the contact in the CRM?](https://help.diio.com/en/articles/15571330-what-happens-when-diio-doesn-t-find-the-contact-in-the-crm.md)
- [How to create a Shared Space with your counterpart](https://help.diio.com/en/articles/15571331-how-to-create-a-shared-space-with-your-counterpart.md)
- [How to add commitments to the Shared Space](https://help.diio.com/en/articles/15571333-how-to-add-commitments-to-the-shared-space.md)

### Dashboard and Reports

- [Dashboard tour what you find in each block](https://help.diio.com/en/articles/15571340-dashboard-tour-what-you-find-in-each-block.md)
- [How is Performance calculated?](https://help.diio.com/en/articles/15571341-how-is-performance-calculated.md)
- [How to compare your executives' performance in the dashboard](https://help.diio.com/en/articles/15571343-how-to-compare-your-executives-performance-in-the-dashboard.md)
- [Configure and Receive Reports in diio](https://help.diio.com/en/articles/16045275-configure-and-receive-reports-in-diio.md)

### Teams, Playbooks and Coaching

- [What is a Type and how is it organized?](https://help.diio.com/en/articles/15571364-what-is-a-type-and-how-is-it-organized.md): 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 case.
- [What is a Category within a Type?](https://help.diio.com/en/articles/15571366-what-is-a-category-within-a-type.md): The conversation type is the second level of how playbooks are organized. It identifies the nature of the conversation within a use case.
- [How to choose the correct playbook for a conversation](https://help.diio.com/en/articles/15571367-how-to-choose-the-correct-playbook-for-a-conversation.md): 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 assign a playbook to a team](https://help.diio.com/en/articles/15571368-how-to-assign-a-playbook-to-a-team.md): 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 conversations.
- [How to change the playbook of an already analyzed conversation](https://help.diio.com/en/articles/15571369-how-to-change-the-playbook-of-an-already-analyzed-conversation.md): If diio assigned the wrong playbook to a conversation, you can change it from the detail view.
- [Best practices for keeping your playbooks sharp](https://help.diio.com/en/articles/15571370-best-practices-for-keeping-your-playbooks-sharp.md)
- [Tour of the playbook editor](https://help.diio.com/en/articles/15571371-tour-of-the-playbook-editor.md): 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.
- [Create a new playbook from scratch in 10 minutes](https://help.diio.com/en/articles/15571372-create-a-new-playbook-from-scratch-in-10-minutes.md): 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.
- [How to add, edit, and delete Fields in a playbook](https://help.diio.com/en/articles/15571373-how-to-add-edit-and-delete-fields-in-a-playbook.md)
- [How to create a Specific Field that travels to the CRM](https://help.diio.com/en/articles/15571375-how-to-create-a-specific-field-that-travels-to-the-crm.md)
- [What is a playbook?](https://help.diio.com/en/articles/15571199-what-is-a-playbook.md): 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.

### Integrations

- [Phone number format by CRM for associating WhatsApp and calls](https://help.diio.com/en/articles/15571380-phone-number-format-by-crm-for-associating-whatsapp-and-calls.md)
- [How to activate the WhatsApp activity view in HubSpot](https://help.diio.com/en/articles/15571382-how-to-activate-the-whatsapp-activity-view-in-hubspot.md)
- [How to integrate diio with Claude using the MCP](https://help.diio.com/en/articles/15571385-how-to-integrate-diio-with-claude-using-the-mcp.md)
- [How to create an API app](https://help.diio.com/en/articles/15571386-how-to-create-an-api-app.md)
- [How to create Webhooks](https://help.diio.com/en/articles/15571387-how-to-create-webhooks.md)
- [Connect HubSpot with diio](https://help.diio.com/en/articles/15571388-connect-hubspot-with-diio.md)
- [Connect Salesforce with diio](https://help.diio.com/en/articles/15571389-connect-salesforce-with-diio.md)
- [Connect Pipedrive with diio](https://help.diio.com/en/articles/15571391-connect-pipedrive-with-diio.md)
- [Connect Zoho with diio](https://help.diio.com/en/articles/15571393-connect-zoho-with-diio.md)
- [Connect Odoo with diio](https://help.diio.com/en/articles/15571395-connect-odoo-with-diio.md)
- [What to do if the sync with your CRM fails?](https://help.diio.com/en/articles/15571396-what-to-do-if-the-sync-with-your-crm-fails.md)
- [How the diio integration with WhatsApp and LinkedIn works](https://help.diio.com/en/articles/15571398-how-the-diio-integration-with-whatsapp-and-linkedin-works.md): Technical reference for message capture by the Chrome plugin: the two activation modes and their different scope, privacy, and CRM association.
- [Connect Intercom to analyze messages \(settings admin\)](https://help.diio.com/en/articles/15571401-connect-intercom-to-analyze-messages-settings-admin.md)
- [Connect Slack with diio](https://help.diio.com/en/articles/15571402-connect-slack-with-diio.md)
- [How to choose which notifications you receive in Slack](https://help.diio.com/en/articles/15571403-how-to-choose-which-notifications-you-receive-in-slack.md)
- [How to use the diio MCP in Claude for sales](https://help.diio.com/en/articles/16597466-how-to-use-the-diio-mcp-in-claude-for-sales.md)
- [How to record a meeting that isn't on your calendar](https://help.diio.com/en/articles/17038201-how-to-record-a-meeting-that-isn-t-on-your-calendar.md): 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 choose your company's Recording mode for video calls \(Admin\)](https://help.diio.com/en/articles/17038508-how-to-choose-your-company-s-recording-mode-for-video-calls-admin.md): What the Recording mode is, what each of the four options does, and how to pick the right one for your company.
- [How to connect CloudTalk with diio](https://help.diio.com/en/articles/16189112-how-to-connect-cloudtalk-with-diio.md)
- [How to integrate diio with ChatGPT using MCP](https://help.diio.com/en/articles/16549661-how-to-integrate-diio-with-chatgpt-using-mcp.md)
- [How to connect your CRM for the first time \(HubSpot, Salesforce, Pipedrive, Zoho, or Odoo\)](https://help.diio.com/en/articles/15571212-how-to-connect-your-crm-for-the-first-time-hubspot-salesforce-pipedrive-zoho-or-odoo.md)
- [Connect Aircall so diio captures your calls](https://help.diio.com/en/articles/15571259-connect-aircall-so-diio-captures-your-calls.md)
- [Connect HubSpot Call so diio captures your calls](https://help.diio.com/en/articles/15571257-connect-hubspot-call-so-diio-captures-your-calls.md)

## Português

### Administração e faturamento

- [Como ativar ou desativar uma validação](https://help.diio.com/pt/articles/15571087-como-ativar-ou-desativar-uma-validacao.md)
- [Convide uma pessoa para sua conta do diio](https://help.diio.com/pt/articles/15571116-convide-uma-pessoa-para-sua-conta-do-diio.md)
- [Como editar as informações de uma pessoa](https://help.diio.com/pt/articles/15571132-como-editar-as-informacoes-de-uma-pessoa.md)
- [Como mudar o papel de uma pessoa \(Executivo, Líder, Coordenador, Admin\)](https://help.diio.com/pt/articles/15571151-como-mudar-o-papel-de-uma-pessoa-executivo-lider-coordenador-admin.md)
- [Como desativar uma pessoa sem perder suas conversas](https://help.diio.com/pt/articles/15571153-como-desativar-uma-pessoa-sem-perder-suas-conversas.md)
- [Como reativar uma pessoa desativada](https://help.diio.com/pt/articles/15571158-como-reativar-uma-pessoa-desativada.md)
- [O que faz cada papel administrativo? \(Principal, Equipes, Faturamento, Configurações\)](https://help.diio.com/pt/articles/15571159-o-que-faz-cada-papel-administrativo-principal-equipes-faturamento-configuracoes.md)
- [O que é uma licença no diio e quantas você precisa?](https://help.diio.com/pt/articles/15571161-o-que-e-uma-licenca-no-diio-e-quantas-voce-precisa.md)
- [Como contratar mais licenças](https://help.diio.com/pt/articles/15571162-como-contratar-mais-licencas.md)
- [Como adicionar ou mudar seu método de pagamento](https://help.diio.com/pt/articles/15571163-como-adicionar-ou-mudar-seu-metodo-de-pagamento.md)
- [Como atualizar seus dados fiscais \(CNPJ, razão social, endereço\)](https://help.diio.com/pt/articles/15571164-como-atualizar-seus-dados-fiscais-cnpj-razao-social-endereco.md)
- [Como baixar suas notas fiscais](https://help.diio.com/pt/articles/15571165-como-baixar-suas-notas-fiscais.md)
- [Como mudar o destinatário das notas fiscais](https://help.diio.com/pt/articles/15571166-como-mudar-o-destinatario-das-notas-fiscais.md)
- [Como fazer upgrade do plano](https://help.diio.com/pt/articles/15571168-como-fazer-upgrade-do-plano.md)
- [O que acontece com suas conversas, equipes e playbooks ao mudar de plano?](https://help.diio.com/pt/articles/15571169-o-que-acontece-com-suas-conversas-equipes-e-playbooks-ao-mudar-de-plano.md)
- [O que são as Validações e para que servem?](https://help.diio.com/pt/articles/15571172-o-que-sao-as-validacoes-e-para-que-servem.md)
- [O que é o Glossário da empresa e quando convém usá-lo?](https://help.diio.com/pt/articles/15571173-o-que-e-o-glossario-da-empresa-e-quando-convem-usa-lo.md)
- [Como adicionar um termo ao Glossário da empresa](https://help.diio.com/pt/articles/15571174-como-adicionar-um-termo-ao-glossario-da-empresa.md)
- [Como editar ou excluir um termo do Glossário da empresa](https://help.diio.com/pt/articles/15571175-como-editar-ou-excluir-um-termo-do-glossario-da-empresa.md)
- [Crie uma equipe no diio em 3 minutos](https://help.diio.com/pt/articles/15571358-crie-uma-equipe-no-diio-em-3-minutos.md)
- [Como adicionar ou remover pessoas de uma equipe](https://help.diio.com/pt/articles/15571359-como-adicionar-ou-remover-pessoas-de-uma-equipe.md)
- [Como atribuir o papel de Coordenador a alguém da equipe](https://help.diio.com/pt/articles/15571360-como-atribuir-o-papel-de-coordenador-a-alguem-da-equipe.md)
- [Como excluir uma equipe](https://help.diio.com/pt/articles/15571361-como-excluir-uma-equipe.md)

### Primeiros passos com o diio

- [Instale o plugin do Chrome do diio para gravar videochamadas](https://help.diio.com/pt/articles/15571210-instale-o-plugin-do-chrome-do-diio-para-gravar-videochamadas.md)
- [Como enviar o áudio de uma ligação ou reunião presencial para o chat do diio no WhatsApp](https://help.diio.com/pt/articles/15571230-como-enviar-o-audio-de-uma-ligacao-ou-reuniao-presencial-para-o-chat-do-diio-no-whatsapp.md)
- [Quando usar o chat pelo WhatsApp e quando usar a aba Explorar](https://help.diio.com/pt/articles/15571226-quando-usar-o-chat-pelo-whatsapp-e-quando-usar-a-aba-explorar.md)
- [Que perguntas você pode fazer ao diio pelo WhatsApp](https://help.diio.com/pt/articles/15571225-que-perguntas-voce-pode-fazer-ao-diio-pelo-whatsapp.md)
- [Ative o chat do diio no WhatsApp](https://help.diio.com/pt/articles/15571222-ative-o-chat-do-diio-no-whatsapp.md)
- [Como analisar sua primeira chamada telefônica no diio](https://help.diio.com/pt/articles/15571221-como-analisar-sua-primeira-chamada-telefonica-no-diio.md)
- [Como analisar suas mensagens de WhatsApp e LinkedIn no diio](https://help.diio.com/pt/articles/15571220-como-analisar-suas-mensagens-de-whatsapp-e-linkedin-no-diio.md)
- [Como analisar sua primeira reunião presencial no diio](https://help.diio.com/pt/articles/15571219-como-analisar-sua-primeira-reuniao-presencial-no-diio.md)
- [Como analisar sua primeira reunião remota no diio](https://help.diio.com/pt/articles/15571217-como-analisar-sua-primeira-reuniao-remota-no-diio.md)
- [Conecte o LinkedIn para analisar suas mensagens](https://help.diio.com/pt/articles/15571215-conecte-o-linkedin-para-analisar-suas-mensagens.md)
- [Conecte o WhatsApp para analisar suas mensagens](https://help.diio.com/pt/articles/15571214-conecte-o-whatsapp-para-analisar-suas-mensagens.md)
- [O que é o diio?](https://help.diio.com/pt/articles/15571194-o-que-e-o-diio.md)
- [O que se conecta automaticamente ao fazer login pela primeira vez no diio?](https://help.diio.com/pt/articles/15571209-o-que-se-conecta-automaticamente-ao-fazer-login-pela-primeira-vez-no-diio.md)
- [Como mudar seu idioma e fuso horário](https://help.diio.com/pt/articles/15571207-como-mudar-seu-idioma-e-fuso-horario.md)
- [Como é calculada a Previsão de sucesso?](https://help.diio.com/pt/articles/15571205-como-e-calculada-a-previsao-de-sucesso.md)
- [O que faz um Coordenador de equipes no diio?](https://help.diio.com/pt/articles/15571204-o-que-faz-um-coordenador-de-equipes-no-diio.md)
- [O que é uma equipe no diio?](https://help.diio.com/pt/articles/15571201-o-que-e-uma-equipe-no-diio.md)
- [O que é um campo e o que é um campo específico?](https://help.diio.com/pt/articles/15571200-o-que-e-um-campo-e-o-que-e-um-campo-especifico.md)
- [O que é um compromisso e como o diio o detecta?](https://help.diio.com/pt/articles/15571198-o-que-e-um-compromisso-e-como-o-diio-o-detecta.md)
- [O que é o canal de conversa \(Reunião, Chamada, Mensagem\)?](https://help.diio.com/pt/articles/15571197-o-que-e-o-canal-de-conversa-reuniao-chamada-mensagem.md)
- [Quais plataformas o diio suporta em cada canal de conversa?](https://help.diio.com/pt/articles/15571196-quais-plataformas-o-diio-suporta-em-cada-canal-de-conversa.md): Quais plataformas o diio suporta em cada canal de conversa \(Reunião, Chamada e Mensagem\), e qual é a diferença entre canal e plataforma.
- [O que é uma conversa no diio?](https://help.diio.com/pt/articles/15571195-o-que-e-uma-conversa-no-diio.md)

### Suas conversas

- [Como reproduzir e navegar o vídeo de uma reunião](https://help.diio.com/pt/articles/15571282-como-reproduzir-e-navegar-o-video-de-uma-reuniao.md)
- [Tour completo da visualização de detalhes de uma conversa](https://help.diio.com/pt/articles/15571267-tour-completo-da-visualizacao-de-detalhes-de-uma-conversa.md)
- [Como entender a Previsão de sucesso de uma conversa?](https://help.diio.com/pt/articles/15571268-como-entender-a-previsao-de-sucesso-de-uma-conversa.md)
- [Como é calculado o ânimo de cada participante?](https://help.diio.com/pt/articles/15571270-como-e-calculado-o-animo-de-cada-participante.md)
- [Como editar os participantes de uma conversa](https://help.diio.com/pt/articles/15571273-como-editar-os-participantes-de-uma-conversa.md)
- [Como adicionar um compromisso manualmente pela aba Principal](https://help.diio.com/pt/articles/15571278-como-adicionar-um-compromisso-manualmente-pela-aba-principal.md)
- [Como perguntar ao diio sobre uma conversa pela aba Explorar](https://help.diio.com/pt/articles/15571279-como-perguntar-ao-diio-sobre-uma-conversa-pela-aba-explorar.md)
- [Exemplos de boas perguntas para fazer em Explorar](https://help.diio.com/pt/articles/15571280-exemplos-de-boas-perguntas-para-fazer-em-explorar.md)
- [Como buscar dentro da transcrição e pular para o momento exato](https://help.diio.com/pt/articles/15571284-como-buscar-dentro-da-transcricao-e-pular-para-o-momento-exato.md)
- [Como apagar o conteúdo da aba Aprendizado](https://help.diio.com/pt/articles/15571286-como-apagar-o-conteudo-da-aba-aprendizado.md)
- [Como editar e enviar a proposta de e-mail de acompanhamento](https://help.diio.com/pt/articles/15571287-como-editar-e-enviar-a-proposta-de-e-mail-de-acompanhamento.md)
- [Como atualizar o CRM a partir da visualização de detalhes](https://help.diio.com/pt/articles/15571289-como-atualizar-o-crm-a-partir-da-visualizacao-de-detalhes.md)
- [O que significa o status do botão Atualizar CRM \(pendente vs em dia\)?](https://help.diio.com/pt/articles/15571290-o-que-significa-o-status-do-botao-atualizar-crm-pendente-vs-em-dia.md)
- [Como compartilhar uma conversa com alguém da sua equipe](https://help.diio.com/pt/articles/15571291-como-compartilhar-uma-conversa-com-alguem-da-sua-equipe.md)
- [Como compartilhar uma conversa com sua contraparte](https://help.diio.com/pt/articles/15571292-como-compartilhar-uma-conversa-com-sua-contraparte.md)
- [Como deixar comentários e menções em uma conversa](https://help.diio.com/pt/articles/15571294-como-deixar-comentarios-e-mencoes-em-uma-conversa.md)
- [O que vê e o que não vê a pessoa com quem você compartilha uma conversa?](https://help.diio.com/pt/articles/15571296-o-que-ve-e-o-que-nao-ve-a-pessoa-com-quem-voce-compartilha-uma-conversa.md)
- [Como renomear, editar ou excluir uma visualização salva](https://help.diio.com/pt/articles/15571251-como-renomear-editar-ou-excluir-uma-visualizacao-salva.md)
- [Como editar ou excluir um alerta em Minhas preferências](https://help.diio.com/pt/articles/15571241-como-editar-ou-excluir-um-alerta-em-minhas-preferencias.md)
- [Como ativar o Chat do diio no WhatsApp para reuniões presenciais](https://help.diio.com/pt/articles/15571242-como-ativar-o-chat-do-diio-no-whatsapp-para-reunioes-presenciais.md)
- [Como usar a visualização Reuniões futuras](https://help.diio.com/pt/articles/15571243-como-usar-a-visualizacao-reunioes-futuras.md)
- [Como pré-atribuir um playbook a uma reunião futura](https://help.diio.com/pt/articles/15571244-como-pre-atribuir-um-playbook-a-uma-reuniao-futura.md)
- [Como exportar conversas com o Exportador \(CSV ou JSON\)](https://help.diio.com/pt/articles/15571245-como-exportar-conversas-com-o-exportador-csv-ou-json.md)
- [Tour da visualização Todas as conversas](https://help.diio.com/pt/articles/15571246-tour-da-visualizacao-todas-as-conversas.md)
- [O que significa cada status de conversa?](https://help.diio.com/pt/articles/15571247-o-que-significa-cada-status-de-conversa.md)
- [Como arquivar e desarquivar uma conversa](https://help.diio.com/pt/articles/15571248-como-arquivar-e-desarquivar-uma-conversa.md)
- [Como salvar uma visualização personalizada na barra lateral](https://help.diio.com/pt/articles/15571249-como-salvar-uma-visualizacao-personalizada-na-barra-lateral.md)
- [Como criar um alerta para conversas com filtros específicos](https://help.diio.com/pt/articles/15571240-como-criar-um-alerta-para-conversas-com-filtros-especificos.md)
- [Como gravar uma reunião com o plugin do Chrome](https://help.diio.com/pt/articles/15571252-como-gravar-uma-reuniao-com-o-plugin-do-chrome.md)
- [Como gravar e enviar uma reunião presencial pelo WhatsApp](https://help.diio.com/pt/articles/15571253-como-gravar-e-enviar-uma-reuniao-presencial-pelo-whatsapp.md)
- [Como associar o áudio a um evento do calendário](https://help.diio.com/pt/articles/15571254-como-associar-o-audio-a-um-evento-do-calendario.md)
- [Como atribuir as vozes de cada participante em uma reunião presencial](https://help.diio.com/pt/articles/15571255-como-atribuir-as-vozes-de-cada-participante-em-uma-reuniao-presencial.md)
- [Como enviar um áudio de chamada do seu celular](https://help.diio.com/pt/articles/15571260-como-enviar-um-audio-de-chamada-do-seu-celular.md)
- [Como atribuir vozes às pessoas que participaram da chamada](https://help.diio.com/pt/articles/15571261-como-atribuir-vozes-as-pessoas-que-participaram-da-chamada.md)
- [O que acontece quando uma chamada cai no voicemail ou número incorreto?](https://help.diio.com/pt/articles/15571262-o-que-acontece-quando-uma-chamada-cai-no-voicemail-ou-numero-incorreto.md)

### O que acontece após a conversa

- [Como revisar e editar os compromissos detectados pelo diio](https://help.diio.com/pt/articles/15571315-como-revisar-e-editar-os-compromissos-detectados-pelo-diio.md)
- [Como receber lembretes de compromissos por e-mail ou Slack](https://help.diio.com/pt/articles/15571316-como-receber-lembretes-de-compromissos-por-e-mail-ou-slack.md)
- [Como configurar o que é enviado ao CRM \(página Configuração do CRM\)](https://help.diio.com/pt/articles/15571317-como-configurar-o-que-e-enviado-ao-crm-pagina-configuracao-do-crm.md)
- [Como ativar a sincronização automágica com o CRM](https://help.diio.com/pt/articles/15571318-como-ativar-a-sincronizacao-automagica-com-o-crm.md)
- [Quais objetos o diio cria no seu CRM em cada conversa?](https://help.diio.com/pt/articles/15571319-quais-objetos-o-diio-cria-no-seu-crm-em-cada-conversa.md)
- [Como uma reunião analisada é associada a um contato, empresa ou deal?](https://help.diio.com/pt/articles/15571322-como-uma-reuniao-analisada-e-associada-a-um-contato-empresa-ou-deal.md)
- [Como uma chamada telefônica ou WhatsApp é associada ao contato?](https://help.diio.com/pt/articles/15571326-como-uma-chamada-telefonica-ou-whatsapp-e-associada-ao-contato.md)
- [Como uma mensagem do LinkedIn é associada ao contato?](https://help.diio.com/pt/articles/15571328-como-uma-mensagem-do-linkedin-e-associada-ao-contato.md)
- [Como criar uma Oportunidade, Negócio, Lead ou Deal no seu CRM pelo diio](https://help.diio.com/pt/articles/15571329-como-criar-uma-oportunidade-negocio-lead-ou-deal-no-seu-crm-pelo-diio.md)
- [O que acontece quando o diio não encontra o contato no CRM?](https://help.diio.com/pt/articles/15571330-o-que-acontece-quando-o-diio-nao-encontra-o-contato-no-crm.md)
- [Como criar um Espaço Compartilhado com sua contraparte](https://help.diio.com/pt/articles/15571331-como-criar-um-espaco-compartilhado-com-sua-contraparte.md)
- [Como adicionar compromissos ao Espaço Compartilhado](https://help.diio.com/pt/articles/15571333-como-adicionar-compromissos-ao-espaco-compartilhado.md)

### Painel de controle e relatórios

- [Tour do Painel de controle o que você encontra em cada bloco](https://help.diio.com/pt/articles/15571340-tour-do-painel-de-controle-o-que-voce-encontra-em-cada-bloco.md)
- [Como é calculado o Desempenho?](https://help.diio.com/pt/articles/15571341-como-e-calculado-o-desempenho.md)
- [Como comparar o desempenho dos seus executivos no painel](https://help.diio.com/pt/articles/15571343-como-comparar-o-desempenho-dos-seus-executivos-no-painel.md)
- [Configurar e receber relatórios no diio](https://help.diio.com/pt/articles/16045275-configurar-e-receber-relatorios-no-diio.md)

### Equipes, playbooks e coaching

- [O que é um Tipo e como ele se organiza?](https://help.diio.com/pt/articles/15571364-o-que-e-um-tipo-e-como-ele-se-organiza.md): O caso de uso é o nível mais alto da organização de playbooks na diio. Representa a área de trabalho à qual a conversa pertence. Todo playbook pertence a um caso de uso.
- [O que é uma Categoria dentro de um Tipo?](https://help.diio.com/pt/articles/15571366-o-que-e-uma-categoria-dentro-de-um-tipo.md): O tipo de conversa é o segundo nível da organização de playbooks. Identifica a natureza da conversa dentro de um caso de uso.
- [Como escolher o playbook correto para uma conversa](https://help.diio.com/pt/articles/15571367-como-escolher-o-playbook-correto-para-uma-conversa.md): A diio atribui um playbook a cada conversa de forma automática. Este artigo explica como a diio decide e o que você pode ajustar para que ela acerte com mais frequência.
- [Como atribuir um playbook a uma equipe](https://help.diio.com/pt/articles/15571368-como-atribuir-um-playbook-a-uma-equipe.md): Os playbooks são atribuídos a equipes, não a pessoas. Cada executivo usa os playbooks da equipe à qual pertence, e são esses playbooks que a diio pode usar para analisar as conversas dele.
- [Como mudar o playbook de uma conversa já analisada](https://help.diio.com/pt/articles/15571369-como-mudar-o-playbook-de-uma-conversa-ja-analisada.md): Se a diio atribuiu o playbook errado a uma conversa, você pode mudá-lo na visualização de detalhe.
- [Melhores práticas para manter seus playbooks afiados](https://help.diio.com/pt/articles/15571370-melhores-praticas-para-manter-seus-playbooks-afiados.md)
- [Tour do editor de playbooks](https://help.diio.com/pt/articles/15571371-tour-do-editor-de-playbooks.md): O editor de playbooks é onde você decide como a diio vai entender um tipo de conversa. Tudo o que você mudar aqui muda a análise que a sua equipe recebe depois.
- [Crie um playbook novo do zero em 10 minutos](https://help.diio.com/pt/articles/15571372-crie-um-playbook-novo-do-zero-em-10-minutos.md): Criar um playbook próprio permite adaptar a análise da diio exatamente ao processo da sua equipe, com os campos, o objetivo e os critérios de avaliação que você define.
- [Como adicionar, editar e excluir Campos em um playbook](https://help.diio.com/pt/articles/15571373-como-adicionar-editar-e-excluir-campos-em-um-playbook.md)
- [Como criar um Campo específico que vá para o CRM](https://help.diio.com/pt/articles/15571375-como-criar-um-campo-especifico-que-va-para-o-crm.md)
- [O que é um playbook?](https://help.diio.com/pt/articles/15571199-o-que-e-um-playbook.md): Um playbook define um tipo específico de conversa: como reconhecê-la, qual é o seu objetivo e o que a diio deve identificar ou avaliar quando a analisa.

### Integrações

- [Formato de número de telefone por CRM para associar WhatsApp e chamadas](https://help.diio.com/pt/articles/15571380-formato-de-numero-de-telefone-por-crm-para-associar-whatsapp-e-chamadas.md)
- [Como ativar a visualização de atividade do WhatsApp no HubSpot](https://help.diio.com/pt/articles/15571382-como-ativar-a-visualizacao-de-atividade-do-whatsapp-no-hubspot.md)
- [Como integrar o diio ao Claude com o MCP?](https://help.diio.com/pt/articles/15571385-como-integrar-o-diio-ao-claude-com-o-mcp.md)
- [Como criar um aplicativo de API](https://help.diio.com/pt/articles/15571386-como-criar-um-aplicativo-de-api.md)
- [Como criar Webhooks](https://help.diio.com/pt/articles/15571387-como-criar-webhooks.md)
- [Conecte o HubSpot com o diio](https://help.diio.com/pt/articles/15571388-conecte-o-hubspot-com-o-diio.md)
- [Conecte o Salesforce com o diio](https://help.diio.com/pt/articles/15571389-conecte-o-salesforce-com-o-diio.md)
- [Conecte o Pipedrive com o diio](https://help.diio.com/pt/articles/15571391-conecte-o-pipedrive-com-o-diio.md)
- [Conecte o Zoho com o diio](https://help.diio.com/pt/articles/15571393-conecte-o-zoho-com-o-diio.md)
- [Conecte o Odoo com o diio](https://help.diio.com/pt/articles/15571395-conecte-o-odoo-com-o-diio.md)
- [O que fazer se a sincronização com seu CRM falhar?](https://help.diio.com/pt/articles/15571396-o-que-fazer-se-a-sincronizacao-com-seu-crm-falhar.md)
- [Como funciona a integração do diio com WhatsApp e LinkedIn](https://help.diio.com/pt/articles/15571398-como-funciona-a-integracao-do-diio-com-whatsapp-e-linkedin.md): Referência técnica da captura de mensagens pela extensão do Chrome: os dois modos de ativação e seu alcance distinto, privacidade e associação ao CRM.
- [Conecte o Intercom para analisar mensagens \(admin de configurações\)](https://help.diio.com/pt/articles/15571401-conecte-o-intercom-para-analisar-mensagens-admin-de-configuracoes.md)
- [Conecte o Slack com o diio](https://help.diio.com/pt/articles/15571402-conecte-o-slack-com-o-diio.md)
- [Como escolher quais notificações você recebe no Slack](https://help.diio.com/pt/articles/15571403-como-escolher-quais-notificacoes-voce-recebe-no-slack.md)
- [Como usar o MCP do diio no Claude para vendas](https://help.diio.com/pt/articles/16597466-como-usar-o-mcp-do-diio-no-claude-para-vendas.md)
- [Como gravar uma reunião que não está na sua agenda](https://help.diio.com/pt/articles/17038201-como-gravar-uma-reuniao-que-nao-esta-na-sua-agenda.md): Como usar a extensão do Chrome do diio para gravar uma videochamada do Google Meet ou do Microsoft Teams que não estava agendada, e como completar os dados dos participantes depois.
- [Como escolher o Modo de gravação das videochamadas da sua empresa \(Admin\)](https://help.diio.com/pt/articles/17038508-como-escolher-o-modo-de-gravacao-das-videochamadas-da-sua-empresa-admin.md): O que é o Modo de gravação, o que faz cada uma das quatro opções e como escolher a adequada para a sua empresa.
- [Como conectar o CloudTalk com o diio](https://help.diio.com/pt/articles/16189112-como-conectar-o-cloudtalk-com-o-diio.md)
- [Como integrar o diio ao ChatGPT com o MCP?](https://help.diio.com/pt/articles/16549661-como-integrar-o-diio-ao-chatgpt-com-o-mcp.md)
- [Como conectar seu CRM pela primeira vez \(HubSpot, Salesforce, Pipedrive, Zoho ou Odoo\)](https://help.diio.com/pt/articles/15571212-como-conectar-seu-crm-pela-primeira-vez-hubspot-salesforce-pipedrive-zoho-ou-odoo.md)
- [Conecte o Aircall para que o diio capture suas chamadas](https://help.diio.com/pt/articles/15571259-conecte-o-aircall-para-que-o-diio-capture-suas-chamadas.md)
- [Conecte o HubSpot Call para que o diio capture suas chamadas](https://help.diio.com/pt/articles/15571257-conecte-o-hubspot-call-para-que-o-diio-capture-suas-chamadas.md)

## Español

### Administración y Facturación

- [Cómo activar o desactivar una validación](https://help.diio.com/es/articles/15571087-como-activar-o-desactivar-una-validacion.md)
- [Invita a una persona a tu cuenta de diio](https://help.diio.com/es/articles/15571116-invita-a-una-persona-a-tu-cuenta-de-diio.md)
- [Cómo editar la información de una persona](https://help.diio.com/es/articles/15571132-como-editar-la-informacion-de-una-persona.md)
- [Cómo cambiar el rol de una persona \(Ejecutivo, Líder, Coordinador, Admin\)](https://help.diio.com/es/articles/15571151-como-cambiar-el-rol-de-una-persona-ejecutivo-lider-coordinador-admin.md)
- [Cómo desactivar a una persona sin perder sus conversaciones](https://help.diio.com/es/articles/15571153-como-desactivar-a-una-persona-sin-perder-sus-conversaciones.md)
- [Cómo reactivar a una persona desactivada](https://help.diio.com/es/articles/15571158-como-reactivar-a-una-persona-desactivada.md)
- [¿Qué hace cada rol administrativo? \(Principal, Equipos, Facturación, Configuraciones\)](https://help.diio.com/es/articles/15571159-que-hace-cada-rol-administrativo-principal-equipos-facturacion-configuraciones.md)
- [¿Qué es un asiento en diio y cuántos necesitas?](https://help.diio.com/es/articles/15571161-que-es-un-asiento-en-diio-y-cuantos-necesitas.md)
- [Cómo contratar más asientos](https://help.diio.com/es/articles/15571162-como-contratar-mas-asientos.md)
- [Cómo agregar o cambiar tu método de pago](https://help.diio.com/es/articles/15571163-como-agregar-o-cambiar-tu-metodo-de-pago.md)
- [Cómo actualizar tus datos fiscales \(RUT, razón social, dirección\)](https://help.diio.com/es/articles/15571164-como-actualizar-tus-datos-fiscales-rut-razon-social-direccion.md)
- [Cómo descargar tus facturas](https://help.diio.com/es/articles/15571165-como-descargar-tus-facturas.md)
- [Cómo cambiar el destinatario de las facturas](https://help.diio.com/es/articles/15571166-como-cambiar-el-destinatario-de-las-facturas.md)
- [Cómo hacer upgrade de plan](https://help.diio.com/es/articles/15571168-como-hacer-upgrade-de-plan.md)
- [¿Qué pasa con tus conversaciones, equipos y playbooks al cambiar de plan?](https://help.diio.com/es/articles/15571169-que-pasa-con-tus-conversaciones-equipos-y-playbooks-al-cambiar-de-plan.md)
- [¿Qué son las Validaciones y para qué sirven?](https://help.diio.com/es/articles/15571172-que-son-las-validaciones-y-para-que-sirven.md)
- [¿Qué es el Glosario de empresa y cuándo conviene usarlo?](https://help.diio.com/es/articles/15571173-que-es-el-glosario-de-empresa-y-cuando-conviene-usarlo.md)
- [Cómo agregar un término al Glosario de empresa](https://help.diio.com/es/articles/15571174-como-agregar-un-termino-al-glosario-de-empresa.md)
- [Cómo editar o eliminar un término del Glosario de empresa](https://help.diio.com/es/articles/15571175-como-editar-o-eliminar-un-termino-del-glosario-de-empresa.md)
- [Cómo cambiar la frecuencia de facturación \(mensual ↔ anual\)](https://help.diio.com/es/articles/15576021-como-cambiar-la-frecuencia-de-facturacion-mensual-anual.md)
- [Crea un equipo en diio en 3 minutos](https://help.diio.com/es/articles/15571358-crea-un-equipo-en-diio-en-3-minutos.md): Cómo crear un equipo, qué es un Equipo de confianza, cómo funcionan los roles por equipo y quién puede ver qué conversaciones.
- [Cómo agregar o quitar personas de un equipo](https://help.diio.com/es/articles/15571359-como-agregar-o-quitar-personas-de-un-equipo.md): Cómo agregar, quitar y mover personas entre equipos, y qué implica para los roles y la visibilidad de las conversaciones.
- [Cómo asignar el rol de Coordinador a alguien del equipo](https://help.diio.com/es/articles/15571360-como-asignar-el-rol-de-coordinador-a-alguien-del-equipo.md): Qué hace un Coordinador de equipo, hasta dónde llega su alcance y cómo asignar o quitar el rol.
- [Cómo eliminar un equipo](https://help.diio.com/es/articles/15571361-como-eliminar-un-equipo.md): Qué revisar antes de eliminar un equipo, cómo hacerlo y qué pasa con las conversaciones, los playbooks y las personas.

### Primeros pasos con diio

- [Instala la extensión de Chrome de diio para grabar videollamadas](https://help.diio.com/es/articles/15571210-instala-la-extension-de-chrome-de-diio-para-grabar-videollamadas.md)
- [Cómo enviar audios de llamadas o reuniones presenciales a diio por WhatsApp](https://help.diio.com/es/articles/15571230-como-enviar-audios-de-llamadas-o-reuniones-presenciales-a-diio-por-whatsapp.md)
- [Cuándo usar el chat por WhatsApp y cuándo la pestaña Explorar](https://help.diio.com/es/articles/15571226-cuando-usar-el-chat-por-whatsapp-y-cuando-la-pestana-explorar.md)
- [Qué preguntas puedes hacerle a diio por WhatsApp](https://help.diio.com/es/articles/15571225-que-preguntas-puedes-hacerle-a-diio-por-whatsapp.md)
- [Activa el chat de diio en WhatsApp](https://help.diio.com/es/articles/15571222-activa-el-chat-de-diio-en-whatsapp.md)
- [Cómo analizar tu primera llamada telefónica en diio](https://help.diio.com/es/articles/15571221-como-analizar-tu-primera-llamada-telefonica-en-diio.md)
- [Cómo analizar tus mensajes de WhatsApp y LinkedIn en diio](https://help.diio.com/es/articles/15571220-como-analizar-tus-mensajes-de-whatsapp-y-linkedin-en-diio.md): Resumen de cómo diio analiza tus mensajes de WhatsApp y LinkedIn a través de la extensión de Chrome, y qué extrae de cada conversación.
- [Cómo analizar tu primera reunión presencial en diio](https://help.diio.com/es/articles/15571219-como-analizar-tu-primera-reunion-presencial-en-diio.md)
- [Cómo analizar tu primera reunión remota en diio](https://help.diio.com/es/articles/15571217-como-analizar-tu-primera-reunion-remota-en-diio.md)
- [Conecta LinkedIn para analizar tus mensajes](https://help.diio.com/es/articles/15571215-conecta-linkedin-para-analizar-tus-mensajes.md): Cómo empezar a analizar tus mensajes de LinkedIn con diio: instala la extensión de Chrome y enciende el interruptor de diio en cada conversación, o deja que se active solo.
- [Conecta WhatsApp para analizar tus mensajes](https://help.diio.com/es/articles/15571214-conecta-whatsapp-para-analizar-tus-mensajes.md): Cómo empezar a analizar tus chats de WhatsApp con diio: instala la extensión de Chrome, enciende el interruptor de diio en cada chat o deja que se active solo.
- [¿Qué es diio?](https://help.diio.com/es/articles/15571194-que-es-diio.md)
- [¿Qué se conecta automáticamente al iniciar sesión por primera vez en diio?](https://help.diio.com/es/articles/15571209-que-se-conecta-automaticamente-al-iniciar-sesion-por-primera-vez-en-diio.md)
- [Cómo cambiar tu idioma y zona horaria](https://help.diio.com/es/articles/15571207-como-cambiar-tu-idioma-y-zona-horaria.md)
- [¿Qué es la Predicción de éxito y cómo se calcula?](https://help.diio.com/es/articles/15571205-que-es-la-prediccion-de-exito-y-como-se-calcula.md)
- [¿Qué hace un Coordinador de equipos en diio?](https://help.diio.com/es/articles/15571204-que-hace-un-coordinador-de-equipos-en-diio.md)
- [¿Qué es un equipo en diio?](https://help.diio.com/es/articles/15571201-que-es-un-equipo-en-diio.md)
- [¿Qué es un campo y qué es un campo específico?](https://help.diio.com/es/articles/15571200-que-es-un-campo-y-que-es-un-campo-especifico.md)
- [¿Qué es un compromiso y cómo lo detecta diio?](https://help.diio.com/es/articles/15571198-que-es-un-compromiso-y-como-lo-detecta-diio.md)
- [¿Qué es el canal de conversación \(Reunión, Llamada, Mensaje\)?](https://help.diio.com/es/articles/15571197-que-es-el-canal-de-conversacion-reunion-llamada-mensaje.md)
- [¿Qué plataformas soporta diio en cada canal de conversación?](https://help.diio.com/es/articles/15571196-que-plataformas-soporta-diio-en-cada-canal-de-conversacion.md): Qué plataformas soporta diio en cada canal de conversación \(Reunión, Llamada y Mensaje\), y en qué se diferencia el canal de la plataforma.
- [¿Qué es una conversación en diio?](https://help.diio.com/es/articles/15571195-que-es-una-conversacion-en-diio.md)

### Tus conversaciones

- [Cómo reproducir y navegar el vídeo de una reunión](https://help.diio.com/es/articles/15571282-como-reproducir-y-navegar-el-video-de-una-reunion.md)
- [Tour completo de la vista de detalle de una conversación](https://help.diio.com/es/articles/15571267-tour-completo-de-la-vista-de-detalle-de-una-conversacion.md)
- [¿Cómo se calcula el ánimo de cada participante?](https://help.diio.com/es/articles/15571270-como-se-calcula-el-animo-de-cada-participante.md)
- [Cómo editar los participantes de una conversación](https://help.diio.com/es/articles/15571273-como-editar-los-participantes-de-una-conversacion.md)
- [Cómo agregar un compromiso manualmente desde la tab Principal](https://help.diio.com/es/articles/15571278-como-agregar-un-compromiso-manualmente-desde-la-tab-principal.md)
- [Cómo preguntarle a diio sobre una conversación desde la tab Explorar](https://help.diio.com/es/articles/15571279-como-preguntarle-a-diio-sobre-una-conversacion-desde-la-tab-explorar.md)
- [Ejemplos de buenas preguntas para hacer en Explorar](https://help.diio.com/es/articles/15571280-ejemplos-de-buenas-preguntas-para-hacer-en-explorar.md)
- [Cómo buscar dentro de la transcripción y saltar al momento exacto](https://help.diio.com/es/articles/15571284-como-buscar-dentro-de-la-transcripcion-y-saltar-al-momento-exacto.md)
- [Cómo borrar el contenido de la tab Aprendizaje](https://help.diio.com/es/articles/15571286-como-borrar-el-contenido-de-la-tab-aprendizaje.md)
- [Cómo editar y enviar la propuesta de correo de seguimiento](https://help.diio.com/es/articles/15571287-como-editar-y-enviar-la-propuesta-de-correo-de-seguimiento.md)
- [Cómo actualizar el CRM desde la vista de detalle](https://help.diio.com/es/articles/15571289-como-actualizar-el-crm-desde-la-vista-de-detalle.md)
- [¿Qué significa el estado del botón Actualizar CRM \(pendiente vs al día\)?](https://help.diio.com/es/articles/15571290-que-significa-el-estado-del-boton-actualizar-crm-pendiente-vs-al-dia.md)
- [Cómo compartir una conversación con alguien de tu equipo](https://help.diio.com/es/articles/15571291-como-compartir-una-conversacion-con-alguien-de-tu-equipo.md)
- [Cómo compartir una conversación con tu contraparte](https://help.diio.com/es/articles/15571292-como-compartir-una-conversacion-con-tu-contraparte.md)
- [Cómo dejar comentarios y menciones en una conversación](https://help.diio.com/es/articles/15571294-como-dejar-comentarios-y-menciones-en-una-conversacion.md)
- [¿Qué ve y qué no ve la persona con la que compartes una conversación?](https://help.diio.com/es/articles/15571296-que-ve-y-que-no-ve-la-persona-con-la-que-compartes-una-conversacion.md)
- [Cómo renombrar, editar o eliminar una vista guardada](https://help.diio.com/es/articles/15571251-como-renombrar-editar-o-eliminar-una-vista-guardada.md)
- [Cómo editar o eliminar una alerta desde Mis preferencias](https://help.diio.com/es/articles/15571241-como-editar-o-eliminar-una-alerta-desde-mis-preferencias.md)
- [Cómo activar el Chat de diio en WhatsApp para reuniones presenciales](https://help.diio.com/es/articles/15571242-como-activar-el-chat-de-diio-en-whatsapp-para-reuniones-presenciales.md)
- [Cómo usar la vista Reuniones futuras](https://help.diio.com/es/articles/15571243-como-usar-la-vista-reuniones-futuras.md)
- [Cómo pre-asignar un playbook a una reunión futura](https://help.diio.com/es/articles/15571244-como-pre-asignar-un-playbook-a-una-reunion-futura.md)
- [Cómo exportar conversaciones con el Exportador \(CSV o JSON\)](https://help.diio.com/es/articles/15571245-como-exportar-conversaciones-con-el-exportador-csv-o-json.md)
- [Tour de la vista Todas las conversaciones](https://help.diio.com/es/articles/15571246-tour-de-la-vista-todas-las-conversaciones.md)
- [¿Qué significa cada estado de conversación?](https://help.diio.com/es/articles/15571247-que-significa-cada-estado-de-conversacion.md)
- [Cómo archivar y desarchivar una conversación](https://help.diio.com/es/articles/15571248-como-archivar-y-desarchivar-una-conversacion.md)
- [Cómo guardar una vista personalizada en el sidebar](https://help.diio.com/es/articles/15571249-como-guardar-una-vista-personalizada-en-el-sidebar.md)
- [Cómo crear una alerta para conversaciones con filtros específicos](https://help.diio.com/es/articles/15571240-como-crear-una-alerta-para-conversaciones-con-filtros-especificos.md)
- [Cómo grabar una reunión con la extensión de Chrome](https://help.diio.com/es/articles/15571252-como-grabar-una-reunion-con-la-extension-de-chrome.md)
- [Cómo asociar el audio a una cita del calendario](https://help.diio.com/es/articles/15571254-como-asociar-el-audio-a-una-cita-del-calendario.md)
- [Cómo asignar las voces de cada participante](https://help.diio.com/es/articles/15571255-como-asignar-las-voces-de-cada-participante.md)
- [¿Qué pasa cuando una llamada llega a voicemail o número incorrecto?](https://help.diio.com/es/articles/15571262-que-pasa-cuando-una-llamada-llega-a-voicemail-o-numero-incorrecto.md)

### Qué sucede después de la conversación

- [Cómo revisar y editar los compromisos detectados por diio](https://help.diio.com/es/articles/15571315-como-revisar-y-editar-los-compromisos-detectados-por-diio.md)
- [Cómo recibir recordatorios de compromisos por correo o Slack](https://help.diio.com/es/articles/15571316-como-recibir-recordatorios-de-compromisos-por-correo-o-slack.md)
- [Cómo configurar qué se envía al CRM \(página Configuración del CRM\)](https://help.diio.com/es/articles/15571317-como-configurar-que-se-envia-al-crm-pagina-configuracion-del-crm.md)
- [Cómo activar la sincronización automágica al CRM](https://help.diio.com/es/articles/15571318-como-activar-la-sincronizacion-automagica-al-crm.md)
- [¿Qué objetos crea diio en tu CRM con cada conversación?](https://help.diio.com/es/articles/15571319-que-objetos-crea-diio-en-tu-crm-con-cada-conversacion.md)
- [¿Cómo se asocia una reunión analizada a un contacto, empresa o deal?](https://help.diio.com/es/articles/15571322-como-se-asocia-una-reunion-analizada-a-un-contacto-empresa-o-deal.md)
- [¿Cómo se asocia una llamada telefónica o un WhatsApp al contacto?](https://help.diio.com/es/articles/15571326-como-se-asocia-una-llamada-telefonica-o-un-whatsapp-al-contacto.md)
- [¿Cómo se asocia un mensaje de LinkedIn al contacto?](https://help.diio.com/es/articles/15571328-como-se-asocia-un-mensaje-de-linkedin-al-contacto.md)
- [Cómo crear una Oportunidad, Trato, Lead o Negocio en tu CRM desde diio](https://help.diio.com/es/articles/15571329-como-crear-una-oportunidad-trato-lead-o-negocio-en-tu-crm-desde-diio.md)
- [¿Qué pasa cuando diio no encuentra el contacto en el CRM?](https://help.diio.com/es/articles/15571330-que-pasa-cuando-diio-no-encuentra-el-contacto-en-el-crm.md)
- [Cómo crear un Espacio Compartido con tu contraparte](https://help.diio.com/es/articles/15571331-como-crear-un-espacio-compartido-con-tu-contraparte.md)
- [Cómo agregar compromisos al Espacio Compartido](https://help.diio.com/es/articles/15571333-como-agregar-compromisos-al-espacio-compartido.md)

### Panel de control y reportes

- [Tour del Panel de control qué encuentras en cada bloque](https://help.diio.com/es/articles/15571340-tour-del-panel-de-control-que-encuentras-en-cada-bloque.md)
- [¿Cómo se calcula el Desempeño?](https://help.diio.com/es/articles/15571341-como-se-calcula-el-desempeno.md)
- [Cómo comparar el desempeño de tus ejecutivos en el panel](https://help.diio.com/es/articles/15571343-como-comparar-el-desempeno-de-tus-ejecutivos-en-el-panel.md)
- [Configurar y recibir reportes en diio](https://help.diio.com/es/articles/16045275-configurar-y-recibir-reportes-en-diio.md)

### Equipos, playbooks y coaching

- [¿Qué es un caso de uso y cómo se organizan los playbooks?](https://help.diio.com/es/articles/15571364-que-es-un-caso-de-uso-y-como-se-organizan-los-playbooks.md): El caso de uso es el nivel más alto de la organización de playbooks: el área de trabajo a la que pertenece la conversación.
- [¿Qué es un tipo de conversación en los playbooks \(Descubrimiento, Negociación, etc.\)?](https://help.diio.com/es/articles/15571366-que-es-un-tipo-de-conversacion-en-los-playbooks-descubrimiento-negociacion-etc.md): El tipo de conversación es el segundo nivel de la organización de playbooks: identifica la naturaleza de la conversación dentro de un caso de uso.
- [Cómo elegir el playbook correcto para una conversación](https://help.diio.com/es/articles/15571367-como-elegir-el-playbook-correcto-para-una-conversacion.md): Cómo decide diio qué playbook aplicar a cada conversación y qué ajustar para que acierte más seguido.
- [Cómo asignar playbooks a un equipo](https://help.diio.com/es/articles/15571368-como-asignar-playbooks-a-un-equipo.md): Cómo asignar playbooks a un equipo desde el equipo o desde el playbook, qué cambia al hacerlo y cómo quitarlos.
- [Cómo cambiar el playbook de una conversación ya analizada](https://help.diio.com/es/articles/15571369-como-cambiar-el-playbook-de-una-conversacion-ya-analizada.md): Cómo reasignar el playbook de una conversación ya analizada, qué se recalcula y qué se conserva.
- [Mejores prácticas para mantener tus playbooks afilados](https://help.diio.com/es/articles/15571370-mejores-practicas-para-mantener-tus-playbooks-afilados.md): Prácticas para que los playbooks sigan reflejando cómo trabaja tu equipo: qué revisar cada trimestre y qué señales indican que hay algo que ajustar.
- [Tour del editor de playbooks](https://help.diio.com/es/articles/15571371-tour-del-editor-de-playbooks.md): Qué decides en cada sección del editor de playbooks, qué se arrastra al cambiar algo, y cuándo editar, duplicar o desactivar.
- [Crea un playbook nuevo desde cero en 10 minutos](https://help.diio.com/es/articles/15571372-crea-un-playbook-nuevo-desde-cero-en-10-minutos.md): Guía paso a paso para crear un playbook: caso de uso, tipo de conversación y las cuatro etapas de configuración.
- [Cómo añadir, editar y quitar campos en un playbook](https://help.diio.com/es/articles/15571373-como-anadir-editar-y-quitar-campos-en-un-playbook.md): Cómo activar, crear, editar y quitar campos en un playbook, y cómo escribir preguntas personalizadas que se puedan responder leyendo la conversación.
- [Cómo crear un campo personalizado que viaje al CRM](https://help.diio.com/es/articles/15571375-como-crear-un-campo-personalizado-que-viaje-al-crm.md): Cómo vincular un campo personalizado a una propiedad de tu CRM, qué tipos son compatibles y qué ocurre al sincronizar.
- [¿Qué es un playbook?](https://help.diio.com/es/articles/15571199-que-es-un-playbook.md): Un playbook le da a diio el contexto para reconocer y analizar un tipo de conversación: cómo se organiza, qué contiene y cómo diio decide cuál aplicar.

### Integraciones

- [Cómo activar la vista de actividad de WhatsApp en HubSpot](https://help.diio.com/es/articles/15571382-como-activar-la-vista-de-actividad-de-whatsapp-en-hubspot.md)
- [¿Cómo integrar diio con Claude usando el MCP?](https://help.diio.com/es/articles/15571385-como-integrar-diio-con-claude-usando-el-mcp.md)
- [Cómo crear una API app](https://help.diio.com/es/articles/15571386-como-crear-una-api-app.md)
- [Cómo crear Webhooks](https://help.diio.com/es/articles/15571387-como-crear-webhooks.md)
- [Conecta HubSpot con diio](https://help.diio.com/es/articles/15571388-conecta-hubspot-con-diio.md)
- [Conecta Salesforce con diio](https://help.diio.com/es/articles/15571389-conecta-salesforce-con-diio.md)
- [Conecta Pipedrive con diio](https://help.diio.com/es/articles/15571391-conecta-pipedrive-con-diio.md)
- [Conecta Zoho con diio](https://help.diio.com/es/articles/15571393-conecta-zoho-con-diio.md)
- [Conecta Odoo con diio](https://help.diio.com/es/articles/15571395-conecta-odoo-con-diio.md)
- [¿Qué hacer si la sincronización con tu CRM falla?](https://help.diio.com/es/articles/15571396-que-hacer-si-la-sincronizacion-con-tu-crm-falla.md)
- [Cómo funciona la integración de diio con WhatsApp y LinkedIn](https://help.diio.com/es/articles/15571398-como-funciona-la-integracion-de-diio-con-whatsapp-y-linkedin.md): Referencia técnica de la captura de mensajes por la extensión de Chrome: los dos modos de activación y su distinto alcance, privacidad y asociación al CRM.
- [Conecta Intercom para analizar mensajes \(admin de configuraciones\)](https://help.diio.com/es/articles/15571401-conecta-intercom-para-analizar-mensajes-admin-de-configuraciones.md)
- [Conecta Slack con diio \(admin de configuraciones\)](https://help.diio.com/es/articles/15571402-conecta-slack-con-diio-admin-de-configuraciones.md)
- [Cómo elegir qué notificaciones recibes en Slack](https://help.diio.com/es/articles/15571403-como-elegir-que-notificaciones-recibes-en-slack.md)
- [Cómo usar el MCP de diio en Claude para ventas](https://help.diio.com/es/articles/16597466-como-usar-el-mcp-de-diio-en-claude-para-ventas.md)
- [Cómo grabar una reunión que no está agendada en tu calendario](https://help.diio.com/es/articles/17038201-como-grabar-una-reunion-que-no-esta-agendada-en-tu-calendario.md): Cómo usar la extensión de Chrome de diio para grabar una videollamada de Google Meet o Microsoft Teams que no estaba agendada, y cómo completar los datos de los participantes después.
- [Cómo elegir el Modo de grabación de las videollamadas de tu empresa \(Admin\)](https://help.diio.com/es/articles/17038508-como-elegir-el-modo-de-grabacion-de-las-videollamadas-de-tu-empresa-admin.md): Qué es el Modo de grabación, qué hace cada una de las cuatro opciones \(Preferencia individual, Priorizar extensión, Sólo extensión de Chrome y Grabación nativa\) y cómo elegir la adecuada para tu em...
- [Cómo conectar CloudTalk con diio](https://help.diio.com/es/articles/16189112-como-conectar-cloudtalk-con-diio.md)
- [¿Cómo integrar diio a ChatGPT usando el MCP?](https://help.diio.com/es/articles/16549661-como-integrar-diio-a-chatgpt-usando-el-mcp.md)
- [Cómo conectar tu CRM por primera vez \(HubSpot, Salesforce, Pipedrive, Zoho u Odoo\)](https://help.diio.com/es/articles/15571212-como-conectar-tu-crm-por-primera-vez-hubspot-salesforce-pipedrive-zoho-u-odoo.md)
- [Conecta Aircall para que diio capture tus llamadas](https://help.diio.com/es/articles/15571259-conecta-aircall-para-que-diio-capture-tus-llamadas.md)
- [Conecta HubSpot Call para que diio capture tus llamadas](https://help.diio.com/es/articles/15571257-conecta-hubspot-call-para-que-diio-capture-tus-llamadas.md)