# 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) ### Getting Started with diio - [What is diio?](https://help.diio.com/en/articles/15571194-what-is-diio.md) - [What is a conversation in diio?](https://help.diio.com/en/articles/15571195-what-is-a-conversation-in-diio.md) - [What is a capture channel and which channels does diio support?](https://help.diio.com/en/articles/15571196-what-is-a-capture-channel-and-which-channels-does-diio-support.md) - [What is a conversation type \(Meeting, Call, Message\)?](https://help.diio.com/en/articles/15571197-what-is-a-conversation-type-meeting-call-message.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 a playbook?](https://help.diio.com/en/articles/15571199-what-is-a-playbook.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 team in diio?](https://help.diio.com/en/articles/15571201-what-is-a-team-in-diio.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) - [How is the Success Prediction calculated?](https://help.diio.com/en/articles/15571205-how-is-the-success-prediction-calculated.md) - [How to change your language and timezone](https://help.diio.com/en/articles/15571207-how-to-change-your-language-and-timezone.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) - [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 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 WhatsApp to analyze your messages](https://help.diio.com/en/articles/15571214-connect-whatsapp-to-analyze-your-messages.md) - [Connect LinkedIn to analyze your messages](https://help.diio.com/en/articles/15571215-connect-linkedin-to-analyze-your-messages.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) - [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 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 phone call in diio](https://help.diio.com/en/articles/15571221-how-to-analyze-your-first-phone-call-in-diio.md) - [Activate the diio chat on WhatsApp](https://help.diio.com/en/articles/15571222-activate-the-diio-chat-on-whatsapp.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) - [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) - [How to upload audio from calls or in-person meetings via WhatsApp](https://help.diio.com/en/articles/15571230-how-to-upload-audio-from-calls-or-in-person-meetings-via-whatsapp.md) ### Your Conversations - [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 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 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 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) - [Connect HubSpot Call so diio captures your calls](https://help.diio.com/en/articles/15571257-connect-hubspot-call-so-diio-captures-your-calls.md) - [Connect Aircall so diio captures your calls](https://help.diio.com/en/articles/15571259-connect-aircall-so-diio-captures-your-calls.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) - [Quick setup Activate WhatsApp analysis for your account](https://help.diio.com/en/articles/15571263-quick-setup-activate-whatsapp-analysis-for-your-account.md) - [Quick setup Activate LinkedIn analysis for your account](https://help.diio.com/en/articles/15571264-quick-setup-activate-linkedin-analysis-for-your-account.md) - [Quick setup Activate Intercom analysis for your account](https://help.diio.com/en/articles/15571265-quick-setup-activate-intercom-analysis-for-your-account.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 play and navigate the meeting video](https://help.diio.com/en/articles/15571282-how-to-play-and-navigate-the-meeting-video.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) - [How to create a shared space with your counterpart](https://help.diio.com/en/articles/15571295-how-to-create-a-shared-space-with-your-counterpart.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) ### 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) - [How to configure and receive the Team report](https://help.diio.com/en/articles/15571344-how-to-configure-and-receive-the-team-report.md) - [How to configure and receive the Executive report](https://help.diio.com/en/articles/15571345-how-to-configure-and-receive-the-executive-report.md) - [How to configure and receive your Personal report](https://help.diio.com/en/articles/15571346-how-to-configure-and-receive-your-personal-report.md) - [How to configure and receive the My Priorities report](https://help.diio.com/en/articles/15571347-how-to-configure-and-receive-the-my-priorities-report.md) ### Teams, Playbooks and Coaching - [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) - [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) - [What is a Category within a Type?](https://help.diio.com/en/articles/15571366-what-is-a-category-within-a-type.md) - [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) - [How to assign a playbook to a team](https://help.diio.com/en/articles/15571368-how-to-assign-a-playbook-to-a-team.md) - [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) - [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) - [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) - [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) - [How to assign the playbook to one or more teams](https://help.diio.com/en/articles/15571376-how-to-assign-the-playbook-to-one-or-more-teams.md) ### 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 activate automatic analysis of WhatsApp chats with the diio extension](https://help.diio.com/en/articles/15571383-how-to-activate-automatic-analysis-of-whatsapp-chats-with-the-diio-extension.md) - [How to activate automatic analysis of LinkedIn chats with the diio extension](https://help.diio.com/en/articles/15571384-how-to-activate-automatic-analysis-of-linkedin-chats-with-the-diio-extension.md) - [What is diio's MCP and how to use it?](https://help.diio.com/en/articles/15571385-what-is-diio-s-mcp-and-how-to-use-it.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 to start recording a video call with the Chrome plugin](https://help.diio.com/en/articles/15571397-how-to-start-recording-a-video-call-with-the-chrome-plugin.md) - [Connect WhatsApp to analyze your messages](https://help.diio.com/en/articles/15571398-connect-whatsapp-to-analyze-your-messages.md) - [Connect LinkedIn to analyze your messages](https://help.diio.com/en/articles/15571400-connect-linkedin-to-analyze-your-messages.md) - [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) ## 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) ### Primeiros passos com o diio - [O que é o diio?](https://help.diio.com/pt/articles/15571194-o-que-e-o-diio.md) - [O que é uma conversa no diio?](https://help.diio.com/pt/articles/15571195-o-que-e-uma-conversa-no-diio.md) - [O que é um canal de captura e quais canais o diio suporta?](https://help.diio.com/pt/articles/15571196-o-que-e-um-canal-de-captura-e-quais-canais-o-diio-suporta.md) - [O que é um tipo de conversa \(Reunião, Chamada, Mensagem\)?](https://help.diio.com/pt/articles/15571197-o-que-e-um-tipo-de-conversa-reuniao-chamada-mensagem.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 um playbook?](https://help.diio.com/pt/articles/15571199-o-que-e-um-playbook.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 uma equipe no diio?](https://help.diio.com/pt/articles/15571201-o-que-e-uma-equipe-no-diio.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) - [Como é calculada a Previsão de sucesso?](https://help.diio.com/pt/articles/15571205-como-e-calculada-a-previsao-de-sucesso.md) - [Como mudar seu idioma e fuso horário](https://help.diio.com/pt/articles/15571207-como-mudar-seu-idioma-e-fuso-horario.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) - [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 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 WhatsApp para analisar suas mensagens](https://help.diio.com/pt/articles/15571214-conecte-o-whatsapp-para-analisar-suas-mensagens.md) - [Conecte o LinkedIn para analisar suas mensagens](https://help.diio.com/pt/articles/15571215-conecte-o-linkedin-para-analisar-suas-mensagens.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) - [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 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 chamada telefônica no diio](https://help.diio.com/pt/articles/15571221-como-analisar-sua-primeira-chamada-telefonica-no-diio.md) - [Ative o chat do diio no WhatsApp](https://help.diio.com/pt/articles/15571222-ative-o-chat-do-diio-no-whatsapp.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) - [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) - [Como enviar áudios de chamadas ou reuniões presenciais pelo chat do WhatsApp](https://help.diio.com/pt/articles/15571230-como-enviar-audios-de-chamadas-ou-reunioes-presenciais-pelo-chat-do-whatsapp.md) ### Suas conversas - [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 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 renomear, editar ou excluir uma visualização salva](https://help.diio.com/pt/articles/15571251-como-renomear-editar-ou-excluir-uma-visualizacao-salva.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) - [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) - [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) - [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) - [Configuração rápida Ative a análise do WhatsApp para sua conta](https://help.diio.com/pt/articles/15571263-configuracao-rapida-ative-a-analise-do-whatsapp-para-sua-conta.md) - [Configuração rápida Ative a análise do LinkedIn para sua conta](https://help.diio.com/pt/articles/15571264-configuracao-rapida-ative-a-analise-do-linkedin-para-sua-conta.md) - [Configuração rápida Ative a análise do Intercom para sua conta](https://help.diio.com/pt/articles/15571265-configuracao-rapida-ative-a-analise-do-intercom-para-sua-conta.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 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) - [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) - [Como criar um espaço compartilhado com sua contraparte](https://help.diio.com/pt/articles/15571295-como-criar-um-espaco-compartilhado-com-sua-contraparte.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) ### 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) - [Como configurar e receber o relatório por Equipe](https://help.diio.com/pt/articles/15571344-como-configurar-e-receber-o-relatorio-por-equipe.md) - [Como configurar e receber o relatório por Executivo](https://help.diio.com/pt/articles/15571345-como-configurar-e-receber-o-relatorio-por-executivo.md) - [Como configurar e receber seu relatório Pessoal](https://help.diio.com/pt/articles/15571346-como-configurar-e-receber-seu-relatorio-pessoal.md) - [Como configurar e receber o relatório Minhas prioridades](https://help.diio.com/pt/articles/15571347-como-configurar-e-receber-o-relatorio-minhas-prioridades.md) ### Equipes, playbooks e coaching - [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) - [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 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) - [Como escolher o playbook correto para uma conversa](https://help.diio.com/pt/articles/15571367-como-escolher-o-playbook-correto-para-uma-conversa.md) - [Como atribuir um playbook a uma equipe](https://help.diio.com/pt/articles/15571368-como-atribuir-um-playbook-a-uma-equipe.md) - [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) - [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) - [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) - [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) - [Como atribuir o playbook a uma ou mais equipes](https://help.diio.com/pt/articles/15571376-como-atribuir-o-playbook-a-uma-ou-mais-equipes.md) ### 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 ativar a análise automática de chats do WhatsApp com a extensão do diio](https://help.diio.com/pt/articles/15571383-como-ativar-a-analise-automatica-de-chats-do-whatsapp-com-a-extensao-do-diio.md) - [Como ativar a análise automática de chats do LinkedIn com a extensão do diio](https://help.diio.com/pt/articles/15571384-como-ativar-a-analise-automatica-de-chats-do-linkedin-com-a-extensao-do-diio.md) - [O que é o MCP do diio e como usá-lo?](https://help.diio.com/pt/articles/15571385-o-que-e-o-mcp-do-diio-e-como-usa-lo.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 iniciar a gravação de uma videochamada com o plugin do Chrome](https://help.diio.com/pt/articles/15571397-como-iniciar-a-gravacao-de-uma-videochamada-com-o-plugin-do-chrome.md) - [Conecte o WhatsApp para analisar suas mensagens](https://help.diio.com/pt/articles/15571398-conecte-o-whatsapp-para-analisar-suas-mensagens.md) - [Conecte o LinkedIn para analisar suas mensagens](https://help.diio.com/pt/articles/15571400-conecte-o-linkedin-para-analisar-suas-mensagens.md) - [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) ## 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) ### Primeros pasos con diio - [¿Qué es diio?](https://help.diio.com/es/articles/15571194-que-es-diio.md) - [¿Qué es una conversación en diio?](https://help.diio.com/es/articles/15571195-que-es-una-conversacion-en-diio.md) - [¿Qué es un canal de captura y qué canales soporta diio?](https://help.diio.com/es/articles/15571196-que-es-un-canal-de-captura-y-que-canales-soporta-diio.md) - [¿Qué es un tipo de conversación \(Reunión, Llamada, Mensaje\)?](https://help.diio.com/es/articles/15571197-que-es-un-tipo-de-conversacion-reunion-llamada-mensaje.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 un playbook?](https://help.diio.com/es/articles/15571199-que-es-un-playbook.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 equipo en diio?](https://help.diio.com/es/articles/15571201-que-es-un-equipo-en-diio.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) - [¿Cómo se calcula la Predicción de éxito?](https://help.diio.com/es/articles/15571205-como-se-calcula-la-prediccion-de-exito.md) - [Cómo cambiar tu idioma y zona horaria](https://help.diio.com/es/articles/15571207-como-cambiar-tu-idioma-y-zona-horaria.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) - [Instala el plugin de Chrome de diio para grabar videollamadas](https://help.diio.com/es/articles/15571210-instala-el-plugin-de-chrome-de-diio-para-grabar-videollamadas.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 WhatsApp para analizar tus mensajes](https://help.diio.com/es/articles/15571214-conecta-whatsapp-para-analizar-tus-mensajes.md) - [Conecta LinkedIn para analizar tus mensajes](https://help.diio.com/es/articles/15571215-conecta-linkedin-para-analizar-tus-mensajes.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) - [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 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) - [Cómo analizar tu primera llamada telefónica en diio](https://help.diio.com/es/articles/15571221-como-analizar-tu-primera-llamada-telefonica-en-diio.md) - [Activa el chat de diio en WhatsApp](https://help.diio.com/es/articles/15571222-activa-el-chat-de-diio-en-whatsapp.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) - [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) - [Cómo subir audios de llamadas o reuniones presenciales al chat por WhatsApp](https://help.diio.com/es/articles/15571230-como-subir-audios-de-llamadas-o-reuniones-presenciales-al-chat-por-whatsapp.md) ### Tus conversaciones - [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 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 renombrar, editar o eliminar una vista guardada](https://help.diio.com/es/articles/15571251-como-renombrar-editar-o-eliminar-una-vista-guardada.md) - [Cómo grabar una reunión con el plugin de Chrome](https://help.diio.com/es/articles/15571252-como-grabar-una-reunion-con-el-plugin-de-chrome.md) - [Cómo grabar y subir una reunión presencial por WhatsApp](https://help.diio.com/es/articles/15571253-como-grabar-y-subir-una-reunion-presencial-por-whatsapp.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 en una reunión presencial](https://help.diio.com/es/articles/15571255-como-asignar-las-voces-de-cada-participante-en-una-reunion-presencial.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) - [Conecta Aircall para que diio capture tus llamadas](https://help.diio.com/es/articles/15571259-conecta-aircall-para-que-diio-capture-tus-llamadas.md) - [Cómo subir un audio de llamada desde tu celular](https://help.diio.com/es/articles/15571260-como-subir-un-audio-de-llamada-desde-tu-celular.md) - [Cómo asignar voces a las personas que participaron en la llamada](https://help.diio.com/es/articles/15571261-como-asignar-voces-a-las-personas-que-participaron-en-la-llamada.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) - [Setup rápido Activa el análisis de WhatsApp para tu cuenta](https://help.diio.com/es/articles/15571263-setup-rapido-activa-el-analisis-de-whatsapp-para-tu-cuenta.md) - [Setup rápido Activa el análisis de LinkedIn para tu cuenta](https://help.diio.com/es/articles/15571264-setup-rapido-activa-el-analisis-de-linkedin-para-tu-cuenta.md) - [Setup rápido Activa el análisis de Intercom para tu cuenta](https://help.diio.com/es/articles/15571265-setup-rapido-activa-el-analisis-de-intercom-para-tu-cuenta.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 entender la Predicción de éxito de una conversación?](https://help.diio.com/es/articles/15571268-como-entender-la-prediccion-de-exito-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 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) - [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) - [Cómo crear un espacio compartido con tu contraparte](https://help.diio.com/es/articles/15571295-como-crear-un-espacio-compartido-con-tu-contraparte.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) ### 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) - [Cómo configurar y recibir el reporte por Equipo](https://help.diio.com/es/articles/15571344-como-configurar-y-recibir-el-reporte-por-equipo.md) - [Cómo configurar y recibir el reporte por Ejecutivo](https://help.diio.com/es/articles/15571345-como-configurar-y-recibir-el-reporte-por-ejecutivo.md) - [Cómo configurar y recibir tu reporte Personal](https://help.diio.com/es/articles/15571346-como-configurar-y-recibir-tu-reporte-personal.md) - [Cómo configurar y recibir el reporte Mis prioridades](https://help.diio.com/es/articles/15571347-como-configurar-y-recibir-el-reporte-mis-prioridades.md) ### Equipos, playbooks y coaching - [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 agregar o quitar personas de un equipo](https://help.diio.com/es/articles/15571359-como-agregar-o-quitar-personas-de-un-equipo.md) - [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) - [Cómo eliminar un equipo](https://help.diio.com/es/articles/15571361-como-eliminar-un-equipo.md) - [¿Qué es un Tipo y cómo se organiza?](https://help.diio.com/es/articles/15571364-que-es-un-tipo-y-como-se-organiza.md) - [¿Qué es una Categoría dentro de un Tipo?](https://help.diio.com/es/articles/15571366-que-es-una-categoria-dentro-de-un-tipo.md) - [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 asignar un playbook a un equipo](https://help.diio.com/es/articles/15571368-como-asignar-un-playbook-a-un-equipo.md) - [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) - [Mejores prácticas para mantener tus playbooks afilados](https://help.diio.com/es/articles/15571370-mejores-practicas-para-mantener-tus-playbooks-afilados.md) - [Tour del editor de playbooks](https://help.diio.com/es/articles/15571371-tour-del-editor-de-playbooks.md) - [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) - [Cómo añadir, editar y eliminar Campos en un playbook](https://help.diio.com/es/articles/15571373-como-anadir-editar-y-eliminar-campos-en-un-playbook.md) - [Cómo crear un Campo específico que viaje al CRM](https://help.diio.com/es/articles/15571375-como-crear-un-campo-especifico-que-viaje-al-crm.md) - [Cómo asignar el playbook a uno o más equipos](https://help.diio.com/es/articles/15571376-como-asignar-el-playbook-a-uno-o-mas-equipos.md) ### Integraciones - [Formato de número de teléfono por CRM para que asocie WhatsApp y llamadas](https://help.diio.com/es/articles/15571380-formato-de-numero-de-telefono-por-crm-para-que-asocie-whatsapp-y-llamadas.md) - [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 activar el análisis automático de chats de WhatsApp con la extensión de diio](https://help.diio.com/es/articles/15571383-como-activar-el-analisis-automatico-de-chats-de-whatsapp-con-la-extension-de-diio.md) - [Cómo activar el análisis automático de chats de LinkedIn con la extensión de diio](https://help.diio.com/es/articles/15571384-como-activar-el-analisis-automatico-de-chats-de-linkedin-con-la-extension-de-diio.md) - [¿Qué es el MCP de diio y cómo usarlo?](https://help.diio.com/es/articles/15571385-que-es-el-mcp-de-diio-y-como-usarlo.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 iniciar la grabación de una videollamada con el plugin de Chrome](https://help.diio.com/es/articles/15571397-como-iniciar-la-grabacion-de-una-videollamada-con-el-plugin-de-chrome.md) - [Conecta WhatsApp para analizar tus mensajes](https://help.diio.com/es/articles/15571398-conecta-whatsapp-para-analizar-tus-mensajes.md) - [Conecta LinkedIn para analizar tus mensajes](https://help.diio.com/es/articles/15571400-conecta-linkedin-para-analizar-tus-mensajes.md) - [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)