Documentation Index
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Welcome to Deeto
Deeto is the AI platform for Customer Orchestration. It turns authentic customer voice into intelligence that drives action — connecting customer signals across your teams and systems so you can move faster, build trust, and grow with confidence. What that means in practice: every interview you run, every piece of feedback you collect, every reference call you facilitate, and every microsite you send lives in one place — connected, searchable, and ready to activate at the moments that matter most. This guide will help you get your workspace configured and your team running within your first two weeks.What You Can Do with Deeto
By the end of your setup, your team will be able to:- Listen — capture authentic customer voice through AI-powered interviews, surveys, and automated outreach triggered by CRM lifecycle events
- Learn — build a searchable system of record for every piece of customer intelligence, organized by company, persona, sentiment, and topic
- Analyze — ask questions about your customers in plain language and get synthesized answers from real data, not assumptions
- Activate — connect the right customer proof to the right opportunity at the right time, through personalized microsites and reference assignments
- Orchestrate — run signal-driven workflows that act automatically when a deal closes, a customer renews, or a lifecycle trigger fires
Your First Two Weeks: Setup Checklist
Work through this checklist with your Deeto Customer Success Manager. Your CSM will guide you through each step and help you configure Deeto to fit how your team works.Week 1 — Foundation
- Confirm your Deeto workspace is activated and your admin account is set up
- Invite your core team members (at least 3–5 users across Sales, Marketing, and Customer Success)
- Connect your CRM — Salesforce or HubSpot
- Configure your branding — logo, colors, and fonts for customer-facing surfaces (Branding Guide)
- Import or connect your first data source (Gong, G2, existing case studies, or survey responses)
- Launch your first campaign — reference recruitment, win/loss interviews, or content collection
Week 2 — Activation
- Review your first campaign results in the Knowledge Hub
- Set up at least one automation — reference recruitment post-Closed Won is the most common starting point (Workflows & Automations)
- Configure your first prospect microsite template
- Run an AI Insights query with your team to demonstrate how customer intelligence surfaces (AI Insights)
- Schedule your first reference assignment for an active deal (Assignments)
- Attend your team onboarding session with your Deeto CSM
Key Platform Areas
Knowledge Hub
Your single source of truth for all customer intelligence. Every interview, survey response, imported case study, quote, and testimonial lives here — searchable by company, persona, topic, sentiment, date, and more. Use it before customer meetings, for content research, and as the foundation for any analysis. → Knowledge Hub GuideCampaigns Hub
Design and deploy campaigns to collect customer voice at scale. Choose from AI-powered conversational interviews, customizable surveys, or automated outreach sequences triggered by lifecycle events. Common campaign types include win/loss analysis, reference recruitment, product feedback, and content collection. → Campaigns GuideGo-to-Market Hub
Connect customer proof directly to revenue. Manage your reference pool, match references to prospects using automated criteria, send personalized microsites, and track every engagement through to close. → Go-to-Market Hub GuideAI Insights
Ask questions about your customer data in plain language. Surface patterns, themes, and specific quotes without building a report or navigating to a specific screen. AI Insights draws from everything in your workspace — campaigns, interviews, imported assets, Gong transcripts, and reviews — and synthesizes answers in seconds. → AI Insights GuideWorkflows & Automations
Configure signal-driven workflows that act automatically when lifecycle events occur. Set up a post-Closed Won reference recruitment automation, trigger microsite delivery when a new lead is created, or enroll customers in feedback campaigns at renewal — all without manual intervention. → Workflows & Automations GuideGetting Your Data Into Deeto
The faster you get data into Deeto, the sooner your team can act on it. Here are the three highest-impact first steps:1. Connect Your CRM
Salesforce and HubSpot integrations enable automated matching, campaign triggering, and insight surfacing directly within your opportunity records. CRM connection is the single highest-leverage setup step. Your Deeto CSM will help configure field mappings during your onboarding session. → Salesforce Integration · → HubSpot Integration2. Connect Existing Data Sources
You likely already have customer voice — it may just be scattered. Deeto can ingest:- Gong — call transcripts and conversation intelligence, automatically summarized and tagged
- G2 — reviews synced and searchable alongside your other customer data
- Imported Content — upload existing PDF case studies, testimonials, or documents and Deeto will summarize and tag them automatically
3. Launch Your First Campaign
Choose one based on what you need most right now:| Campaign Type | Best For |
|---|---|
| Reference Recruitment | Building your initial reference pool from existing customers |
| Win/Loss Analysis | Understanding why recent deals were won or lost |
| Product Feedback | Gathering customer input on features or roadmap priorities |
| Content Collection | Requesting quotes, video testimonials, or case study participation |
Getting Started by Role
Sales Leaders and Account Executives
Start by connecting Salesforce or HubSpot and exploring the reference pool in the Go-to-Market Hub. Create your first assignment for an active deal. Use AI Insights to research a prospect’s segment before a call.Product Marketing
Run a win/loss analysis campaign to understand deal dynamics. Use AI Insights to surface customer language around specific features or pain points. Import any existing case studies so they’re searchable alongside natively collected content.Customer Success
Search the Knowledge Hub for feedback from specific accounts before renewal or QBR calls. Run a post-implementation feedback campaign to capture early satisfaction signals. Use the Potential References tab in Platform Performance to identify customers ready to be recruited.Marketing
Import your existing testimonial library and case studies. Run a G2 review generation campaign. Use AI Insights to find compelling customer quotes for campaigns, emails, and sales collateral.Need Help?
- Quick questions: Click the help icon inside your Deeto workspace, or email support@deeto.ai
- Technical setup: Your Deeto CSM is available throughout your onboarding for implementation support
- Team training: Schedule a team walkthrough with your CSM — we recommend doing this in Week 2 after your first data is in the platform
- Documentation: Browse the full docs at any time using the navigation on the left