Documentation Index
Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt
Use this file to discover all available pages before exploring further.
Getting the most from Deeto happens in phases. Each phase builds on the last, moving your team from initial configuration to a fully operational customer intelligence system. Work through each phase with your Deeto Customer Success Manager.
First 30 days — quick overview
Phase 1: Complete account setup and branding, configure email authentication, connect your CRM, and set up your first AI interview campaign.
Phase 2: Import your customer list, launch your first campaign, review initial insights in the Analyze dashboards, generate your first AI-created content, build a proof microsite, and train your team.
Phase 1: Foundation
Goal: Set up your account and configure the Listen module.
| Task | Module | Details |
|---|
| Complete account setup | — | Company profile, branding, user invitations |
| Configure email authentication | — | SPF/DKIM setup for email deliverability |
| Set up AI interview | Listen | Configure conversation flows and question sets |
| Connect your CRM | Orchestrate | Salesforce or HubSpot integration |
Phase 2: Build Your Intelligence Foundation
Goal: Populate Learn with your customer data and start organizing insights.
| Task | Module | Details |
|---|
| Import company records | Learn | Upload your existing content and customer data |
| Configure custom fields | Learn | Set up segments, tags, and attributes |
| Define approval workflows | Learn | Establish your content review process |
Phase 3: Launch Your First Campaign
Goal: Begin capturing authentic customer voice at scale.
| Task | Module | Details |
|---|
| Design your first campaign | Orchestrate | Choose audience, timing, and goals |
| Create email templates | Orchestrate | Write outreach aligned to campaign purpose |
| Configure automation triggers | Orchestrate | CRM-based or time-based triggers |
| Launch pilot campaign | Orchestrate | Start with a focused audience segment |
| Monitor participation | Analyze | Track open rates, completions, and feedback |
Phase 4: Analyze and Optimize
Goal: Review initial insights and refine your approach.
| Task | Module | Details |
|---|
| Review campaign performance | Analyze | Assess participation and content quality |
| Explore sentiment trends | Analyze | Identify themes in customer feedback |
| Set up dashboards | Analyze | Create views for ongoing monitoring |
| Refine question sets | Listen | Optimize based on response quality |
| Plan next campaign wave | Orchestrate | Expand audience or add new use cases |
Phase 5: Activate Your Intelligence
Goal: Put customer voice to work across your organization.
| Task | Module | Details |
|---|
| Generate AI content | Activate | Create quotes, summaries, and customer stories |
| Create sales microsites | Activate | Personalized proof pages for active deals |
| Enable reference matching | Activate | Connect prospects with relevant customers |
| Train your sales team | Activate | Show reps how to access and share proof |
Phase 6: Scale Your Programs
Goal: Expand listening and activation across use cases.
| Task | Module | Details |
|---|
| Launch additional campaigns | Orchestrate | Win/loss, retention, product feedback |
| Configure signal-driven workflows | Orchestrate | Automate actions based on customer signals |
| Expand integrations | Orchestrate | Connect additional tools — Gong, Slack, and others |
| Review and share insights | Analyze | Distribute learnings across teams |
Phase 7 and beyond: Continuous Orchestration
Goal: Establish ongoing rhythms and maximize long-term value.
| Task | Module | Details |
|---|
| Establish review cadence | Analyze | Weekly or monthly insight reviews |
| Optimize automation rules | Orchestrate | Refine triggers based on observed outcomes |
| Expand to new personas | Listen | Capture voice from additional customer segments |
| Measure business impact | Analyze | Track influence on sales, retention, and product |
| Share success internally | — | Celebrate wins and build internal momentum |
Questions?
Contact your Deeto Customer Success Manager or email support@deeto.ai.