Create activities with AI voice
Use AI voice generated activities to capture customer updates in CRM without manually typing notes or tasks.
User permission: CRM
AI voice generated activities help you quickly turn spoken customer updates into CRM activities. Instead of entering details after a meeting, you can speak naturally into your computer or mobile device. CRM uses AI to transcribe what you say, identify key details, and create suggested activities, such as meeting notes and follow-up tasks.
This feature is useful when you’re away from your desk. For example, you might finish a customer meeting and want to record the key points while they’re still fresh. You can summarize the discussion while you’re on the go, then let AI turn your recording into suggested activities for you to review before adding them to CRM.
Record your update
Before CRM can suggest activities, record the customer update you want to capture. The recording is used to create the transcription and extract the details for the suggested activities.
At the top of the Activities page, click Record.
Allow microphone access if your browser or device asks for it.
Click the microphone button to start recording.
Speak naturally and describe the meeting, conversation, or follow-up actions.
When you have finished, click Stop recording.
You don’t need to use a strict format while recording. Include the details you’d normally type into a note, and mention any actions that need to happen next.
For example, you might say that you met with Resources Trading to review their financial year results. You might mention that they had a strong year, need a quote for two new sales representatives to get licences, and want an in-person training session arranged for the whole team.
Examples of what to include in your recording
Summarize what was discussed.
Mention customer updates, requirements, or concerns.
Include names, dates, products, quantities, or other key details.
Describe any follow-up actions or tasks.
Mention when the follow-up needs to happen.
Tips for better transcriptions
Speak clearly and at a natural pace.
Record in a quiet environment where possible.
Mention names, dates, actions, and next steps clearly.
Review the generated content before saving to confirm accuracy.
Review and add the suggested activities
After you stop recording, you can view the generated transcription and the information that was extracted from your recording.
Review the details before you add them to CRM. You can edit the generated activities if anything needs to be corrected or refined.
CRM might suggest different activities, such as a meeting note and a follow-up task. Clear the checkbox for any activity you don’t want to add.
When the activities look correct, click Add activities.
The selected activities are added to CRM, so the customer record stays up to date without you needing to enter everything manually. After the activities are added, you can select Open on an activity to view it in CRM. This is useful when you want to check the saved details, add more information, or make further edits.
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