> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/crm/activities/create-activities-with-ai-voice.md). # Create activities with AI voice Use AI voice generated activities to capture customer updates in CRM without manually typing notes or tasks. {% hint style="info" %} User permission: CRM {% endhint %} 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. {% embed url="" %} Create activities with AI voice {% endembed %} ### 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. 1. At the top of the **Activities** page, click **Record**. 2. Allow microphone access if your browser or device asks for it. 3. Click the microphone button to start recording. 4. Speak naturally and describe the meeting, conversation, or follow-up actions. 5. 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 licenses, and want an in-person training session arranged for the whole team. {% columns %} {% column %}

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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. {% columns %} {% column %}

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{% endcolumn %} {% endcolumns %} 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/crm/activities/create-activities-with-ai-voice.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.