Using Ask AI Voice Mode
About Ask AI Voice Mode
Ask AI Voice Mode is a feature that allows you to interact with your CRM's AI assistant using your voice instead of typing. You can ask questions, receive spoken answers, trigger specific automated tasks, and manage multi-step conversations entirely through natural speech. This hands-free functionality is designed to enhance productivity, especially when you are multitasking.
Key Benefits
Using Voice Mode offers several advantages for managing your CRM:
- Hands-Free Operation: Control your CRM and get information without needing to type.
- Efficient Conversations: Speak naturally to ask follow-up questions or continue a previous request without restarting.
- Easy Corrections: You can interrupt the AI while it is speaking to clarify or change your request.
- Flexible Input: Seamlessly switch between using your voice and typing text within the same conversation with the AI.
- Safe Execution: For actions that could change important data, the AI will ask for confirmation before proceeding.
How to Use Voice Mode
You can access and use Ask AI Voice Mode directly from the Ask AI interface in your CRM.
Starting a Voice Conversation
- Log into your CRM and open the Ask AI assistant from the main navigation.
- Click the Voice Mode button (typically represented by a microphone icon) located in the message input bar.
- When your browser prompts you, grant permission to access your microphone.
- Once permission is granted, you can begin speaking your question or command.
During a Conversation
While using Voice Mode, you can:
- Ask a new question.
- Continue a previous line of questioning.
- Pause voice input to switch to typing.
- Interrupt the AI to provide clarification or change direction.
Safe Execution for Critical Actions
To prevent accidental changes to your data, Ask AI includes safeguards for critical actions. When a voice command involves modifying contacts, workflows, pipelines, or other important records, the AI will not execute the action immediately. Instead, it will ask for confirmation and may request any missing details. This ensures you remain in control before any significant changes are made to your business information.
Frequently Asked Questions
How do I access Ask AI Voice Mode?
Open the Ask AI assistant within your CRM and click the Voice Mode or microphone control button.
Why is my browser asking for microphone permission?
Your web browser requires your explicit permission before any website, including your CRM, can use your microphone.
What should I do if Voice Mode cannot hear me?
Check that your microphone is properly connected, ensure your browser has microphone permissions enabled for the CRM, and verify that the correct microphone is selected as the input device in your computer's sound settings.
Can I switch from voice to text?
Yes. You can pause Voice Mode at any time and continue the conversation by typing your messages.
Can I interrupt Ask AI while it is responding?
Yes, you can speak over the AI to interrupt its response or redirect the conversation.
Will Ask AI confirm important actions first?
Yes. For actions that could affect sensitive data, Ask AI will typically ask for confirmation before completing the task.