Voice Dictation in AI Builder and Assistant

Create and modify workflows using your voice instead of typing. Voice Dictation in the AI Builder and AI Assistant lets you speak your automation ideas, and the CRM will convert them into structured workflows. This feature helps you build automations more quickly, improves accessibility, and supports workflow creation in multiple languages.

What is Voice Dictation?

Voice Dictation adds speech-to-text functionality to both the Workflow AI Builder and the AI Assistant within the workflow editor. Instead of typing your instructions, you can click the microphone icon and describe what you want to create or change. The CRM will transcribe your speech and process it just like a typed prompt, generating or modifying workflows based on your spoken input.

Key Benefits

  • Hands-Free Creation: Capture automation ideas while multitasking, without needing to use the keyboard.
  • Faster Workflow Building: Turn concepts into structured automations in seconds.
  • Enhanced Accessibility: Makes workflow creation easier for users with mobility challenges or typing difficulties.
  • Multi-Language Support: Dictate in any language supported by the CRM's AI tools.
  • Easy Editing: Generated workflows appear in the standard builder for you to review and refine.

Creating Workflows with Voice in AI Builder

The AI Builder allows you to generate complete workflows from natural language descriptions. With Voice Dictation, you can speak about triggers, conditions, and actions, and the CRM will structure them into a draft workflow on the canvas. This is ideal for starting new workflows from scratch or quickly prototyping automation logic.

After your speech is transcribed, the workflow will appear in the builder. You can then edit triggers, actions, delays, and conditions as needed. You can continue making changes using either voice or typed prompts.

Using Voice with the AI Assistant

The AI Assistant inside the workflow canvas helps with conversational edits and guidance. Voice Dictation lets you speak your requests directly into the Assistant chat instead of typing. This is useful for:

  • Modifying an existing workflow
  • Asking configuration questions
  • Adding or adjusting steps incrementally

For example, you could say: "Add a 2-hour delay after the form submission trigger," or "Insert an SMS reminder before the appointment."

Multi-Language Support

Voice Dictation works in any language supported by the CRM's AI prompts. This allows global teams to create workflows in their preferred language without manual translation. The AI will transcribe your spoken language, interpret your intent, and generate the workflow in the builder interface.

How to Use Voice Dictation

Follow these steps to use Voice Dictation effectively. Ensure your browser has microphone access and that the AI Builder can process your voice instructions.

  1. Go to AutomationWorkflows.
  2. Create a new workflow or open an existing one.
  3. Find the AI Builder prompt box above the "Add Trigger" button.
  4. Click the microphone icon. If prompted, grant microphone permissions to your browser.
  5. Speak your workflow idea naturally, including triggers and actions.
  6. Click Stop or wait for the recording to stop automatically.
  7. Review the generated workflow and make any necessary edits.
  8. You can use Voice Dictation again to make further changes.
  9. Click Save and Publish when you're finished.

Frequently Asked Questions

Q: Does Voice Dictation require a separate subscription?
A: Voice Dictation is available wherever the Workflow AI Builder or AI Assistant is enabled in your plan.

Q: Which languages are supported?
A: You can use Voice Dictation in any language supported by the CRM's AI prompts.

Q: Can I use Voice Dictation in existing workflows?
A: Yes. You can use voice input to modify existing workflows through the AI Assistant or generate new logic in the AI Builder.

Q: My microphone isn't working. What should I check?
A: Make sure microphone permissions are enabled in your browser and operating system settings. Refresh the page after granting access.