The Speech Recognition feature enables you to use speech commands in your CRM in order to perform specific functions automatically (such as creating a new task, adding a new note, opening a specific CRM page and others).
Additionally, you may use the speech-to-text feature in order to enter text in the CRM by speaking instead of by typing.
Note: Speech recognition feature is only supported by Chrome and Android browsers. For an updated list of supported browsers please visit: http://caniuse.com/#feat=speech-recognition
Using Speech Commands
To send a command to your CRM using speech recognition, first turn on the microphone by clicking on the microphone icon in the top-right corner:
Alternatively, you can also turn on the microphone using the Ctrl+Shift+S shortcut on Windows or the ⌘+Shift+S shortcut on Mac.
After the microphone is turned on you will hear a beep sound and the microphone icon will turn red. After that you can speak your command:
To bring up a list of all commands say Help or Commands List into your microphone. A popup window will then appear showing a list of all speech commands that you can use:
The table below provides a description of each action as well as the pages from which each command can be called:
| Action | Accepted Speech Command | Description | Command Available On: |
| Activate Speech Recognition | Keyboard Shortcuts: Ctrl+Shift+S, ⌘+Shift+S (or click on the microphone icon) | Turns on the microphone to listen for a command input. | All pages |
| View Speech Commands | "Commands List", "Help" | Displays a list of all available commands. | All pages |
|
"Google [term]" |
Opens the Google search results for the [term] in a new tab. For example, if you're looking for [ABC Merchant] then say "Google ABC Merchant". | All pages | |
| Search | "Search [term]" | Starts a search for [term] using the Global Search bar. For example, if you're looking for the [ABC Merchant] then say "Search ABC Merchant". | All pages |
| Add a Note | "Add a note", "Add note", "Add a note [text]" or "Add note [text]" | Adds a new Lead Note with entered [text]. For example, if you wish to add a note to [call at 2 PM], then say "Add note, call at 2 PM". | Lead page |
| Create a New Lead | "Create a lead", "Create a new lead", "New lead" | Creates a new Lead. | All pages |
| Open My Leads | "Go to my leads", "Open my leads" | Opens the My Leads by Status State page. | All pages |
| Add a Ticket | "Add a ticket", "Add ticket", "Add new ticket", "Make a ticket", "New ticket", "Create a ticket" | Creates a new Helpdesk ticket. | All pages |
| Start New TurboApp | "Start Application", "Create new application" | Starts a new TurboApp application. | All pages |
| Open Underwriting Status | "Open underwriting status", "Go to underwriting status", "View underwriting status" | Opens the Underwriting Status page. | All pages |
| Open Dialer | "Open Dialer" | Opens the CRM Dialer. | All pages |
| Open Calendar | "Open calendar", "Go to calendar", "View calendar" | Opens the Calendar. | All pages |
| Open Residuals | "Open residuals", "Go to residuals", "View residuals" | Opens the Residuals Reports page. | All pages |
| Open Sales Metrics | "Open sales metrics", "Go to sales metrics", "View sales metrics" | Opens the Sales Metrics page. | All pages |
| Open Dialer Metrics | "Open dialer metrics", "Go to dialer metrics", "View dialer metrics" | Opens the Dialer Metrics page. | All pages |
| Open Appointment Board | "Open appointment board", "Go to appointment board", "View appointment board" | Opens the Dialer Metrics page. | All pages |
| Open Portfolio Activity | "Open portfolio activity", "Go to portfolio activity", "View portfolio activity" | Opens the Appointment Board. | All pages |
| Open Documents | "Open documents", "Go to documents", "View documents" | Opens the Documents page. | All pages |
| Add a Task | "Add task", "Add a task", "Add reminder", "Set a task", "Set a reminder", "Set a to do", "Schedule a task" | Creates a new Lead task. | Lead page |
| Add an Appointment | "Add a meeting", "Add appointment", "Set appointment", "Schedule a meeting" | Creates a new Lead appointment. | Lead page |
| Go to Website | "Visit website", "Go to website" | Opens a website address saved in the Website field on the Lead (the hyperlink option in the Website field's properties must be enabled). For example, if the Website field shows "www.someaddress.com", then the command to "Visit website" will open the "www.someaddress.com" website in a new tab. | Lead page |
| Open Residuals | "Open residuals", "Go to residuals", "View residuals" | Opens the Manage Residuals page | All pages |
| Upload Residuals | "Add residuals", "Import residuals", "Upload residuals" | Opens the Import Residuals page |
All pages |
| Add Line Item | "Add line item", "Set up line item" | Opens the Manage Line Items page and the Add Line Item dialog | All pages |
Using Speech-To-Text on a Lead Note or a Merchant Profile Note
The speech-to-text feature is available on Lead Notes, Merchant Profile Notes, Helpdesk Tickets, and Quick Emails.
To enter text into a new or an existing Lead Note using speech-to-text, click on the microphone icon on the Note and start speaking into your microphone:
When you click on the microphone icon for the first time, your browser will ask for the permission to use your microphone. Click Allow:
You can now start talking into your microphone and when you stop, the speech-to-text feature will enter your words in the Note automatically:
If you stop talking for about 10 seconds, then the speech-to-text feature will stop recording. In order to start recording again, click on the microphone icon and start talking again.
The speech-to-text feature is also available on the Merchant Details page, in the Notes accordion under the Profile tab:
Using Speech-To-Text on a Helpdesk Ticket
The speech-to-text feature can be found on your new Helpdesk tickets too, and it works in the same way as on the Lead Notes. Just click on the microphone icon, start talking and your text will be automatically entered:
Existing Helpdesk tickets will show the microphone icon in the Add Comment section:
Using Speech-To-Text on Quick Email
When you create a new Quick Email from a Lead and select a template, the microphone icon will be shown in the Message box:
You can now click on the icon and start talking into your microphone. When you stop, your text will appear in the email body automatically.
If needed, you can also click on a different place in the email and that start recording again.
Once your text is ready, click Done and send your email.
