Voice Agent Overview
The Voice Agent uses AI to convert your words into text, then intelligently maps that text to fields and records in Vault CRM. This AI capability allows users to create Vault CRM records directly from their Voice Notes, pre-populated with the information they provided. This reduces manual data entry time for end users, streamlining their workflows and helping to capture accurate, timely information while it is fresh in the users’ memory.
iPadOS/iOS version 26 or later is required to use the Voice Agent.
Accessing the Voice Agent
Users can access the Voice Agent using multiple methods: hands-free access with Siri®, long-pressing the AI icon in Vault CRM, or selecting a dictation option in My Notes. The Voice Agent supports any of Vault CRM's Supported Languages.
Accessing the Voice Agent with Siri
Accessing the Voice Agent with Siri is supported on the following pages in Vault CRM:
- Record detail view pages, for any standard or custom object
- Vault CRM Home Page
- Vault CRM tabs
For more details on supported pages and commands, see Creating Call Reports with the Voice Agent
Accessing the Voice Agent via the AI Icon
Accessing the Voice Agent by long-pressing the AI icon is supported on the following pages:
- Vault CRM Home Page
- Account Detail
- Address Detail
- Call Reports, when viewing a call
- CLM Media tab
- Medical Insights Detail
- Medical Insights tab
- My Notes tab
Accessing the Voice Agent from My Notes
To access the Voice Agent from My Notes:
- Select the My Notes tab.
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Select the Plus (+) icon. Alternatively, long-press the AI button.
Using the Voice Agent with AI Chat Disabled
If AI Chat is disabled, but the Voice Agent is enabled, the AI button only displays on pages where the Voice Agent is supported. Users can still long-press the AI button to access the Voice Agent, but short-pressing the button does not display the AI Chat window.
