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's transcription capabilities.
Accessing the Voice Agent
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
Using the Voice Agent with AI Chat Disabled
If AI Chat is disabled, but the Voice Agent is enabled, the AI icon only displays on pages where the Voice Agent is supported. Users can still long-press the AI Chat button to access the Voice Agent, but short-pressing the button does not display the AI Chat window.
