Voice

Update your deals by talking

Voice chat is a live conversation with Aino. Say what happened on the way back from the meeting, and Aino logs it, updates the deal and adds the follow-up while you speak, then answers out loud. It works on the web and in the iPhone and Android apps.

ainocrm · Voice chat

Voice chat is on

Just talk — tell me what happened or ask about your pipeline. I'll answer out loud. Heard enough? Just start talking, or press Skip.

Listening — just talk

You talk, Aino answers

A voice chat works like a phone call with a colleague who knows your whole pipeline. You say what happened in your own words. Aino works out which customer and deal you mean, does the CRM work while you are still talking, and tells you what it did.

Before Aino records something you said, it names the customer in a few words, so you can correct a misheard name on the spot. And if it got something wrong, “undo that” puts it right.

It does everything the typed chat does. When salespeople have to log by hand, only 24–52% of sales activity ever reaches the CRM (Weflow, activity data from hundreds of CRMs). It is easier to say it than to type it.

ainocrm · Voice chat
Hi! What happened today?

Just out of Northwind. Sarah’s on board, but legal wants the DPA before they sign. Ninety-two k, end of month.

Northwind Traders, the Q3 rollout. I logged the meeting, moved the deal to Negotiation and added a task to send the DPA. Anything else?
Meeting loggedNorthwind Traders · Sarah Chen · today
Northwind Traders — Q3 rolloutMoved to Negotiation · closes end of month€92k
Task: send DPA to legalDue tomorrow

One debrief

What happens when you say what happened

The meeting is logged

Aino finds the company, the people and the opportunity, or creates them if they are new, and logs the call or meeting with a summary on the right deal.

The deal is updated

The value, the close date and the products change to what you said. If the next stage’s requirements are now met, the deal moves there (see Playbook & gates). If something is still missing, Aino asks for it.

Promises become tasks

“I’ll send the DPA tomorrow” becomes a task with a due date. The next meeting you agreed is saved on the deal, and follow-ups you have already done are closed.

On a call

How a voice chat works

Starting a call

Press the microphone, choose New voice chat, or press ⌘⇧Space (Ctrl+Shift+Space on Windows). On a phone, use the button in the bottom bar.

Aino speaks first

In a new chat it asks what happened today. Started from an opportunity, it asks what is new with that customer. In a chat you come back to, it picks up where you left off.

A chime when it is your turn

You hear a chime, and feel a buzz on a phone, when Aino has finished and is listening again.

Pause as long as you like

Aino normally answers when you pause. If you need time to think, choose When I say so: Aino waits until you say your own phrase or press Done.

Interrupt whenever you like

Heard enough? Start talking over the reply, or press Skip. The rest of the spoken answer is dropped, the written one stays in the chat, and the call goes on.

Hanging up

Say “thanks”, “I’m done”, “stop” or “bye”, or press Esc or End. The conversation is saved as a normal chat you can read later.

In your language

Aino speaks the language you chose in Settings: English, Finnish or Swedish. Ask it to switch during a call and it does.

Ask questions too

A voice chat is not only for logging. Ask for a brief before a meeting, what has to close this month, which deals have gone quiet, or what to do next on a deal. Aino answers out loud, and the written answer is in the chat afterwards.

Changes work the same way: “set the value to 75k”, “give them 10% off”, “remind me to call Dana on Tuesday”.

ainocrm · Voice chat

Brief me on Northwind before the two o’clock call.

You last spoke to Sarah Chen eight days ago. The deal is in Negotiation at €92k, closing at the end of the month. Legal is still waiting for the DPA, and that task is due today.
What has to close this month?Which deals have gone quiet?What should I do next on Acme?

Phone apps

In the car, between meetings

The iPhone and Android apps have a button for a new voice chat in the bottom bar. That is where a debrief fits best: on the walk back to the car, while the meeting is still fresh.

You do not need to look at the screen. Aino tells you what it logged, the chime tells you when to speak, and saying “thanks” ends the call.

Voice chat · Northwind Traders

Listening — just talk

Say “thanks” to hang up

02:14End

Good to know

Limits to know about

Calls end after 15 minutes

Aino tells you a minute before. A call also ends when you open another chat or put the phone app in the background. Start a new one whenever you like.

Talking uses your AI allowance

Spoken minutes count toward your daily AI allowance, and talking uses more of it than typing the same thing. There is also a daily limit on how many calls one person can start; typed chat still works after that. See Pricing.

An admin can switch it off

Voice chat is on for new workspaces. An admin can switch it off for the whole company under Settings › Organization, which hides the microphone buttons.