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AI voice notes

Speak for up to one minute and get an organized note on the customer profile.

tripaulxUpdated on Quick readGuide

It is not always possible to type right after a meeting. Voice notes solve that: you talk, and the platform turns the audio into a clear note in the customer's history.

How to use it

  1. Open the customer profile and choose to add a voice note. In the pipeline, the same option appears when you right-click the card.
  2. Speak for up to one minute, the way you would talk to a colleague.
  3. The AI organizes what you said into an objective note and saves it to the history.

Only the text is stored. The audio is used just to create the note.

When to use it

  • On the way out of a visit, like the Lar Imóveis agent between one property and the next.
  • After a long call, to record what was agreed before you forget.
  • Between appointments, when typing would take longer than speaking.

Tip

End the note by saying the next step and the date. It becomes easy to turn it into a reminder right away.

tripaulx AI agents

Voice notes are one of the AI tools the team uses directly. What you record goes into the history and guides tripaulx AI agents in the next WhatsApp conversation with that customer.