Dictating a visit report

Purpose

Dictation allows the agent to record the report of a visit immediately after it takes place, from a computer or a telephone, without having to type it on a keyboard.

The recording is stored in the organisation storage and then analysed by the AI in order to propose a drafted opinion, an interest rating from 1 to 5, and follow-up tasks. Nothing is written to the visit until the agent validates these proposals.

Where to find it

1. Calendar

Panel of a visit, “Dictate the report” button. The button is not available for a cancelled visit.

Steps

1. Open the “Calendar” and click on the relevant visit in order to display its panel.
2. Click on “Dictate the report” and allow access to the microphone when the browser requests it.
3. Voice your report, and then click on “Stop recording” so that the file is sent and analysed.
4. Read through the “Report to validate” and correct the opinion or the interest rating if necessary.
5. In “Proposed tasks”, uncheck the tasks that you do not wish to create and adjust their title or their due date.
6. Click on “Save the report” in order to record the opinion on the visit and create the selected tasks, or on “Discard” in order to keep nothing.

Good to know

• If the browser does not allow audio recording or if microphone access is denied, a message indicates this and no data is transmitted.
• A recording that is too short is reported as empty in order to avoid unnecessary analysis.
• The created tasks are added to the “Planning” and, when they have a due date, to the “Calendar”.
• The AI used for dictation is included in the subscription, and each analysis is visible in the “AI usage” tab of the subscription.

Related guides

• OperationsOrganising the team calendarView viewings, appointments and due tasks in a single calendar, consultable by day, week, month or list.
• SalesPlan and track viewingsPlan viewings, send the confirmation with the calendar file, and record the outcome and interest level of each visitor.
• OperationsPlanning team tasksCreate, assign and monitor team tasks with a due date and priority, and link them to the relevant records.
• OperationsUsing AI in ScreensSeveral screens use AI to draft, read or compare information, such as a dictated report, invoice reading, valuation analysis or report.