Our latest productivity enhancement allows you to use Speech to Text to compose emails, write activity and meeting notes and add information to all rich text fields in Pipeliner. No more typing in visit reports or notes on conversations, simply use Speech to Text to add the information for you!

Each user is limited to 100 minutes per day and will be alerted when they are reaching that threshold. We’re using the Amazon Transcribe service to allow us to stream the user’s voice and display the recognized text in real-time https://aws.amazon.com/transcribe/

Once the text is entered, use our AI Assistant to summarise, rephrase, shorten/lengthen or correct grammar ⤵

This feature is enabled for all customers by default so you just need to select your default device and preferred language to get started.

Click into any rich text field in Pipeliner and then click on the microphone that will display on the editing menu at the bottom of the field ⤵

Click on the microphone and then on the displayed language name to choose from supported languages. Select your preferred language ⤵

NOTE: we support all languages supported by Amazon Transcribe. This link has more details http://docs.aws.amazon.com/transcribe/latest/dg/supported-languages.html

Click on the Input Settings button to select your preferred device. Your machine's default device will be pre-selected ⤵

You can change this to another supported device by selecting from the list of available devices ⤵

When you're ready, click the Record symbol and start speaking. To end your input, click again on the Record symbol. Edit your notes if necessary (no transcription is perfect!) and then click Save ⤵

Once you've entered the text (either by typing or using speech-to-text), select it and then click on the AI Assistant icon ⤵

New AI functions include:

Additionally you can use features that are already available when working with AI in Emails in Pipeliner:

Once the AI Assistant has generated the content for you, you have some different options. You can “Copy to clipboard” so you can paste it into the email or into another app such as Word or Notepad ⤵

If you want the AI Assistant to have another go at generating text, click on "Get Alternative Result" ⤵

Once you’re happy with the content you can add it to your text field. Choose from:

“Add & Append below” to add the content to your field below any existing text.

“Add & Replace” to overwrite any existing text already in the field ⤵

As long as your Admins have enabled the default "Description" field in Activities to support rich text, you'll be able to dictate your meeting notes (for call or visit reports, for example) and your notes from all conversations directly to the Activity ⤵

Click on Create Email to start a standard email and then click on the microphone and record your email content directly. If it's not exactly right, remember you can use our AI Email Assistant to finish it off perfectly for you! ⤵

NOTE: Speech to Text also works in Email Templates, Mass Emails, Automatizer Emails and Email Sequence Emails.

If your Admins have enabled rich text for Long Text fields - e.g. Comments on Accounts/Contacts or Description on Opportunities/Leads - you'll be able to add information using Speech to Text ⤵

If you use the Notes tab, you can Create a new Note and then transcribe your Notes directly ⤵

Please note that our Speech to Text feature is not available in Pipeliner trials but you can look forward to using it when you become a customer.

AI in long text fields is part of our AI Assistant feature which needs to be enabled in the Pipeliner Admin Module > Automation Hub before it can be used in both long text fields and in emails in Pipeliner.

The AI has NO direct access to any of your data in Pipeliner and works only on demand (request -> response) and when the AI assistant module is enabled. It's not scanning any data in the background when you're not using it. The only information sent is the text you have selected.

We’re using OpenAI’s model - chatgpt-turbo-3.5. This is the same engine used for AI in emails in Pipeliner.

Using the Voyager AI Email Assistant when working with Emails in Pipeliner