Voice commands (Molly)

Tap the mic button to start and tap again to stop, or hold it while you speak. Check Voice history for transcript, tools run, and reply.

Feedback queue Voice history

At an event

Pin the event, create a contact by voice, and add a note on that contact.

Open /event-tutorial

Before you test

Online: xAI cloud planner (full command set).
Offline: local pattern matcher (subset — see Offline section).
If Molly asks yes/no, answer Yes, Yeah, Do it, or That's right on the next tap or hold.
Create-Scripts: formal Create a Lead named … and Create an Action/Reminder to … phrases (team doc).
Update-Scripts: formal Update the Lead named … and Update the Action/Reminder to … phrases (team doc).
After each take: Voice history → session → What happened — plain-language trace lines.
On phone: Help is in the menu. At an event is in the menu and in the account menu. Scroll a page or a drawer to bring the last line above the mic.
Printable markdown copy lives in apps/winningCRM/docs/voice-commands-checklist.md

Reads

Lookup and context answers — no CRM writes.

Done	Say this	Expected
	How many leads do I have?	Count (context)
	Show A-rated leads	query_leads or /leads?abc=A
	Show me my B-rated leads	query_leads or /leads?abc=B
	Tell me about Suzie Johnson	get_lead_detail
	What reminders are due today?	query_actions — today
	Show overdue reminders	query_actions — overdue
	What did I log this week?	query_activity_log — last 7 days
	Testing 12 Testing 1234	mic_check — echoes both phrases; xAI must answer before the pipeline is nominal

Writes — leads

A contact is not a lead. Opportunity create by voice is off. Ordinary create-lead still runs now.

Done	Say this	Expected
	Create lead Josh Davis	create_lead
	Add a new lead for Jose Cuervo	create_lead
	Create a lead for Chance Barry with phone (816) 555-1212	create_lead + phone
	Create a new contact. Mary Smith. Phone (816) 555-5555	create_contact — no lead
	Just a contact	create_contact for the person already in this chat
	Change the phone to (816) 555-1212	update_contact when this chat just created that contact
	Scan the business card	Opens the card scanner and saves a lead
	Scan the business card and save a contact	Opens the card scanner and saves a contact
	Create an opportunity for Chance Berry	No tool. Use New Opportunity on the screen.
	New chat	Fresh Molly chat. The blank chat stays open. No CRM write.
	I called Mike Chen	log_activity — called
	Left a voicemail for Suzie Johnson	log_activity — left_vm
	Change the lead for Sara Monsies. Her last name is spelled m o n s e e s	update_lead — last name

Create-Scripts — Lead

Exact Create a Lead named … wording (team doc). Test online; trace should show create_lead_script.

Done	Say this	Expected
	Create a Lead named Chance Barry	create_lead — name only; voice_rule trace
	Create a Lead named Chance Barry with phone number (816) 555-1212	create_lead + phone
	Create a Lead named Chance Barry with email chance@example.com	create_lead + email
	Create a Lead named Chance Barry with a title of Sales Director	create_lead + title
	Create a Lead named Chance Barry with the company Acme Holdings	create_lead + company
	Create a Lead named Chance Barry with the address 100 Main St Kansas City MO 64108	create_lead + address fields
	Create a Lead named Chance Barry as an A lead	create_lead + abc_rating A
	Create a Lead named Chance Barry with the following note Met at conference	create_lead + notes
	Create a Lead named Mary Jane Watson	Asks first/last split if not already in DB

Create-Scripts — Action / Reminder

Create an Action to … and Create a Reminder to … share create_action_script.

Done	Say this	Expected
	Create a Reminder to call Sara Monsees on Tuesday	create_action — lead + date
	Create an Action to call Chance Barry tomorrow	create_action — Action alias
	Create an Action to email Rose Simone tomorrow at 9AM with the following note Discuss pricing	create_action + note in message
	Create a Reminder to text Mike Chen today	create_action — text verb
	Create a Reminder to schedule a meeting with Suzie Johnson next week	create_action — meeting verb

Update-Scripts — Lead

Exact Update the Lead named … with a new … wording (team doc). Test online; trace should show update_lead_script.

Done	Say this	Expected
	Update the Lead named Chance Barry with a new nickname Chuck	update_lead + nickname; voice_rule trace
	Update the Lead named Chance Barry with a new phone number (816) 555-1212	update_lead + phone
	Update the Lead named Chance Barry with a new email chance@example.com	update_lead + email
	Update the Lead named Chance Barry with a new title of Sales Director	update_lead + title
	Update the Lead named Chance Barry with a new company Acme Holdings	update_lead + company
	Update the Lead named Chance Barry with a new address 100 Main St Kansas City MO 64108	update_lead + address fields
	Update the Lead named Chance Barry to an A rating	update_lead + abc_rating A
	Update the Lead named Chance Barry with a new note Met at conference	update_lead + notes

Update-Scripts — Action / Reminder

Update the Action to … and Update the Reminder to … share update_action_script.

Done	Say this	Expected
	Update the Reminder to call Sara Monsees on Tuesday	update_action — lead + date
	Update the Action to call Chance Barry tomorrow	update_action — Action alias
	Update the Action to email Rose Simone tomorrow at 9AM with the following note Discuss pricing	update_action + note in message
	Update the Reminder to text Mike Chen today	update_action — text verb
	Update the Reminder to schedule a meeting with Suzie Johnson next week	update_action — meeting verb

Create-Scripts — unknown lead & trace

Rejected lead match should offer add-to-list, not attach the wrong lead.

Done	Say this	Expected
	Create a Reminder to call Unknown Person (not in your leads)	Offers add to list — no wrong fuzzy attach
	Answer Yes on next hold	create_lead for that name
	Open What happened on that session	Plain-language voice_rule + lead-match summary

Writes — reminders

Deleting a reminder asks first. Yes on the next tap runs it.

Done	Say this	Expected
	Remind me to call Sara Monsees on Tuesday	create_action — lead + date
	Remind me to file my taxes on Thursday	create_action — personal (no lead)
	Reschedule Mike Chen's reminder to tomorrow at 9 AM	update_action
	Delete Suzie Johnson's reminder	delete_action — Molly asks first; yes runs it

Writes — notes

First-class Note (Team or Just me). Default Team. “Company” is not the tenant.

Done	Say this	Expected
	Add a note on this lead that they prefer Tuesdays	create_note — work-context, Team
	Add a personal note on this lead: do not mention the lease	create_note — Just me
	Add a note on the team: office closed Fridays	create_note — tenant parent
	Add a note for a lead named Suzie Johnson that she prefers AM	create_note — named lead (not update_lead notes)
	Add a note on the event that the booth is in hall B	create_note — pinned event. Pin one first.
	Delete the note for Mary Smith.	delete_note — Molly asks first; yes on the next tap runs it

Events

One owned name match pins that event. Zero or many matches do not pin. The event tutorial is /event-tutorial.

Done	Say this	Expected
	I'm at KBIS	Pin the owned event named KBIS

Screen navigation

Opens a filtered Leads or Actions page (no DB write).

Done	Say this	Expected
	Show me A-rated leads	/leads?abc=A
	Open my A and B leads	/leads?abc=A,B
	Show me my B-rated leads	/leads?abc=B
	Show me my be rated leads (STT)	/leads?abc=B
	Show overdue reminders	/actions?filter=overdue
	Open reminders due today	/actions?filter=today

Offline / local planner

Airplane mode or Offline-only in the connectivity drawer. Opportunity create by voice is off. Delete still asks first; yes on the next tap runs it.

Done	Say this	Expected
	Add a new lead for Jose Cuervo	create_lead (local)
	Create an opportunity for Chance Berry	No tool (local). Use New Opportunity on the screen.
	Add a contact named Suzie Johnson	create_contact (local)
	Remind me to call Sara on Tuesday	create_action (local)
	Show A-rated leads	query_leads or /leads?abc=A
	Delete Mike Chen's reminder	delete_action (local) — Molly asks first; yes runs it
	Add a note on this lead that they prefer Tuesdays	create_note (local)

Confirmation follow-up

When Molly asks a question, answer on the next hold.

Done	Say this	Expected
	Say something ambiguous (e.g. log a call without a name)	Molly asks which lead
	Answer Yes or supply the name on the next hold	Pending action runs
	Create a Lead named Mary Jane Watson (not in DB)	Molly asks first/last split
	Answer with your choice on the next hold	create_lead uses confirmed split

Tool reference

query_leads — Search or list leads
create_contact — Add a contact that is not a lead
create_opportunity — Off by voice. Use New Opportunity on the screen.
create_lead — Add a lead (when you say lead or prospect)
update_lead — Fix spelling, nickname, phone, email, A/B/C rating
update_contact — Change the contact this chat just created. Not update_lead.
log_activity — Log called, emailed, voicemail, etc.
query_actions — Today, overdue, upcoming, or a date
create_action — Lead follow-up or personal task
update_action — Edit, reschedule, mark complete
delete_action — Remove open reminder for a lead
query_activity_log — Recent activity log
get_lead_detail — One lead snapshot
create_note — Team or Just me note on a lead, the team, or the pinned event
delete_note — Soft-delete a note for a named person. Molly asks first.

Not available via voice yet

Delete lead
Create a Contact named … (Create-Scripts) — deferred until Person/Contact/Lead model
Company / Organization / Event Create-Scripts — deferred
Company / Organization / Event Update-Scripts — deferred
Dedicated complete_reminder — say mark reminder complete or use the Actions UI

Checkboxes are saved only for this browser session. For a blank paper copy, use Print checklist or open the markdown file in the repo.