The Voice Assistant allows you to interact with the Wealthbox AI Assistant using your voice in the Wealthbox iOS app. Instead of typing, you can ask questions, receive spoken responses, and complete tasks hands-free while you're on the go.

Requirements

To use Voice Assistant, you'll need:

• The latest version of the Wealthbox iOS app.
• Access to the Wealthbox AI Assistant.
• Microphone permissions enabled for the Wealthbox app on your iOS device.

Using Voice Assistant

1. Open the Wealthbox app on your iPhone.
2. Navigate to the AI Assistant.
3. Tap the Voice button.
4. Ask your question or give a request using your voice.
5. The AI Assistant will process your request and respond aloud.
6. Continue the conversation by speaking additional questions or requests.

What You Can Do

Use Voice Assistant to interact with your CRM while away from your desk. For example, you can:

• Ask questions about your contacts or CRM data.
• Retrieve information from Wealthbox.
• Ask the AI Assistant to help with CRM-related tasks.
• Continue a conversation naturally using voice instead of typing.

Notes

• Voice Assistant is available in the Wealthbox iOS app.
• Voice conversations provide the same AI Assistant functionality available through text chat.
• Using Voice Assistant does not change or replace the existing text chat experience—you can switch between voice and text at any time.