video1.0<iframe src="https://www.loom.com/embed/cbb39147e7884b2b9041681ef4cdd836" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cbb39147e7884b2b9041681ef4cdd836-82c38083e414acca.gif110.11This Loom provides an overview of the AI Voice Assistant in a follow-up CRM for completing voice-driven CRM actions. The presenter demonstrates tapping Speak, giving a single clear request to add a note to Jordan Callaway, then using Stop and Send to review and accept the transcript. If details are captured incorrectly, viewers can tap ReRecord, and if changes are needed they can confirm after editing via a Confirm Action card. The assistant can search and update records, but voice email or calendar actions are not yet supported, and the presenter encourages keeping requests short and clear.