Voice commands (Molly)

Hold the mic button in the footer, speak your request, and release. Check Voice history for transcript, tools run, and reply.

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 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 hold: Voice history → session → What happened — plain-language trace lines.
On phone: open Help from the hamburger menu; session drawers should scroll above the mic.
Printable markdown copy lives in apps/winningCRM/docs/voice-commands-checklist.md

Lookup and context answers — no CRM writes.

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
	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

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 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

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 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

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

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

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

Airplane mode or Offline-only in the connectivity drawer.

Done	Say this	Expected
	Add a new lead for Jose Cuervo	create_lead (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)

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

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
Events / calendar schedule (planned)
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.