How It Works

From voice to Salesforce in seconds

A streamlined pipeline that respects your Salesforce configuration and your team's time.

Capture

Users record voice notes through a mobile-friendly interface. No training required — just speak naturally about the work performed, the asset inspected, or the customer interaction.

Interpret

VoiceServant's AI engine transcribes the audio and extracts structured data points. It understands context, maps values to your Salesforce schema, and handles variations in phrasing.

Validate

Before anything is written, records pass through a review step. Users confirm or adjust extracted data, ensuring accuracy before it enters your org.

Create

Validated records are created directly in Salesforce — standard or custom objects, with all required fields populated. Workflows and triggers fire as expected.

See it in action

Request access and we'll set up a guided walkthrough tailored to your Salesforce environment.