14. AI Voice Filters

The Clients module includes an AI-powered voice assistant that allows you to filter and search client data using natural language voice commands. This feature provides a faster, hands-free way to explore and narrow down client lists without manually configuring filters.

What the AI voice assistant does

1. The AI voice assistant interprets spoken requests and automatically applies the corresponding filters to the Clients list.
2. Enables natural language filtering
3. Works in real time on the Clients list
4. Applies only read-only actions (no data changes)
5. The assistant interacts exclusively with existing client data and does not create, edit, or delete records.

How to access the AI voice assistant

You can open the AI voice assistant in two ways:

Option 1: From the Clients toolbar

1. Open the Clients module.

2. Click Use AI in the top toolbar.

3. The AI assistant panel opens on the right side of the screen.

4. Click Start recording and speak your request.

Option 2: From the Help panel

1. Click Need help? in the bottom-right corner of the screen.

2. In the Get help with system panel, switch to AI agent (voice filters).

3. Click Start recording to begin using voice commands.

Both entry points provide the same voice filtering functionality.

Example voice commands

You can use natural phrases such as:
“Show active users”
“Emails ending in gmail.com”
“Clients from Germany”
“Unverified clients”
“Clients managed by John”

The system automatically converts your request into filters and applies them to the Clients list.

Scope and permissions

The AI voice assistant respects all existing access permissions.
You will only see clients from Projects and Desks you are assigned to.
Filters are applied within the same visibility rules as manual filtering.

Limitations

The AI assistant can only filter and search data.
It cannot:
Modify client records
Create new clients
Delete or deactivate clients

Voice filtering complements, but does not replace, standard manual filters.

When to use AI voice filters

Quickly narrowing large client lists
Hands-free searching during reviews or audits
Faster exploration without configuring multiple filters

This feature enhances usability while maintaining full data security and access control.