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Home Documentation Charcha Visits: a ring before you go, and notes you can speak

Visits: a ring before you go, and notes you can speak

A reminder before every visit you are down for, with directions, and visit notes you can say instead of typing.

A ring before every visit

Thirty minutes before a visit you are down for, Charcha rings: the time, the customer or lead, who you are meeting, why, and the address. Choose 15 minutes, an hour, two hours, or no reminder in Charcha settings, under Before a visit you are down for.

A reminder in the corner of the screen: Visit at 08:01 with Meera Raghavan about pricing for the Pune warehouse, at the Coimbatore office, with Navigate, Open the visit and In 10 minutes.
Everything needed to leave now.
  • Navigate opens Google Maps directions to the customer’s billing address or the lead’s address (or the spot a visit was captured at). It is a plain link, so it works on any phone and costs nothing.
  • Open the visit takes you to it, and In 10 minutes rings again later.
  • Move the visit to another hour and it rings again for the new one.
  • With JAI CRM closed, the browser shows it as a notification if you turned on Push to this browser; the bell has it either way.

Speak the notes

  1. Mark the visit done. In How did the visit go?, press Speak the notes.
  2. Say what happened, up to three minutes, and press Done.
  3. The words appear in What was discussed, marked as written out from your voice note. Correct anything it misheard, then save.
The How did the visit go? window: met Meera Raghavan, director, and under What was discussed the words written out from a voice note of six seconds about a revised quotation by Friday, with the Speak the notes button below.
Spoken at the gate, written out by the time you reach the car.
  • The recording is kept on the visit, among its attachments, so the exact words can always be heard again.
  • It is written out the way an exhibition stall note is: by your business’s AI model where Settings, AI writing allows voice notes to be written out with AI, otherwise by the transcriber on our own server.
  • Save, or close the window, before the words arrive, and they are added to the visit’s notes anyway once the visit is done.
  • You need the right to change the visit, as for typing its notes.
Next in charcha Charcha: your team's chats, groups and channels → Charcha settings, and who may do what →

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