Step-by-step guide
How to create tasks and talk to Kaylee with voice commands
How to use voice in kliendo: dictate tasks, ask questions in Ask AI and talk to Kaylee, with practical phrasing patterns, browser setup and troubleshooting.
The best moment to capture a task is the moment you think of it: walking out of a call, between meetings, or away from the desk. Typing is the friction that makes those ideas disappear. kliendo lets you speak naturally instead. Your words are transcribed in real time and placed directly into task creation, Ask AI, or a conversation with Kaylee.
This guide explains how to enable your microphone, the phrasing patterns that produce clean tasks, how to use voice with Ask AI and Kaylee, and what to do when dictation does not behave as expected. Voice dictation runs in your browser and does not use AI credits.
Before you start
- A kliendo account opened in a supported desktop or mobile browser
- A working microphone and permission for kliendo to use it
- A reasonably quiet environment for best accuracy
- Clients set up in your workspace so tasks can be assigned by name
Step 1: Allow microphone access
Open task creation and select the microphone control. Your browser asks for permission the first time; choose allow. If you dismissed the prompt earlier, open the site settings in your browser's address bar and enable the microphone for kliendo.
Voice dictation depends on browser support. Most current desktop and mobile browsers support it; if the microphone control is unavailable, your browser does not, and you can continue typing as usual.
Step 2: Dictate your first task
Select the microphone and speak the task as you would describe it to a colleague. Live transcription shows your words as you speak, so you can see immediately if something was misheard. When you stop, review the text, make any corrections, and save.
Try this example: "Create a high-priority analytics audit for Acme, due Friday, and check the conversion tags." It contains everything a good task needs: the work, the client, the priority, the deadline and a first step.
Step 3: Use a consistent phrasing pattern
Clean tasks come from a predictable structure. A reliable pattern is: action, deliverable, client, priority, due date, then any detail. For example: "Draft homepage copy for Juniper Studio, medium priority, due Thursday, use the tone notes from the kickoff."
You do not need special commands or keywords. Natural speech works; consistency simply makes review faster.
Step 4: Capture several tasks after a meeting
Right after a call, dictate everything you agreed while it is fresh. For a longer list, dictate into quick add with AI, which can split a spoken summary into separate tasks for you to review before saving. Quick add is an AI action and shows its credit cost before use; the dictation itself is free.
This replaces the habit of scribbling notes and typing them up later, which is where most meeting action items get lost.
Step 5: Ask questions with voice in Ask AI
Open Ask AI and use the microphone to ask about your workload in plain language: "What is due for Harbor Legal this week?" or "Which tasks have I tracked time on but not invoiced?" The transcription fills the question box; review it and send.
Speaking is especially useful for longer, more nuanced questions you would not bother typing on a phone.
Step 6: Talk through priorities with Kaylee
Kaylee, your context-aware co-pilot, also accepts voice. Describe what is on your mind, such as "I have three deadlines on Friday and a new request from Atlas, what should I do first?", and Kaylee reviews the current client, task list or dashboard to help you decide. See the weekly review guide for structured prompts.
Responses from Kaylee are AI actions and may use credits; the cost is shown before use.
Step 7: Review before you save
Transcription is fast but not perfect, particularly with names, product terms and numbers. Always glance at the text before saving. Correct client names, dates and amounts; these are the details that cause problems later if wrong.
A five-second review keeps voice capture trustworthy, which is what makes it worth using every day.
Practical example
Capturing work between meetings
Priya, a fictional paid ads consultant, leaves a client call with Acme on her phone. Walking to the next meeting, she opens kliendo, taps the microphone in task creation and says: "Create a high-priority analytics audit for Acme, due Friday, and check the conversion tags." The live transcription shows the sentence as she speaks. She corrects nothing and saves.
She then opens quick add, dictates a 40-second summary of the rest of the call, and reviews four extracted tasks: refresh ad copy, pause two underperforming campaigns, send the budget recap and book the next review. She removes one duplicate and saves the other three to Acme. Total time: under two minutes, with nothing left to type up later.
Common issues and fixes
The microphone control does not appear.
Your browser may not support dictation. Try a current version of a major browser on desktop or mobile, or continue by typing.
Nothing happens when I speak.
Microphone permission is blocked. Enable it for kliendo in your browser's site settings and check that the correct input device is selected.
Client names are transcribed incorrectly.
Speak the name clearly with a short pause, then correct it in review. Keeping client names simple and consistent improves results over time.
Background noise causes errors.
Move closer to the microphone or use headphones with a built-in mic. Short sentences are more reliable in noisy places.
What success looks like
- You capture tasks the moment they occur, wherever you are.
- Dictated tasks include client, priority and due date in one sentence.
- Post-meeting action items are in kliendo within minutes of the call.
- You use voice for Ask AI and Kaylee when questions are long or you are on mobile.
- Every voice entry is reviewed before it is saved.
Frequently asked questions
- Does voice input use AI credits?
- Browser-based voice dictation does not use AI credits. Separate AI actions may use credits, and their cost is shown before use.
- Which browsers support voice?
- Most current desktop and mobile browsers support dictation. Availability depends on your browser and microphone permission.
- Do I need special commands?
- No. Speak naturally. A consistent order of action, client, priority and due date simply makes review quicker.
- Can I use voice on my phone?
- Yes, in supported mobile browsers and in the installed mobile app, as long as microphone access is allowed.
Try it now
Set this up in your own workspace
Everything in this guide works on the free plan, with 20 starter credits for the AI steps.
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