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Search Contacts By Voice

Say 'find Sarah Henderson' or 'look up the contact who emailed about the open house' to pull up a contact without leaving voice mode.

What to say#

Use whatever you remember:

  • "Find Sarah Henderson" by name
  • "Look up john@example.com" by email
  • "Who emailed me about the inspection?" by recent context

If there are multiple matches#

dreamif.ai asks you to be more specific. Add a detail such as a full name, email address, or something about your last conversation to narrow it down.

What you can do after finding the contact#

Once the contact is in view:

  • "Tell me about this contact" to hear their history.
  • "Add a note" to save something you need to remember.
  • "What's their nurture status?" to check follow-up status.

Related articles

Add A Contact Note By Voice
Say 'add a note about Scott: he prefers east-facing units' to save a note to a contact's record while still in voice mode.
Use The Contact Detail Sheet
The contact detail sheet gives you a quick view of your history with someone and lets you manage their follow-up settings without leaving the People page.
Find contacts and manage notes in Chat
Find a person by name or email, review contact history and notes, and ask Chat to add or remove a note.