Forum Discussion

PS's avatar
PS
Virtual Explorer
6 months ago

speech to text - Xplan integration

Hi there I am new here and work as Xplan site admin so asking on behalf of an adviser. Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially...
xplan
Jessica-Lamb's avatar
Jessica-Lamb
Icon for Advisely Partner rankAdvisely Partner
6 months ago

 

Hi PS. 

Here is a little video I put together on what I use for Voice to Text in XPLAN. Which is a google chrome extenstion. This video will demo how it works and how to install it. 

Note: at 1.13 you can't see the screen pop-up. Here is a copy of the screen pop-up that I was selecting: 

 

  • PS's avatar
    PS
    Virtual Explorer
    6 months ago

    Hi Jessica-Lamb

    Thanks for your reply and both of the suggestions. 

    re google chrome extension voice in - I have tried this previously unfortunately it doesn't work in new short version of Tasks especially description and comments, it works fine in classic view of Tasks for long description. Same issues reported by an experienced user with Dragon dictation (paid version).

    I am looking for may be any possible third party integration which worked with xplan in all areas. I have reached out to my account manager, however just want to check if there is any user who have already used something which is working fine for them.

     

     

    • Jessica-Lamb's avatar
      Jessica-Lamb
      Icon for Advisely Partner rankAdvisely Partner
      6 months ago

      Hi PS

      My testing has shown that it works for all "String" fields on XPLAN. But not where there is a grey text option like in Tasks Description and Task Comments (as shown in screen shot below). This might be a great one for matthew.townsend Townsend to review and perhaps see if there can be a change to XPLAN to assist with this. I beleive all integrations may fail on these fields. In the meantime, if the Advisely network has found another solution then I am excited to hear from them as well. 

       

  • tonykeri's avatar
    tonykeri
    Curious Observer
    4 months ago

    I set it up as per your instructions but it tells me I need to upgrade to make sue of the extension. Do I need to purchase a higher grade installation for it to work with Xplan pls

  • TracieLee's avatar
    TracieLee
    Social Sightseer
    4 months ago

    Thanks for that Jessica. It works very well.

    I would note that if the user is using a headset, you need to have selected the correct microphone on the Voice in options, or it will appear not to be working. And sometimes requires a bit of a reset by unplugging the microphone and plugging it back in before you start.