pooja.sharma's avatar
pooja.sharma
Valued Supporter
2 years 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
2 years 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: 

 

pooja.sharma's avatar
pooja.sharma
Valued Supporter
2 years 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
    2 years 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 Anonymous 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. 

     

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