Paste & Analyze | SimplyMagic CRM

1 · PASTE SOURCE

Customer information

Information type Paste or dictate everything here

Choose destination profile and field group

Destination profile Information destination

Filter byFind profile

Choose a profile to attach this analysis to.

Select Auto-match, New profile, or a specific CRM profile. The selected update policy is enforced by the server.

Talk2AI profile analyzerDictate customer information directly into the analyzer. Nothing is saved until you review the extracted fields and approve the update.

Ready for microphone input.

Screenshot or photoChoose, drop, or paste an image anywhere on this page

2 · REVIEW

CRM field preview

The extracted fields and existing-profile match will appear here.