{"id":221,"date":"2026-08-07T15:06:24","date_gmt":"2026-08-07T15:06:24","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&#038;p=221"},"modified":"2026-08-08T03:10:09","modified_gmt":"2026-08-08T03:10:09","slug":"voice-dictation","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/voice-dictation\/","title":{"rendered":"Taking Notes by Voice Dictation"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Voice dictation on an iPhone lets you speak your notes out loud and have Rithm turn your words into text automatically. Instead of typing every detail after a call or visit, you can talk through what happened while it is still fresh\u2014and Rithm writes it down for you in the notes field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is <strong>speech-to-text<\/strong>, not a voice memo. Rithm does not save an audio recording you can play back later. Your spoken words become editable text in the same notes fields you already use for meetings, check-ins, sticky notes, and client records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why it&#8217;s great for salespeople<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Capture visit takeaways quickly between appointments<\/li>\n\n\n\n<li>Keep your hands free when you are walking out of a clinic or office<\/li>\n\n\n\n<li>Add detail you might otherwise skip if you had to type everything<\/li>\n\n\n\n<li>Build on notes you already typed\u2014dictation <strong>adds<\/strong> to existing text rather than replacing it<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Voice dictation is available in the <strong>Rithm for Sales iPhone app<\/strong>. On the <strong>web<\/strong>, you enter notes by typing. The sections below explain the feature in full, then call out where the web and mobile experiences differ.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Where to find it<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There is no separate \u201cDictation\u201d menu. Look for a <strong>microphone button<\/strong> next to a notes field. When dictation is off, the microphone appears as a gray outline. When it is listening, the icon fills in and turns <strong>red<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"80\" height=\"108\" src=\"https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-07-at-8.03.33-AM.png\" alt=\"\" class=\"wp-image-222\" style=\"width:43px;height:auto\" srcset=\"https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-07-at-8.03.33-AM.png 80w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-07-at-8.03.33-AM-37x50.png 37w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-07-at-8.03.33-AM-44x60.png 44w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-07-at-8.03.33-AM-74x100.png 74w\" sizes=\"auto, (max-width: 80px) 100vw, 80px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">On the iPhone app, you can use voice dictation in these places:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Add Meeting (Schedule)<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Schedule<\/strong> tab.<\/li>\n\n\n\n<li>Tap the <strong>+<\/strong> button to add a new meeting.<\/li>\n\n\n\n<li>In the <strong>Meeting Info<\/strong> section, find <strong>Meeting notes<\/strong> (or <strong>Client Visit notes<\/strong> if the meeting type is Client Visited).<\/li>\n\n\n\n<li>The microphone button appears next to that notes label.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">2. Edit or reschedule a meeting<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From a stop on your Schedule:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tap the <strong>time range<\/strong> on a meeting to open <strong>Reschedule Meeting<\/strong> (you can change the schedule and the notes), or<\/li>\n\n\n\n<li>Tap the <strong>notes text<\/strong> on a meeting to open <strong>Edit Meeting Notes<\/strong> (notes only).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">On either screen, look for <strong>Meeting notes<\/strong> and the microphone button beside it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Check In \u2014 Quick Notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you check in for a visit, open the <strong>Check In<\/strong> screen. In the <strong>Quick Notes<\/strong> section (marked optional), the microphone button sits next to the Quick Notes label.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this for short visit takeaways\u2014for example, samples dropped, who you saw, or follow-ups. Quick Notes are for <strong>this visit<\/strong>. They are separate from the client\u2019s longer-term notes on the client record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Sticky Note<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"203\" height=\"210\" src=\"https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon.png\" alt=\"\" class=\"wp-image-229\" style=\"width:38px;height:auto\" srcset=\"https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon.png 203w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon-48x50.png 48w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon-58x60.png 58w, https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon-97x100.png 97w\" sizes=\"auto, (max-width: 203px) 100vw, 203px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Open a <strong>Sticky Note<\/strong> from the yellow sticky-note button on Schedule, Clients, Client Detail, or Targets. On the Sticky Note screen, the microphone button is on the note itself (typically near the bottom-left of the yellow note area).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sticky notes are handy for personal reminders and quick thoughts that are not tied to a single scheduled meeting the same way meeting notes are.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Add or Edit Client \u2014 Notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you <strong>Add Client<\/strong> or <strong>Edit Client<\/strong>, find the <strong>Notes<\/strong> field. The microphone button appears next to it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These notes belong to the <strong>client\u2019s permanent record<\/strong>\u2014useful for lasting details you want to keep across visits.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. Clients map<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Clients<\/strong>.<\/li>\n\n\n\n<li>Open the <strong>Clients map<\/strong>.<\/li>\n\n\n\n<li>Tap a client pin.<\/li>\n\n\n\n<li>In the sheet that opens, find <strong>Notes<\/strong> and the microphone button next to it.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Saving here updates the client\u2019s notes, similar to editing notes on the client record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> On a client\u2019s detail screen, client notes may appear for reading. To dictate into client notes, use <strong>Edit Client<\/strong>, the map Notes field, or another screen that shows the microphone button next to an editable Notes field.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Before you start (first time)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The first time you tap the microphone button, your iPhone may ask for two permissions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Speech Recognition<\/strong> \u2014 so Rithm can turn your speech into text<\/li>\n\n\n\n<li><strong>Microphone<\/strong> \u2014 so Rithm can hear you<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Apple may show messages such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cRithm uses dictation to let you quickly take meeting notes\u201d<\/li>\n\n\n\n<li>\u201cRithm uses the microphone to let you quickly take meeting notes\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Choose <strong>Allow<\/strong> for both. Without them, tapping the microphone will not start dictation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you previously chose Don\u2019t Allow, open:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Settings \u2192 Rithm \u2192 Microphone<\/strong> and <strong>Speech Recognition<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">and turn both on, then try again in the app.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step-by-step<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open any screen that has a notes field with a <strong>microphone button<\/strong> (see the list above).<\/li>\n\n\n\n<li>Optional: type a few words first. Dictation will continue after whatever is already there.<\/li>\n\n\n\n<li>Tap the <strong>microphone button<\/strong>.<\/li>\n\n\n\n<li>When it is listening, the microphone fills in and turns <strong>red<\/strong>.<\/li>\n\n\n\n<li>Speak clearly at a natural pace. Your words appear in the notes field as you talk.<\/li>\n\n\n\n<li>When you are finished, tap the <strong>microphone button<\/strong> again to stop. The icon returns to the gray outline.<\/li>\n\n\n\n<li>Review the text, fix any wording if needed, then save the screen as you normally would (for example, Save or the checkmark on that form).<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Leaving or dismissing the screen also stops dictation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Helpful tips<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Speak as you would write.<\/strong> Short sentences work well: who you saw, what was discussed, samples left, next steps.<\/li>\n\n\n\n<li><strong>Pause briefly<\/strong> between thoughts if the text looks jumbled; recognition improves with clear breaks.<\/li>\n\n\n\n<li><strong>Edit afterward.<\/strong> Dictation is fast, not perfect\u2014glance over names, product names, and numbers before you save.<\/li>\n\n\n\n<li><strong>Language follows your iPhone.<\/strong> Recognition uses your device\u2019s current language and region settings.<\/li>\n\n\n\n<li><strong>This is Rithm\u2019s microphone button<\/strong>, not the keyboard\u2019s system dictation key. Either can produce text, but Rithm\u2019s button is built into the notes fields listed above.<\/li>\n\n\n\n<li><strong>Sticky Note tip:<\/strong> Starting dictation may dismiss the keyboard so your spoken words can appear cleanly in the note.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What dictation does <em>not<\/em> do<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It does <strong>not<\/strong> save an audio file.<\/li>\n\n\n\n<li>It does <strong>not<\/strong> erase notes that were already in the field when you started; new speech is <strong>appended<\/strong>.<\/li>\n\n\n\n<li>It does <strong>not<\/strong> replace your normal Save step\u2014always save the form when you are done.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Web UI and Mobile UI differences<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Most of the guidance above describes the full voice dictation experience on the iPhone app. Use the tabs below for a quick comparison of how note-taking works on each platform.<\/p>\n\n\n<div class=\"su-tabs su-tabs-style-default su-tabs-mobile-stack\" data-active=\"1\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-tabs-nav\"><span class=\"\" data-url=\"\" data-target=\"blank\" tabindex=\"0\" role=\"button\">Web UI<\/span><span class=\"\" data-url=\"\" data-target=\"blank\" tabindex=\"0\" role=\"button\">Mobile UI<\/span><\/div><div class=\"su-tabs-panes\"><div class=\"su-tabs-pane su-u-clearfix su-u-trim\" data-title=\"Web UI\">\n<strong>Voice dictation is not available in the Rithm web app.<\/strong><\/p>\n<p>On the web, you take notes by typing:<\/p>\n<ul>\n<li><strong>Client notes<\/strong> \u2014 open a client and edit the Notes area.<\/li>\n<li><strong>Check In<\/strong> \u2014 use the optional <strong>Quick Notes<\/strong> field (for example, visit takeaways or samples dropped).<\/li>\n<li><strong>Calendar \/ call notes<\/strong> \u2014 edit notes from the schedule or note-editing screens.<\/li>\n<li><strong>Sticky notes<\/strong> \u2014 type into the sticky note and save.<\/li>\n<\/ul>\n<p>There is no microphone button next to notes fields on the web. If you want to speak your notes, use the <strong>Rithm for Sales<\/strong> iPhone app. Notes you save on either platform still belong to your Rithm account\u2014use voice on mobile when you are in the field, and type on the web when you are at a computer.<br \/>\n<\/div>\n<div class=\"su-tabs-pane su-u-clearfix su-u-trim\" data-title=\"Mobile UI\">\n<strong>Voice dictation is available in the Rithm for Sales iPhone app.<\/strong><\/p>\n<p>Look for the <strong>microphone button<\/strong> next to these notes fields:<\/p>\n<ul>\n<li><strong>Add Meeting<\/strong> \u2014 Meeting notes \/ Client Visit notes<\/li>\n<li><strong>Reschedule Meeting<\/strong> or <strong>Edit Meeting Notes<\/strong> \u2014 Meeting notes<\/li>\n<li><strong>Check In<\/strong> \u2014 Quick Notes (optional)<\/li>\n<li><strong>Sticky Note<\/strong> \u2014 on the yellow note<\/li>\n<li><strong>Add Client<\/strong> \/ <strong>Edit Client<\/strong> \u2014 Notes<\/li>\n<li><strong>Clients map<\/strong> \u2014 Notes on the client pin sheet<\/li>\n<\/ul>\n<p><strong>How to tell it is working<\/strong><\/p>\n<ul>\n<li>Gray outline microphone = ready \/ off<\/li>\n<li>Red filled microphone = listening<\/li>\n<li>Tap once to start, tap again to stop<\/li>\n<\/ul>\n<p><strong>Permissions<\/strong><\/p>\n<p>Allow <strong>Microphone<\/strong> and <strong>Speech Recognition<\/strong> when iOS asks. If dictation never starts, check <strong>Settings \u2192 Rithm<\/strong> and enable both.<\/p>\n<p><strong>Remember:<\/strong> spoken words become text in the field. Review and save as usual when you are done.<br \/>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nothing happens when I tap the microphone<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Confirm you are in the <strong>iPhone app<\/strong>, not the web browser.<\/li>\n\n\n\n<li>Check <strong>Settings \u2192 Rithm<\/strong> and turn on <strong>Microphone<\/strong> and <strong>Speech Recognition<\/strong>.<\/li>\n\n\n\n<li>Make sure you are on a screen that actually shows the microphone button next to an editable notes field.<\/li>\n\n\n\n<li>Try closing the screen and opening it again, then tap the microphone once more.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The text looks wrong<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Speak a little more slowly and pause between ideas.<\/li>\n\n\n\n<li>Edit the text by hand after you stop dictation\u2014names and specialty terms often need a quick fix.<\/li>\n\n\n\n<li>Confirm your iPhone language matches the language you are speaking.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I only wanted notes for this visit, not the client forever<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use <strong>Check In \u2192 Quick Notes<\/strong> or <strong>Meeting notes<\/strong> for visit-specific content.<\/li>\n\n\n\n<li>Use <strong>Add\/Edit Client \u2192 Notes<\/strong> (or the map Notes field) for lasting client information.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I am on a computer<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type your notes in the web app as usual, or open the iPhone app when you want to dictate by voice.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Voice dictation is there to make field notes faster\u2014not to change how you already work. Tap the microphone, say what happened, stop when you are done, glance over the text, and save.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Voice dictation on an iPhone lets you speak your notes out loud and have Rithm turn your words into text automatically. Instead of typing every detail after a call or visit, you can talk through what happened while it is still fresh\u2014and Rithm writes it down for you in the&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[],"class_list":["post-221","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=221"}],"version-history":[{"count":2,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/221\/revisions"}],"predecessor-version":[{"id":230,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/221\/revisions\/230"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=221"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=221"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}