Mobile Command

Mobile Command is the natural language interface for SalesOS that lets you manage your entire CRM from any mobile device. Instead of navigating menus and filling forms, you speak or type commands in plain English and SalesOS executes them instantly. Whether you are between meetings, commuting, or in the field, Mobile Command keeps you productive without requiring a laptop.

What Is Mobile Command?

Mobile Command combines three capabilities into a single mobile-first experience:

• Natural language processing that interprets your intent from conversational input and maps it to CRM actions.
• Voice input that lets you dictate commands hands-free using your device microphone.
• A mobile-optimized dashboard that surfaces your most relevant information in a format designed for smaller screens.

Mobile Command understands context. If you say "log a call with them" after viewing an account, it knows who "them" refers to. It also handles multi-step operations, letting you chain actions like "create a follow-up task for tomorrow and update the deal stage to negotiation."

Accessing Mobile Command

You can access Mobile Command in two ways:

SalesOS Mobile App

Download the SalesOS mobile app from the Apple App Store or Google Play Store. After signing in with your SalesOS credentials, the Mobile Command interface appears as the primary navigation element at the bottom of the screen. Tap the microphone icon to speak or the text field to type.

Responsive Web Interface

Open your SalesOS instance in any mobile browser. The responsive web interface automatically adapts to your screen size and presents the Mobile Command bar. While the native app provides additional capabilities like push notifications and offline support, the web interface delivers the core command experience without installing anything.

Supported Devices

Natural Language Commands

Mobile Command accepts commands in natural, conversational language. You do not need to memorize specific syntax or keywords. The AI interprets your intent and asks for clarification only when genuinely ambiguous.

Activity and Communication

Deal and Pipeline Management

Task and Reminder Management

Search and Reporting

Multi-Step Commands

Mobile Command supports compound instructions:

• "Log a call with Sarah and create a follow-up task for Friday" -- executes both actions in sequence.
• "Update the Acme deal to 75k and move it to proposal sent" -- modifies amount and stage in one command.
• "Show my overdue tasks and sort by priority" -- retrieves and organizes results.

Voice Input Support

Tap the microphone icon in the Mobile Command bar to activate voice input. SalesOS uses on-device speech recognition where available, with cloud fallback for complex audio environments.

How Voice Input Works

1. Tap the microphone -- the interface displays a listening indicator.
2. Speak your command -- use natural language as you would type it.
3. Review the transcription -- your words appear in the command bar in real time.
4. Confirm or edit -- tap Send to execute, or edit the transcribed text before submitting.
5. Hear the response -- optionally enable spoken confirmation for hands-free workflows.

Voice Tips

• Speak at a normal pace. The system handles natural pauses without cutting off.
• Proper nouns (company names, contact names) are matched against your CRM data for accurate recognition.
• Background noise filtering is applied automatically, but quiet environments produce the best results.
• You can cancel voice input by tapping the X icon or saying "cancel."

Mobile Dashboard Overview

The Mobile Command home screen presents a curated view of your day, designed to answer "what should I focus on right now?" without scrolling through multiple pages.

Today's Priorities

The top section displays up to five priority items for the current day:

• Deals requiring action -- deals with overdue tasks or approaching close dates.
• High-value meetings -- upcoming meetings linked to deals above your average deal size.
• Follow-ups due -- tasks and activities scheduled for today.
• At-risk accounts -- accounts flagged by health scoring as needing attention.

Upcoming Meetings

A timeline view shows your next three scheduled meetings with:

• Meeting title and time remaining until start.
• Attendees with their roles (Decision Maker, Champion, etc.).
• One-tap join button for virtual meetings.
• Quick prep link to the AI meeting briefing.

Recent Notifications

The notification feed displays the latest five alerts, including deal stage changes, task assignments, mentions in deal rooms, and system notifications. Tap any notification to jump directly to the relevant record.

Quick Metrics

A compact metrics bar shows four real-time numbers:

• Open deals count
• Pipeline value
• Tasks due today
• Meetings remaining today

Quick Actions

Below the command bar, a row of quick action buttons provides one-tap access to the most common mobile operations:

Push Notifications and Alerts

The mobile app delivers real-time push notifications so you never miss critical updates. Notifications are grouped by category and respect your configured quiet hours.

Notification Types

Notification Preferences

Configure notifications in Settings > Notifications to control:

• Which categories you receive.
• Quiet hours during which notifications are silenced.
• Priority threshold -- only receive notifications above a certain urgency level.
• Grouping behavior -- bundle similar notifications or deliver individually.
• Sound and vibration settings per category.

Offline Mode

Mobile Command operates even without network connectivity. When offline, the app queues your actions locally and synchronizes them when connectivity returns.

What Works Offline

• Viewing cached data -- recently accessed records, your dashboard, and downloaded meeting briefings.
• Creating records -- new tasks, notes, and activity logs are saved locally.
• Updating records -- stage changes, amount updates, and field edits are queued.
• Voice commands -- on-device speech recognition processes your input; commands queue for execution.

Sync Behavior

• Queued actions appear with a pending indicator (clock icon) until synced.
• When connectivity returns, actions execute in the order they were created.
• If a conflict arises (e.g., another user changed the same field), you receive a notification to resolve it.
• The sync status indicator in the app header shows pending action count and last sync time.

Offline Limitations

• Search across the full CRM database is unavailable offline.
• AI-generated insights and meeting briefings cannot be refreshed.
• Email sending and calendar invitations queue but do not send until online.

Mobile-Specific Features

Business Card Scanning

Point your camera at a business card and Mobile Command extracts:

• Name, title, and company.
• Phone numbers and email addresses.
• Physical address and website.

The extracted data pre-fills a new contact form. SalesOS matches the company name against existing accounts and suggests linking the contact. Duplicate detection runs automatically to prevent creating duplicate records.

Location-Based Check-Ins

When visiting a customer site, use the Check-In feature to:

• Record your presence at the location with a timestamp.
• Automatically log a site visit activity on the associated account.
• View nearby accounts and contacts based on your current location.
• Get route suggestions to your next meeting.

Location services must be enabled on your device. Check-in data is never shared with customers and is visible only to you and your manager.

Quick Photo Attachments

Capture photos directly from Mobile Command to attach to records:

• Whiteboard notes from a meeting.
• Product installations at customer sites.
• Event badges or booth materials.
• Signed documents or purchase orders.

Photos are attached to the most recently viewed record, or you can specify the target with a command like "attach this photo to the Acme deal."

Settings and Preferences

Configure Mobile Command behavior in Settings > Mobile Command:

Command History

Mobile Command maintains a searchable history of your past commands. Tap the history icon to browse recent commands and re-execute them with one tap. Frequently used commands surface as suggestions when you begin typing.

Best Practices

• Use specific names. "Log a call with Sarah Chen at Acme" is more reliable than "log a call with her." While Mobile Command handles pronouns in context, explicit names eliminate ambiguity.
• Leverage compound commands. Save time by combining related actions: "Log a call with John, note that they need revised pricing, and create a task to send updated quote by Thursday."
• Review before executing. Keep the auto-execute setting off until you are comfortable with how Mobile Command interprets your input. The confirmation step prevents unintended changes.
• Set up quiet hours. Configure notification quiet hours to match your personal schedule. Uninterrupted rest makes you more effective during working hours.
• Pre-cache before travel. If you know you will be offline (flights, remote locations), open key records and meeting briefings beforehand so they are available in the offline cache.
• Use voice input in the field. After customer visits, dictate your notes and action items while the conversation is fresh. Voice input is faster than typing on a small screen and captures more detail.
• Check your sync queue. After extended offline periods, review the pending sync queue before taking additional actions to avoid conflicts.
• Customize quick actions. Reorder the quick action buttons in Settings to put your most-used actions first. This reduces the time from unlock to action.