Mandatory Activity Notes - Concept 3: Smart Assistant Interface

Feature: Mandatory Activity Notes with Voice-to-Text

Key Quote: "Sherpa doesn't force you to put in notes, and we often have reps that disposition activity with no notes... it would be handy if I have my headset on and I could talk and it types." - Eric Nave

Design Approach: AI-powered assistant that guides users through note entry with intelligent suggestions and seamless voice integration.

Phone Call Activity

Contact John Smith - ABC Manufacturing

Duration 15 minutes

Time 2:45 PM - 3:00 PM

Type Outbound Call

Complete activity notes in the assistant panel to continue working with this account.

Activity Notes Required
Use the AI Assistant to complete this activity before continuing.

Activity Assistant

AI-powered note capture

Activity Status

Disposition Required

Completion:

Voice Input

Smart Suggestions

📞 "I left a voicemail message"

💬 "We discussed their current needs"

📅 "I scheduled a follow-up meeting"

⏳ "They're not ready to move forward"

Need help? Try these:

Timeline? Budget? Decision makers? Pain points?

Or type your notes: