What is the HEIDI voice assistant?
The HEIDI voice assistant is a real-time, knowledge-grounded voice interface for business operations. Users speak naturally to query Operational Knowledge, navigate applications, prepare meeting briefs, highlight UI elements, and trigger configured workflow skills — with human approval required before sensitive actions execute.
Capabilities
What you can do with HEIDI
Knowledge-grounded answers
Responses draw from approved manuals, SOPs, and operational maps — with sources visible.
App navigation by voice
Walk through processes step by step without hunting through menus.
Workflow skill triggers
Voice can start configured automations — approvals apply before anything sensitive runs.
UI highlighting & guidance
HEIDI can highlight elements on screen and guide users through forms and workflows.
Approval-gated actions
Voice triggers are designed to respect the same approval rules as the rest of the platform.
Use cases
Where teams apply HEIDI
Real workflows that benefit from visual design, automation, and governance.
Walk through the contractor onboarding SOP
HEIDI navigates the process and answers questions from the approved handbook — hands-free.
Summarise a process and where approvals happen
Ask HEIDI to explain a workflow, its steps, and which gates require human sign-off.
Prepare a meeting brief for Customer A at 10:00
HEIDI gathers thread context, related documents, and open items — ready for your review before the call.
Highlight where to enter the PO number
With screen awareness enabled, HEIDI points to the right field on the form you are viewing.
What can you do in this workspace?
A fast orientation question — HEIDI explains available skills, knowledge sources, and how to get started.
How it works
From chaos to clarity in 4 steps
Speak naturally
Real-time speech capture with live transcription — no rigid command syntax.
Ground in your knowledge
HEIDI queries Operational Knowledge and configured skills before responding.
See the screen when shared
With screen awareness enabled, HEIDI understands what is visible on your display.
Propose the next action
Summaries, drafts, navigation steps, or workflow triggers — prepared for review.
Act with approval
Sensitive actions wait for human approval before executing.
Avoid these
Common mistakes (and how to avoid them)
Treating voice like a consumer smart speaker
Consumer assistants lack operational knowledge, approval gates, and audit trails.
Use a voice assistant designed for business operations with grounded knowledge and governance.
Expecting voice to auto-send or auto-click without review
Unreviewed voice actions are how operational AI projects fail in regulated environments.
Configure approval gates for sensitive skills and keep humans in the loop.
Meeting prep by voice
Before a customer call or internal review, leaders need context fast — not another tab to hunt through.
Ask HEIDI to prepare a meeting brief: who is on the call, what threads are open, which documents apply, and what decisions are pending. HEIDI gathers context from Operational Knowledge and connected systems, then presents a structured brief for your review.
Meeting prep stays review-required — HEIDI prepares the brief; you decide what to use. For inbox-heavy prep, see Executive priority inbox. For hands-free morning briefings, see Voice morning briefing.