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Use Troy AI in the Mobile App
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Claudia AI Overview AI Note Taker (Claudia AI) In person meeting (Claudia AI) AI Meeting Preparation Creating AI Meeting Prep Templates AI Meeting Analytics Overview AI Meeting Transcriptions Where to Find AI Meeting Summaries AI Meeting Summary Templates Setup and Instructions Meeting Follow-Up Email Drafts How to Write Effective AI Email Draft Templates AI Phone Call Sentiment Analysis Call Summaries AI Call Participation Metrics AI Phone Call Scorecard How to Write Effective AI Scorecard Templates Play or Download Meeting Recordings Apply Claudia AI Settings to All Calendar Users Troy AI Agents: Create, Test, Schedule, and Automate CRM Work Troy AI Templates (Prompt Templates) Manage Claudia AI Settings Across Calendars Claudia AI Meeting Visibility Using Troy AI on a Contact Record Use Troy AI For Pipeline And Contact List Questions Ask Troy AI to Filter Contacts and Sales Pipeline Records Use Troy AI in Your Inbox Use Troy AI on the Tasks Page Use Troy AI on Notes Use Troy AI in Calendars Use Troy AI on the Accounts List Use Troy AI on an Account Details Page Use Troy AI on Financial Questionnaires Generate Follow-Up Tasks with Claudia AI Use Troy AI on the Website Forms Page Phoenix AI: Find Screens and Fields Create or Update a Contact from a Document with Troy AI What Happens When a Retention Policy Removes Claudia AI Content Use Troy AI in the Mobile App

Use Troy AI in the Mobile App

Troy AI is available in the LeadCenter mobile app. Ask about your contacts, pipeline, tasks, appointments, notes, financial accounts, and events from your phone, and Troy answers in a chat. You can also attach a photo or PDF, insert one of your Troy templates, or speak your question instead of typing it.

LeadCenter mobile app calendar with the Troy AI button on the right edge

Tap the Troy button on the right edge of the screen.

Open Troy AI

Troy AI is in version 1.4.1 and later of the LeadCenter app for iPhone and Android. You can open Troy two ways:

  • Troy button: On the Dashboard, Calendar, or Contacts tab, tap the white Troy button on the right edge of the screen. If it's in the way, drag it up or down. It stays where you leave it.
  • More menu: Tap More, then tap Troy AI at the top of the menu.

Ask a Question

  1. Tap one of the suggested questions, or type your own.
  2. Tap the send arrow.
  3. Troy's answer appears as it's written. To end it early, tap Stop.
Troy AI new chat in the mobile app with suggested questions

Tap a suggested question or type your own.

Some questions to try:

  • "Which contacts in my pipeline haven't been contacted in the last 14 days?"
  • "What appointments do I have this week, and which ones aren't confirmed yet?"
  • "Which of my clients have an annuity renewing in the next 60 days?"
  • "Summarize my last three notes on the Miller household."

When the answer is done, tap the copy icon to copy it, or the regenerate icon to have Troy answer again.

Troy AI answer in the mobile app with Show thinking collapsed

Troy's answer, with its steps tucked under Show thinking.

Choose Instant or Thinking

Tap the chip on the left of the text box to switch modes:

  • Instant: A direct answer, best for quick lookups.
  • Thinking: Troy works through the question first, best for comparisons and questions with several parts.

While Troy works, you can see the steps it's taking. When the answer is done, tap Show thinking to see them again. Your choice of mode stays the same when you start a new chat.

Attach a Photo or PDF

  1. Tap + in the text box.
  2. Choose Upload image or Upload PDF and pick the file.
  3. Type your question and tap the send arrow.

For example, snap a photo of a client's annual statement and ask Troy to list the account values and beneficiaries. Files can be up to 50 MB.

Troy AI plus menu with Upload image, Upload PDF, and Insert template

Tap + to attach a photo or PDF, or insert a template.

Insert a Template

  1. Tap + in the text box.
  2. Choose Insert template.
  3. Search for a template and tap it. Its text is added after anything you've already typed.
Please note: You create and edit templates on the web. The list in the app only shows templates if your role can view AI templates.

Speak Your Question

  1. Tap the microphone icon in the text box.
  2. Say your question, then tap stop.
  3. Check the text and tap the send arrow.

The first time, your phone asks for permission to use the microphone. Tap Allow.

Past Chats and New Chats

  • Past chats: Tap the clock icon at the top to see your chats grouped by date. Tap one to open it again.
  • New chat: Tap the pencil icon. Your current chat is saved.

Frequently Asked Questions

Does Troy use my data to train its models?

No. LeadCenter doesn't use your account data to train its models. Answers can still be wrong, so check anything important before you act on it.

Why are some answers longer than others?

Check the mode chip. Thinking mode works through the question first and usually gives a fuller answer. Instant answers right away.

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Questions? support@leadcenter.ai

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.