What's in this Article
The practitioner mobile app now supports three specific Siri commands: Text, Call, and Email.
Important Notes:
If a client has no phone number attached to their record and you try to call or text them via Siri, it won't work. The client needs a number to carry out these actions.
If you try to contact a client with a difficult or non-traditionally spelled name, Siri may not understand right away. If this happens, Siri will show you how it thinks the name should be spelled. Then you can choose to go in and adjust the name and continue with the flow.
Set Up Siri
1. When you open the mobile app, a message will pop up with an option to Continue to setup.
If you select Skip for now, you can always go to your settings and set up Siri commands in Siri Shortcuts.
2. Tap OK to allow Canopy to access Siri.
3. Select Text Client to set up this shortcut.
With calling, you don't need to set up a shortcut. This one works from the get-go! You just need to make sure you say "using Canopy" or "with Canopy" when giving Siri the command.
4. Choose a phrase for the Text Client command and then tap Record Phrase.
5.
5. Tap Done to complete setup.
You can also choose to Change Voice Phrase or Remove Shortcut if needed.
6. Select Email client to start the setup.
7. Choose a phrase for the Email Client command and then tap Record Phrase.
8. Tap Done to complete setup.
You can also choose to Change Voice Phrase or Remove Shortcut if needed.
9. Tap Done to complete the Siri Shortcuts setup.
Send a Text
1. While in the app, activate Siri and say your previously recorded phrase to text a client.
As long as you create a shortcut for text, you can trigger the command outside of the app as well. You don't have to be in the app for it to work.
Siri will ask which client you would like to text.
2. After saying a client name, Siri will ask what you would like the message to say.
Once you've told Siri the message to send, your Messages app populates so that you can edit the message and send it to the client.
Call a Client
1. From any screen of your iPhone, activate Siri and say your previously recorded phrase to call a client.
2. The Canopy app automatically opens and pulls up the client's record. From here, tap the number to place the call.
Send an Email
1. While in the app, activate Siri and say your previously recorded phrase to email a client.
As long as you create a shortcut for email, you can trigger the command outside of the app as well. You don't have to be in the app for it to work.
Siri will ask which client you would like to email.