Collaboration
Mobile and Voice Usage
Practical mobile and voice workflows for faster decisions on the production floor.
Mobile and Voice Usage
DashboardGenius supports quick analysis when you are away from a desk.
The best mobile usage is usually not heavy setup. It is fast clarification, follow-up, and review while you are already in motion.
Best Mobile Use Cases
- Live line checks during production
- Shift handoff preparation
- Pre-huddle KPI verification
- Fast follow-up on exceptions from earlier reports
- Quick reminder setup after an answer identifies a future check
Voice Input Workflow
Use short prompts with clear structure:
- "OEE by line yesterday."
- "Top downtime causes this week on Line 3 night shift."
- "Quality rejects by SKU month to date."
Then refine with one follow-up:
- "Filter to Plant B."
- "Compare with prior week."
Voice input works by turning your speech into text first, then sending the text prompt through the normal DashboardGenius analysis flow.
That means the same prompt-quality rules still matter:
- say the timeframe
- say the scope
- say the output you want
If microphone access is blocked, fix permissions first and then retry.
Mobile Prompting Best Practices
- Keep one question per message
- Always include timeframe
- Use familiar internal line/area names
- Use Explore when you are not sure how to phrase the deeper analysis yet
If output is broad, add one narrowing filter rather than rewriting everything.
File and Context Work on Mobile
You can still work with shared context while mobile:
- Open Workspaces for shared conversations
- Review Inbox items before a huddle or handoff
- Reopen Gallery visuals for quick inspection
- Review or add AI Context entries
- Continue existing analysis threads
- Review or cancel active reminders
Use desktop for heavy setup, and mobile for fast decision support.
Desktop is still the better place for:
- connecting or repairing data sources
- large document uploads
- broad AI Context cleanup
- detailed recurring-report setup
- major reminder cleanup across many old threads
Notification Strategy
Keep alerts focused on exceptions and scheduled summaries, not every metric.
High-signal notifications improve response time and reduce alert fatigue.
Quick Field Checklist
Before shift meetings:
- Open latest key thread
- Ask one current-state question
- Capture one clear follow-up action
- Set a reminder if the next check has a future date
- Share to the relevant Workspace if needed
Mobile Mistakes to Avoid
- asking a broad voice prompt with no timeframe
- trying to do major source setup between meetings
- starting a shared operating thread in private scope by accident
- treating mobile as the best place for deep cleanup instead of fast decisions
Next Guide
Continue with Organization and Access Management.