Siri Integration

LoanX integrates deeply with iOS to provide seamless voice command functionality through Siri and system-wide search capabilities. This guide covers setting up and using all Siri features and iOS integrations.

Overview

LoanX supports several levels of iOS integration:

Siri Shortcuts: Custom voice commands to launch app features
iOS Spotlight Search: Find and open loans from system search
System Intents: Native iOS integration for loan-related tasks
Quick Actions: App-specific shortcuts accessible system-wide

Siri Shortcuts

Setting Up Siri Shortcuts

Accessing Siri Setup:

Open Settings in LoanX
Find the "Siri Voice Commands" section
Tap the "Add to Siri" button
Choose your preferred voice phrase

Recording Your Phrase:

Tap "Record" when prompted
Say your chosen phrase clearly (e.g., "Show my loans")
Listen to the playback
Tap "Done" if satisfied, or "Re-record" to try again

Phrase Recommendations:

"Show my loans" - Opens loan selection screen
"Open LoanX" - Launches the app
"My loan app" - Generic app launcher
"Loan assistant" - Opens AI voice assistant

Using Siri Shortcuts

Activating Shortcuts:

"Hey Siri, [your phrase]" - Voice activation
Hold side button and say your phrase
Type to Siri if voice isn't available

What Happens:

Siri recognizes your phrase
LoanX launches automatically
Relevant screen opens (loan list, voice assistant, etc.)
You can immediately begin working

Managing Siri Shortcuts

Editing Shortcuts:

Go to iOS Settings > Siri & Search
Find LoanX in the app list
Tap to view and manage shortcuts
Edit phrases or delete shortcuts

Multiple Shortcuts:

Set up different phrases for different features
Create shortcuts for specific workflows
Use natural language that's easy to remember

Built-in Siri Intents

Show Loan Intent

LoanX includes a native "Show Loan" intent that integrates with iOS:

Functionality:

Voice command to display specific loans
Integrated with iOS Shortcuts app
Works with Siri voice recognition
Opens loan details directly

Usage Examples:

"Hey Siri, show loan for John Smith"
"Show me the Smith loan"
"Open John's loan in LoanX"

Setup Process:

The intent is automatically available once LoanX is installed
Siri learns from your usage patterns
Suggestions appear in iOS Spotlight and Siri
No manual setup required for basic functionality

Intent Capabilities

Information Siri Can Handle:

Borrower names
Loan identifiers
Recent loan activity
Voice assistant requests

Integration Points:

iOS Shortcuts app
Spotlight Search suggestions
Siri voice recognition
Lock screen suggestions

iOS Spotlight Search

Loan Search Integration

Searchable Content:

Loan names and borrower information
Loan identifiers and reference numbers
Recent loan activity
Contact information associated with loans

Using Spotlight Search:

Pull down on the iOS home screen to access search
Type borrower name or loan information
Tap the LoanX result to open the specific loan
The app launches directly to that loan's context

Search Results Display:

App icon and name
Loan/borrower information
Last activity or modification date
Quick action to open loan

Search Configuration

Enabling Spotlight Search:

Go to Settings in LoanX
Find "Spotlight Search" section
Review the information about search integration
The feature is typically enabled by default

iOS System Settings:

Go to iOS Settings > Siri & Search
Find LoanX in the app list
Ensure "Search & Siri Suggestions" is enabled
Toggle "Show App in Search" if needed

iOS Shortcuts App Integration

Creating Custom Shortcuts

Advanced Siri Integration:

Open the iOS Shortcuts app
Tap "+" to create a new shortcut
Add "Open App" action
Select LoanX from the app list
Optionally add text or voice prompts

Complex Workflow Shortcuts:

Chain multiple actions together
Include voice prompts and responses
Integrate with other apps in your workflow
Set up time-based or location-based triggers

Example Advanced Shortcut:

Open LoanX
Wait for app to load
Announce "LoanX is ready" via Siri
Optionally start voice assistant automatically

Shortcut Triggers

Trigger Types:

Voice Phrase: "Hey Siri, start loan work"
Time-Based: Automatically at work hours
Location: When arriving at office
App Usage: When opening related apps

Setting Up Triggers:

In Shortcuts app, edit your shortcut
Tap "Settings" for the shortcut
Choose "Add to Siri" for voice triggers
Configure "Automation" for other trigger types

Quick Actions

App Icon Quick Actions

3D Touch/Haptic Touch:

Press and hold the LoanX app icon on home screen
Select from available quick actions
App launches directly to selected feature

Available Quick Actions:

Open Voice Assistant: Direct access to AI features
View Recent Loans: Jump to loan selection
Create New Loan: Start loan creation process
Settings: Access app configuration

Control Center Integration

Siri Shortcuts in Control Center:

Go to iOS Settings > Control Center
Add "Shortcuts" to your control center
Access LoanX shortcuts with one swipe
Quick activation without voice commands

Voice Recognition Optimization

Improving Siri Recognition

Training Siri:

Use your shortcuts regularly to improve recognition
Speak clearly when recording phrases
Choose distinctive phrases that don't sound like common words
Avoid phrases similar to existing Siri commands

Troubleshooting Recognition:

Try re-recording your phrase if Siri doesn't understand
Use different wording if recognition is inconsistent
Ensure proper pronunciation in the recorded phrase
Consider ambient noise when recording

Best Practices for Voice Phrases

Effective Phrase Characteristics:

Clear and Distinctive: Easy to pronounce and recognize
Memorable: Natural phrases you'll remember
Specific: Avoid generic terms that might conflict
Consistent: Use the same phrasing each time

Example Good Phrases:

"Start my loan work"
"Open loan assistant"
"Check my loan applications"
"Launch LoanX now"

Phrases to Avoid:

Very short phrases ("Loans")
Common phrases that might trigger other apps
Phrases too similar to built-in Siri commands
Long, complex phrases that are hard to remember

Troubleshooting Siri Integration

Common Issues

Siri Doesn't Recognize Phrase

Solutions:

Re-record the phrase speaking more clearly
Try a different phrase that's more distinctive
Check that Siri is enabled in iOS Settings
Restart your device if Siri seems unresponsive

Shortcut Opens Wrong Feature

Check:

Verify the shortcut is configured correctly in iOS Settings
Make sure you're using the exact phrase you recorded
Review any conflicts with other app shortcuts
Delete and recreate the shortcut if necessary

App Doesn't Launch via Siri

Troubleshooting Steps:

Ensure LoanX is properly installed and not offloaded
Check that iOS has sufficient storage for app launches
Verify Siri & Search permissions for LoanX
Try launching the app manually first, then use Siri

iOS System Issues

Siri Not Working at All

System Solutions:

Check iOS Settings > Siri & Search > Listen for "Hey Siri"
Verify microphone permissions for Siri
Restart device to refresh Siri services
Update iOS if Siri issues persist

Spotlight Search Not Finding Loans