Agentic Call Report™
Agentic Call Report™ uses AI to transform natural language into structured call reports, replacing field-by-field data entry with a superior user experience and the ability to capture valuable Commercial Evidence™ at scale. After meeting with an HCP, the end user describes the interaction in their own words. Vault AI interprets the language, translates it into a structured record, and checks free text fields, for example Call Text, for compliance. The end user then reviews, edits, and confirms the captured information.
Two AI agents work together across the workflow: the Voice Agent turns the end user's dictation into a structured call report, and the Text Monitoring Agent checks the free text content for compliance and safety. Together, the two agents help end users capture accurate, timely information while ensuring call reports meet compliance and regulatory standards.
See Best Practices for Agentic Call Report™ for a full list of recommendations for optimizing user experience and business value.
Who can use this feature?
- End Users — iPad, iPhone (iPadOS/iOS 26 or later)
- Creating Agentic Call Reports
- A Veeva AI license is required
Configuring Agentic Call Report for
End Users
To configure Agentic Call Report:
-
Ensure the following configuration is complete:
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Create a new call2__v layout for Agentic Call Report, following the Recommended Layout Sections below.
Recommended Layout Sections
Veeva recommends configuring a dedicated layout for Agentic Call Report. A dedicated layout focuses the end user on the most relevant sections of the call report and ensures an optimal experience.
The following are the only sections recommended for use on the Agentic Call Report layout:
Core Sections
- Buttons (buttons__c) — Provides the primary call report actions:
- save__v
- submit__v
- delete__v (optional; enables the Delete button)
- more_actions__v (optional; enables the All Actions button)
- Call Header (for example, details__c) — Captures the core call details. Include only the following fields:
- account__v
- address__v
- call_channel__v
- call_datetime__v
- check_in__v (field control)
- object_type__v
- territory__v
- status__v
- Attendees (call_attendees_section__v) — Captures the accounts present for the interaction
- Call Details (call_details_section__v) — Captures the products discussed
- Call Notes (for example, call_notes__c) — Displays the dictated Voice Note content. Include only the call_notes__v field.
- CLM Details (clmdetails_section__v) — Captures CLM content presented during the call
Optional Sections
- Attendee-Specific Fields (attendee_specific_fields__c) — Captures per-attendee details. Include only the following fields:
- incurred_expense__v
- expense_attendee_type__v
- Commercial Insights (commercial_insights_section__v) — Captures Commercial Insights related to the account or call
- Key Messages (key_messages__v) — Captures the Key Messages delivered, the account's reactions, and any vehicles mentioned
- Samples (samples_section__v) — Captures samples or other promotional products disbursed. Using Barcodes to Record Call Samples is supported for this section on the Agentic Call Report.
- Follow-up Activities (followup_section__v) — Captures follow-up activities identified during the call
- Expenses (expense_section__v) — Captures expenses associated with the call
- Expense Receipt (add_expense_receipt_section__v) — Enables users to attach receipts for expenses
In addition to placing layout sections, ensure any section-specific configuration is complete.
Call Reporting with Child Accounts, Recording a Call from an Event, and Recording a Call with Medical Events are not supported.
Creating Agentic Call Reports as
End Users
To create an Agentic Call Report, the end user dictates a description of the interaction and reviews the structured report generated from their dictation.
The workflow moves through four stages:
- End users record interaction details — End users describe the interaction in plain language, including all details relevant to the call report, for example the HCP name, date and time, call channel, products discussed, and any follow-up activities. The Voice Agent captures the dictation in real time via a Call Voice Note. See Dictating Call Information for details.
- The Voice Agent transposes the dictated text into a call report — The Voice Agent transposes the description into a structured call report, automatically populating key information mentioned in the dictation. End users review, edit, and confirm the captured information. See Creating Call Reports with the Voice Agent for details.
- The Text Monitoring Agent checks free text fields — The Text Monitoring Agent checks free text fields, for example Call Text, for potential compliance and safety issues. If the agent identifies a potential issue based on the organization's PI and compliance guidelines, it flags the text for the end user to review and resolve. See Capturing Call Text with the Text Monitoring Agent for details.
- End users save or submit the call report — After reviewing the call report and resolving any potential compliance or safety issues, end users save the call report to finish later or submit the completed record. The original Call Voice Note remains available from the report until the record is submitted. For compliance and data privacy, Call Voice Note audio and text are permanently deleted when end users submit the call report.
