Configuring Vault AI in CRM

Vault AI must be configured by an admin before it becomes available to users. The configuration process includes both the initial system setup (detailed below) and agent-specific setup to enable individual AI features for Vault CRM.

Vault AI in CRM incorporates the following components.

Vault CRM Data Layer

Vault CRM’s data layer securely provides the Large Language Model (LLM) with contextual data from your CRM instance. This layer includes the Vector Database, which stores approved content as vectors. This ensures the model's responses are grounded in customer-specific data that the end-user already has access to view.

Large Language Model

The Large Language Model analyzes language, context, and intent of user prompts and input. It processes each request, generating responses grounded in the information retrieved from the Vault CRM Data Layer.

AI Settings

AI Settings provide the ability to define specific AI application behavior for a Vault or an application profile. For more information, see Configuring AI Settings.

AI Agents

  • Agentic Account Summary — Prepare for customer engagements by receiving AI-driven context and suggested actions
  • Agentic Call Capture — Capture call information by dictating notes that are intelligently mapped to the Agentic Call Report™
  • Agentic Call Report™ — Generate call reports from dictated notes and check for compliance, allowing users to contribute rich Commercial Evidence™
  • Agentic Email — Assist in composing Approved Emails
  • Agentic Insight Quality — Check the quality and completeness of free text entries, as they are captured
  • Agentic Insight Capture — Capture insights by dictating notes that are intelligently mapped to Vault CRM records and fields
  • Agentic Media — Quickly find and summarize relevant media library content using semantic search
  • Agentic Text Monitoring — Enter free text notes that are automatically checked for compliance issues
  • Agentic Voice — Capture information by dictating notes that are intelligently mapped to Vault CRM records and fields
  • Conversational AI (Early Adopter) - Use agentic AI to synthesize complex data sources from across Vault CRM into intuitive, real-time responses

Configuring AI Settings for

To simplify administration, Vault AI uses configuration records called AI Settings, stored on the ai_settings__v object. These settings define how AI features behave across your Vault and can be applied at either the global (Vault-wide) level or the profile level.

How AI Settings work:

  • Global AI Settings control the default behavior for the entire Vault
  • Profile-level AI Settings allow administrators to override global defaults for specific application profiles (for example, to tailor AI access or behaviors for Field Users vs. Managers)
  • When both are configured, profile-level settings take precedence over global settings
  • A Global AI Settings record is provided by default

To view or edit AI Settings:

  1. Navigate to Business Admin > Objects > AI Settings.
  2. Select one of the following:
  • The Global AI Settings record for Vault level changes
  • A profile-level AI Settings record
  1. Select Edit to make changes for one or more AI Settings.
  2. Select Save.

To create a profile-level AI Settings record:

  1. Navigate to Business Admin > Objects > AI Settings.
  2. Select Create.
  3. Enter a Name.
  4. Select an Application Profile to which the AI Settings should apply.
  5. Set the status to Active.

For additional information on creating profile-specific settings, see Configuring VMOCs or Settings for an Application Profile.

Configuring Vault AI in CRM for

To configure Vault AI in CRM:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate Permission Set.
  3. Select the Objects tab.
  4. Grant the following permissions:
    ObjectObject PermissionObject TypesFieldsField Permission
    ai_settings__vRNoneAll Object FieldsRead

    5. Ensure the All Object Fields checkbox is selected for the Read column on the ai_settings__v object.

  5. Select the Agents tab.

  6. Grant Execute access to the appropriate AI agents:

    • Agentic Email (agentic_email_agent__v)
    • Call Capture Agent (call_capture_agent__v)
    • Insight Capture Agent (insight_capture_agent__v)
    • Insight Quality Agent (insight_quality_agent__v)
    • Media Agent (media_agent__v)
    • Account Summary Agent (pre_call_agent__v)
    • Text Monitoring Agent (text_monitoring_agent__v)
    • Text Monitoring for Home Office Agent (text_monitoring_for_home_office_agent__v)
    • Voice Agent (voice_agent__v)
  7. Navigate to Admin > Connections.
  8. Ensure the External - Veeva CRM connection is active.
  9. Navigate to Admin > Settings > Vault AI Settings.

  10. Select the appropriate LLM Connections. By default, Veeva provides a Basic LLM and an Advanced LLM. Custom LLM providers are also supported; for more information, see Configuring Custom Agents on the Vault platform help site.

  11. Navigate to Business Admin > Objects > VMobile Object Configurations.
  12. Activate the VMOC for the ai_settings__v object for the appropriate platforms.

After Vault AI is configured, complete configuration for the appropriate agents:

Vault AI functionality is only available after one or more agents are configured, and any applicable features are configured.

Related Topics

Configuring Agentic Text Monitoring

Configuring Agentic Voice

Vault AI in CRM Overview