To configure Agentic Email:

1. Ensure Configuring Vault AI in CRM is complete.

2. Ensure users have Execute permission to the Agentic Email:

   • Navigate to Admin > Users & Groups > Permission Sets
   • Select the appropriate permission set
   • Select the Agents tab
   • Select the Execute checkbox for the Agentic Email (agentic_email_agent__v)
3. Navigate to Admin > Configuration > Veeva AI Setup > Agents.
4. Select the Agentic Email.
5. Select Edit.
6. Select Active in the Status picklist.
7. Select Save.
8. Expand the Actions section.

9. Verify the appropriate agent actions are Active for the agent:

   • Rewrite – Rewrites specific text in the email template with different style variations