To configure this feature:

1. Ensure Configuring Veeva AI for Vault CRM is complete.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   ai_settings__v	At least R	None	text_monitoring_check__v text_monitoring_block_save__v	Read

6.  

To ensure potential product safety issues are reported in the appropriate system, business admin users can customize the message users see when the Free Text Agent detects a potential safety issue.

The default message text instructs users to select the message and report the issue in an external safety system. However, a default safety reporting link is not provided because safety systems vary across organizations. Admins can either provide a link to the designated safety system using the Safety System Link Veeva Message, or edit the default Safety Report Veeva Message so users are not instructed to select the message.

To provide a link to the safety system:

1. Navigate to Business Admin > Objects > message__v.

2. Populate the text field for the SAFETY_SYSTEM_LINK;;crmai__v Veeva Message with a link to your organization’s safety system, using best practices for editing Veeva Messages.

3. Mark the SAFETY_SYSTEM_LINK;;crmai__v Veeva Message as Active.

To modify the default Safety Report message:

1. Navigate to Business Admin > Objects > message__v.

2. Edit the text field for the SAFETY_REPORT;;crmai__v Veeva Message. The default value is: A safety report is required for information highlighted in purple. Please click here to report in the safety system.

If a safety system link is not being provided, it is recommended to remove the sentence instructing users to click the message.

By default, text is analyzed each time the user exits a field. Alternatively, admins can configure the agent to only analyze text when users save or submit records, so they receive feedback on their final text rather than receiving feedback on fields they are in the process of editing.

Organizations can bring their own LLM to Vault CRM. In cases where organizations bring their own LLM, analyzing text when users attempt to save or submit records reduces the number of tokens required from the LLM.

To modify when the agent analyzes text:

1. Navigate to Admin > Settings > Application Settings > AI Settings.

2. Set the text_monitoring_check__v field to one of the following values:

   • In Edit (in_edit__v) - The agent analyzes text each time the user exits a field while editing the record. AI verification status for each field is retained throughout the editing session. This is the default value.
   • On Save and Submit (save_submit__v) - The agent analyzes text only when the user saves or submits the record

By default, users are prevented from saving records with unresolved issues or unverified fields. However, business admin users can allow users to save records with unresolved issues or when the text is not checked by an agent. For example, saving records with unresolved issues or unverified fields may be useful when users lack reliable internet connections.

To allow users to save records without resolving issues:

1. Navigate to Admin > Settings > Application Settings > AI Settings.

2. Set the text_monitoring_block_save__v check box to one of the following values:

   • Selected (true) - Prevents users from saving a record with unresolved issues. This is the default value.
   • Deselected (false) - Enables users to save a record with unresolved issues or when the text is not checked by the agent