Finding Product Information with Agentic Media

Agentic Media uses AI to help users quickly find information about products and access relevant CLM content for HCP interactions. Through an AI search interface, users can ask questions about their products and receive clear, concise answers with links to the CLM content where the information is found.

Agentic Media only supports CLM as Object Model content managed in PromoMats or MedComms as the source material for user questions. An internet connection is required to access Agentic Media.

Who can use this feature?

Configuring Finding Product Information with Agentic Media for

Ensure the following configuration is complete:

Finding Product Information as

To start a conversation, users can access Agentic Media from any of the following entry points:

  • Navigate to the Media Library and select Media AI from the top navigation bar
  • Select the AI button to open AI Chat on any supported page in Vault CRM
  • Select the AI widget and input requests directly from the Vault CRM Home Screen, with Agentic Home Screen

An AI search interface displays, prompting users to ask content questions.

When Conversational AI (Early Adopter) is enabled, Agentic Media is leveraged when users ask content questions from Conversational AI entry points. Unlike when accessing Agentic Media directly from the Media AI tab, links to individual slides are not included when generating these inline interaction-planning responses with Conversational AI.

When accessing the agent via Media AI, the agent search displays as a full-screen tab. The Media AI view is the primary view when entering the Media Library for the first time, and it is the primary entry point for Agentic Media.

When accessing the agent via AI Chat, the agent search interface displays as a floating window over the user’s active page.

On the iPhone platform, Agentic Media is only available from Media AI or Conversational AI (Early Adopter).

To maintain focus on CLM content, only Agentic Media is available in Media AI. Other agents (for example, the Pre-Call Planning Agent) are available in the AI Chat window.

Simply type your question into the search bar, regardless of the entry point. Common questions include asking about product and safety information, efficacy data, and dosing and administration.

Agentic Media intelligently analyzes content across your Media Library and provides contextual answers based on the approved CLM content available on your device. The agent searches against content in all languages supported by Vault OCR (Optical Character Recognition).

Agentic Media answers the question based on the available approved CLM content on their device as the source material. The following types of CLM content are excluded as source material:

  • Staged content
  • Approved hidden presentations
  • Approved training presentations
  • Approved website content
  • Any content not managed in PromoMats/MedComms

Agentic Media response provides links to the source slides. If the user is viewing an account page or call report when submitting the question, the CLM presentations of the linked slides are validated against restricted products, allowed products, account segmentation, and Do Not Call. A context warning displays in the answer if at least one of the linked slides fails the validation.

If Agentic Media cannot answer the question based on the source material, the response indicates the requested information is not available.

Accessing Linked CLM Presentation Slides

Select one of the links to display the slide in the CLM media player. If the user is viewing an account page or call report, the CLM presentation of the selected slide is validated again. Since conversations persist until users start a new conversation or exit the Vault CRM app, the validations run every time the user selects a linked slide, even from older answers, to ensure the user always accesses valid content.

If the validation passes, the linked slide is launched in the CLM media player. If the presentation contains required slides, they display before the linked slide.

If the validation fails or the presentation no longer exists on the device, an error message displays and the linked slide is not displayed.

Tracking Linked CLM Presentation Slides

In most contexts, navigating to a linked slide displays the slide in preview mode. Users can select the All Actions menu in the media player to select an account and start a call, or save the activity as an unassigned presentation.

Slide activity is tracked differently if the user is viewing an account or call report:

  • Account:
  • The slide displays and a call is created for the account. The slide is automatically tracked on the call report.
  • If the Select CLM Call Record Type Multichannel Setting is enabled, users select the call object type when the call is created. See Enabling Object Type Selection for CLM Calls for more information.
  • Call Report:
  • If the user is editing the call report, the slide displays and is automatically tracked on the call report
  • If the user is viewing the call report, the slide displays in preview mode and is not tracked on the call report

Managing Conversation History

Conversation history remains in the agent’s memory while you work in the Vault CRM app. Agentic Media conversation history is shared between the Media AI tab and the AI Chat window, so you can easily pick up where you left off.

To reset the conversation history, select the New button.

Selecting New in either the Media AI view or the AI Chat window resets the history in both locations, so your conversation history with Agentic Media is kept in sync regardless of the entry point. Conversation history automatically resets when the Vault CRM app is closed.

To maintain focus on the most relevant material, conversation history with other agents (for example, the Pre-Call Planning Agent) is not displayed in the Media AI tab, though it remains visible in other Vault AI entry points.

Related Topics

Agentic Media Overview

Vault AI in CRM Overview

Searching the Media Library