Configuring the Pre-Call Agent

Configuring the Pre-Call Agent for

To configure the Pre-Call Agent:

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

  2. Navigate to Admin > Configuration > Veeva AI Setup > Agents.

  3. Select the Pre-Call Agent.

  4. Select Edit.

  5. Select Active in the Status picklist.

  6. Select Save.

Related Topics

Pre-Call Agent Overview

Preparing for HCP Interactions with the Pre-Call Agent