Pre-Call Agent Overview

The Pre-Call Agent uses AI to intelligently assist users in planning and preparing for interactions with HCPs. Through an interactive AI Chat, users can ask for account information or for assistance with planning their activities. The agent analyzes and consolidates complex information from across Vault CRM into a concise, actionable response. This eliminates the need for users to manually review multiple data points, leading to more focused preparation, targeted outreach, and enhanced productivity.

Accessing the Pre-Call Agent

To access the Pre-Call Agent, select the AI Chat button from one of the following entry points:

  • Account Details, including:
  • Related object sections selected from the Account Details screen
  • Account tabs—for example, Account Hierarchy, Sphere of Influence, and Stakeholder Navigator
  • Call Reports

Related Topics

Veeva AI for Vault CRM Overview

Preparing for HCP Interactions Using the Pre-Call Agent

Using AI Chat