To configure this feature:

1. Ensure the following are complete:
   • Configuring Veeva AI for Vault CRM
   • Using AI Chat

2. Ensure users have Execute permission to the Pre-Call Agent:

   • Navigate to Admin > Users & Groups > Permission Sets
   • Select the appropriate permission set
   • Select the Agents tab
   • Select the Execute check box for the Pre-Call Agent (pre_call_agent__v)
3. Select the Objects tab.

4. Grant the following permissions: 

   Object	Object Permission	Object Type	Fields	Field Permission
   call_objective__v	R	All applicable object types	account__v call2__v completed_flag__v product__v (optional) to_date__v	Read
   call2__v	R	All applicable object types	account__v call_date__v call_notes__v (optional) detailed_products__v (optional) owner_id__v call_channel__v call_status__v	Read
   mc_cycle_plan__v	R	All applicable object types	start_date__v end_date__v owner__v mc_cycle_plan_status__v	Read
   mc_cycle_plan_target__v	R	All applicable object types	cycle_plan__v channel_attainment__v channel_status__v product_attainment__v product_status__v target__v	Read
   suggestion__v	R	All applicable object types	account__v actioned__v created_date__v dismissed__v expiration_date__v marked_as_complete__v reason__v title__v	Read
   suggestion_tag__v	R	All applicable object types	product__v detail_group__v	Read

End users can access the Pre-Call Agent from the following pages:

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

Using AI Chat for Pre-Call Planning

To ask for assistance with pre-call planning:

1. Select the AI Chat button from one of the Pre-Call Agent entry points.

2. Enter a question related to planning an interaction for the account, or getting an account summary. For example:

   • Help me prepare for an upcoming call with this HCP
   • What's new with this provider

3. Select the blue arrow to submit the question.

   

When users ask a question from the call report, the agent uses the account associated with the call. Call attendees are not considered.

The agent provides a summary response. Depending on the user's permissions and the data available for the account, the following sections can be included:

• Multichannel Cycle Plan Performance — Displays the account's Channel Attainment percentage, Product attainment percentage, the active Multichannel Cycle Plan name, and the plan's end date
• Most Recent Call — Displays the date, channel, and user for the account’s most recent call report. The summary includes products detailed and any call notes.
• Open Suggestions — Provides a count of open suggestions, and displays up to three suggestions ordered by priority, expiration date, and age
• Open Call Objectives — Provides a count of open call objectives and displays up to three objectives closest to expiring or, if none have a To Date, the three oldest objectives