Agentic Voice Overview
Agentic Voice uses AI to convert your words into text, then intelligently maps that text to fields and records in Vault CRM. This AI capability allows users to create Vault CRM records directly from their Voice Notes, pre-populated with the information they provided. This reduces manual data entry time for end users, streamlining their workflows and helping to capture accurate, timely information while it is fresh in the users’ memory.
If enabled, Agentic Insight Quality can work together with Agentic Voice to ensure quality and completeness in the captured text. Agentic Voice handles getting the insight into Vault CRM: it transforms a dictated Voice Note into a structure record. Once that record exists, Agentic Insight Quality reviews the insight against the organization's quality standards and provides feedback to the user, helping them ensure their captured insight contains the elements most important to the organization.
Agentic Voice is only available for Medical Insights. For details on voice dictation for Commercial Insights, see Agentic Insight Capture; for details on voice dictation for call reporting, see Agentic Call Report™.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Accessing Agentic Voice
Users can access Agentic Voice using multiple methods: hands-free access with Siri®, long-pressing the AI icon in Vault CRM, or selecting a dictation option in My Notes.
Accessing Agentic Voice with Siri
Accessing Agentic Voice with Siri is supported across Vault CRM. For more details on supported pages and commands, see
Accessing Agentic Voice with Siri is not supported when the user has unsaved changes—for example, when creating or editing a record, or when collecting a signature.
Accessing Agentic Voice via the AI Icon
Accessing Agentic Voice by long-pressing the AI icon is supported on the following pages:
- Vault CRM Home Page
- Account Detail
- Address Detail
- Call Reports, when viewing a submitted call
- CLM Media tab
- Medical Insights Detail
- Medical Insights tab
- My Notes tab
Accessing Agentic Voice from My Notes
To access Agentic Voice from My Notes:
- Select the My Notes tab.
-
Select the Plus (+) icon. Alternatively, long-press the AI button.
Using Agentic Voice with AI Chat Disabled
If AI Chat is disabled, but Agentic Voice is enabled, the AI button only displays on pages where Agentic Voice is supported. Users can still long-press the AI button to access Agentic Voice, but short-pressing the button does not display the AI Chat window.
