Pre-Call Tab
The Pre-Call tab allows content developers to integrate AI-driven chat interfaces directly into their primary CRM workflows. Centralizing these custom elements into a single, easily accessible tab helps enhance end users’ readiness, streamlines pre-call planning, and drives more meaningful engagements with HCPs.
For example, before meeting with an HCP, an end user opens the Pre-Call tab on their iPad to query the AI about the HCP's recent interactions, generating a tailored discussion guide.
Who can use this feature?
- Content Developers - Browser
- Creating Content for the Pre-Call Entry Point
- Content Creators - Browser
- Creating Content for the Pre-Call Entry Point
- End Users - Browser, iPad, iPhone, Windows
- Using the Pre-Call Tab
- Users do not require an additional license
Configuring the Pre-Call Tab for
Content Developers and Content Creators
To configure this feature:
- Ensure Configuring X-Pages or Configuring X-Pages Studio is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
html_report__v
CRED
pre_call__v
All fields except:
- review_before_submit__v
- logo__v
- object_recordtype__v
- prompt_context__v
- visibility_criteria__v
Edit
End Users
To configure this feature:
- Ensure Configuring X-Pages is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
html_report__v
R
pre_call__v
All fields except:
- review_before_submit__v
- logo__v
- object_recordtype__v
- prompt_context__v
- visibility_criteria__v
Read
- Navigate to Admin > Configuration > Tabs.
- Activate the pre_call__v tab.
- Navigate to Business Admin > Objects > message__v.
- Select the TAB_NAV_DISPLAY;;Common setting
- Edit the Text field to add the PreCall value. For example, MyAccounts;;PreCall;;;MySchedule;;Media;;
- Select Save
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Ensure VMOCs for the html_report__v object are active for the appropriate platforms.
Creating Content for the Pre-Call Entry Point as
Content Developers
Content Developers can create a custom X-Page using the Pre-Call entry point to to create an AI-driven chat interface related to pre-call planning.
Content Creators
Content creators can design custom Pre-Call pages within X-Pages Studio.
To create a Pre-Call page in X-Pages Studio:
- Sign into X-Pages Studio.
- Select New Page from the home page.
- Enter a Page Name.
- Select the Pre-Call Page Type.
- Select a test user.
- Select Create.
See Creating X-Pages Using X-Pages Studio for more information on creating and deploying an X-Page.
Using the Pre-Call Tab as
End Users
End Users interact with custom agents and access embedded web content directly from their top-level navigation menu during pre-call planning.
To use the Pre-Call tab:
- Select the Pre-Call tab from the main navigation menu.
- View the embedded agent interface. The page displays inside a fixed iframe that fills the remaining screen space.
