Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/Configuration.htm

## Configuring Vault AI in CRM

Vault AI must be configured by an admin before it becomes available to users. The configuration process includes both the initial system setup (detailed below) and agent-specific setup to enable individual AI features for Vault CRM.

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

Vault AI in CRM incorporates the following components.

#### Vault CRM Data Layer

Vault CRM’s data layer securely provides the Large Language Model (LLM) with contextual data from your CRM instance. This layer includes the [Vector Database](RefreshVectorDB.htm), which stores approved content as vectors. This ensures the model's responses are grounded in customer-specific data that the end-user already has access to view.

#### Large Language Model

The Large Language Model analyzes language, context, and intent of user prompts and input. It processes each request, generating responses grounded in the information retrieved from the Vault CRM Data Layer.

#### AI Settings

AI Settings provide the ability to define specific AI application behavior for a Vault or an application profile. For more information, see [Configuring AI Settings](#Configuring).

#### AI Agents

* [Agentic Account Summary](PreCallAgent/PreCallAgentOverview.htm) — Agentic Account Summary uses AI to intelligently assist users in planning and preparing for interactions with HCPs
* [Agentic Email](EmailAgent/EmailAgentOverview.htm) — Agentic Email uses AI to provide assistance when composing Approved Emails
* [Agentic Insight Quality](InsightQualityAgent/InsightQualityAgentOverview.htm) — Agentic Insight Quality uses Veeva-provided or custom guidelines to check the quality and completeness of free text entries
* [Agentic Media](MediaAgent/MediaAgentOverview.htm) — Agentic Media uses AI to help users quickly find information about products and access relevant media for HCP interactions
* [Agentic Text Monitoring](TextMonitoringAgent/EndUser/TMOverview.htm) — Agentic Text Monitoring uses AI to proactively analyze information entered in free text fields and flag potential compliance concerns before the information is saved
* [Agentic Voice](VoiceAgent/VoiceAgentOverview.htm) — Agentic Voice uses AI to convert your words into text, then intelligently maps that text to fields and records in Vault CRM

### Configuring AI Settings for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Admin Users](#)

To simplify administration, Vault AI uses configuration records called AI Settings, stored on the ai\_settings\_\_v object. These settings define how AI features behave across your Vault and can be applied at either the global (Vault-wide) level or the profile level.

How AI Settings work:

* Global AI Settings control the default behavior for the entire Vault
* Profile-level AI Settings allow administrators to override global defaults for specific application profiles (for example, to tailor AI access or behaviors for Field Users vs. Managers)
* When both are configured, profile-level settings take precedence over global settings
* A Global AI Settings record is provided by default

To view or edit AI Settings:

1. Navigate to **Business Admin > Objects > AI Settings**.
2. Select one of the following:

* The **Global AI Settings** record for Vault level changes
* A profile-level AI Settings record

3. Select **Edit** to make changes for one or more AI Settings.
4. Select **Save**.

To create a profile-level AI Settings record:

1. Navigate to **Business Admin > Objects > AI Settings**.
2. Select **Create**.
3. Enter a **Name**.
4. Select an **Application Profile** to which the AI Settings should apply.
5. Set the status to **Active**.

For additional information on creating profile-specific settings, see [Configuring VMOCs or Settings for an Application Profile](../Getting_Started/SettingUp/ApplicationProfiles.htm#Settings).

### Configuring Vault AI in CRM for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure Vault AI in CRM:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate Permission Set.
3. Select the **Objects** tab.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | ai\_settings\_\_v | R | None | All Object Fields | Read |

Ensure the All Object Fields checkbox is selected for the Read column on the ai\_settings\_\_v object.

5. Select the **Agents** tab.
6. Grant Execute access to the appropriate AI agents:

   * Agentic Email (agentic\_email\_agent\_\_v)
   * Insight Quality Agent (insight\_quality\_agent\_\_v)
   * Media Agent (media\_agent\_\_v)
   * Account Summary Agent (pre\_call\_agent\_\_v)
   * Text Monitoring Agent (text\_monitoring\_agent\_\_v)
   * Text Monitoring for Home Office Agent (text\_monitoring\_for\_home\_office\_agent\_\_v)
   * Voice Agent (voice\_agent\_\_v)
7. Navigate to **Admin > Settings > Veeva AI Settings**.
8. Select the appropriate **LLM Connections**. By default, Veeva provides a Basic LLM and an Advanced LLM. Custom LLM providers are also supported; for more information, see [Configuring Custom Agents](https://platform.veevavault.help/en/lr/950644/) on the Vault platform help site.
9. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
10. Activate the VMOC for the **ai\_settings\_\_v** object for the appropriate platforms.

After Vault AI is configured, complete configuration for the appropriate agents:

* [Configuring Agentic Email](EmailAgent/Configuration.htm)
* [Configuring Agentic Insight Quality](InsightQualityAgent/Configuration.htm)
* [Configuring Agentic Media](MediaAgent/Configuration.htm)
* [Configuring Agentic Account Summary](PreCallAgent/Configuration.htm)
* [Configuring Agentic Text Monitoring](TextMonitoringAgent/EndUser/Configuration.htm)
* [Configuring Agentic Text Monitoring for Home Office](TextMonitoringAgent/HomeOffice/Configuration.htm)
* [Configuring Agentic Voice](VoiceAgent/Configuration.htm)

Vault AI functionality is only available after one or more agents are configured, and any applicable features are configured.

### Related Topics

[Configuring Agentic Text Monitoring](TextMonitoringAgent/EndUser/Configuration.htm)

[Configuring Agentic Voice](VoiceAgent/Configuration.htm)

[Vault AI in CRM Overview](Overview.htm)