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

## Preparing for HCP Interactions with Agentic Account Summary

Agentic Account Summary uses AI to intelligently analyze account information from across Vault CRM into concise, actionable summaries. This helps users quickly prepare for more targeted, productive, and informed conversations with HCPs. When users ask for information or help planning a call, Agentic Account Summary reviews key information—including recent interactions, open suggestions, and call objectives—and provides a clear and focused response.

**Who can use this feature?**

* End Users — iPad
* [Preparing for HCP Interactions with Agentic Account Summary](#Preparing)
* A Veeva AI license is required

### Configuring Preparing HCP Interactions for

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

To configure this feature:

1. Ensure the following are complete:
   * [Configuring Agentic Account Summary](Configuration.htm)
   * [Using AI Chat](../UsingChatUI.htm)
2. Select the **Objects** tab.
3. 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 |

### Preparing for HCP Interactions with Agentic Account Summary as

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

End users can access Agentic Account Summary from the following pages:

* [Account Details](../../Accounts/UsingAccounts/UsingAcctDetails.htm), including:
* Related object sections selected from the Account Details screen
* Account tabs
* [Account Hierarchy](../../Accounts/ManagingAccountInfo/AccountHierarchy.htm)
* [Sphere of Influence](../../Accounts/ManagingAccountInfo/Sphere_of_Influence.htm)
* [Stakeholder Navigator](../../Accounts/UsingAccounts/StakeholderNavigator.htm)
* [Call Reports](../../Call_Reporting_2/CallReportingOverview.htm)

An internet connection is required to access Agentic Account Summary.

#### Using AI Chat for Pre-Call Planning

To ask for assistance with pre-call planning:

1. Select the **AI icon** from one of Agentic Account Summary 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.

   ![](../../../Resources/Images/VeevaAI/AIChat/SummaryRequest.PNG)

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 text.
* 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

![](../../../Resources/Images/VeevaAI/AIChat/SummaryResponse.PNG)

### Related Topics

[Agentic Account Summary Overview](PreCallAgentOverview.htm)

[Using AI Chat](../UsingChatUI.htm)