Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm ## Creating Call Reports with Agentic Voice Agentic Voice uses AI to convert a user’s dictated notes into call reports, reducing manual data entry, shortening call creation time, and improving data quality. End users simply dictate their description of interactions with HCPs. Agentic Voice captures the user’s speech in a Call Voice Note and intelligently pre-populates a new call report with the information the user provided. After creating the call report, users can continue to add more information through dictation as needed. Users review the call report and make any necessary adjustments before saving or submitting the call. **Who can use this feature?** * End Users — iPad, iPhone (iPadOS/iOS 26 or later) * [Dictating Call Information](#Dictatin) * [Creating Call Reports from Call Voice Notes](#Creating) * [Adding to Existing Call Reports with Voice](#Adding) - Available on July 16, 2026 * [Accessing Saved Call Voice Notes from My Schedule](#Accessin) * A Veeva AI license is required ### Configuring Creating Call Reports with Agentic Voice for [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature: 1. Ensure the following configuration is complete: * [Configuring Vault AI in CRM](../Configuration.htm) * [Configuring Agentic Voice](Configuration.htm) * [Configuring Call Reporting](../../Call_Reporting_2/ConfiguringCR.htm) * [Capturing Call Text with Agentic Text Monitoring](../TextMonitoringAgent/EndUser/TMCallText.htm) (optional; enables text monitoring and the Call Text field) * [Creating Follow-Up Activities on the Call Report](../../Call_Reporting_2/Executing/Post/FollowupActivities.htm) (optional; enables capturing follow-up activities) [Using AI Chat](../UsingChatUI.htm) is not a requirement for accessing Agentic Voice. 2. Ensure users have Execute permission to the **Voice Agent**: * Navigate to **Admin > Users & Groups > Permission Sets** * Select the appropriate permission set * Select the **Agents** tab * Select the Execute checkbox for the **Voice Agent** (voice\_agent\_\_v) 3. Select the **Objects** tab. 4. Grant the following permissions: | Object | Object Permission | Object Types | Fields | Field Permission | | --- | --- | --- | --- | --- | | call2\_\_v | CRE | All applicable object types | * ai\_source\_\_v | Edit | | key\_message\_\_v | R | n/a | * ai\_description\_\_v * ai\_synonyms\_\_v * url\_\_v | Read | Ensure Apple Intelligence and Siri® are enabled on the user’s device, when using voice commands to capture call information. If prompted, allow Vault CRM to access Siri and Search. #### Setting a Parent Call Account Type Preference To define how Agentic Voice handles multiple matching accounts, admins can set a Parent Call Account Type Preference in AI Settings: 1. Navigate to **Business Admin > Objects > ai\_settings\_\_v**. 2. Set the **Parent Call Account Type Preference** setting to one of the following values, to define how Agentic Voice handles multiple matching accounts: * Prefer Business Account Parent Calls – Only displays matching Business Accounts as Suggested Accounts; Person Accounts are still available for selection * Prefer Person Account Parent Calls – Only displays matching Person Accounts as Suggested Accounts; Business Accounts are still available for selection * Enforce Business Account Parent Calls – Restricts call account selection to Business Accounts only. Agentic Voice does not consider other types of accounts when selecting a primary account for the call, and users can only search for and select Business Accounts as the call account. * Enforce Person Account Parent Calls – Restricts call account selection to Person Accounts only. Agentic Voice does not consider other types of accounts when setting a primary account for the call, and users can only search for and select Person Accounts as the call account. If a value is not selected, all matching accounts display as Suggested Accounts. Users can search and select any in-territory account for which they have access. #### Providing Key Message Context for Agentic Voice To provide additional Key Message context, admins can populate AI Description and AI Synonym fields on Key Message records. This is optional, especially in cases where the Name field on the Key Message clearly relates to Key Message content. For example, if a Key Message name contains an organization-specific acronym, this should be explained in the AI Description field. Industry-wide acronyms and abbreviations do not need to be explained. To provide additional context: 1. Navigate to **Admin > Configuration > Objects > key\_message\_\_v > Layouts**. 2. Place the ai\_description\_\_v and ai\_synonym\_\_v fields on the appropriate **key\_message\_\_v** layouts. 3. Navigate to **Business Admin > Objects > key\_message\_\_v**. 4. Populate the following fields on the appropriate **key\_message\_\_v** records: * ai\_description\_\_v – A plain-language description that provides Agentic Voice with context to interpret Key Messages * ai\_synonym\_\_v – A comma-delimited list of alternate terms or phrases that help Agentic Voice match the user’s spoken words to the correct Key Message record ### Dictating Call Information as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) End users dictate the details of an interaction using Call Voice Notes, which capture the user’s speech and transcribe it into text. Agentic Voice analyzes and transposes Call Voice Note text into a call report. Agentic Voice supports any of Vault CRM's [Supported Languages](../../Reference/Supported_Languages.htm). 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 from the My Notes tab header. #### Using Siri to Start Dictation To start dictating using Siri, activate Agentic Voice using one of the following methods: * Say, ‘Hey Siri ‘, followed by a Vault CRM-specific command * Long press the iPhone's power button, then speak or type a specific Vault CRM command * Select a Vault CRM-specific prompt from iOS Shortcuts or iOS Suggestions Once activated, clearly speak one of the following commands, using the label of the call2\_\_v object in Vault CRM: * Create a Call in Vault CRM * Add a Call in Vault CRM * New Call in Vault CRM * Record a Call in Vault CRM Siri recognizes these phrases in any of Vault CRM's [Supported Languages](../../Reference/Supported_Languages.htm). Using Siri to start dictation is not supported when: * Creating or editing records, from any object * Capturing signatures * Presenting CLM or managing CLM presentations * Using Go Online from Vault CRM * Autosync is in progress * A Voice Note is already open for recording * A popover or modal requiring dismissal is open—for example, the My Schedule filter modal If users attempt to start dictation from an unsupported page, Siri alerts the user with the following message: 'There are unsaved changes in Vault CRM. Save your work and try again.' #### Using the AI Icon to Start Dictation To start dictating using the AI icon: 1. Long-press the AI icon from one of the [Agentic Voice entry points](VoiceAgentOverview.htm). ![](../../../Resources/Images/VeevaAI/Voice/DictateCallQuarter.PNG) 2. Select the **Dictate Call** option. #### Dictating from the My Notes Tab To start dictating from the My Notes tab: 1. Navigate to **My Notes**. 2. Select the **Plus (+)** icon. ![](../../../Resources/Images/VeevaAI/Voice/MyNotes/DictateOptionscropped.PNG) 3. Select the **Dictate Call** option. After users start dictation, a Call Voice Note opens to capture the user’s speech. Recording and transcription begin automatically. Users describe the interaction and include any information relevant for the call report. For example, the HCP name, the date and time, call channel, relevant products, and any follow-up activities. For best results, it is recommended to speak at a clear, moderate pace in an environment with minimal background noise. To pause the recording, select the Pause icon from the Call Voice Note. To resume the recording, select the Resume icon. ![](../../../Resources/Images/VeevaAI/Voice/VoiceNote2.PNG) To complete the Call Voice Note, select one of the following options from the Call Voice Note header: * Create Call - Sends the Call Voice Note to Agentic Voice for processing. Agentic Voice analyzes the text, identifies relevant call report information, and populates the call report for the end user’s review. * Save for Later - Saves the Call Voice Note for later review, without creating a call report. Users can access the saved Call Voice Note from My Schedule and create a call report at a later time. The Call Voice Note only exists on the user’s device and is not synced to the Vault CRM database. * If users select Cancel on an unsaved call report created from a Call Voice Note, the call report is discarded and the Call Voice Note is saved for later * Discard - Permanently deletes the recording and Call Voice Note without creating a call report. Users are prompted to confirm the Discard action before the Call Voice Note is deleted. #### Working Offline with Agentic Voice Although recording and transcription occur locally on the user's device using native iOS capabilities, an internet connection is required to generate a call report from a Call Voice Note. If an internet connection is not available when a user selects Create Call, a Connection Issue alert displays. In these instances, users can instead select Save for Later to store the audio and transcript on the device. Saved Call Voice Notes awaiting AI processing display in My Schedule as red-striped entries. Once a connection is restored, users can open the entry and select Create Call to initiate the AI conversion, which sends the transcribed text to the cloud-based AI Orchestration Layer for processing. For more information, see [Accessing Saved Call Voice Notes from My Schedule](#Accessin). Voice Notes are strictly device-bound; they do not sync to the Browser or other devices and remain only on the device where they were captured. These notes persist through database refreshes but are permanently deleted once the final record is submitted or the note is manually discarded. ### Creating Call Reports from Call Voice Notes as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) When users create a call from a Call Voice Note, Agentic Voice intelligently processes the transcribed text and populates the new call report based on the information in the Call Voice Note. Key information is automatically populated, if specified in the Call Voice Note: * Account * Call Attendees * Call Datetime * Call Channel * Call Location * Product Details * Key Messages * Follow-up Activities * Call Notes The listed sections and fields must be placed on the call2\_\_v layout in order to be populated. The following types of call reports are not currently supported: * Child account calls * Event calls #### Capturing the Account Agentic Voice identifies the primary account for the call report based on where the user initiates the process and the content of the Call Voice Note. The following call information is defaulted based on the account: * Address * Call Object Type * Location, if a Business Account is not already identified from the Call Voice Note * Pre-Call Notes, if applicable * Territory The appropriate account is automatically populated on the call report when users initiate Agentic Voice from one of the following account-specific entry points: * Account Detail pages * Address Detail pages * Call Reports, in View mode When users initiate Agentic Voice from one of the other entry points, not specific to an account, Agentic Voice attempts to identify account names from the Call Voice Note text: * Single Match - If only one account matches the name mentioned, it is automatically populated * No Match - If a matching account is not found, the account search modal displays, allowing the user to search and select an account * Multiple Matches - If there are multiple potential matches, Agentic Voice suggests accounts ![](../../../Resources/Images/VeevaAI/Voice/SelectAcct.PNG) ##### Parent Call Account Type Preference When Agentic Voice identifies multiple accounts from the Call Voice Note, the value selected for the Parent Call Account Type Preference setting can help determine which accounts are selected: * Default (No Preference) - If multiple matches are found, all matching accounts display as Suggested Accounts. Users can search and select any in-territory account for which they have access. * Prefer Business Account or Prefer Person Account - When the Parent Call Account Type setting is populated with either of these values, the preferred account type is prioritized without blocking others. If both a Business Account and a Person Account match the account named in the Call Voice Note, the type preferred based on the setting is automatically selected. * Enforce Business Account or Enforce Person Account - These settings strictly limit selection to one type: * Only accounts of the enforced type are considered * If Agentic Voice identifies a non-enforced type (for example, a Person Account when the setting value is Enforce Business Account), it is not considered * Only accounts matching the enforced type can be selected, or displayed as suggestions for available accounts Accounts are not pre-filtered based on [Restricting Calls by Account](../../Call_Reporting_2/Restrictions/RcAcct.htm) or [Restricting Calls by Account Object Type](../../Call_Reporting_2/Restrictions/RcType.htm). If a restricted account is selected (either automatically or by the user), an error message displays and users are returned to the account selector to choose a valid, non-restricted account. #### Capturing Call Attendees If Agentic Voice identifies multiple matching Person Account names in a Call Voice Note, those Person Accounts are automatically added as call attendees. This applies to calls against Business Accounts or Person Account calls where the Person Account Attendees attribute is enabled. Automatically adding attendees is most successful when Parent Call Account Type Preference is enabled, and when users initiate the Call Voice Note from an account-specific entry point. When Agentic Voice identifies potential attendees but cannot confirm a unique match, users are prompted to reconcile them via the Attendees modal. Attendees identified by Agentic Voice or selected by the user display in the lower half of the modal. ![](../../../Resources/Images/26R1 UVCs/26R1.0/PotentialAttendees.PNG) Within the modal, users can perform the following actions: * Match a potential attendee - Select the Select button to open the account search modal and choose a specific attendee. Suggested Attendees display first, followed by a list of all possible attendees. * Replace an attendee - Select Replace to open the account search modal and swap an identified attendee for a different account * Remove an attendee - Select the Remove icon from the attendee’s row. Note that removed attendee information is not retained; if users want to re-add the attendee, they must do so manually after call creation. Once the list is accurate, select Done to continue transposing the Call Voice Note into a call report. Selecting Cancel discards all attendee selections and primary account selections. #### Capturing the Call Date Agentic Voice attempts to identify a call datetime from the Call Voice Note. When a datetime is not specified, the call report is created with the Call Voice Note’s datetime. If the datetime specified in the Call Voice Note exceeds a [call backdate limit](../../Call_Reporting_2/Submitting/CallBackdating.htm), the call creation datetime is used instead. #### Capturing the Call Channel Call channels are matched based on the translated labels and names for call\_channel\_\_v picklist values: * In-Person * Video * Phone * Email * Text/Message * Other The call channel remains unpopulated when: * A call channel is not specified in the Call Voice Note * A matching call channel value is not found * A [restricted call channel](../../Call_Reporting_2/Executing/PopulateHeader/RestrictingChannelOptions.htm) is identified from the Call Voice Note * [Auto-Populating the Call Channel](../../Call_Reporting_2/Executing/PopulateHeader/CallChannelFormula.htm) is enabled #### Capturing the Call Location For calls against a Person Account where [Call Location](../../Call_Reporting_2/Executing/PopulateHeader/CallLocation.htm) is enabled, Agentic Voice scans the Call Voice Note for mentions of a Business Account. If the agent identifies a Business Account that is a valid affiliation or a parent account of the primary Person Account on the call, that Business Account is automatically set as the Call Location. If Agentic Voice does not identify a matching Business Account in the Call Voice Note, the Location is populated based on the primary account's default address information. If a defaulted location is not available or changes are needed, users can update the Location field on the call report as usual. #### Capturing Detail Products Detail Products are automatically added to the call report for each product name in the Call Voice Note matching the detail products available to the user. Detail priority is automatically assigned for each Detail Product, corresponding to the sequence in which products are mentioned in the Call Voice Note. Agentic Voice only captures detail products clearly named in the Voice Note, or product name near-matches as identified by the LLM. It does not infer product names from context. ![](../../../Resources/Images/VeevaAI/Voice/CallDetails.PNG) When [Detail Groups](../../Products/ProdGroups/DetailGroupsDetailTopics.htm) are configured, the appropriate Detail Product-Detail Group combination is identified and captured on the call report: * If a product belongs to only one Detail Group, the Detail Product-Detail Group combination is captured on the call report regardless of whether the user mentioned the product’s Detail Group * If a product belongs to multiple Detail Groups and the user mentions a specific group, the Detail Product-Detail Group combination is captured on the call report as specified When there are multiple Detail Groups for a product, the user must specify a group. If a product belongs to multiple Detail Groups and the user does not specify a group, the product is not added to the call report. Agentic Voice intelligently identifies Detail Groups, using semantic recognition to map natural language phrases to specific Detail Groups. For example, a user can say 'Cholecap for heart health' or 'Cholecap for Cardiology' and Agentic Voice correctly identifies and records the same Detail Product-Detail Group combination, ensuring data consistency. Restricted products are not added to the call report, as defined by [Restricting Products by Account](../../Call_Reporting_2/Restrictions/RpAcct.htm) or [Defining Allowed Products](../../Call_Reporting_2/Restrictions/AllowedProd.htm). #### Capturing Key Messages Key Messages are automatically populated on the call report, if identified in the Call Voice Note. Agentic Voice uses a multi-layered approach to ensure only relevant Key Messages are added: * Product Context – Agentic Voice first identifies the Products and Detail Groups discussed. It then searches for Key Messages associated with those specific Products and Detail Groups. General Key Messages (those not tied to a specific product) are also considered. * If a product is blocked due to Restricted or Allowed Product settings, neither the product nor its related Key Messages are added to the call report * Language Matching and Sharing – Agentic Voice only considers Key Messages that match the user’s language setting and that the user has at least Read access for * Segmentation - If a Key Message is [targeted to specific account segments](../../Call_Reporting_2/Executing/Activities/TargetingKeyMessages.htm), Agentic Voice only adds Key Messages where the account on the call report belongs to a matching segment * AI Fields - Agentic Voice leverages two admin-populated, AI-specific fields on the Key Message (key\_message\_\_v) object for additional context: * AI Description (ai\_description\_\_v) - Provides plain-language context for Key Messages * AI Synonyms (ai\_synonym\_\_v) - Help match the user’s spoken words to the correct Key Message ##### Key Message Reactions Agentic Voice identifies the account’s reaction to Key Messages based on information captured in the Call Voice Note: * If the agent finds a confident match to the active Reaction values for the Key Message, the Reaction is automatically populated * When [Custom Reactions](../../Call_Reporting_2/Executing/Activities/CustomizeKeyMessages.htm#Configur) are enabled, Agentic Voice captures any identifiable Custom Reactions for the Key Message. If a Custom Reaction is not identified, a matching standard Reaction may be used. * If a clear Reaction or Custom Reaction is not identified, the Reaction field remains blank ##### Key Message Vehicles Agentic Voice identifies the Vehicle (delivery method) used to convey the Key Message if specified in the Call Voice Note: * If the agent finds a confident match to the active Vehicle picklist values for the Key Message, the Vehicle is automatically populated * When [Custom Vehicles](../../Call_Reporting_2/Executing/Activities/CustomizeKeyMessages.htm#Configur2) are enabled, Agentic Voice captures any identifiable Custom Vehicles for the Key Message. If a Custom Vehicle is not identified, a matching standard Vehicle may be used. * If a clear Vehicle or Custom Vehicle is not identified, the Vehicle field remains blank (it does not default to Other) Key Message vehicles are not supported on the iPhone platform. #### Capturing Follow-Up Activities When [Creating Follow-Up Activities on the Call Report](../../Call_Reporting_2/Executing/Post/FollowupActivities.htm) is enabled, Agentic Voice identifies potential follow-up activities from the user’s Call Voice Note and adds them to the call report. Users can indicate the beginning and end of a follow-up activity while dictating. To signal the beginning of a follow-up activity, say one of the following phrases: * Add Call Follow-Up Task * New Call Follow-Up Task * Create Call Follow-Up Task To signal the end of the follow-up activity, say one of the following phrases: * End Call Follow-Up Task * Stop Call Follow-Up Task To add additional Agentic Voice-recognized terms for follow-up activities, update the double-semicolon delimited list in the Text field of the CALL\_FOLLOWUP\_TASK\_ALT\_NAMES;;crmai\_\_v Veeva Message. Follow-up activities are highlighted in the Call Voice Note. ![](../../../Resources/Images/VeevaAI/Voice/VoiceNote2Cropped.png) On the call report, Agentic Voice pre-populates the following call follow-up activity fields: * Account - The account for the activity is automatically set to the account selected on the call report * Assignee - If a user is specified as the Assignee in the Call Voice Note, the follow-up activity is assigned to the specified user. If no Assignee was identified, the current user is selected. The Assign to Creator value on the call follow-up template is disregarded when using Agentic Voice to create call reports. * Due Date - If a due date is specified in the Call Voice Note, that due date is used. If a due date is not identified, the Days Before Due value on the call follow-up template is used. * Description - The description is populated with any task information specified in the Call Voice Note * Template - The template is identified based on the information the user provides. For example, saying “send an email” in the context of a follow-up activity indicates the Email template should be used. If a call follow-up template type is not specified in the Call Voice Note, the default template is used. ![](../../../Resources/Images/VeevaAI/Voice/FollowUpActivity.PNG) #### Capturing Call Text The full content of the Call Voice Note is captured in the Call Text field, when [Capturing Call Text with Agentic Text Monitoring](../TextMonitoringAgent/EndUser/TMCallText.htm) is enabled. If enabled, Agentic Text Monitoring monitors Call Text for potential compliance issues and alerts users before they save or submit the record. See [Agentic Text Monitoring Overview](../TextMonitoringAgent/EndUser/TMOverview.htm) for more information. #### Unique Activity Group Calls When [unique activity group calls](../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm) are enabled, Agentic Voice processes calls against a business account as unique activity group calls. For each attendee identified in the Voice Note, attendee child calls are created and populated according to the user’s dictation. If there is not a single, clear match for the names mentioned in the Voice Note, users are prompted with an account selector and potential attendees selector—the same as for standard call reports. ##### Attendee Child Call Information The following information is captured on attendee child call reports, if mentioned in the user’s dictation: * Detail Products - Detail Products are populated on attendee child calls, if a product is mentioned in association with an attendee. If users do not indicate the product is related to a specific account, the Detail Product is captured for all attendees on the call. * Key Messages - Key Messages and any reactions or vehicles mentioned are populated on attendee child calls, if a message is mentioned in association with an attendee. If users do not indicate the Key Message is related to a specific account, the message and any applicable reactions or vehicles are captured for all attendees on the call. ##### Business Account (Parent) Call Information The following are automatically set on the business account (parent) call report and inherited by all attendee child calls: * Call Date or Datetime * Call Channel #### Reviewing and Saving the Call Report To ensure accuracy, users can review and manually save the call report after creating a call with Agentic Voice. Select Save after reviewing the generated call report and making any necessary edits or additions. Until the call report is submitted, users can access the original Call Voice Note from the call report’s All Actions menu. ![](../../../Resources/Images/VeevaAI/Voice/ViewVoiceNote.PNG) Select the View Call Voice Note option to access the original Call Voice Note audio and text. ![](../../../Resources/Images/26R1 UVCs/26R1.0/CallVoiceNoteafter.PNG) For compliance and data privacy, Call Voice Note audio and text are permanently deleted when users submit the call report. If the call report is deleted, Call Voice Note audio and text are also permanently deleted. #### Error Messaging Error messages display when users encounter the following issues: * Connection issues which prevent the LLM from responding * LLM response time exceeds 120 seconds * User’s request exceeds the maximum token usage * User’s request contains words or phrases rejected by the LLM’s usage policies ### Adding to Existing Call Reports with Voice as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) End users can append or update information on an existing call report using voice dictation. Agentic Voice processes the Call Voice Note to add specific details while leaving previously entered information intact. Agentic Voice applies the following rules when updating an existing call: * Call Text — Appends the generated summary to the existing value after two line breaks. It does not overwrite or clear the existing Call Text. * Call Details and Key Messages — Adds new products and key messages if identified. * Attendees — Adds new attendees if they are identified and do not already exist as an account, location, or attendee on the call. Existing attendees remain on the call report. * Follow-Up Activities — Creates new follow-up activities. Existing activities are not updated or deleted. For [Unique Activity](../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm) group calls, information is attributed to all attendees if an account is not specified; if an account is specified, then the information is only applied to the specified attendee’s child call. To preserve previous inputs, Agentic Voice does not update the Call Channel, Datetime, or Location fields on an existing call report. #### Adding a Call Voice Note to an Existing Call To add a Call Voice Note to an existing call: 1. Navigate to the appropriate call report. For [Unique Activity](../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm) group calls, use the parent call report. 2. Long press the **AI Icon** when in Create or Edit mode on the call report, or open the All Actions menu and select **Add with Voice**. The call report saves automatically at this point. ![](../../../Resources/Images/VeevaAI/Voice/AddwVoice/AddwithVoiceAIbutton.png) ![](../../../Resources/Images/VeevaAI/Voice/AddwVoice/AddwithVoice2.PNG) 3. Record your dictation as a **Call Voice Note**. ![](../../../Resources/Images/VeevaAI/Voice/AddwVoice/AddtoCallVoiceNote.PNG) 4. Complete the Call Voice Note with one of the following actions: * Select **Add** to process the Call Voice Note and update the call * Select **Save for Later** to store the Call Voice Note as a pending item on the call report without triggering Agentic Voice * Select **Cancel** to discard the Call Voice Note #### Managing Pending Call Voice Notes To manage pending Call Voice Notes: 1. Open the call report. A notification banner displays if an unreconciled Call Voice Note is available for the call. ![](../../../Resources/Images/VeevaAI/Voice/AddwVoice/PendingVoiceNote.PNG) 2. Select **View** on the banner to open the Call Voice Note dialog. * If one pending Call Voice Note exists, the note opens directly * If multiple Call Voice Notes exist for the call, a list view displays up to five notes with columns for Transcript, Date, and Actions. Select a row to view Call Voice Note contents. 3. Select **Add** to apply the updates to the call, or select **Delete** to remove the pending note. When users attempt to submit a call with pending Call Voice Notes, a warning dialog displays to confirm the action. ![](../../../Resources/Images/VeevaAI/Voice/AddwVoice/SubmitwithPendingVoiceNote.PNG) Select Submit to finalize the record without applying the Call Voice Note, or select Cancel to return to the call report. ### Accessing Saved Call Voice Notes from My Schedule as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) Users can access saved Call Voice Notes from Agenda View or Week View in My Schedule. Saved Call Voice Notes display as 30-minute entries. ![](../../../Resources/Images/VeevaAI/Voice/VoiceNoteMySchedule.PNG) Select the Call Voice Note entry to access the following options: * View Call Voice Note - View the full Call Voice Note transcript and access audio playback. Users can also choose to discard a Call Voice Note from the transcript screen, which permanently deletes the recording and the Call Voice Note. * Create Call - Create a call report from the saved Call Voice Note. The Call Voice Note entry is removed from My Schedule and the call report entry displays. Users cannot change the Call Voice Note time or date, unlike other calendar entries. ### Related Topics [Agentic Call Report™](../AgenticCallReport/AgenticCallReport.htm) [Creating Medical Insights with Agentic Voice](VoiceAgentMedInsight.htm) [Agentic Voice Overview](VoiceAgentOverview.htm)