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

## 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.

iPadOS/iOS version 26 or later is required to use Agentic Voice.

Not all features are available on all platforms. For a list of available platforms for each feature, see [Platform Functionality](../../Platforms.htm).

### 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 [Creating Call Reports with Agentic Voice](VoiceAgentCreateCall.htm) and [Creating Medical Insights with Agentic Voice](VoiceAgentMedInsight.htm).

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

![](../../../Resources/Images/VeevaAI/Voice/LongPressGif.gif)

#### Accessing Agentic Voice from My Notes

To access Agentic Voice from [My Notes](VoiceAgentMyNotes.htm):

1. Select the **My Notes** tab.
2. Select the **Plus (+)** icon. Alternatively, long-press the AI button.
   ![](../../../Resources/Images/VeevaAI/Voice/MyNotes/DictateOptionscropped.PNG)

#### Using Agentic Voice with AI Chat Disabled

If [AI Chat](../UsingChatUI.htm) 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.

### Related Topics

[Agentic Call Report™](../AgenticCallReport/AgenticCallReport.htm)

[Configuring Agentic Voice](Configuration.htm)

[Creating Call Reports with Agentic Voice](VoiceAgentCreateCall.htm)

[What is Vault AI in CRM?](https://vaultcrmflightpath.veeva.com/doc/Content/VeevaAI/AIAgents/1.Intro.htm)