Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/PreCallTab.htm

## 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](#Creating)
* Content Creators - Browser
* [Creating Content for the Pre-Call Entry Point](#Creating)
* End Users - Browser, iPad, iPhone, Windows
* [Using the Pre-Call Tab](#Using)
* Users do not require an additional license

### Configuring the Pre-Call Tab for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Developers and Content Creators](#)

To configure this feature:

1. Ensure Configuring X-Pages or Configuring X-Pages Studio is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. 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 |

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

To configure this feature:

1. Ensure [Configuring X-Pages](../X_PagesConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. 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 |
6. Navigate to **Admin > Configuration > Tabs**.
7. Activate the **pre\_call\_\_v** tab.
8. 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**
9. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
10. Ensure VMOCs for the **html\_report\_\_v** object are active for the appropriate platforms.

### Creating Content for the Pre-Call Entry Point as

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

Content Developers can [create a custom X-Page](CreateRecord.htm) using the Pre-Call entry point to to create an AI-driven chat interface related to pre-call planning.

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

Content creators can design custom Pre-Call pages within X-Pages Studio.

To create a Pre-Call page in X-Pages Studio:

1. Sign into **X-Pages Studio**.
2. Select **New Page** from the home page.
3. Enter a **Page Name**.
4. Select the **Pre-Cal**l Page Type.
5. Select a test user.
6. Select **Create**.

See [Creating X-Pages Using X-Pages Studio](../X_PagesStudio/CreatePage.htm) for more information on creating and deploying an X-Page.

### Using the Pre-Call Tab as

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

1. Select the **Pre-Call** tab from the main navigation menu.
2. View the embedded agent interface. The page displays inside a fixed iframe that fills the remaining screen space.

### Related Topics

[Using the X-Pages Top Level Entry Point](Top_Level.htm)

[X-Pages Overview](../X_PagesOverview.htm)