What is AI in Vault CRM?

A suite of intelligent AI-powered agents are built directly into Vault CRM. These agents can be used individually or together to help your team find information faster, prepare for calls, and create call reports more efficiently.

In this Flightpath, we’ll introduce you to Vault CRM’s AI agents and explore how each agent can help your users.

• Agentic Account Summary - Helps field users prepare for HCP calls by summarizing key account information and recent interactions

• Agentic Email - Helps field users tailor the tone of certain Approved Email content

• Agentic Insight Quality - Reviews user-entered insights and provides immediate coaching and guidance. See the Agentic Insight Quality Flightpath for details.

• Agentic Media - Allows field users to quickly find product information and access specific CLM content

• Agentic Text Monitoring - Proactively analyzes Call Text as they’re written to flag and prevent compliance issues

• Agentic Text Monitoring for Home Office - Scans text for potential compliance issues, according to your custom rules. See the Agentic Text Monitoring for Home Office Flightpath for details.

• Agentic Voice - Enables field users to create call reports using voice-to-text

Your Flightpath

Your Flightpath includes everything you need to get started with AI in Vault CRM.