What is the Voice Agent?

The Voice Agent provides your field users with an AI-powered way to create Call records using voice-to-text. Using the Voice Agent, your team can simply describe their interactions with HCPs verbally. The Voice Agent captures their description in a Voice Note and then intelligently fills out a new Call record with the details they provided, enabling them to capture key details. This eliminates time-consuming manual data entry, streamlines field users’ workflows and helps maximize their productivity.

Other benefits of using the Voice Agent include:

• Logging Calls While They’re Fresh - Field users are often busiest right after a meeting. The Voice Agent lets them dictate important information and create a call report while on the go. This means calls are logged immediately after a meeting, not hours later when details and insights may be forgotten.

• Capturing Detailed Data - Dictating call summaries is often faster and more natural than typing on a mobile device. This lets users capture detailed thoughts and qualitative insights while they’re still fresh.

• Automates Manual Entry - The Voice Agent doesn’t just transcribe, it’s intelligent enough to understand the context and to populate key fields, for example, Account, Call Channel, Product Details, and Follow-up Activities. Other information that doesn’t neatly fit into a field is captured in the Call Notes to ensure a thorough, detailed call report.