What is the Pre-Call Agent?

The Pre-Call Planning Agent helps your field team prepare for HCP calls by intelligently summarizing key account information, including recent interactions, open suggestions, and cycle plan performance. The Pre-Call Planning Agent works side-by-side with your field users to ensure they have the right context and information to foster stronger relationships with their HCPs.

Field users can ask questions from the Account and Call Planning pages for context-aware information specific to the account.

Other benefits of using the Pre-Call Planning Agent include:

• Cliff Notes for any Account - Generates comprehensive summaries of an account’s activities to turn 20 minutes of prep into a 20-second review. Ideal for a field user who doesn’t have time to comb through account information across Vault CRM, for example, cross-checking open suggestions, call objectives, and cycle plan performance.

• Seamless Handoffs - When a new field user takes over a territory, they can be up to speed on key accounts instantly. The Pre-Call Planning Agent provides the most crucial data from recent account activity, ensuring context is not lost and the HCP relationship remains strong.