Congrats!
Congrats! You have successfully explored how Agentic Call Report leverages advanced AI agents to streamline documentation and secure regulatory compliance. By mastering these workflows, you help your organization capture rich Commercial Evidence directly from the field while reducing manual data entry.
Learn more about Agentic Call Report
To continue your learning, explore these resources:
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Challenge - Agentic Call Report
Let's say you are a field user who needs to log an interaction after a successful meeting with Dr. Evans. During the conversation, you discussed the product Cholecap, but accidentally mentioned a phrase that might flag a corporate compliance issue in your free-text notes. Your challenge is to initiate dictation, review the auto-populated call report data for Dr. Evans, use Agentic Text Monitoring to check compliance, and resolve any errors before final submission.
|
This example shows one way you might phrase your call information. Specific account names, products, and details will differ based on the data in your Vault. |
Solution
-
Activate dictation hands-free by using a Siri command or long-pressing the AI icon to select the Dictate Call option.
-
Record the interaction details clearly within the Call Voice Note and select Create Call to generate the structured record.
-
Review the auto-populated call report fields to verify that Dr. Evans is designated as the primary account and Cholecap is listed as the Detail Product.
-
Select or exit the Call Text field to trigger Agentic Text Monitoring compliance review.
-
Observe the Problem Detected status and identify the highlighted text strings.
-
Select the Call Text field to open the Text Monitoring popover.
-
Select Remove All or manually edit the text to resolve the flagged compliance errors.
-
Submit the finalized call report to complete the workflow.