How can I capture an interaction using Agentic Voice?
Once the backend context is established, field users can easily record their meetings on mobile devices with Agentic Voice, then turn these recordings into an Agentic Call Report.
Sarah, a field user, finishes a productive meeting with a healthcare professional and wants to document the details while the conversation is fresh. She can launch the Agentic Call Report workflow using three main Agentic Voice entry points: long-press the power button or say "Hey Siri" followed by a command, for example "Create a Call in Vault CRM"; long-press the AI icon on her screen and select the Dictate Call option; or navigate to the My Notes tab and select the Plus icon to access dictation options.
Option 1: Siri (Hands-Free)
Sarah has just finished her visit with Dr. Clinton Ackerman. Her hands are full as she walks to her car. She wants to capture the conversation before her next call. Sarah says, "Hey Siri, create a call in Vault CRM." The app opens, a Voice Note page displays, and recording begins immediately.
Siri recognizes several phrasings:
- Create a call in Vault CRM
- Add a call in Vault CRM
- New call in Vault CRM
- Record a call in Vault CRM
These phrases work in any of Vault CRM's supported languages. If your organization uses a different label—for example, Interaction Report instead of Call—use that term instead.
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Using Siri to activate Agentic Voice won't work if you're actively editing a record, capturing a signature, or presenting CLM content. If there are unsaved changes to a record, Siri will prompt you to save first. For more details, see Creating Call Reports with Agentic Voice on the Vault CRM online help. |
Option 2: Long-Press the AI Button
Later that afternoon, Sarah is working in Vault CRM while waiting to meet with an HCP. She realizes she needs to create a call report for her previous visit. From the Account Detail page, she long-presses the AI button.
A menu displays: Dictate Call or Dictate Medical Insight. She selects Dictate Call, and recording begins. Starting from an account-specific page means that the account is automatically associated with the Voice Note.
Option 3: My Notes Tab
Alternatively, Sarah can navigate to the My Notes tab and select the Plus (+) icon in the tab header. The same dictation menu displays, with options for Call and Medical Insight. This is her preferred method when she's capturing several Voice Notes in sequence—for example, at the end of a full field day.
As soon as dictation begins, a Call Voice Note opens, and recording starts automatically. Sarah describes the interaction in her own words, speaking at a clear, moderate pace. She covers the healthcare professional's name, the date, the products discussed, and any follow-up activities. If she experiences an interruption, she selects the Pause icon and selects Resume when she is ready to continue.
When finished, she selects Create Call from the header to generate the structured record. If Sarah is working offline or would like to create the call report later, she can select Save for Later. This stores the Voice Note audio and transcript locally as a red-striped entry in My Schedule, which can be turned into a call report at her leisure. She can also access saved Voice Notes from My Notes.
