Congrats!

Congrats! You now know how to turn a quick voice observation in the field into a polished, submission-ready Commercial Insight, complete with a built-in quality check. That's less administrative burden for field users, and richer, more consistent intelligence for your commercial team.

Learn more about Agentic Insights

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 Insights for Commercial

Ready to try it yourself?

Let’s say you just left a meeting with Dr. Chen, who mentioned she has started recommending a competitor's therapy to newly diagnosed patients because of its simpler dosing schedule. Your challenge is to capture this observation with voice dictation, let Agentic Insight Capture build the record, run a quality check with Agentic Insight Quality, and submit a complete, high-quality Commercial Insight.

  1. Long-press the AI icon from the Account Detail page for Dr. Chen's account.
  2. Select Dictate Commercial Insight and describe the observation, including the account, the competitor product mentioned, and the detail about dosing schedule.
  3. Select Create Commercial Insight to send the Voice Note for processing.
  4. Review the populated Account, Detail Product, and Insight fields on the new Commercial Insight record.
  5. Select Run Quality Check from below the Insight field (if not run automatically).
  6. Revise the Insight text based on any Needs Improvement or Missing feedback.
  7. Select Run Quality Check again to confirm the revised insight meets your organization's guidelines.
  8. Select Submit to finalize the Commercial Insight.