Congrats!

Congrats! You have completed the Flightpath for Conversational AI (Early Adopter). You now know how to leverage the context-aware Conversational Agent to pinpoint daily priorities, perform targeted account searches, discover related healthcare professionals, drill into historical briefings, verify supporting CLM content, and seamlessly launch Agentic Call Report workflows. These tools optimize your users’ field prep hours, turning administrative time into strategic interaction time.

Learn more about Conversational AI (Early Adopter)

To continue your learning, explore these resources from Vault CRM Online Help:

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 - Conversational AI (Early Adopter) Workflow

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.

Let’s say you are preparing for a visit to Newton Memorial Hospital. You want to:

  • Identify next actions
  • Search for accounts at Newton Memorial Hospital
  • Review a full account briefing that includes team activities for one of the identified accounts
  • Identify CLM content to use during the HCP visit
  • Create an Agentic Call Report to document the completed visit

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.

  1. Select the AI icon from the Home Page on your iPad to open the Conversational AI in a full expanded view.

  2. Enter the request "What to focus on today?" in the text input box to generate a customized summary of high-priority actions. [include one that involves visiting Newton Memorial Hospital’

  3. Enter the targeted search request "Which of my HCPs are at Newton Memorial Hospital?" to verify specific account records.

  4. Enter the request "Tell me more about Dr. Beacher" to review the structured account summary briefing.

  5. Enter the team-focused request "Show me the last 10 calls for Dr. Beacher, including calls from my whole team" to pull shared historical interaction patterns.

  6. Ask for a summary, for example, “What does this call data indicate about how I should approach Natevba conversations with Dr. Beacher?”

  7. Enter a technical product question for the agent to search assigned CLM content via Agentic Media and display a factual answer inline, for example, “What is the efficacy rate for Natevba compared to competitor products?”

  8. Enter the request "Log a call for this account" to prompt the agent to confirm the action and open the Call Voice Note interface for dictation.

  9. Select Create Call after dictating details, and review the populated Agentic Call Report.