Congrats!

You now know how to use the Voice Agent end to end: accessing it in the field, capturing spoken descriptions of HCP interactions, reviewing the structured records the AI builds from your words, and managing recordings you've saved for later.

From a quick Siri command in a parking lot to a detailed MSL insight captured between appointments, you now have the tools to document your HCP interactions in real time—accurately, efficiently, and without sacrificing a minute of face time.

Learn more about the Voice Agent

To continue your learning, explore these resources:

Flight Simulator

You've just finished a meeting with an HCP to discuss a product in your portfolio. The HCP was particularly interested in recent clinical outcomes data and mentioned she has several patients who might benefit from switching to the product. She asked you to send her the dosing protocol.

Use the Voice Agent to create a call report for this interaction.

  1. Activate Siri and say, "Create a call in Vault CRM" — or long-press the AI button and select Dictate Call.

  2. Dictate your Voice Note. For the purposes of this exercise, your dictation should include at minimum:

    • The HCP's name

    • Date or time (can be a relative time, for example, this morning)

    • The call channel (for example, in-person, phone)

    • The product(s) you discussed and the therapeutic area, if applicable

    • A follow-up task with a due date and assignee

      • Example: "I met with Dr. Elizabeth Miller at Newton Memorial Hospital this morning. It was an in-person meeting. We discussed Natevba. She was very interested in the Stage 3 outcomes data and has several patients who may benefit from switching. I need to follow up and email the dosing protocol to her by next Tuesday."

      This example shows one way you might phrase your Voice Note. Specific account names, products, and details will differ based on the data in your Vault.

  3. Select Create Call.

  4. Review the auto-populated call report. Based on what you dictated, confirm the following fields:

    • Account — Your HCP's name

    • Datetime — Date and time specified, or the date and time of the Voice Note recording

    • Call Channel — The meeting type you described (for example, In-Person)

    • Call Location — The location you mentioned, or the account's primary address if you didn't specify one

    • Detail Products — The product(s) you discussed

    • Follow-Up Task — Your stated follow-up, with the correct due date and assignee

  5. Add any additional information, then select Save.