How do I access Agentic Voice?

There are three ways to open Agentic Voice and start capturing information via Voice Note recordings, depending on where you are and what you have in your hands. All three lead to the same recording experience.

Option 1: Siri (Hands-Free)

An MSL 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, so she says, "Hey Siri, create a Medical Insight in Vault CRM." The app opens, a Voice Note page displays, and recording begins immediately.

Siri recognizes several phrasings:

• Create a Medical Insight in Vault CRM
• Add a Medical Insight in Vault CRM
• New Medical Insight in Vault CRM
• Record a Medical Insight in Vault CRM

These phrases work in any of Vault CRM's supported languages. If your organization uses a different label, use that term instead.

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.

Option 2: Long-Press the AI Button

Later that afternoon, the MSL is working in Vault CRM while waiting to meet with an HCP. She realizes she needs to create a Medical Insight for her previous visit. From the Account Detail page, she long-presses the AI button.

A menu displays: she selects Dictate Medical Insight, 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, you can navigate to the My Notes tab and select the Plus (+) icon in the tab header. The same dictation menu displays, with an option for Dictate Medical Insight. This is a preferred method for capturing several Voice Notes in sequence—for example, at the end of a full field day.