Join us for a practical guide to putting the Agentic Call Report™ to work and building the foundation for precision engagement with Commercial Evidence™.
In this session, you’ll learn:
- How to activate agentic voice and compliant free text in Vault CRM
- Ways to transform field insights into actionable, scalable Commercial Evidence
- Enablement best practices and how to engage your compliance and legal teams
- Enhancements coming in 26R2, including automatic markdown generation that ensures call data is AI ready
Whether you’re just getting started or ready to accelerate, you’ll leave with concrete next steps to advance your Agentic Commercial journey.
Veeva Hosts:
Cindy Chiang, SVP, Vault CRM Product Management
Ali Mersky, AVP, US Commercial Business Consulting
Michelle Vredberg, Director, Vault CRM Strategy
Vault AI is industry-specific agentic AI with agents in the Vault Platform and all Veeva applications. See how native AI capabilities in Vault Platform help users work faster and more efficiently by automating and simplifying work, while maintaining security and compliance for regulated environments. With audit trails, observability, and token usage monitoring, Vault AI provides the visibility and control to easily adopt AI across your organization.
Join to hear:
- How Vault AI brings native, agentic AI to the Vault Platform
- Customer Impact: How organizations are reducing manual effort while improving data quality
- Overview on standard platform agents, custom agents, Vault AI Tab, Vault AI Chat
- Live demo of platform agents, custom agents, and AI monitoring and usage
- Enabling Vault AI in your Vaults
- Q&A with product experts
Speakers
Andy Han, SVP, Vault AI and Vault Platform
Pat McQueen, CTO and SVP Solution Consulting
Jared Katz, Senior Director, Development Cloud Strategy
Peter Delahaye, Senior Manager, Solution Consulting, Veeva AI
Veeva AI for Safety embeds agentic AI within a connected safety suite of applications to scale automation across PV — within regulated workflows and a trusted platform.
By bringing together deep AI agents and rules-based automation, Veeva’s approach increases efficiency and productivity while maintaining control and oversight.
Join to hear:
- Vision and roadmap: Veeva AI for Safety and holistic PV automation
- Customer Impact: How organizations are reducing manual effort while improving data quality
- Demonstration: Case Intake Agent, Case Narrative Agent, and Veeva AI Chat
- Live Q&A with product experts