Vault AI in CRM
Provides AI chat and search to help users find information in Vault CRM.
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What it does
- Knowledge retrieval
Features 6
- Agentic Account SummaryPrepares users for customer engagements with AI-driven context and suggested actions.
- Agentic Call ReportGenerates call reports from dictated notes and checks them for compliance.
- Agentic EmailAssists in composing Approved Emails.
- Agentic MediaFinds and summarizes relevant media library content using semantic search.
- Agentic Text MonitoringAutomatically checks free-text notes for compliance issues.
- Agentic VoiceCaptures dictated notes and maps them to Vault CRM records and fields.
Sources
- Pricing
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Official documentation · 14 Oct 2026
"Veeva AI’s usage-based pricing makes"
- Description
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Official documentation · 14 Oct 2026
"help users find information"
- What it does
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Official documentation · 14 Oct 2026
"interactive chat and search"
- Sold within
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Official documentation · 14 Oct 2026
"AI features for Vault CRM."
- Name
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Official documentation · 14 Oct 2026
"Vault AI in CRM Overview"
- URL
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Official documentation · 14 Oct 2026
"Vault AI in CRM Overview"
- Deployment
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Official documentation · 14 Oct 2026
"Enhancements to the Vector Database – Available on Browser"
- Interfaces
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Official documentation · 18 Oct 2026
Page: 'Vault Custom Agents are not supported on the iPad and iPhone platforms for Vault CRM'.
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