Remove the manual effort of logging healthcare provider (HCP) visit details after each meeting. Record HCP engagement details by voice with Visit Agent. Visit Agent processes a field rep's notes on device and populates visit records with product details, messages, reactions, presentations, place, and time, even without an internet connection. Reps can review and edit each visit record before saving. Visit Agent supports only English.
Where: This feature is available in the Life Sciences Cloud mobile app for iOS (iPad) in Enterprise and Unlimited editions with Life Sciences Cloud and the Agentforce for Life Sciences Cloud add-on.
Who: Field reps need the Access Custom Agents permission set.
Why: To improve transcription accuracy, Visit Agent automatically loads territory-aligned product names before each recording. This contextual priming requires no admin configuration.
How: From Setup, in the Quick Find box, enter Life Sciences for Customer Engagement Setup, and then select Set Up Custom Agents. Turn on Visit Agent, and assign the Access Custom Agents permission set to your field reps. At login, the app automatically downloads the Whisper speech-to-text model (approximately 632 MB). Reps must turn on Apple Intelligence on their iPads. If you enabled the Visit Agent pilot in the previous release, reassign users the new Access Custom Agents permission set to continue using Visit Agent.
