Tuesday, March 31, 2026

Veeva launches AI agents for Vault CRM and PromoMats

Veeva Systems has announced the availability of Veeva AI for two applications on its Vault platform: Vault CRM and PromoMats. The company positions the new agents as life-sciences specific capabilities aimed at improving productivity and supporting more data-informed customer engagement.

New AI capabilities in Vault CRM

For Vault CRM, Veeva highlights several agents focused on field-force workflows and interaction documentation:

• Free Text Agent: flags potential issues in visit notes to support accuracy and compliance.
• Voice Agent: enables voice input so teams can capture information and follow-ups faster.
• Pre-call Agent: provides insights and suggested actions based on relevant data, content, activities and trends to help prepare customer discussions.

Support for content workflows in PromoMats

In PromoMats, Veeva’s agents address preparation and review of materials:

• Quick Check Agent: checks content against defined guidelines, including brand, market, channel and compliance, ahead of medical, legal and regulatory review.
• Content Agent: supports document review with context-based insights across text and images, including summarization, Q&A and visual analysis.

In-app integration and governance

According to Veeva, the agents run within Veeva applications, access data and documents under existing access controls, and operate with established audit trails. Customers can configure and extend Veeva-provided agents and build custom agents using Veeva AI.

Roadmap and implementation support

Additional agents for areas such as clinical, regulatory, safety, quality, medical affairs and commercial are planned for release during 2026. Veeva also points to Veeva Business Consulting for business process design and change management support.

Industry feedback

The announcement includes statements from Bristol Myers Squibb, Moderna, Novo Nordisk, Otsuka Europe and Crinetics, as well as partners Accenture and Ernst & Young AG, describing expected efficiency and productivity gains from the new agents.