Visit Agent voice-based visit logging
Key Takeaway
Visit Agent turns a rep's dictation into a draft Visit record on the iPad, and the rep reviews the draft before saving. Visit Agent doesn't pick the record type from what the rep said, so configure account-to-visit record type mappings and set role-specific default record types on user profiles.
Visit Agent is an Agentforce agent in the Life Sciences Cloud mobile app on iPad. A field rep dictates what happened in a healthcare provider (HCP) visit, and the agent fills in a draft Visit record. Transcription and field extraction run entirely on the device, so reps can log visits offline and the audio never leaves the iPad.
What Visit Agent needs
Visit Agent is available only in the Life Sciences Cloud mobile app for iOS on iPad. The org and each rep also need the following:
- Editions: Enterprise and Unlimited Editions.
- Licenses: the Life Sciences Cloud license plus the AgentforceForLifeSciencesCloudAddOn add-on license.
- Device: a physical Apple Silicon iPad with Apple Intelligence turned on, for each rep.
- Language: English only, so reps must dictate in English.
Because Visit Agent needs a physical iPad, you can't test it in a simulator or a browser harness.