Aktana Action Agent leverages proprietary Agentic AI technology to seamlessly integrate conversational AI with large language models (LLMs). Pre-built workflows streamline tasks like territory-level suggested actions, pre-call planning insights and call logging.
Action Agent can be embedded into existing CRM systems like Veeva and Salesforce via metadata-driven configurability, ensuring speed of implementation and quick adaptation of existing workflows. Aktana’s purpose-built agents also support Strategy and Customer Journey Visualization, giving the field critical context on overall brand goals.
Deeply integrated with Aktana’s Strategy Orchestration, agents enable tailored pre-call insights with no-code customization of visual insight widgets. Nudges and critical alerts expedite AI-driven pre-call planning and post-call reminders, helping reps to stay organized and maximize HCP engagement.
Purpose-built agents streamline planning with suggested actions, providing a 360-degree overview for each HCP or Account, at a glance and in one place.
Fast to deploy – via a library of widgets and prompt templates. Higher levels of activity aligned with strategy. Able to access curated insights from CRM data and customizable with a fully flexible studio.
Reps can reduce logistical effort with automated call-logging, reducing the process to less than one minute. Alerts/nudges can help teams focus on what matters most, with most calls able to be logged same day.
