AI agent for pharmaceutical sales representatives
Medical Information Request Routing Agent
Route every provider question correctly and on time
What it does
Providers often ask pharma reps questions they are not allowed to answer, such as off-label use, and side effect mentions have strict reporting timelines. When a call note is saved, this agent finds questions and any side effect mentions in it. It checks each question against approved materials; on-label questions with approved material can be answered by the rep. Anything else becomes a medical information request with the provider's details and exact question, after confirming the provider asked unprompted. Any side effect mention is drafted as a possible adverse event report to safety within the required timeline. The rep confirms request details before submission. The agent then checks that medical information responded within 5 business days and reminds both teams if not. Edge case: any side effect mention also goes to safety, even when the question itself is on-label.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Call note saved
- Find questions and side effect mentions in the note
- Check questions against approved materials
- Was the request made unprompted by the provider?If not: ask the rep to confirm how the question came up before submitting. Back to step 2.
- Draft medical information and safety reports
- Rep confirms request detailsThe agent waits here for your OK.
- Did medical information respond within the set time?If not: send a reminder and notify the rep. Back to step 5.
- Remind the rep to close the loop with the provider
- Request closed and logged
How it decides
On-label with approved material is answered by the rep. Anything else goes to medical information. Side effect mentions also go to safety.
- Side effect mentions always reported to safety
- Unprompted request required for medical information
- Response time target 5 business days
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Response time target
- Report forms
- Reminder schedule
What keeps you in control
It always asks you first
- Submitting the request
Hard limits
- Never answers off-label questions
- Never delays safety reports
It stops when
- Done: request answered
- Stop: provider withdraws question
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
