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AI agent for pharmaceutical sales representatives

Promotional Message Compliance Check Agent

Ensure every rep message uses only approved, current content

ComplianceQuality controlRisk managementSales
See how it worksGet access
Promotional Message Compliance Check Agent: what goes in, what the agent does and what you get

What it does

Every message a pharma rep sends must stay within approved claims and materials, and one off-label sentence can cause a compliance finding. When a rep drafts a follow-up email or picks materials for a call, this agent compares the content with the approved materials library and the product label. It flags claims not in approved materials, missing safety information with any efficacy claim, off-label topics and expired material versions. If the provider asked an off-label question, it routes the request to medical information instead of answering. It suggests approved wording to replace free text. After the rep edits, it checks the message again until it passes all rules. The rep sends only after the check passes and their own review. Edge case: an expired material version is blocked even if the wording is approved.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Rep drafts a message 2 DOES Check for off-label questions from the provider 3 USES A TOOL Route any off-label request to medical information 4 USES A TOOL Compare content with approved materials and label 5 DOES Flag unapproved claims, missing safety info andexpired items 6 USES A TOOL Suggest approved wording 7 CHECKS THE RESULT Does the revised message pass all rules? If not: repeat the comparison on the edited text. Backto step 4. 8 YOU APPROVE Rep confirms and sends 9 RESULT Compliance log updated
Read the steps as a list
  1. Rep drafts a message
  2. Check for off-label questions from the provider
  3. Route any off-label request to medical information
  4. Compare content with approved materials and label
  5. Flag unapproved claims, missing safety info and expired items
  6. Suggest approved wording
  7. Does the revised message pass all rules?If not: repeat the comparison on the edited text. Back to step 4.
  8. Rep confirms and sendsThe agent waits here for your OK.
  9. Compliance log updated

How it decides

Each claim must match approved wording in a current material. Off-label topics always route to medical information.

  • Expired materials blocked
  • Off-label topics routed to medical information
  • Safety information required with any efficacy claim

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Materials library source
  • Products covered
  • Log destination

What keeps you in control

It always asks you first

  • Sending any message

Hard limits

  • Never writes new promotional claims
  • Never answers off-label questions

It stops when

  • Done: message passes
  • Stop: no approved material covers the topic

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensA rep's follow-up said the product works faster than a competitor. No approved material had that claim, so the check failed. The agent suggested the approved study wording and noted missing safety information. The rep edited, but attached a brochure version that had expired in May, so the second check failed. After swapping in the current version, the third check passed and the rep sent it.

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