Product — Run the commercial loop with AI coworkers

The loop

From commercial context to coordinated action.

Connect the relevant account context, prepare the next action, execute within your policies and review the outcome.

01 — Connect

Every signal, one commercial picture.

Avatia brings internal and external context together: CRM and field data, sales and performance, agreements, brand and product knowledge, HCP signals, medical and clinical evidence, market movement.

Your platforms remain the systems of record; approved outcomes are written back where teams already work
Relationship-aware retrieval across HCPs, accounts, brands, territories and interactions
Citations preserve traceability from every claim to its source

CRM Sales Agreements Brand knowledge HCP signals Clinical evidence

Shared commercial context

02 — Optimize

Test the options before you commit.

Connected data meets commercial models and simulation to surface risk, opportunity and resource trade-offs.

Reps see where to focus this week and why
Managers see the full account spectrum, from strategic accounts to the long tail
Commercial leaders compare scenarios and counterfactuals before allocating resources

HCP PrioritizationRisk

Dr. Emily Carter · Endocrinology · Tier 2

An evidence request from the last visit remains open. Review the account history and approved material before scheduling the next conversation.

Rx trendPeer benchmarkOpen request

Weekly focusRanked

Accounts needing attentionProtect volume · evidence refresh
Coverage opportunitiesIndicated panel, zero Rx
4 long-tail pharmaciesReorder window opens this week

03 — Execute

Put field time where it creates the most value.

Avatia prepares the work around every interaction so teams can focus on high-value HCP engagement. Between visits, HCPs can access approved information and a route to human support.

Visit briefs, talk tracks and next-best actions before every interaction
Voice capture, structured insights and CRM updates on the spot
Follow-up drafted for review, then released through the approved workflow

Visit PlannerToday 11:30

Pre-visit brief · Dr. Emily Carter

Last interactionRequested current product information
ObjectiveAddress the open information request
Approved materialsMarket-approved material · Source reference

Capturing visit notes by voice…

04 — Measure

Connect execution to business impact.

Commercial leaders see performance across brands, territories and actions, with ROI and P&L visibility that informs the next allocation decision.

Field tactics linked to company strategy and financial outcomes
Recommendations evaluated against what actually happened
Outcomes flow back as governed signal into Connect

Resource AllocationScenario B selected

Coverage options: Field · hybrid · AI-led
Investment case: Cost and contribution
Review basis: Visible assumptions
Decision: Leadership approval

Illustrative workflows. Deployment scope and approval requirements are defined with your organization.

More productivity → More coverage → More viable growth.

The app

Voice-native. Mobile and tablet first. Ready to deploy.

Designed for how commercial teams work in practice. Reps capture and act between appointments in their own language. Managers and commercial leaders access the same intelligence at the altitude they need.

Use voice to capture visit context and prepare follow-up
Move from a daily brief to the account and its next action
One governed intelligence across rep, manager and leadership workflows

A sales representative in conversation with a physician

Commercial ScribeRecording

“…the HCP requested product information and a Medical Information discussion…”

RecommendationExplained

Review Dr. Carter’s open evidence request

Signals behind itAccount history · peer context · open evidence request
Claims and sourcesApproved product information · Market-specific source
MLR statusCheck market approval and review date
Audit trailRecommendation · reviewer · approval · action

Traceability

Review the context behind a recommendation.

Recommendations carry the signals behind them. Claims carry their approved sources and MLR status. Field teams understand why. MLR and Compliance can trace where it came from, claim by claim, action by action.

Autonomy

Autonomy, on your terms.

Guardrails are configured by workflow, market and risk level, aligned with your SOPs, MLR policies and local codes of practice. Approval paths, escalation rules and action boundaries stay under enterprise control and evolve as confidence and evidence grow.

Assist

Trust enables autonomy. Autonomy expands capacity.

Shared context

One context. Coordinated action.

Every coworker works from the same governed understanding of the HCP, account, brand and territory. A signal captured after one visit informs the next brief, the next account decision and the next planning cycle.

Captured after a visit

“The HCP requested product information and a Medical Information discussion.” Capture the request by voice, then review the structured note.

Informs the next decisions

The hospital account plan flags an evidence gap. Medical Information receives an approved-content request. The next brief opens with the answer.

Shapes the planning cycle

Recurring objections across territories become launch intelligence: earlier signal for brand teams, sharper allocation for leadership.

The workforce

More productivity. More coverage. More viable growth.

Avatia augments your core teams, extends long-tail coverage and creates new options for launches and markets.

Voice-firstBuilt-in complianceHuman-guided

How Avatia expands capacity across leadership, managers and field teams
Outcome	CCO / CMO	Managers	Reps / MSLs
AugmentMore from every team	Increase ROI per commercial FTE	Orchestrate execution across teams	Less admin. More customer impact.
ReachCover the long tail	Turn the long tail into a growth channel	Orchestrate human and AI coverage	Maintain continuity between HCP interactions
ExpandMake more launches viable	Enter underserved markets at lower incremental cost	Deploy and optimize AI-led execution	AI coworkers extend field capacity

HCPs are served across the workforce through HCP Support: access to approved information and escalation to the appropriate medical or commercial team.

Run the commercial loop with AI coworkers.