Philippines pilot demo
Rep Today
● Online · Last sync 2 min ago
AI Daily Guidance
Focus on 3 priority HCPs before 3:00 PM.
Daloy found two Tier A frequency gaps and one missed follow-up from last cycle. Recommended message focus: CardioMax safety profile.
Today’s agenda
Dr. Maria SantosCardiology · Tier A · Due
Dr. Joel LimEndocrinology · Tier B · Planned
Clinic admin follow-upMaster-data request evidence
Dr. Ana ReyesIM · missed last week
Why Daloy recommends this
- Dr. Santos is Tier A and needs 2 calls per cycle; only 1 completed.
- Last note says she asked about tolerability data.
- Manager flagged CardioMax as this week’s priority message.
- Clinic is near Dr. Lim’s schedule, reducing route friction.
Call Planning & Frequency
Suggested visits based on coverage gaps, route fit, and product priority.
Cycle plan health
| HCP | Tier | Required | Done | Status |
|---|
AI scheduling logic
Daloy prioritizes HCPs with frequency gaps, high segment value, route proximity, clinic availability, and current product focus.
RuleTier A Cardiologists: 2 calls / cycle
FocusCardioMax safety profile message
Manager noteClose gaps before Friday review
Representative HCP Co-pilot
Fast HCP management with governed master data.
MS
Dr. Maria Santos
Cardiology · Tier A · Makati Medical Center
- Cycle status
- 1 of 2 required calls completed
- Last visit
- June 24 · asked about tolerability
- Next best action
- Prepare CardioMax safety message
Ask Daloy
I found a frequency gap for Dr. Santos. Recommended action: schedule today and prepare safety profile discussion.
Can I update her clinic schedule?
Yes. I can prepare a master-data change request. Since clinic schedule is governed data, it will require manager approval before updating the official HCP profile.
Visit & proof history
- Jun 24Completed · signature proof · CardioMax
- Jun 12Missed · HCP unavailable · rescheduled
- May 28Completed · selfie proof · consent recorded
60-second Visit Capture
Capture compliant activity quickly while details are fresh.
AI note cleanup
Summary: Dr. Santos asked about CardioMax safety profile and dosing reminders. Suggested follow-up: provide tolerability summary at next visit.
Proof status
Signature proof selected. Capture timestamp, user ID, HCP ID, visit ID, and device metadata.
Manager Live Command Center
Real-time visibility, coaching prompts, and plan-health risks.
Live feed
Rio RepCompleted Dr. Santos · CardioMax · proof pending review
Anna RepMissed Tier A HCP · route conflict
Mark RepRequested new HCP inclusion · duplicate risk low
Coaching prompts
- Coach Anna on make-up calls for Tier A doctors before Friday.
- Review Mark’s HCP inclusion evidence; approval aging at 3 days.
- Team is under-indexed on CardioMax message delivery for cardiology segment.
Approvals
Govern HCP master data without slowing field work.
| Request | Submitted by | Risk | Status | Action |
|---|---|---|---|---|
| Update clinic schedule · Dr. Santos | Rio Rep | Low | Needs manager approval | |
| New HCP inclusion · Dr. Uy | Mark Rep | Medium duplicate risk | Needs evidence | |
| Deactivate duplicate · Dr. Cruz | Ops | Low | Ready |
Commercial Operations Admin & Audit
Configure SFE rules and preserve audit-ready activity history.
Configuration
Tier A frequency2 calls / cycle
Proof policySignature or consented selfie
Late reporting windowSame day required
HCP profile editsManager approval required
Audit trail
19:42Visit report submitted · Dr. Santos · user 7848708699
19:31Proof metadata captured · signature · device ID logged
18:55HCP edit request created · before/after values stored
17:20Frequency rule updated by commercial ops