CRM

Veeva Vault

Version 1.0 · Last updated 2026-08-10

Connect Veeva Vault so your Unless AI agent already knows which account and healthcare professional it's talking to.

This is a premium connector. See the pricing page for more information.

Context

Veeva Vault is the customer relationship and content platform built for life sciences, storing healthcare professional (HCP) and account records alongside the regulated content tied to them.

Connect it and Living Context reads those HCP and account records straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that already knows which account an inquiry belongs to treats a named healthcare professional differently than an anonymous visitor asking the same question.

Engagement signals your agent spots on your website and product route into Veeva Vault tagged for the field team already assigned to that account, so activity outside a scheduled visit still reaches the person who owns the relationship.

Key benefits

Full context on every conversation: Your agent reads HCP and account records straight from Veeva Vault, so a healthcare professional never has to re-establish who they are.
Signals that reach the assigned team: Engagement your agent spots on your website and product routes into Veeva Vault tagged for the field team already assigned to that account, not into a queue disconnected from the relationship.

How does it work?

Living Context reads Veeva Vault HCP and account records to ground every conversation your agent has. Engagement it spots on your website and product routes into Veeva Vault for the assigned field team to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Veeva Vault integration. This will open a popup where you can connect your Veeva Vault account and set up the integration.