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Approved-Answer Field Desk

Approved answers for sales reps in seconds — quoted from the label, cited to the page, off-label sent to medical

Every rep question answered in seconds from approved words only, cited to the page.

See one case, screen by screen ↓
demo4sfrom “How long can the pen stay out of the fridge?” to label §16.2, quoted word for word
demo86%of the day’s 412 rep questions answered inside the line, from the label or approved items
demo6checkson every answer before the rep sees it — sources, wording, approved uses, comparisons, fair balance, audit
target100%of possible side effects sent to Drug Safety inside one business day, report pre-filled
The problem

Why a rep’s product question is slow to answer — and easy to get wrong

A physician asks a question mid-call. The rep has the prescribing information, a portal of approved pieces with approval numbers and expiry dates, and a field policy that says what must never be discussed. Finding the right page, checking the piece is the current version and still in date, and quoting it without paraphrase takes minutes the call does not have.

The questions that fall outside the label are the risky ones. An unsolicited question about an unapproved use has to go to Medical Information in the physician’s own words; a patient’s experience on the drug has to reach Drug Safety within one business day. Under time pressure, reps paraphrase, answer from memory, or forget the report — and nobody sees which questions had no approved answer at all.

demo1business dayto get a patient’s adverse experience to Drug Safety, under field policy FP-07 §4.2
demo45of 412questions in one day that had to leave the line — 38 to Medical Information, 7 to Drug Safety
demo13questionsin one day with no approved answer to give
Where a rep’s hours on product questions go, each monthestimated
By hand11 days
With the solution1.5 days
  • Finding the approved piece and the right page5 → 0.5 d
  • Checking the piece is current and in date1.5 → 0 d
  • Writing up Medical Information requests2 → 0.5 d
  • Filling in possible adverse-event reports1 → 0.3 d
  • Logging questions and referrals in the CRM1.5 → 0.3 d

Estimated split for one rep in a month, in hours, by hand and with the desk.

How it works

How a question moves

Six specialist agents sort each question, quote the approved answer, guard the line and route the rest to medical or safety; the rep confirms each referral.

What comes in
Questions inRep questions · field app or CRM, mid-call
Agents at work
Question classifieroutcome + topic
Then
Approved answer finderapproved, in date
Referral composerMedical Information
Safety catcherDrug Safety · Quality
Then
Answer composerapproved words, quoted
Then
Boundary guard6 checks
A person decides
Sales repconfirms each referral and safety report
What comes out
Cited approved answer
Medical Information request
Safety report inside a day
One case, step by step

One morning, from a rep’s call to a new approved answer

Sam Patel, a sales representative in Seattle, is in a call with Dr. Elena Ruiz, a dermatologist. Here is what the desk does with her questions, screen by screen, in the working solution — and how Dana Okafor, who owns the desk, decides on a question nothing approved answers yet.

  1. 01Morning

    The approved line, for the whole field team

    Dana Okafor · Field excellence lead

    Dana owns the desk for the immunology field team. Today 168 reps and account managers have asked 412 questions about Veltrimab and Corventa: 86% answered inside the line, 45 sent outside it — 38 to Medical Information, 7 to Drug Safety — and 13 with no approved answer, 3 of them waiting for her decision.

    “Veltrimab label v7 is live — §5.4 wording changed · 3 saved answers re-quoted · 0 answers use v6 since Sep 30”

  2. 0210:27 · in the call

    “How long can the pen stay out of the fridge?”

    Sam Patel · Sales representative

    Sam types Dr. Ruiz’s question into the desk on the phone. The question classifier marks it on-label, storage and handling. The answer finder searches 186 approved items and finds 2 matches; label v7 is current. The answer composer quotes §16.2, page 11, word for word: up to 30 °C (86 °F) for a single period of up to 14 days, never back in the refrigerator.

    Answered in 4 s · the approved line: 5 passed, 1 not needed.

  3. 03Show to Dr. Ruiz

    The approved piece, on screen

    Sam Patel · Sales representative

    For the patient, the desk offers the pen storage leave-behind, NWB-VEL-US-0441 v2: “Out of the fridge? Up to 14 days.” Sam shows it in the call, with the Important Safety Information on the page. It can also go to Dr. Ruiz as an approved email.

  4. 0410:28

    “Does Veltrimab work in hidradenitis suppurativa?”

    Sam Patel · Sales representative

    The classifier marks it an unapproved use. The finder returns the approved uses — plaque psoriasis and psoriatic arthritis, §1 — and the composer writes no answer. The boundary guard stops it at the line. Instead, the desk drafts a Medical Information request with Dr. Ruiz’s question in her own words and a choice of reply by email, letter or phone call.

    “Hidradenitis suppurativa is not an approved use, so I can’t answer it — and it shouldn’t be discussed in the call.”

  5. 0510:29 · sent

    To Medical Information, after Sam confirms

    Referral composer

    The request cannot be sent until Sam ticks “Dr. Ruiz asked this on her own — I did not prompt it”. Then it goes to Dr. Lena Ortiz’s queue in Medical Information as MIR-26-04417, with a reply due in 2 business days, and is logged to the 10:20 call record in the CRM.

    “Dr. Lena Ortiz’s team will reply to Dr. Ruiz directly, usually within 2 business days. Please don’t follow up on the content.”

  6. 0610:30

    A patient’s experience, caught as a possible adverse event

    Safety catcher

    Dr. Ruiz mentions a patient who got shingles after the second dose. The desk does not advise on the patient’s care. It marks a possible adverse event, cites field policy FP-07 §4.2 — Drug Safety within one business day — and pre-fills the report: reporter, patient without a name, event, product, timing and outcome.

    Nothing is sent until Sam confirms “These are the details as Dr. Ruiz told them”.

  7. 07Needs you

    A question with no approved answer

    Dana Okafor · Field excellence lead

    “Is there a free sharps container program for Veltrimab patients?” — asked by Jordan Lee for Dr. Anika Shah, and 14 times this month. The Medication Guide, page 3, covers how to dispose of used pens; nothing approved says whether a program exists. Dana chooses: request a new approved answer, point to an existing item, or send these to Medical Information.

  8. 08Drafted

    A draft for the review committee, from approved words

    Answer composer

    Dana requests a new approved answer. The composer drafts it from the Medication Guide’s wording, every sentence keeping its source, and marks the one new claim — “does not run a program” — as needing brand confirmation. Approvers: Priya Raman for brand, and medical, legal and regulatory review, target Oct 21.

  9. 09Decided

    Recorded with her name — and reps told meanwhile

    Dana Okafor · Field excellence lead

    The decision goes on the question’s record: “New approved answer requested”, Dana Okafor, Oct 7 10:28. Until the answer is approved, reps who ask hear “an approved answer is on the way”, and the desk moves Dana on to the next question waiting.

  10. 10Every week

    What reps ask, and what leaves the line

    Dana Okafor · Field excellence lead

    Over the last 7 days: 2,184 questions from 351 reps, 85.5% answered inside the line, a median of 7 s from question to approved answer, 238 sent outside the line. A team-by-reason view shows why questions leave it — new hires ask about other conditions most.

    “New hires ask about other conditions most — the desk’s answer ‘not an approved use’ doubles as training.”

Who it’s for

Built for everyone who stands behind a rep’s answer.

The same desk, seen by the five people who run it — what their week looked like, and what it looks like now.

SP
Sam PatelSales representative, Seattle
Asks
Before
Scrolls a portal for the right piece while the physician waits, and hopes it is the current version.
Now
Gets the label’s own words with section and page in seconds, and a ready request when the question is off-label.
DO
Dana OkaforField excellence lead
Desk owner
Before
Hears about questions with no approved answer only when a rep complains.
Now
Sees every gap with how often it is asked, and decides what happens next — recorded with her name.
LO
Dr. Lena OrtizMedical Information
Receives requests
Before
Gets requests paraphrased by the rep, with no record of whether the physician asked unprompted.
Now
Gets the physician’s question in her own words, the rep’s confirmation, and the reply preference.
OH
Omar HaddadCommercial compliance
Sets the line
Before
Relies on training and spot checks to know what reps said in the field.
Now
Sets the rules the desk enforces, locks the ones policy requires, and reads every record.
PR
Priya RamanBrand manager, Veltrimab
Approves new answers
Before
Learns a piece has expired or a common question has no approved answer after the fact.
Now
Gets drafts built from approved wording, sees which items answer most, and which expire soon.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents sort each question, quote the approved answer, guard the line and route the rest to medical or safety; the rep confirms each referral.

Question classifier

Reads each rep question and decides what it is: on-label, unapproved use, possible adverse event, product complaint, comparison, access, or something with no approved answer.

  • Never answers — only classifies
  • Adverse-event cues always win
  • Unapproved uses never reach the answer composer
Approved answer finder

Searches only the approved, in-date library — labels, Medication Guides and review-committee-approved items — and returns the passages with item, version, section and page.

  • Approved, in-date items only — nothing retired, expired or in draft
  • No web or general knowledge
  • If nothing answers, says so
Referral composer

Drafts the Medical Information request in the physician’s own words and, after the rep confirms it was unprompted, sends it and logs it to the CRM call.

  • Rep confirmation required
  • The question as asked — never the rep’s commentary
Safety catcher

Spots a possible adverse event or product complaint in the rep’s words, pre-fills the Drug Safety or Quality report and tracks the one-business-day clock.

  • No patient names
  • The rep confirms the details before it is sent
  • One business day
Answer composer

Builds the rep’s answer from the approved words — quoted, with section and page — attaches safety information to efficacy answers, and offers the approved piece to show or email.

  • Approved wording only — no paraphrase beyond it
  • Fair balance on every efficacy answer
  • Boxed warning on every Corventa answer
Boundary guard

Checks every answer before the rep sees it: approved and current sources, no paraphrase, within approved uses, no comparisons, no advice on a patient’s care — and routes the rest.

  • Fail closed — when unsure, stop
  • Leaves the line only through a person
Sales rep

Confirms each referral and safety report. The agents propose; a named person decides.

Ask in plain words

Ask the desk about the desk

Dana can ask in plain words about what reps ask, what has no approved answer, requests to medical and the library — or tell it what to change.

Which questions have no approved answer?

Three are waiting for you: free sharps container program, asked 14 times; travelling by plane with the pen, 9; plan coverage in Oregon, 6. The Medication Guide already covers disposal — the open part is whether a program exists.

What did reps ask most this week?

2,184 questions in the last 7 days. Dosing & use 524, 97 % inside the line; safety 459, 93 %; efficacy 328, 88 %. The most-asked single question: how long the pen can stay out of the fridge — 23 times.

Add a rule: flag any question naming another company’s product for compliance review

Done — added to the approved line in Settings, switched on. The desk still gives the approved redirect; Omar Haddad gets a weekly list of the flagged questions. 6 of this week’s questions would have been flagged. Recorded in the audit trail.

Is anything still quoting the old label?

No. Veltrimab label v7 went live on Sep 30 and §5.4 changed wording. All 214 saved answers were re-checked that day: 3 were re-quoted from v7 and none uses v6. Retired items are invisible to the desk.

Every screen

The working solution, as it ships.

14 screens from the working solution, on its sample data. Pick one to see it large.

HomeThe day’s questions placed on the approved line — inside it, on it, outside it — with what needs the desk owner and the approved items answering most.
The rep’s viewApproved answers only: the dosing question answered from label §2.1, page 2, with the dosing card to show and each step behind the answer beside it.
Quoted from the label§16.2 on room-temperature storage, quoted word for word and highlighted on page 11, answered in 4 seconds.
Show the approved pieceThe pen storage leave-behind, with its approval number, approval and expiry dates, and the Important Safety Information.
An unapproved use, stoppedNo answer given; the approved uses quoted and a Medical Information request drafted in the physician’s words.
Sent to Medical InformationSent after the rep confirms the question was unprompted — reference number, reply due date and CRM log.
A possible adverse eventThe Drug Safety report pre-filled from what the physician said, for the rep to check and send within one business day.
Every questionEach question with the rep, the physician, product, topic, outcome, source and time to answer — exportable for compliance.
No approved answerA gap with how often it was asked and the approved passages that cover part of it — and three ways to decide.
A new approved answer, draftedDrafted from approved wording for the review committee, with the one new claim marked for brand confirmation.
Decided, on the recordThe decision with the desk owner’s name and time; reps who ask meanwhile hear an approved answer is on the way.
The approved libraryLabels, approved materials, field guides and policies — approval number, status, expiry and answers this month.
The dashboardQuestions by outcome, where answers came from, what reps ask about and why questions leave the line, by team.
Your field policyThe approved line, where questions go when they leave it, who decides, the products and labels, and who does what.
Governance

Built for promotional rules: approved, cited, on the record.

Only approved, in-date sourcesThe desk quotes current labels and items the review committee approved, in date. Expired, retired and draft items are invisible to it; retired versions stay on the record, never quoted.
The approved words, cited to the pageAnswers quote the label or an approved item word for word, with item, version, section and page — no paraphrase beyond them. Efficacy answers carry the Important Safety Information.
Six checks, failing closedThe boundary guard checks every answer before the rep sees it. If a check fails, the answer stops and the question goes where the routing settings send it.
A person sends every referralNothing leaves the line on its own: the rep confirms the physician asked unprompted before a Medical Information request goes, and confirms the details before a safety report goes.
Rules policy requires, lockedRules that field policy FP-07 requires cannot be switched off by the desk owner — only commercial compliance can change them. Every rule change is recorded.
Every question on the recordEach question, answer, source, timing, referral and decision is logged with who and when, attached to the CRM call record, and can be exported for compliance.
Configuration

Your field policy, not ours

Where the line sits, where questions go when they leave it, and who decides — each one a setting, with the rules policy requires locked.

SettingDefaultChoose from
Quote approved wording onlyOn · locked by complianceChanged only by commercial compliance
Attach Important Safety Information to efficacy answersOn · locked by complianceChanged only by commercial compliance
Stop comparisons unless an approved item makes themOnOn / Off
Unapproved use, asked unpromptedMedical Information — US · 2 business daysMedical Information — US · 2 business days / Medical science liaison for the territory
Possible adverse eventDrug Safety intake · 1 business dayDrug Safety intake · 1 business day / Drug Safety intake · same day
No approved answer — who decidesDana Okafor · Field excellenceDana Okafor · Field excellence / Priya Raman · Brand
Who approves new answersPriya Raman + review committeePriya Raman + review committee / Review committee only
Tell reps when an approved item they use is about to expireOffOn — a heads-up from 60 days before the date / Off
Connections

Works with what your field team already uses

USPI and Medication Guidesthe current label, section by section
Approved content libraryreview-committee-approved items, with approval number and expiry
Objection-handling guidesthe approved redirect when a comparison is asked
Field app and CRMquestions in, answers and referrals on the call record
Medical Informationrequests in the physician’s words, routed by your rules
Drug Safety and Quality intakepre-filled adverse-event and complaint reports
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
7sec
median from question typed to an approved answer on screen
Searchingminutes
With agents7 s
target
85.5%
of questions answered inside the line, from the label or approved items
answered inside the line
target
100%
of possible side effects sent to Drug Safety inside one business day, report pre-filled

“demo” = seen in the working solution, on its sample products, labels and questions · “target” = the design goal, measured in the live solution · “estimated” = our estimate · Context: FDA guidance on unsolicited off-label requests · 21 CFR 202.1 (fair balance) · 21 CFR 314.80 (safety reporting). Veltrimab and Corventa are sample products. People, companies and products named on this page are fictional — characters and sample data in the working solution.

Questions

What field, medical and compliance teams ask us.

What is the Approved-Answer Field Desk?

A desk sales reps and account managers ask product questions in the field app or CRM, mid-call. It answers only from the prescribing information, Medication Guides and review-committee-approved materials, quoted with section and page, and sends questions outside the label to Medical Information or Drug Safety.

How does it handle unsolicited off-label questions?

It never answers them. It quotes the approved uses, then drafts a Medical Information request with the physician’s question in their own words. The rep must confirm the physician asked unprompted before it is sent, and Medical Information replies to the physician directly.

Does it paraphrase or use outside sources?

No. Answers quote the approved wording with item, version, section and page. The answer finder searches only approved, in-date items — no web or general knowledge — and if nothing answers the question, it says so.

How are possible adverse events reported?

When a rep describes a patient’s experience on the product, the safety catcher marks a possible adverse event, gives no advice on the patient’s care, and pre-fills the Drug Safety report without the patient’s name. The rep confirms the details and sends it; the one-business-day clock is tracked.

What happens when a label or approved item changes?

Saved answers are re-checked when the label changes. In the working solution, when Veltrimab label v7 went live, all 214 saved answers were re-checked the same day: 3 were re-quoted from v7 and none still uses v6. Expired and retired items are never quoted.

What about questions with no approved answer?

They wait for the desk owner with how often they were asked. The owner can request a new approved answer — drafted from approved wording for the review committee — point to an existing approved item, or send future asks to Medical Information. The decision is recorded with their name.

Do people stay in control?

Yes. A rep confirms every referral and safety report before it leaves the line, the desk owner decides on every gap, new answers are approved by brand and the review committee, and rules required by field policy can be changed only by compliance.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your prescribing information, approved materials, field policy and routing rules — and it goes live once every quality gate has passed. We will walk you through it on your own label first.

See it on
your label.

We’ll run the Field Answer Desk on your prescribing information, approved materials and a sample of your reps’ questions.