Pharma & Med Device

One clinic visit. Clear next steps.

buddi turns HCP conversations into useful visit notes, requests, and follow-ups, with context for your commercial, medical, and operations teams.

Book a demo Follow the visit
A representative speaks with a physician in a clinic consultation room
The HCP conversation, in person.

From conversation to visit context

What was discussed.
What happens next.

Keep the contact, topics, access questions, and next steps together. Give each team a useful starting point for the work after the visit.

Visit contextIllustrative example · draft
“Please send the access resources. Our medical team would also like the published product information.”
Account
Riverside Clinic · HCP visit
Topics
Product information and access resources
Request
Published scientific information
Next step
Assign follow-up to the appropriate team

One conversation.
The right team for each request.

Commercial context, scientific questions, and operational follow-ups each need a clear handoff. Explore how one visit can inform all three.

Department routingIllustrative example

Clinic visit context

Riverside Clinic

Discussed
Product and access resources
Requested
Scientific information
Next step
Confirm a follow-up owner

Select a department

Explore the draft details prepared for each department.

Commercial draft

Salesforce

CRM visit draft

Account
Riverside Clinic
Discussed
Product and access resources.
Next step
Prepare the resource follow-up for review.
Proposed owner
Territory account owner
Status
Draft · Awaiting commercial review

CRM for engagement.
EHR for clinical workflows.

Commercial visit context and clinical records have different owners. Keep each handoff in the right team’s workflow.

SalesforceCRM

Commercial engagement

Call reports, account context, and follow-ups for the commercial team to review.

Visit contextCommercial workflow
EpicUpcoming · EHR

Authorized care-team workflows

Epic is an upcoming EHR pathway for clinical teams, separate from commercial visit routing.

Clinical ownership and review

The conversation gives
agents a useful starting point.

Use recorded visit context to draft a recap or follow-up. Your team reviews the draft and decides what happens next.

Explore MCP and API
From visit context to a first draftIllustrative agent example

Recorded visit context

Riverside Clinic · HCP visit

  • Access resources discussed
  • Scientific information requested
  • Follow-up owner to confirm
MCP API
  • Claude
  • OpenAI
  • Gemini

Visit recap

Draft · for review

Product information and access resources were discussed at Riverside Clinic. Route the scientific-information request to the medical team and confirm who owns the follow-up.

Follow-up

Draft · for review

Thank you for today’s conversation. I’ll coordinate access resources with our commercial team and pass your scientific-information request to our medical team.

From the clinic to the next step

See a visit become useful across your team.

Book a 30-minute demo of visit capture, department routing, and follow-up drafts.

Book a demo