Quick Check Agent is designed to help content owners and coordinators prepare their documents for MLR review by detecting common issues before submission, such as spelling errors, prohibited phrases, and missing warnings or safety information. Leveraging a Large Language Model (LLM), Quick Check Agent proactively identifies a wide range of issues in your promotional materials, reducing the number of review cycles and accelerating time to approval.
Quick Check Agent is included with Veeva AI for PromoMats, and integrated directly within Vault, which means your documents and data do not leave your Veeva Vault environment, ensuring data stays secure, and user security is respected.
Note: Veeva did not create the LLM that Quick Check Agent uses, nor do we train it using your data. Our implementation is designed to work for all customers.
Accessing the Quick Check Agent Panel
Once configured by an Admin, the Quick Check Agent panel is available when all of the following conditions are met:
- The document type belongs to the Quick Check Agent document type group.
- The current document version is the latest version.
- The document does not exceed 100 pages in length. If the document is longer than 20 pages, some checks operate differently, and Quick Check Agent does not evaluate images.
- The document has a PDF viewable rendition and does not contain audio or video content.
- The document is not in the Steady, Superseded, Deleted, or Obsolete states.
- The document is not archived.
- The document is not a binder or CrossLink.
While viewing a document in the document viewer, click 
to open the Quick Check Agent panel. You can click and drag to expand the width of the panel.
Note: The Quick Check Agent quality check outcomes are not audited, and are not reportable. Quality check results are specific to the document version being assessed.
Performing Quality Checks
When you open the panel, Quick Check Agent immediately begins performing the following predefined quality checks on the document:
- Spelling
- This check identifies potential spelling errors in the document, focusing on misspellings, common misuses, and typos, while considering industry-specific terminology.
- Grammar
- This check identifies potential grammatical errors in the document, such as verb tense, punctuation, pronoun and subject-verb agreement, sentence structure, and modifier placement.
- Phrase Assessment
- This check identifies wording and phrases that may require further scrutiny, including those suggesting promotional or potentially misleading language.
- Boxed Warning
- This check determines whether the document’s Product requires a Boxed Warning according to the FDA database of Boxed Warning products.
- If Quick Check Agent determines that a Boxed Warning is required, it first detects if one is present, and, if so, evaluates its format and location.
- Quick Check Agent does not review the text of the Boxed Warning.
- Important Safety Information
- This check determines whether a related ISI document exists and, if so, whether the Important Safety Information in that document is reflected in the current document.
- Quick Check Agent assess ISI wording to identify omissions, additions, inaccuracies, or misrepresentations of critical safety information.
- If there is no related ISI document, Quick Check Agent determines this check to be Not Applicable.
- Privacy Policy Link
- This check determines whether the document requires a link to a privacy policy based on its content and intended use, and extracts links to determine if any privacy-related links are present and match existing Website object records.
- Unsubscribe Link
- This check determines whether the document requires an unsubscribe link, and extracts links to determine if any unsubscribe links are present and match existing Website object records.
- Accessibility
- This check validates whether the document conforms to web accessibility standards, identifying potential barriers for users with disabilities.
- Quick Check Agent evaluates structure and organization, language and readability, and assesses visual elements for text contrast and alt text.
Note: Veeva defines these quality checks. You cannot edit these checks or add custom ones.
Viewing Quick Check Agent Results
When the quality checks are complete, each check displays an icon to indicate whether the check passed () or identified issues (). Click the check title to expand or collapse the section. Quick Check Agent displays if it encounters an error, such as when the document exceeds the page limit or the LLM responds with an invalid message.
To navigate to an identified issue, click the page number to jump to the issue or the page the issue is on. By default, Vault does not save any detected issues to the document, but you can choose to save specific issues as comment annotations by clicking the Save As Annotation () button.
To clear Quick Check results and run them again, click Re-run the Quick Check Agent.
Matching Websites
When performing the Privacy Policy Link and Unsubscribe Link quality checks, Quick Check Agent attempts to match any extracted links to existing Website object records based on the Country and Language fields on the document and object records. If the Country and Language fields are blank on a Website record, Quick Check Agent considers the record to apply to all values.
Using the Veeva AI Chat
Veeva AI for PromoMats also provides access to an intuitive AI Chat, powered by the PromoMats Assistant, which you can access by clicking 
in the upper right of the Vault page. You can ask the Assistant questions about the specific document version you are viewing. Responses are generated from the document’s text, images, Quick Check Agent results.
To use the AI Chat, enter your message in the text box at the bottom of the chat. Press Send (
) or press the Enter key to send your message, or press Shift + Enter for a new line. You can enter a maximum of 5,000 characters per query. The Assistant displays 
while generating your response.
The Veeva AI Chat automatically determines which chat-enabled Agent action should be used to respond to your question or request.
Related Permissions
The following permissions control your ability to use Quick Check Agent:
| Type | Permission Label | Controls |
|---|---|---|
| Document Role | View Content | Ability to view and use the Quick Check Agent panel on a document version in a given lifecycle state |
| Document Role | Annotate | Ability to save an identified issue as a document annotation |