Module guide
Manage governed engagement templates, assets, sends, sessions, and execution telemetry from an organization-scoped workspace.
These workflows describe how the visible customer workspace is intended to be used.
Check whether the right template, audience, and consent posture are present before sending.
Assets stay usable only when their review state, audience, and compliance posture allow it.
Covered screen
`/engagement`
Escalate with the send ID and visible block reason if you cannot clear the preconditions.
These areas usually carry the next action, source record, or downstream evidence.
Search the governed HCP directory, inspect detail context, manage notes, and launch controlled imports when your role allows it.
Review scientific exchange queues, KOL intelligence context, and medical follow-up operations for the selected organization.
Governed operational lanes for consent, adverse events, sample accountability, and evidence-chain review.
Governed dashboards, review workbench, reports, feedback review, commercial cockpit, and analytics question review. It is the main analysis family for performance and approval evidence.
Monitor AI quality, review feedback, inspect summaries, and trace governed report narratives from one organization-scoped workspace.