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Platform

Bring AI agents into Life Sciences workflows

Life Sciences teams work with complex customer relationships, large volumes of information and processes that require the right controls.

Life Sciences creates opportunities to bring AI agents directly into those workflows.

Megnity helps organizations identify where agents can make a practical difference, connect them with the right data and build them into the way commercial, medical and patient-facing teams work.

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Built on
Salesforce · Data 360
Teams served
Commercial · Medical · Patient services
Delivery
Seven stages, identify to improve

Where to start

Start with the workflow

01

The first question isn’t where to add an agent.

02

It’s where your teams are spending time on repetitive work, searching for information or moving between systems.

We start with the workflow and identify where an agent could help without adding another layer of complexity.

Where agents help

Four workflows, four starting points

Support commercial teams

01

Commercial teams need useful customer and HCP context before they engage.

What an agent can do

  • Bring relevant information together
  • Summarize previous interactions
  • Support preparation for the next activity

We help connect these capabilities with the customer data and processes already used by the commercial team.

Explore B2B and B2C Sales

Make HCP engagement more informed

02

HCP information can sit across interactions, channels and enterprise data sources.

What an agent can do

  • Find and organize relevant information before an interaction
  • Reduce some of the manual work surrounding engagement
Explore HCP engagement

Support medical teams with information-heavy work

03

Medical affairs teams often work across inquiries, documents, scientific information and previous interactions.

What an agent can do

  • Find relevant information
  • Organize content
  • Support appropriate parts of the inquiry workflow

We design these use cases with clear access, review and governance requirements.

Explore medical affairs

Support patient services

04

Patient services can involve enrollment, inquiries, coordination and multiple handoffs.

What an agent can do

  • Organize incoming information
  • Support routine inquiries
  • Move appropriate work to the right team

We build these workflows around the information people need and the controls surrounding patient-related processes.

Explore patient services

Principle

The agent supports the relationship. The person remains responsible for it.

Data and systems

Connect agents to trusted data

An agent needs more than a prompt to be useful.

It needs access to the right customer and business information.

We help connect Agentforce with Salesforce, Data 360, Databricks and other relevant enterprise sources so agents can work with the context required for their task.

Access

Access is designed around what each agent should be able to see and do.

Explore Data 360

Agentforce agent Salesforce Data 360 Databricks MuleSoft Enterprise apps

Integration

Connect AI with the wider technology environment

Life Sciences workflows often extend beyond Salesforce.

We help connect Agentforce with enterprise applications, data platforms and other systems where the workflow requires it.

This allows agents to become part of a connected process rather than operating as isolated assistants.

Explore integration

Autonomy

Keep people in control

Different tasks need different levels of autonomy.

An agent might find information, prepare a summary, recommend a next step or take a defined action.

I Find information
II Prepare a summary
III Recommend a next step
IV Take a defined action

Boundaries

We help establish those boundaries clearly, including where human review or approval is required.

For regulated and sensitive processes, governance, traceability and validation considerations can be incorporated into the design.

Explore validation and compliance

Readiness

Move beyond the demo

An impressive demonstration is only the beginning.

For an agent to become useful in everyday work, it needs reliable data, clear instructions, appropriate permissions, integration with the workflow and a way to understand how it is performing.

  • 01 Reliable data
  • 02 Clear instructions
  • 03 Appropriate permissions
  • 04 Integration with the workflow
  • 05 A way to understand how it is performing

We help organizations move from an initial use case to an agent that can become part of the business process.

How we deliver

From opportunity to working agent

The method, in full
01

Identify

Choose a Life Sciences workflow where an agent can create practical value.
02

Design

Define the task, information, actions and boundaries.
03

Connect

Give the agent appropriate access to the systems and data it needs.
04

Build

Configure the agent around the agreed workflow.
05

Test

Evaluate its responses, actions and controls.
06

Deploy

Introduce it into everyday work with the right oversight.
07

Improve

Learn from usage and refine the agent over time.

Architecture

Build Agentforce around the business

Our Life Sciences work can bring together:

Platform
Life Sciences
Platform
Salesforce
Data
Data 360
Data
Databricks
Model
Claude
Integration
MuleSoft and integrations
Enterprise
Enterprise data and applications

The architecture depends on what the agent needs to accomplish and the information it needs to do it.

Next step

Have a Life Sciences workflow that could benefit from an agent?

Tell us what your teams are doing manually today and where the information they need currently lives.

We’ll help you determine whether Agentforce is the right fit and what it would take to put it into everyday use.

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