How AI agents are showing up in medical device and healthcare commercial work: pre-call prep, call notes, case scheduling and field inventory, territory planning, quoting, promotional review, and the health-system workflows reps sell into.
Medical Devices & Diagnostics (MedTech)Medtronic's EurAsia medical education and sales-enablement team ran a Data Cloud + Agentforce proof of concept that puts training and education insights in front of field reps, with agent use cases for sales-prep summaries, T&E history/recommendations, and instant follow-ups.
Medical Devices & Diagnostics (MedTech)Medtronic runs voice-first AI agents built with Teneo.ai for device support, sales enablement, and internal HR/IT/legal help across 135 countries.
Medical Devices & Diagnostics (MedTech)Henry Schein Australia, a dental and medical supply distributor, deployed Salesforce Agentforce for customer chats, most of which were order questions.
Medical Devices & Diagnostics (MedTech)KARL STORZ, the German endoscopy maker, is rolling out Salesforce Agentforce Sales and CPQ globally and presented its experience with AI agents for its sales and service teams at MedtecLIVE 2026.
Medical Devices & Diagnostics (MedTech)Movemedical, a field inventory platform for medical device companies, released Ask Move AI in its June 2026 platform release: a mobile assistant that lets reps create cases by voice or text, look up case inventory, reschedule cases, and look up invoices.
Medical Devices & Diagnostics (MedTech)MedScout launched 'Strategies', AI agents that analyze referral networks, procedure volumes, and payer dynamics to deliver prioritized, ready-to-work territory plans to MedTech reps; it says the agents were available to customers from late 2025.
Medical Devices & Diagnostics (MedTech)An unnamed MedTech company that services diagnostic equipment in hospitals and labs combined Salesforce Agentforce and Field Service via partner Redtag.
Medical Devices & Diagnostics (MedTech)Salesforce partner Demand Chain built an Agentforce assistant for an unnamed global lab-services and medical technology company: field reps dictate visit summaries on Salesforce Mobile and the agent turns speech into structured trip-report records.
Pharma, Biotech & Life SciencesCurrax Pharmaceuticals rolled out SuperAgents, built on the ACTO life-sciences sales platform, to help reps retrieve approved clinical references and policies during HCP visits.
Pharma, Biotech & Life SciencesBioIVT, which supplies biological specimens for pharma and diagnostic research, built 'Ivy', an Agentforce quoting agent that reads an opportunity, matches requests to 15,000+ product codes, builds the quote, and routes it to a service rep for review.
Pharma, Biotech & Life SciencesNovo Nordisk built NovoScribe, a documentation platform using Claude models on Amazon Bedrock and MongoDB Atlas, to draft clinical study reports, device verification protocols, and patient materials for human review.
Pharma, Biotech & Life SciencesEvinova, a health tech company in the AstraZeneca group, uses Devin to draft regulatory documents for its clinical-trial software modules, work that took 35 to 40 hours of cross-functional time.
Pharma, Biotech & Life SciencesSanofi launched Concierge for Field, an AI agent built with Snowflake Cortex AI that prepares global sales reps for physician visits: pre-call plans, highest-priority physicians, and past engagement.
Pharma, Biotech & Life SciencesNovo Nordisk is adopting Veeva Vault CRM with Veeva AI Agents such as Pre-call Agent (call prep) and Voice Agent (spoken call notes), which became available in December 2025.
Pharma, Biotech & Life SciencesModerna is an early-access user of Veeva AI's Quick Check Agent in PromoMats, which scans promotional content against editorial, brand, market, channel, and compliance guidelines before medical-legal-regulatory (MLR) review.
Pharma, Biotech & Life SciencesTakeda is rolling out Agentforce on Salesforce Life Sciences Cloud and Data 360 so field reps arrive armed with an HCP's recent research, email opens, and questions, and so leaders can see trends across engagements.
Pharma, Biotech & Life SciencesAUM BioTech's CEO, with no prior coding experience, built lead-gen forms and a support chatbot on Salesforce and is finishing an Agentforce SDR agent to respond to thousands of conference leads, score them, book meetings, and hand top leads to human reps.
Pharma, Biotech & Life SciencesBoehringer Ingelheim joined the Veeva AI Early Adopter Program and spent four months piloting Quick Check Agent and Content Agent in PromoMats for medical, legal, and regulatory (MLR) review.
Pharma, Biotech & Life SciencesInfinitus says its voice AI agents completed over 60,000 benefit-verification and prior-authorization follow-up tasks for an unnamed leading specialty pharmacy in the first half of 2025, with each verification call freeing an average of 29 minutes of staff time.
Hospitals & Health SystemsUnitedHealth Group is expanding agentic AI through Optum Insight.
Hospitals & Health SystemsWellSpan Health used 'Ana', a multilingual AI care agent from Hippocratic AI, to phone 1,878 patients due for colorectal cancer screening in September 2024.
Hospitals & Health SystemsSeattle Children's built 'Pathway Assistant' with Google, trained only on its internal clinical pathway documents, to guide clinicians through diagnosis and treatment workflows for 70+ pediatric conditions.
Hospitals & Health SystemsMIT Health, MIT's campus health center, embedded Notable's Sidekick assistive AI agent into prior-authorization submissions to the Carelon portal; it pre-assembles clinical packets and answers payer questions from the chart.
Hospitals & Health SystemsColor Health built an LLM-powered 'Cancer Copilot' to assist with the workup of patients newly diagnosed with cancer.
Hospitals & Health SystemsTidalHealth's orthopedic practice uses an Assort Health voice agent to answer every inbound call and schedule, cancel, or reschedule directly.
Hospitals & Health SystemsThedaCare (7 hospitals, Wisconsin) used Notable to automate outreach to patients with open care gaps.
Hospitals & Health SystemsSouthwest General (Ohio) deployed HOPE, a Notable AI voice assistant, to answer inbound insurance FAQ calls 24/7 during payer contract negotiations.
Hospitals & Health SystemsSouth Shore Orthopedics (Hingham, MA; 15 physicians) deployed an Assort Health voice agent named "Oscar" to answer calls 24/7.
Hospitals & Health SystemsSENTA Partners, an MSO for 15 ENT and allergy practices, uses Assort Health voice AI agents to answer inbound calls and schedule appointments.
Hospitals & Health SystemsReid Health (Indiana) deployed Notable automated pre-visit registration, including the Medicare Secondary Payer Questionnaire.
Hospitals & Health SystemsR1 RCM, which runs revenue cycle operations for health systems, is testing a Sierra AI agent on incoming patient calls.
Hospitals & Health SystemsOviva, a digital health provider for weight-related conditions, uses Salesforce Agentforce trained on its FAQs as first-level patient support.
Hospitals & Health SystemsNuman, a UK digital health company, uses Fin for patient support.
Hospitals & Health SystemsNorth Kansas City Hospital (Missouri) automated pre-registration and check-in with Notable.
Hospitals & Health SystemsNorth Kansas City Hospital and Meritas Health (Kansas City, Missouri) use Notable's automated scheduling.
Hospitals & Health SystemsNorthern California Retina-Vitreous Associates uses an Assort Health voice agent for about 10,000 monthly calls, roughly a third of which were previously missed.
Hospitals & Health SystemsMUSC Health (16 hospitals, South Carolina) uses Notable's AI platform for registration and intake, referrals and scheduling, and care gap closure.
Hospitals & Health SystemsMontage Health (California) uses Notable for registration and intake, referrals, and care gap closure.
Hospitals & Health SystemsMichigan Orthopedic Surgeons deployed EHR-integrated Assort Health AI agents for phone and web scheduling.
Hospitals & Health SystemsMDCS Dermatology (New York and New Jersey) uses Assort Health voice AI agents for patient calls.
Hospitals & Health SystemsLMH Health (Lawrence, Kansas) deployed a Notable AI agent at its OrthoKansas clinic, where nearly every call had gone to voicemail.
Hospitals & Health SystemsIntermountain Healthcare launched Notable's automated digital registration and intake in four weeks.
Hospitals & Health SystemsGood Shepherd Rehabilitation Network replaced paper reminder cards and staff reminder calls with Notable automated reminders and digital intake.
Hospitals & Health SystemsGillette Children's uses Notable so families can self-schedule at any hour and complete intake digitally.
Hospitals & Health SystemsFort HealthCare (Wisconsin) automated prior authorizations for its ambulatory surgery center and digitized registration with Notable.
Hospitals & Health SystemsFamily Practice Associates of Lexington (21 providers, Kentucky) uses an Assort Health AI agent named "Sophie" for phone scheduling, including after hours.
Hospitals & Health SystemsCurology, a D2C prescription skincare company that has treated nearly 6 million patients, uses Decagon AI agents for support.
Hospitals & Health SystemsConcord Orthopaedics (New Hampshire; 50+ providers) uses Assort Health inbound and outbound AI agents for calls and referrals.
Hospitals & Health SystemsCommonSpirit Health ran automated multi-touch Medicare Annual Wellness Visit outreach and scheduling with Notable across California, Arizona, and Nevada markets.
Hospitals & Health SystemsCircle Medical, a virtual primary care provider, uses Intercom's Fin AI agent for patient support.
Hospitals & Health SystemsChesapeake Health Care, a Maryland FQHC with 150+ providers, uses Assort Health voice agents for inbound calls after 25% of calls were dropped.
Hospitals & Health SystemsCatholic Health deployed Notable voice AI for MyChart support calls that had relied on outsourced live agents.
Hospitals & Health SystemsCastell, Intermountain's value-based care company, uses Notable automation to review charts for care-gap closure opportunities.
Hospitals & Health SystemsCare New England automated radiology prior authorizations and notices of admission with Notable.
Hospitals & Health SystemsBoston Bone & Joint Institute (41 providers) uses Assort Health AI agents for inbound calls and automated outbound rescheduling.
Hospitals & Health SystemsBarrington Orthopedic Specialists (26 providers, four Chicago-area sites) integrated an Assort Health voice agent into its EMR to answer scheduling calls.
Hospitals & Health SystemsAustin Regional Clinic (33 locations, Texas) deployed Notable intelligent intake to automate registration and reduce inaccurate registration data that drives denials.
Hospitals & Health SystemsAugusta Health (Virginia; MEDITECH EHR) uses Notable automated digital intake across four hospital service lines.
Hospitals & Health SystemsAnnapolis Internal Medicine (Maryland) uses an Assort Health voice agent for scheduling calls.
Hospitals & Health SystemsHackensack Meridian Health has developed a nurse AI agent that sifts large amounts of data and offers next-best-action recommendations, plus an agent that assists with post-operative calls to patients, built with Google Cloud.
Hospitals & Health SystemsSutter Health (25 hospitals, 3.5 million patients) is working with Sierra on AI agents for patient engagement.
Cases outside healthcare whose workflow maps directly onto device and pharma sales (see each case's “MedTech angle”).
Transportation & LogisticsLogistics provider C.H.
Banking & Financial ServicesMorgan Stanley Wealth Management launched AI @ Morgan Stanley Debrief, an OpenAI-powered tool that, with client consent, generates meeting notes, surfaces action items, drafts a follow-up email for the advisor to edit, and saves a note into Salesforce.
Telecom & Energy UtilitiesLumen Technologies uses Microsoft Copilot to cut a seller's customer-outreach research from about four hours to 15 minutes.
Software, Internet & MediaA Palo Alto Networks solutions architect built AI Zap workflows in Slack that interpret plain-language requests for demo accounts, provision them across systems, assign licenses, and route approvals.
Software, Internet & MediaImpel, which builds AI for auto dealers, uses Claude-based agent workflows for rep training and account work.
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