ACTO Engage

ACTO Engage is a suite of tools designed for life sciences field teams — including sales reps and MSLs — to support training pull-through, knowledge retention, and real-world application. It combines AI roleplay, connected coaching, field meeting support, and compliant messaging capabilities into a single platform built around the specific requirements of the life sciences industry.

The Engage suite is organized into four main areas: AI Roleplay (CxZone), Coaching, Field Meetings, and Messaging (including TalkTRx and Present). Each area addresses a distinct stage of the field team workflow, from practice and certification through to live HCP interactions and post-event performance tracking.

AI Roleplay — CxZone

• CxZone is an AI roleplay solution that allows administrators to build HCP interaction simulations without coding or vendor dependency, using an interface that lets users define the HCP persona, conversation structure, and evaluation criteria in minutes.
• Simulations can be tailored by HCP role, specialty, call type, and mood, with additional background detail such as patient population, care setting, and communication preferences to increase realism.
• HCP avatars can reference approved resources from Veeva Vault, training platforms, or other connected systems to ensure conversation accuracy and compliance. ACTO is a Certified Veeva Technology Partner, and Veeva Vault content auto-syncs into CxZone.
• The practice environment can be configured to reflect a company's specific sales methodology, including custom labels, descriptions, conversation stages, and evaluation criteria.
• Conversations can follow a free-flowing format or a guided Q&A structure; field professionals can practice a full conversation or focus on a specific stage.
• After each simulation, users receive an overall assessment covering five skill areas, including specific scores for "Clinical IQ" and "Messaging" — areas considered particularly relevant to HCP conversations in life sciences.
• CxZone incorporates gamification features including dashboards tracking skill improvement over time, practice streaks, and performance trends to encourage continued use.
• Training teams can use CxZone alongside in-person live certification and asynchronous video certification, with all three options available within the ACTO platform.
• Marketing teams gain visibility into how field reps communicate brand messaging, including where reps perform well and where they need support.

Coaching

• Field Coaching Reports (FCRs) on ACTO function as active, ongoing coaching tools rather than static check-the-box documents. Managers can attach targeted next steps to FCRs, including reinforcement training, video scenario tasks, or AI roleplay assignments.
• Scenarios by ACTO is a video coaching tool that supports the transition from training to real-world application, enabling managers to provide remote coaching between ride-alongs. It is used to refine brand messaging, objection-handling, and overall field confidence.
• OmniSight™ by ACTO provides analytics on FCR and video scenario coaching scores tracked over time and across key competencies. It supports the ability to:
• Link coaching activities to specific skill areas and monitor individual or team growth over time.
• Target reinforcement training to address identified skill gaps.
• Identify best practices and performance drivers that can be replicated across the organization.

Field Meetings

• ACTO supports product launch meetings, national sales meetings (NSMs), and plan of action (POA) meetings by providing pre-work, registration, and personalized agendas within a unified environment.
• Live event engagement is supported through interactive polls, quizzes, gamification, and leaderboards.
• Post-event analytics track learning impact, pull-through, and field performance, providing real-time insights to identify knowledge gaps and support reps after the event.

Messaging — Key Takeaways, TalkTRx, and Present

• Key Takeaways allows summaries to be added to any resource within ACTO, giving reps quick access to the key points of important assets, training materials, and best practices.
• TalkTRx provides field teams with access to current, approved content from Veeva Vault PromoMats and Vault MedComms, along with contextual guidance — such as key takeaways, best practice tips, or short videos — to help reps understand how to use materials in live HCP interactions. This is intended to increase use of marketing materials and ensure message consistency.
• Present by ACTO allows field professionals to create custom playlists of MLR-approved content that can be presented live or shared via email with HCPs. In-app engagement analytics show how HCPs interact with shared content, helping reps understand which resources resonate and inform future conversations.

ACTO Engage integrates with Veeva Vault through a certified, turn-key connection that keeps content automatically synchronized across CxZone and TalkTRx. The platform is designed for life sciences roles including sales and commercial excellence, marketing and brand, medical affairs, and commercial learning and development teams, and supports use cases such as product launches, new hire onboarding, sales meetings, and field team compliance.