# NBA Assistant Conversation Example

## Identify Priority HCPs

**👤 User:**
 _Give me the top 10 HCPs we recommend a phone call this week._ 
**🤖 Agent:**
 _10 HCPs match your criteria._ 

| HCP Name        | Specialty     | Territory | Channel    | Priority             | p(engage) | Exp. Lift (%) |
| --------------- | ------------- | --------- | ---------- | -------------------- | --------- | ------------- |
| Megan Parsons   | Primary Care  | TERR_42   | Phone Call | Strong candidate     | 0.769     | 16.03         |
| Erin Herrera    | Endocrinology | TERR_22   | Phone Call | Priority             | 0.743     | 14.83         |
| Jacob Robinson  | Dermatology   | TERR_14   | Phone Call | Moderate opportunity | 0.641     | 13.43         |
| Ashley Hall     | Oncology      | TERR_28   | Phone Call | Priority             | 0.663     | 13.10         |
| Todd Lewis      | Cardiology    | TERR_39   | Phone Call | Moderate opportunity | 0.576     | 13.09         |
| Amy Morrison    | Endocrinology | TERR_32   | Phone Call | Moderate opportunity | 0.598     | 12.99         |
| Joseph Morton   | Endocrinology | TERR_13   | Phone Call | Moderate opportunity | 0.572     | 12.90         |
| Jacqueline Hill | Endocrinology | TERR_32   | Phone Call | Moderate opportunity | 0.624     | 12.88         |
| Jessica Edwards | Dermatology   | TERR_43   | Phone Call | Priority             | 0.706     | 12.81         |
| George Miller   | Dermatology   | TERR_39   | Phone Call | Strong candidate     | 0.702     | 12.78         |

 _Would you like the profile or explanation for any of these?_ 

---

## Select HCP

**👤 User:**
 _Give me more information about Dr Robinson._ 

**🤖 Agent:**
 _I found multiple HCPs matching that name. Could you provide the full name or HCP ID?_ 

| HCP ID | Full Name         | Specialty    | Territory |
| ------ | ----------------- | ------------ | --------- |
| 246    | Jeffrey Robinson  | Oncology     | TERR_37   |
| 43     | Reginald Robinson | Cardiology   | TERR_46   |
| 314    | Jacob Robinson    | Dermatology  | TERR_14   |
| 267    | Anne Robinson     | Oncology     | TERR_05   |
| 80     | Jerry Robinson    | Primary Care | TERR_38   |

---

## View Profile

**👤 User:**
 _Jacob Robinson please!_ 

**🤖 Agent:**
Jacob Robinson | Dermatology | TERR_14 |  Segment: medium_value | Tenure: 1.3 yrs | New York, NY

**Recommendation**
Channel: Phone Call |  Priority: Moderate opportunity |  p(engage): 64.1% |  Expected Lift: 13.4% |  CPA: $31.79

**Prescribing Trends**
Avg weekly Rx: 67 |  Last week: 221 |  Trend: Decrease

**Engagement**
Success rate: 25.9% |  Last contact: 10 days via webinar

**Successful Responses by Channel**
Rep Visit: 1 | Phone: 0 | Email: 5 | Webinar: 1 | Digital: 0

 _Would you like me to explain why this channel was recommended?_ 

---

## Explain Recommendation

**👤 User:**
 _Why phone call?_ 

**🤖 Agent:**
**Dr. Jacob Robinson — Phone Call**

**Key Factors**

* Strong positive — The long interval since the last successful phone call (371 days) signals renewed potential for engagement on this channel.
* Moderate positive — The HCP’s openness to multiple channels suggests flexibility and receptiveness to phone outreach.
* Caution — Three outreach attempts in the past four weeks may increase contact fatigue.
* Caution — No successful engagements have been recorded on phone calls to date.

**Summary**

A phone call is recommended because the extended gap since the last phone interaction creates an opportunity to re-engage through a direct channel. While previous phone attempts have not yet been successful, the HCP’s broader engagement history indicates openness to outreach. Given the recent decrease in prescribing activity, a well-timed phone call may help re-establish engagement.

---

## Product Question

**👤 User:**
 _What are the latest dermatology products in KindPharma?_ 

**🤖 Agent:**
DERMAVANCE (rilpazumab) is an IL-17A/F monoclonal antibody indicated for adults with moderate-to-severe plaque psoriasis.

* 71% achieved PASI 90 and 44% PASI 100 at week 16 (CLEARSKY-2 trial)
* Responses sustained through week 52
* Dosing: 300 mg SC at weeks 0, 2, 4, then every 8 weeks

**Safety**
Contraindicated in active serious infections (including TB).
Common AEs ≥3% include nasopharyngitis and injection-site reactions.

---

## Compliance Question

**👤 User:**
 _Can I mention a competitor’s new label in the call?_ 

**🤖 Agent:**
Do not proactively mention a competitor’s label change unless supported by MLR-approved materials.

* Avoid unsubstantiated comparisons
* Do not speculate on competitor claims
* Refer off-label questions to Medical Affairs

## Generate Call Script

**👤 User:**
 _Give me a call script for Dr. Robinson._ 

**🤖 Agent:**

**Opening**
“Hi Dr. Robinson, this is [Your Name] from KindPharma. Is now still a good time?”

**Discovery**
“What factors most influence your biologic selection today?”
“How do you evaluate time-to-clearance and durability?”
**Product Overview**
DERMAVANCE is indicated for moderate-to-severe plaque psoriasis.
71% achieved PASI 90 at week 16 with sustained response to week 52.
**Safety**
Contraindicated in active serious infections. Common AEs include nasopharyngitis and injection-site reactions.
**Close**
 _“Would it be helpful to schedule a short follow-up to review patient selection and dosing?”_ 


## CRM Logging

**👤 User:**
 _Log this call._ 

**🤖 Agent:**

**CRM Activity Record**

* HCP: Dr. Jacob Robinson
* Channel: Phone Call
* Date: 2026-04-15
* Status: Submitted

**Notes:**
Completed an outbound phone call to reconnect and provide a DERMAVANCE update, including indication, efficacy, and dosing. Offered prescribing information and proposed a follow-up discussion.

## End

**👤 User:**
 _No thank you._ 

**🤖 Agent:**
 _Got it—let me know if you need anything else._ 
