eWizard knowledge base

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April 3, 2026 ​

Improvements ​

  • The Exporter now retrieves anchor metadata from Veeva Vault PromoMats source documents and stores it in the client-specific knowledge base. This ensures that anchor-level metadata—the anchor text and its specific location in the VVPM source document—is consistently captured and available for precise navigation and citation. This update improves traceability, enhances reference linking accuracy, and supports more effective semantic content retrieval. Configuration required

  • eVa AI can now prioritize VVPM source documents containing anchor texts when generating text suggestions. This ensures anchor content appears first, providing relevant and consistent responses. Configuration required

  • Interactive email generation now uses a refined process to select source documents based on semantic analysis of the final content. eVa AI analyzes each statement and retrieves relevant text documents from the client-specific knowledge base, replacing preliminary outline sources. Only appropriate documents are included in the email reference list, ensuring that claims are supported by approved and verifiable sources. Configuration required

  • To support compliance and transparency, we can now configure a client- and environment-specific eVa AI usage disclaimer. It explains the role of AI in content generation, how requests are processed, and the responsibility to review and validate AI-generated outputs. With the disclaimer, access to eVa AI chat—both in Editor and the conversational hub—is granted only after it’s accepted. This update ensures that you’re informed and aligned with AI usage guidelines, supporting legal, regulatory, and ethical compliance. Configuration required

  • You can now approve standalone email fragments published to Veeva Vault PromoMats as PDF and interactive directly from eWizard. Preview how tokens are replaced with their mapped values either in Viewer during the approval process, or in a test email. This expands approval across content item types and streamlines the MLR review. Configuration required

  • eWizard date-type tokens are now replaced with the token value in the format for the specified language and region. e-Detailers, portfolio e-Detailers, emails, and email fragments published to SFMC and Veeva Vault PromoMats (as PDF and interactive) display dates according to market and regulatory requirements. Configuration required

  • In the Edit link popup, UTM parameter values you enter can be automatically updated in the generated URL. Spaces are replaced with underscores, and uppercase letters are converted to lowercase, ensuring the URL is valid and correctly interpreted by web analytics systems. Configuration required

Admin setup ​

  • To configure anchor metadata retrieval from VVPM to the knowledge base, add the anchor object to the metadata object in the environment configuration file → eva → kbSyncIngestor → syncRecords for the veeva-document-anchors type.

  • To set up a sync frequency between all existing anchor records in the knowledge base and VVPM, add the fullResyncEveryDays key with the required frequency value in the environment configuration file → eva → kbSyncIngestor → syncRecords for the veeva-document-anchors type.

  • To ensure that only appropriate documents appear in the reference list of a generated interactive email, add the content_generation object to the environment configuration file → eva → agents with the following parameters:

    • reference_score_threshold—to define the minimum semantic similarity score for a knowledge base document to be considered a reference.

    • kb_references_limit—to set the maximum number of reference documents assigned to a claim.

    • references_value_field—to specify the metadata field displayed as the reference in the references block.

  • To activate the anchor-based search priority for the statement confirmation in the knowledge base, set the enabled field to true in the eva → modules → claimsReferences→ anchors object of the environment configuration file. You can also adjust the match_score_threshold field to define a minimum confidence score for all anchor matches.

  • To prioritize documents containing anchor texts when generating text suggestions, adjust the text_suggestion object in the environment configuration file → eva → tools objects.

  • To configure a mandatory AI usage disclaimer popup, add the evaTerms object to the environment configuration file → eva → ui.

  • To approve standalone email fragments, turn on/off the Approve content in eWizard permission in the USER MANAGEMENT → Application roles/Permission sets → UP CONTENT section.

  • To adjust replacement of eWizard date-type tokens with the token value in the format for the specified language and region, update the required token object with the outputLocale parameter in the USER MANAGEMENT → PUBLISH MANAGER → Publish → SFMC/Veeva Vault as PDF for approval/Veeva Vault interactive → Veeva Vault settings. Available for e-Detailers, portfolio e-Detailers, emails, and email fragments.

  • To access the Editor administration panel, go to USER MANAGEMENT, click the newly added EDITOR ADMIN section, and then select Manage editor admin within Editor Admin.

  • To manage eWizard tokens, use the newly added Tokens section in USER MANAGEMENT → EDITOR ADMIN → Manage editor admin.

  • To manage links within the Edit link popup of Editor, in the USER MANAGEMENT → EDITOR ADMIN → Manage editor admin → UTM parameters section → LINK SUBTYPE tab → Add/Edit link subtype popup, select the following checkboxes:

    • Default for preconfigured links—to set the link subtype as the default for preconfigured links.

    • Website URL without UTM or query parameters—to prevent saving a link if the Website URL field contains UTM or URL parameters.

  • To automatically adjust UTM parameters in Generated URL within the Edit link popup of Editor, in the USER MANAGEMENT → EDITOR ADMIN → Manage editor admin → UTM parameters section → UTM PARAMETERS tab → Add/Edit UTM parameter popup → Type field with the Holders value, select the following checkboxes:

    • Replace spaces with _—to swap spaces for underscores.

    • Convert to lowercase—to transform uppercase letters into lowercase.