Field visit reports from chat messages
Reps post visit notes in the group chat they already use. Managers get daily reports and a live dashboard.
What changes
Today
Field reps' visits aren't tracked in one place. Reports are late, uneven and hard for managers to add up.
With the agent
The agent reads the visit notes reps already post in their group chat and turns them into structured reports, a live dashboard with photos and daily to quarterly PDFs.
How it works
- A rep posts a short note or voice message about the visit in the team's group chat.
- The agent turns it into a structured report: who, what was discussed and the next step.
- Unclear reports go to a screen where an admin approves them.
- Managers get daily, weekly, monthly and quarterly PDF reports and a live dashboard.
Keep looking
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Client results dashboard
One page per client showing leads and sales against spend, updated on a schedule.
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Campaign results summary
After each send, the numbers and a short note on what worked and what to change, in one place.
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Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
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