Field visit reports for a pharmaceutical manufacturer in Indonesia
How an Indonesian pharmaceutical manufacturer tracks field visits from the chat group reps already use.
- Sector
- A pharmaceutical manufacturer
- Country
- Indonesia
- Status
- Live, rolling out to the field team
The problem
Field sales reps' outlet visits were not tracked or reported in one place.
What we built
An agent that reads the visit reports reps already post in their WhatsApp group. It sends daily, weekly, monthly and quarterly PDF reports, runs a live dashboard of visits with the photos reps send, and gives an admin a screen to approve entries.
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.
Where a person checks
An admin approves any entry the agent isn't sure about.
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