Key takeaways
- Great reps share three habits: they take detailed notes, build relationships across visits, and follow through. All three cost time a rep rarely has between stops.
- Nadia logs calls, tasks, and notes by voice from wherever she is, instead of typing them in at her desk the next morning.
- She builds routes by asking for them, such as five A accounts on her way home, and lets the route optimize around traffic.
- For end-of-quarter outreach, she logs calls to every store in a province at once, which she says cuts her call logging time by more than half.
- She estimates AI Field Agent gives her back at least 10 hours a month.
Why Map My Customers built AI Field Agent
Gabriel opens with what ten years of watching field teams has shown: the reps who win consistently take great notes, carry what they learn from one visit into the next, and follow through on every next step. The trouble is that a rep with six stops and about seven minutes in the car between them has to write up the last visit, prepare for the next one, and set next steps all at once.
Something gets dropped. Notes get shorter or never get written, knowledge gets lost, and deals stall. AI Field Agent is built to make those three habits effortless for reps in the field.
“It's like having my own little assistant.”
Logging calls and tasks by voice
Nadia covers a territory that spans three provinces in Canada. Before AI Field Agent, entering the day into the CRM could take longer than the work itself, so she logged calls from her desk the next morning, and about half of her calls never got logged at all. That left gaps that would have made it hard for anyone, including a new rep or leadership, to see what was happening in her territory.
Now she stops wherever she is and says something like "log a call to this company, I spoke with Amber, we discussed this." She adds tasks the same way, so nothing she promised a customer depends on her memory the next morning.
Routing and end-of-quarter outreach
Nadia used to plan routes in her head. Now she asks AI Field Agent to route the stores in a city from where she is, or to add five customers on her way home when she has time left at the end of the day. She can narrow the list to A or B accounts.
At the end of each quarter she spends about four days calling every customer about revenue and rebates. Instead of opening each account one by one, she asks AI Field Agent to log a call to all of her stores in a province with the same note, then works through the list and adds details as she goes.
A look at the product
Gabriel walks through AI Field Agent in the app: building a route of tier A customers in a town, a "brief me" summary on the way into an account, a voice recap at check-in that captures notes and next steps for approval, a list of accounts not visited in 90 days, scheduling activities for that list, and coaching on next steps for a specific account.
Nadia's advice to new users is simple: get out of your comfort zone and try it for everything, starting on day one.
FAQs
What is AI Field Agent?
AI Field Agent is the AI assistant in Map My Customers. Reps can talk to it to log calls and notes, build routes, schedule follow-ups, get a brief before a visit, and see which accounts they have not visited recently.
How much time does AI Field Agent save a field rep?
Nadia Kharroubi of Pacific Smoke International estimates it gives her back at least 10 hours a month, and says it cuts the time she spends logging end-of-quarter calls by more than half.
Can reps update the CRM by voice?
Yes. In the webinar, Nadia logs calls, notes, and tasks by speaking to AI Field Agent from wherever she is, instead of typing them in at her desk later.
