Field Sales Assistant: plan, debrief and prepare by voice

Debrief by voice, and ask the assistant

Two parts of the app, running live on sample data. Record a debrief after a dealer visit and see the suggested updates, or switch to the Assistant to ask about your meetings and book one by voice.

Every visit meant filling in a long, manual form

Client type, date, time, dealership, contacts, attendees, five goal dropdowns, notes and materials, all typed by hand on a phone between dealer visits.

1. 1Time-consumingTyping up each visit on a phone took time from the next dealer, so entries were delayed or skipped.
2. 2Details got lostNotes were written from memory hours later. What the dealer said and what was agreed didn’t make it in.
3. 3Goals went staleStatuses were only as current as the last manual update, so nobody could see what was really open.
4. 4No meeting summaryThere was no single record of what was covered and what happens next.
5. 5Prep was manualBefore a visit, the rep pieced together history, open goals and past promises themselves.
6. 6Not built for the roadThe team works between dealerships. A form needs both hands and full attention.

One place to plan, record and prepare

1. 1Plan the visitSchedule it in one place instead of Outlook: dealer, date and time, attendees and goals.
2. 2Record what happenedAfter the meeting, talk it through. The assistant fills in who was met, the outcome and next steps.
3. 3Get the recapThe assistant writes a short summary of what was covered, what was agreed and what happens next.
4. 4Walk in preparedBefore the next visit, a brief pulls together open goals and promises, read aloud on the drive in.

The AI only suggests. Every change quotes the words it came from, and nothing is saved until the salesperson confirms.

One debrief, several updates

Back in the car, the salesperson talks through the whole meeting once. The assistant picks out each goal that moved and any follow-up mentioned, and turns them into one-tap updates.

Briefs that remember, and booking by voice

See who went where, and who is going where

Managers get one calendar of the whole team’s visits with what came out of each one, plus a weekly summary written from the recaps. Visits without a debrief stand out.

Before vs. with the Field Sales Assistant

Core app and summaries first, then voice

The team works between dealerships, on a phone, often in the car, so the record had to come from talking rather than typing. Phase 1 made the existing CRM useful after every visit; Phase 2 added voice, starting with a field test on real visits. Everything runs in the client’s own AWS account, using the Claude API rather than a chat plan, to meet their privacy and financial-regulation requirements.