Journey Plan Agent
Builds and adjusts journey plans and call cycles by territory and outlet value, so every rep walks an optimized day.
removesRoute planning done on spreadsheets and gut feel.
All workflows
Route-to-market & field sales
The field sales workflow, run as a system.
Observe the market, prioritize outlets, plan the day, execute the visit, verify what happened, learn for tomorrow. Agents run that loop continuously; reps spend their hours selling and managers see live distribution instead of a report that lands a week late.
Agentic Field Sales Workflow
- AgentObserveSell-out, stock, visit evidence
- AgentPrioritizeOutlets ranked by value and risk
- AgentPlanJourneys and per-store targets
- HumanExecuteThe rep sells; orders captured
- AgentVerifyShelf scored, gaps flagged
- AgentLearnTomorrow's priorities updated
One run, end to end
Outlet visit, end to end
Most field-sales time disappears into admin: re-keying orders, chasing stock, rebuilding distribution reports. The agentic field sales workflow owns that layer end to end. Here is one visit, from route to captured order.
Outlet visit, end to end
A new journey plan drops. Watch the agents take a rep from route to a captured order, a scored shelf, and a flagged gap.
Manual
78 min
Agentic
3 min
26xfaster
Journey Plan Agentstep 1/5
New journey plan: 18 outlets, 3 must-stock SKUs at risk.
Inside the workflow
The agents are components. The workflow is the unit.
These are the agents that typically operate inside this workflow. Yours will differ in detail; each one exists to serve the workflow's outcome, not to be a product of its own.
Order Capture Agent
Captures and validates B2B orders against price lists and credit limits, with no manual re-entry.
removesOrders re-keyed from WhatsApp, Telegram, and paper, with errors.
Perfect-Store Agent
Scores planogram and shelf compliance from rep photos and flags non-compliance per outlet.
removesShelf audits that arrive too late to fix.
Distribution Gap Agent
Tracks numeric and weighted distribution and flags missing must-stock SKUs per outlet.
removesMust-stock gaps invisible until the monthly report.
Out-of-Stock Agent
Detects out-of-stock at store and distributor level and triggers replenishment alerts.
removesLost sales to empty shelves nobody saw.
Rep Priority Agent
Issues a daily ranked call list and per-store targets to every rep.
removesReps planning their own day with no data.
Secondary Sales Agent
Reconciles sell-in against sell-out and surfaces distributor stock health.
removesThe blind spot between what shipped and what actually sold.
Systems
Where execution happens.
The workflow connects to the systems you already run. Yours not listed? It almost certainly connects.
SAPOracleMicrosoft DynamicsExcelWhatsAppTelegramDMSPower BI
Measurement
What this workflow is accountable for.
Outcome categories, measured against your own baseline. Never a promised number.
- Selling time
- Productive calls
- Numeric and weighted distribution
- Execution quality
- Order accuracy
- Follow-up completion
a field force that stops doing admin and starts selling, with live distribution instead of week-old reports.
Is this the workflow worth transforming first?
The Workflow Audit answers that with your own economics: what the workflow costs today, what an agentic version could be worth, and what production requires.
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