Product assistant for field agents
Agents compare products, eligibility and premiums during the visit, with no signal needed.
Banking and insurance · Field agents
Visit notes that sync later
With tools connected, agents log a visit offline; it sends when back online.
- Phone
- Online for actions
Phone assistantOn this device · connects to act
Log today’s visit with the Desai family.
Saved on the device. It will sync to the CRM when you’re back online.
Add a follow-up for next Thursday.
Added a follow-up for Thursday. It will appear in the CRM with the visit note.
What’s waiting to sync?
Three visit notes and one follow-up, all saved on this phone.
The problem
Agents are expected to log visits in the CRM, but there is no signal on the visit and no time later. Notes are written from memory at the end of the day, or not at all. Managers lose sight of the pipeline and customers repeat themselves.
Who uses it
Field agents and relationship officers who must record every visit in the CRM.
What you train it on
- CRM fields and picklists
- Visit note templates
- Product names
- Follow-up rules
How it works on the device
- 1
Dictate after the visit
The agent speaks or types a short note; it is transcribed and structured on the phone.
- 2
Checked by the agent
The agent reviews the note before it is saved.
- 3
Synced when online
With your CRM connected, saved notes are sent as soon as the phone reconnects.
Why it runs on the device
Logged on the spot
Notes are captured while the visit is fresh.
Works without signal
Notes wait on the phone until it reconnects.
Agent approves every note
Nothing is sent without the agent’s review.
Questions
Notes are stored encrypted on the device. Your device policy controls remote wipe.
Only the fields you allow, and only after the agent confirms.
Any CRM with an API your team can connect as a tool.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.