Orchestration · Worked Example
Agents aren't a list.
They're a choreography.
A single rep question — "What should I do at the Tipsy Crow today?" — fans out across nine agents, blends back, and returns one answer. This is the trace.
"What should I do at the Tipsy Crow today?"
Rep
00.0s · Rep input
"What should I do at the Tipsy Crow today?"
Tier
1
00.4s · Orchestrator parses intent
Account Strategist → Account Agent
Account Strategist resolves "Tipsy Crow" to account #4827 via Account Agent, then plans the call tree.
Account Strategist→ Account Agent
Tier
3·4
00.9s · Workspace + Field agents pulled
Account · Notes · Objectives · PrePlan
Strategist fans out to Account · Notes · Objectives · PrePlan. Returns: standing objectives, last visit, open tasks, planned route.
AccountNotesObjectivesPrePlan
Tier
5
01.8s · Vision agents inspect
Coldbox · Menu · Backbar in parallel
In parallel: Coldbox reads the latest cooler photo. Menu Price & Placement diffs the new cocktail menu vs prior. Backbar verifies which SKUs are on the back wall today.
Coldbox OptimizerMenu VisionBackbar
Tier
4
02.7s · Next Best Action reasons
NBA Agent — joins the signals
NBA Agent joins the signals. Detects: cooler share −2 facings, premium vodka moved off the well, MAP violation on competitor in same zip. Confidence: 92%.
★ Next Best Action
Tier
6
03.4s · Commercial output prepared
Sell Sheet · Cocktail Suggestion
Sell Sheet Agent drafts a 1-pager. Cocktail Suggestion Agent proposes 2 menu cocktails using our SKUs that displace what's currently on the menu.
Sell Sheet★ Cocktail Suggestion
Tier
8
03.9s · Push to surfaces
Email · Task · Doc
Email Agent drafts the buyer note. Task Automation opens a PINATA activation request. Doc Agent saves the sell sheet to the rep's Drive.
EmailTask AutomationDoc · Sheet · Excel
Final
★
04.2s · Strategist returns one answer
"Pitch the 1.75L spring promo. I drafted the sell sheet and proposed two replacement cocktails. Your visit Thursday at 2:30 is booked."
Traditional CRM vs Account360.ai
From reactive data collector
to AI-coached execution.
Six dimensions where the field rep's day fundamentally changes when the agentic platform replaces the spreadsheet.
Dimension
✕ Traditional CRM
✓ Account360.ai · Vision · RepRunner
◆ Benefit
Day plan
✕Manual notes; relies on memory; no urgency flags or route prioritization
✓Optimized route + urgent accounts + pitch scripts delivered in <2 min
47 min/dayRep starts the day knowing exactly what to fix and how to pitch
Capture
✕Random shelf/coldbox photos; no guidance; inconsistent coverage
✓VisionAI guides shelf, coldbox, tap, menu with smart overlays + missing-shot prompts
100% coverageEvery visit produces complete, supplier-ready evidence
IR detect
✕Manual data entry post-visit; insights end of day or next morning
✓Auto-detects: SKU ID, SOS%, planogram gaps, displacement, competitor presence
Real-timeInsights surface during the visit, not after
Next best
✕Decisions based on gut feel; no competitive context; inconsistent execution
✓RepRunner flags NBA per account, scripts the pitch, plots escalation if buyer refuses
+24% SOS liftEvery rep executes like the top rep on the team
Confirm
✕Brand moves logged after leaving; no proof the fix actually happened
✓Re-capture confirms fix in-store; before/after photo proof attached automatically
Photo proofReps leave with provable wins, not promises
Manager rollup
✕Manual CRM exports stitched into a Monday spreadsheet; numbers stale by Tuesday
✓Live territory rollup: SOS, compliance, NBA win-rate, capture coverage — all day
6.2 hr/weekSupplier reports auto-draft; manager edits, doesn't assemble