10 Steps. 47 Seconds. Zero Manual Work.
From pre-call planning to manager notifications, the Agentic Framework automates every step of the sales call for field reps, managers, and leadership across suppliers, distributors, and retailers.
View by Tier
View by Role
Per-Outlet Agent™ aggregates data from VIP iDIG, Circana, Snowflake, and previous visits. Generates pre-call brief with velocity trends, competitive analysis, and outstanding issues.
Route optimization agent integrates with MileIQ/Everlance. Traffic-aware routing with real-time adjustments. Automatic check-in notification when within 500m.
Sell-sheet generator creates account-specific pitch book in seconds. Pulls live shelf data, depletion trends, competitive positioning, and relevant promotions.
AI ranks sell sheets by relevance based on account category, size, historical performance, and seasonal factors. Top 3 sheets highlighted.
Pricing intelligence agent displays authorized pricing, flags MAP violations, shows competitive pricing, and calculates deal pricing with approval workflows.
Talk track generator based on account context with real-time data access during pitch. Objection handling suggestions based on account history.
Voice-to-text note capture during meeting. AI summarizes key points: buyer feedback, commitments, issues, next steps. Auto-tagged by topic.
Next-best-action engine automatically creates tasks in PINATA, calendar events in Outlook, follow-up emails, and Slack notifications. Priority-ranked with confidence scores.
Sample tracking agent logs samples by SKU and quantity, checks against sample budget, auto-submits for compliance approval, and tracks sample-to-conversion rate.
Contact enrichment detects new contacts and auto-enriches with data. Auto-generates visit summary, notifies manager of goals achieved, and updates territory performance.
Value by Role
3+ hours saved per day → 2+ more accounts per rep. Know exactly what to do at every account.
Real-time team visibility. Automated coaching insights. 2+ hours saved per day → focus on coaching.
Territory-wide transparency. No manual reporting. Real-time visibility into goal execution.
One workflow. Every tier.
Multi-State Visibility
- ▸Brand-level performance across distributors
- ▸National account program alignment
- ▸Competitive intelligence aggregation
- ▸Automated compliance reporting
Prove Execution
- ▸Prove execution to 100+ suppliers
- ▸One-click monthly reporting
- ▸Multi-supplier coordination
- ▸Margin and velocity optimization
Category Management
- ▸Better category management
- ▸Consumer demand forecasting
- ▸Automated replenishment
- ▸Consumer trend alignment
Ready to automate your sales calls?
See the 10-step workflow in action with your own data. A 30-minute walkthrough shows you exactly how much time your team will save.