AI AGENTS FOR FIELD SALES
Faster decisions. Better prepared visits.
Checkmob's AI agents for field sales work with the data your team already generates in the field, delivering ready-made analyses and contexts for every manager's decision and every salesperson's visit.
The more your operation runs, the smarter your AI gets
Every recorded visit adds context. Each piece of context makes subsequent analysis more accurate. Checkmob's agents learn from every move your team makes in the field. The more your operation generates, the more intelligence is returned to your team.
AI agents for sales, specialists in field operations
Each agent was designed to simplify daily sales operations. You activate it, it delivers. No complicated prompts, no endless chat, no need to teach the system with each use.
The AI that works with your field sales rep
Each agent was designed to simplify daily sales operations. You activate it, it delivers. No complicated prompts, no endless chat, no need to teach the system with each use.
Preparation for the next visit
Your salesperson better prepared for every meeting
Before each visit, the salesperson consults the agent in the app and receives a ready analysis of that client — what was discussed, what's pending, and what's worth revisiting. More context before the meeting.
Sales rep handover
New salespeople productive from day one
New account managers have each client's history at their fingertips — including decision-makers, past discussions, and key points to note. The handover process transforms from a months-long problem into a minutes-long consultation.
Product suggestions for discussion
More sales opportunities closed per visit
Based on the customer's history and the operation's portfolio, the agent suggests which products to focus on during that visit, and the salesperson arrives with more opportunities to increase the deal size.
The AI assistant for the field sales manager
Client relationship analysis, portfolio status, risk indicators — all available to the manager. Without needing to ask the salesperson, without digging through history, without waiting to decide.
Client relationship analysis
Know before problems arise
Understand and make decisions about each account, without digging through records or asking the salesperson. The agent reads the client's complete history and provides an impartial diagnosis: relationship health, strengths, areas for attention, and growth opportunities. Signs of problems reach the manager in time to act.
Agent customization for your operation
An arsenal of agents at your disposal
Meeting preparation, summary of outstanding items, handover between salespeople, product suggestions for discussion — you decide the types of analysis that best help your team. The entire team starts using it in the app, and each analysis is produced with the quality defined by the manager.
Client registration enrichment
Commercial strategy starts with complete registration
Using name, CNPJ, and phone number, the agent completes the client's registration with their industry, company size, location, website, and digital presence. Your client portfolio becomes known in depth, without manual research.
Standardization of commercial approach
Consistent approach, with smart interpretation of the results
Structure the ideal approach for each visit using checklists, and get smart analysis of the responses coming back from the field. The agent reads everything, summarizes, identifies patterns, and classifies according to your operation's standards. Analysis ready for decision-making, without needing to read line by line.
Smart checklist creation
Your operation standardized in the field
New operation, new routine, new objective — instead of starting from a blank page, the agent provides an initial checklist structure based on what you need to collect in the field. You review, adjust what makes sense for your business, and apply it. Rapid standardization of the team's approach, without having to invent from scratch.
What changes when an AI sales tool comes into play
Competitive advantage
AI for field sales alongside your team, in the field and in management
Most AI sales tools were built with the in-office sales funnel in mind. Checkmob's agents were built for a different world: one where the salesperson is on the street, the client is waiting, and the manager needs to oversee it all remotely.
This is the artificial intelligence that goes with your team, from management to the field salesperson.
For those looking to take the next step
Operations that strive to go beyond mere control
See AI agents for field sales in action in your operations.
Discover how agents apply to your portfolio, your sales cycle, and your team.
Frequently Asked Questions
An AI agent for field sales is an artificial intelligence specialized in supporting commercial operations that occur outside the office — in-person sales, client visits, and fieldwork. Unlike traditional AI sales agents (focused on inside sales, chat, email follow-up, and inbound lead qualification), AI agents for field sales process data generated by the team during field operations: recorded visits, recorded audio, completed checklists, and relationship notes. The agent analyzes this data and provides managers and salespeople with decision-ready information — such as client relationship analysis, context before a visit, or updated account status.
At Checkmob, each AI sales agent has a specific purpose and is activated by the manager or salesperson with a single click within the platform. The agent reads the data the team already records in the field (visit history, checklists, audio recordings, notes) and provides a ready-made analysis — this could be a customer relationship diagnosis, a suggested approach for an upcoming visit, an executive checklist summary, or customer data enrichment. Most agents operate on user command. The Automatic Portfolio Monitoring Agent is the exception: it runs at a configured frequency and sends the report via email.
Traditional AI agents for sales were developed for inside sales operations — writing follow-up emails, qualifying inbound leads, scheduling meetings, and updating CRM. They operate within the digital funnel, where all interactions occur through channels like WhatsApp, email, and websites.
AI agents for field sales, like Checkmob's, were built for a different scenario: the salesperson is in the field, sales happen in person, and the manager is in the office and needs visibility into the operations happening out in the field. These agents read the data the team generates in the field — visits, checklists, audio recordings — and provide analyses on customer relationships, visit preparation, portfolio status, and structuring checklists for engagement.
In external sales operations, AI agents transform data collected in the field into actionable decisions. Key uses include:
• Customer Relationship Analysis: The agent reads an account's entire history (visits, audio recordings, checklists) and delivers an impartial diagnosis in seconds.
• Portfolio Monitoring: Automatically tracks the status of strategic clients and sends email reports.
• Visit Preparation: Provides the salesperson, before each visit, with context and suggestions about the client they are about to meet.
• Record Enrichment: Supplements basic records with industry, size, and profile information — especially useful for prospecting.
• Complex Checklist Analysis: Reads dozens or hundreds of field responses and delivers an executive summary.
• Checklist Creation: Structures a field data collection routine from a simple description.
Yes, especially for sales operations with large client bases, consultative sales cycles, and distributed field teams. AI for field sales reduces the time spent on manual client portfolio analysis, eliminates reliance on a salesperson's 'gut feeling' to understand client health, and standardizes team preparation. Operations that use AI agents for field sales save the equivalent of almost a full day of work per week on tasks that previously consumed hours — such as manual history review, spreadsheet cross-referencing, and digging for information client by client.
No. AI agents for field sales work alongside the team, not in place of it. The agent's role is to prepare analyses, contexts, and summaries from the data the team already generates in the field, freeing up managers and salespeople to focus on what AI doesn't do: build relationships, conduct negotiations, and close deals.
The implementation takes place within the Checkmob platform. Most agents come with pre-configured prompts that can be customized by the manager to adapt to different operational contexts — by client type, by checklist type, or by sales cycle stage. Sales representatives consult the agents directly in the app, in the field, before each visit.
Checkmob is an offline-first field platform — sales representatives collect data, record visits, and complete checklists without an internet connection, and everything syncs automatically when the signal returns. AI agents process this data on the platform as soon as it becomes available. The agent itself requires a connection to operate, but the data it consumes is collected in the field without internet dependency.
Sectors with consultative sales operations, prospecting, large accounts, and in-person field teams — such as healthcare, pharmaceuticals, agribusiness, B2B industry, energy, and distribution. In all these segments, the salesperson's visit provides consultative value, which makes the intelligence applied before, during, and after each visit even more relevant.
Checkmob's AI agents are included in the contracted plans. The consumption model is credit-based: each plan includes a monthly allowance, and additional credits can be purchased as needed by the operation.
Yes. Checkmob releases new agents throughout the year, always developed based on real pain points validated with clients. The architecture is modular: new agents integrate with existing ones and leverage all the field data already recorded by the team during operations.