Your AI for field sales
Ask anything about your operation
Everything you need to know about your field sales team, whenever you want, right in the chat. No exporting spreadsheets, no VLOOKUPs, no waiting for end-of-month reports.
The more your operation runs, the smarter your AI gets
With Checkmate, you can check the status of your operation without having to ask a salesperson or request a spreadsheet from an analyst. The data comes through unbiased, allowing you to adjust and take action now, not at the end of the month.
Answers that used to take all morning, now in real time
What do you need to know to understand your operation's performance today? From missed visits to the cost of each route, Checkmate has the answers. Check out some of the many possibilities:
By the time you close, the information is already late
The cost isn't the time spent on the report. It's the decision that waited for it: the salesperson who went another week without support, the client who wasn't visited, the account that went cold unnoticed.
With Checkmate, you act while there is still time.
Security and data you can trust
Architecture-controlled access. With multi-tenant isolation via parameterized functions, no dynamic SQL.
Your data does not train any AI. Conversations do not feed any machine learning models.
Conversation-isolated context. Each conversation is independent. Checkmate does not mix information between them.
Sticks to the facts. If the data isn't in your operation, it says it doesn't know instead of making things up.
Within the scope of activities. Questions unrelated to your operations go unanswered.
Tamper-proof. A dedicated layer prevents attempts to bypass agent rules within the prompt.
More than a chat. Your partner.
Checkmate already understands your field and provides answers about the operation you manage every day, without you needing to configure or explain a thing.
And it’s always at your fingertips—just call it: give it a name, choose an avatar, and it remembers the thread of the conversation to pick up right where you left off. More than just a chat, it’s here to be your daily partner.
The first AI assistant built for field sales management
Checkmob is the first field sales software in Brazil to use MCP (Model Context Protocol) technology integrated into the platform. Cutting-edge technology serving a clear goal: ever-increasing performance for your team.
You ask
Checkmate organizes
Instant answers
For field sales leaders and managers
Field sales managers, field coordinators, and sales directors for B2B consultative sales operations who need to know what is happening in the field in time to take action.
AI chat with context from your operations
If you've used ChatGPT, you already know how to talk to Checkmate. And here, you don't need to teach it anything: it already knows your operation and has your field sales data. Just ask, without leaving the platform.
Everything in one place, with the power to take action on your operations.
See Checkmate in action
Bring the questions you ask every week and see Checkmate answer them live. In a quick chat, we'll show you how it fits into 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.
Checkmate is available for account administrators. Schedule a demo and see it answer questions about your own operations.
