Field Visit Agent
The Field Visit Agent supports field sales reps across the full cycle of a customer visit. Before the meeting, it prepares a structured briefing based on Creatio data. After the meeting, it captures outcomes through a short voice call and updates the relevant records. Both flows are part of the same agent and work together to reduce manual effort and keep CRM data current.
The Field Visit Agent is installed separately. To add it to your CRM bundle configuration, contact your Creatio success manager.
Meeting preparation
Before a customer visit, sales reps need to review account history and know who they are meeting. They also need to align their agenda with the current opportunity. Pulling this context together manually takes time. The Field Visit Agent does this automatically. It analyzes relevant Creatio data before each scheduled visit and sends a structured briefing to the rep.
How the agent prepares the briefing
The Field Visit Agent tracks upcoming meeting activities assigned to the rep. Before each visit, it pulls data from Creatio and builds a tailored briefing for that meeting. The data includes account records, open opportunities, orders, invoices, service cases, activities, and contacts linked to the opportunity.
The agent sends the briefing in two ways. It emails the rep a summary of all upcoming visits for the day. This gives them a full picture of the schedule before they leave. The email includes links to the meeting record and connected records in Creatio. The rep can open them directly from the email — this launches the Creatio mobile app on their phone. It also attaches a visit summary document to the meeting record in Creatio. The rep can access it offline. The agent also populates the Notes field on the Overview tab of the Info panel.
What the briefing contains
The Info tab of the meeting record shows the full AI-generated briefing. It covers the following areas.
Account Intelligence shows the company profile and recent financial activity. The rep gets a clear view of the account's commercial health before the meeting.
Relationship Intelligence shows who will attend and their roles on the linked opportunity. It also shows how each person has engaged with the account. For each participant, the agent notes their decision-making authority and areas of influence. It also notes relationship strength. A stakeholder map covers all stakeholder roles. The rep can use it to tailor their approach.
Current Opportunity shows the stage, expected close date, deal amount, and customer needs. It also lists the products under consideration. Recent opportunity activity and competitor context are included too.
Other Opportunities by Account lists other open opportunities linked to the same account. The rep can use this to spot cross-sell or upsell opportunities during the visit.
Historical Context covers buying history, previous visit notes, open service cases, paid and unpaid invoices, and in-progress orders. It surfaces anything from past interactions that may matter in the current conversation.
Proposed Meeting Agenda combines the opportunity context, participant profiles, and account signals. It gives the rep clear objectives and next steps to prepare for the visit, based on previous discussions with the contact and their job title.
Logistics shows the exact address of the visit. On mobile, tapping the address opens the rep's map app. If the meeting notes include access instructions for the building, the agent surfaces them here too.
Meeting record and connections
The meeting record includes the full participant list with invite response status. The Connections panel links the record to the relevant contact and account. It can also be linked to an opportunity if one exists. This keeps the visit tied to the right pipeline context. Stage changes, new contacts, and other post-meeting updates are saved to the correct records.
The attached visit summary document covers the same briefing content in a portable format. The rep can review it without opening Creatio.
Visit recap
After a customer visit, sales reps need to log meeting outcomes, update the opportunity, and schedule follow-up activities. They also need to keep contact records current. Doing this manually means opening multiple records. It often gets delayed when reps move straight to the next meeting. The Field Visit Agent captures all post-visit updates through a short voice call. The rep can log everything hands-free right after leaving.
How the recap works
The rep calls the agent directly after the visit. The agent finds the rep and the relevant meeting record. It then asks the rep to share a brief summary of what happened. Based on the summary, the agent works out what needs to be updated and handles each item. It asks for confirmation before writing anything to Creatio.
The agent listens for outcomes, actions, and new information. It confirms its understanding before making changes. If the rep wants to adjust something — add a detail, correct a name, or rephrase a note — they say so before confirming. The agent updates its draft and reads it back.
If the rep does not answer, the agent makes up to three call attempts. If none of the attempts connect, the agent sends an email and a push notification to the rep's mobile as a reminder to log the meeting results. The rep can also start the recap conversation manually in Creatio. If the call disconnects mid-conversation, the agent calls back and continues from where it left off.
What the agent can update
The Field Visit Agent can make the following updates based on what the rep reports.
Opportunity. If the rep reports progress on the deal, the agent proposes updates to the linked opportunity. This can include the stage, expected close date, and amount. It waits for the rep's confirmation before making any changes.
Follow-up activities. If the rep mentions a follow-up call or meeting, the agent checks the rep's calendar for open slots. It offers options. Once the rep picks a time, the agent creates the activity in Creatio with the correct participants and timing.
New contacts. If the rep met someone new, the agent creates a contact record for that person. It links the contact to the relevant account and records their role. It also adds them as a participant on the meeting record.
Meeting notes. The agent drafts a note based on the rep's summary. It covers key points, decisions, and next steps. The agent reads the draft back to the rep. The rep can ask for edits before confirming. Once confirmed, Creatio saves the recap to the Result field on the meeting record and marks the meeting as completed.
Confirmation flow
The agent confirms each update before applying it. It does not write changes in bulk. This gives the rep full control over what gets logged. Creatio records reflect what the rep reported — without the rep needing to open the application.