CLIENT LOVES
  • Proactive “Last Mile” Productivity: A conversational assistant that eliminates manual CRM navigation.
  • Persistent Context Awareness: An AI that remembers the specific client and facility being discussed across multi-turn chats.
  • Voice-to-CRM Efficiency: The ability to dictate post-visit notes and have them automatically structured and saved.
  • Unified Data Access: Instant visibility into orders, loyalty rewards, and facility constraints in one place.
HOW WE DELIVERED
  • Single-Agent LangGraph Architecture: A robust reasoning engine that manages state and iterative tool loops.
  • Stateful Multi-Turn Conversations: Utilizing LangGraph’s StateGraph to maintain context without re-prompting.
  • “Big 5” Functional Toolset: Custom API integrations for Account, Facility, Order, Rewards, and Notes data.
  • Unstructured Data Processing: NLP-driven extraction to convert casual dictation into structured CRM entries.
GAME-CHANGING FEATURES
  • Autonomous Visit Briefing:Instantly aggregates account health, credit limits, and purchase trends.
  • Cyclic Tool Execution:The agent can call multiple backend tools (ERP/CRM) in sequence to answer complex queries.
  • Real-Time Shipping & Logistics Insights:Precise retrieval of location-specific constraints like delivery windows.
  • Automated Action Logging:Seamless write-back capabilities to tag opportunities and set follow-up reminders.
CLIENT VALUE ACHIEVED
  • 95% Faster Pre-Call Prep:Preparation time dropped from 15 minutes of manual searching to under 30 seconds.
  • 40% Increase in Data Hygiene:Reps record details immediately via chat, leading to more complete CRM records.
  • 25% More Upsell Conversions:Automatic surfacing of loyalty rewards allowed reps to close more deals using unredeemed points.
  • High User Adoption:Transitioned the sales force from “forced” CRM usage to a “daily companion” workflow.

Custom-Built for Pharmaceutical & Field Sales Distribution

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Project Goal: Streamlining the Sales Representative’s Workflow

Field sales reps often lose productivity to “administrative friction”—the tedious process of clicking through multiple CRM screens to find order history or facility details. The goal was to transform the CRM from a passive, siloed database into a proactive conversational partner that handles the “searching and typing” so reps can focus on “briefing and speaking.”

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Overcoming the Challenge: Moving Beyond Rigid Command Bots

Traditional chatbots often fail in the field because they lack context and require rigid commands. By utilizing a Single-Agent LangGraph Architecture, we solved the challenge of fragmented data. This approach allows the AI to manage a persistent state, meaning it understands that if a rep asks about “shipping restrictions” after a briefing, the agent already knows exactly which facility they are discussing without being told twice.

Transformative Solution: The Sovereign Sales Experience

“Sales Rep AI Assistant” acts as a high-performance partner that bridges the gap between field activity and backend data. By orchestrating complex API calls in the background, the platform allows reps to prepare for visits in seconds and log notes naturally. This shift from manual data entry to intelligent orchestration has significantly improved data accuracy, employee engagement, and overall revenue opportunities.