Field sales helper chat
A chat that tells field reps which shops are near them today.
What it does
A chat for field reps: an AI agent finds shops of any kind near where the rep is and says who lives around, so reps plan their day from the phone.
In one sentence: When someone writes in its chat, let the AI agent answer, then reply to the sender.
Why it is useful
Reps plan their day on the phone. The chat answers where to go in seconds.
Who it is for
FMCG & distribution field sales. Distributors and consumer brands whose reps cover outlets: new shops, routes, channels and stock. Every use case for fmcg & distribution
Best use cases
- A field sales team
- A van sales distributor
- A trade marketing agency
What each run gives you
- A chat page
The time it saves
Whenever someone writes in its chat. Doing the same work by hand takes about 10 minutes each time, so it saves about 33 hours a month (an estimate). It is easy: 3 blocks and 2 tools.
The flow, block by block
- ChatTrigger · ChatStarts the flow when someone writes in its chat: the chat window in the editor, or a chat page you can share or put on your website.
- Field sales helperxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Shops near mexMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Who lives around itxMap data · DemographicsA tool the AI agent uses when it needs itWho lives in an area: the number of residents, men and women, and nine age groups, from xMap’s population grid (hexagons of about 0.1 km², about 100 countries).
- ReplyAction · ReplyAnswers whoever started the flow, on the same channel: the app or system that called its Webhook / API gets the answer back, and a message from Slack, WhatsApp, Telegram, Teams, SMS, Outlook or Discord gets a reply in the same chat, through the account of the block that received it.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- AI agents with tools and memory: An agent that answers questions using your blocks as tools.
- Answer on WhatsApp, Telegram or Slack: An assistant that replies in the same chat.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- Count what is around each of your places: Competitors, footfall magnets or services within a distance of each site.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Territory planning: Dividing a market into areas for reps or teams.
More for FMCG & distribution field sales
- New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
- Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
- New outlets to CRM: New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
- Neighbourhoods without a grocery store: Blocks where people live with almost no grocery store, biggest gaps first.
- New outlets on my routes, prioritised, to the nearest rep: New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
- Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.