Field One Agent
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About F1 Agent

We built F1 Agent for the part of your business the CRM never sees.

F1 Agent began inside real Salesforce projects, where clean CRMs went dark the moment people left the office. We built one Salesforce-native platform for field sales and field service, with AI that decides what should happen next.

Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner

The plan · SalesforceWed, 7 Oct
8 outlets on the Karol Bagh beatRep: [Name]
3 work orders, Gurugram territoryTech: [Name]
F1 Agent closes the gap
What actually happened · liveSynced
6 of 8 outlets checked in · ₹84,600 in orders
2 cancelled by customer, reasons logged
Compressor part transferred to van stock before dispatch
Lumina: 3 high potential outlets are 1.8 km away. Add them to today's beat?

In short

F1 Agent (Field One Agent) is a Salesforce-native platform for field sales and field service teams, built by Cloud Ingenious, a Salesforce Summit Partner. It started as the answer to a problem the team saw across many Salesforce projects: once employees left the office, visits, orders, expenses and service jobs disappeared into chat threads and spreadsheets. F1 Agent gives field users one mobile app, gives managers and dispatchers a live view inside Salesforce, and uses its built in AI, Lumina, to recommend and take the next action. Today it serves 120+ companies and 25,000+ field users across FMCG, distribution, equipment, appliances and medical equipment.

Where it started

Clean CRMs. Then everyone left the office.

F1 Agent did not start as a product idea. It started inside Salesforce projects. As a Salesforce partner, our team at Cloud Ingenious spent years helping companies build clean, connected CRMs: accounts, leads, opportunities, cases, assets and orders, all in one place.

Then we watched what happened the moment those companies' people walked out of the office. A manager knew a rep was supposed to visit eight outlets. They did not know which eight were actually visited, why three were skipped, whether the customer cancelled or the rep did, or what was ordered. A service desk raised a perfect work order and sent a technician who had the skill but not the spare part.

The CRM was accurate about everything that happened at a desk, and nearly blind about everything that happened in the field.

What we kept seeing

01

Visit notes lived in chat threads

What was discussed, promised or ordered sat in a rep's phone, not on the customer record.

02

Expenses lived in spreadsheets

Kilometres were typed from memory, bills were photographed into email, and policy was checked by hand weeks later.

03

Managers found out at 6 pm

Half the planned outlets were never visited, and by the time anyone knew, the day could not be saved.

04

Technicians arrived without the right part

The customer waited for a second visit, the SLA slipped, and nobody could say which parts were actually used.

Every client patched it differently

A GPS tracking app An attendance app An expense tool WhatsApp groups A dispatch spreadsheet Paper job cards

One platform, inside Salesforce

So we stopped building one-off patches and built the missing layer once: attendance, visits, beats, orders, expenses, work orders, dispatch and service inventory, on the same records the business already trusted, with AI that decides what happens next.

Every module in F1 Agent exists because a client needed it in the field, not because it looked good on a feature list.

Follow one field day in the product tour Explore field sales ›

Our mission

No more blind spots between the plan and the field.

Every field organization makes a plan in the morning. Our job is to make sure that by evening, the business knows what actually happened, why, and what should happen next, while there is still time to act on it.

For the field employee

Where do I go, who do I meet first, what do I need to know before I walk in, and how do I record my work and expenses in seconds?

For the manager

Who is working, what is happening right now, why visits are being missed, which territories are under-covered, and what action to take.

For the service organization

Which asset is affected, who has the skill and the parts, was the SLA met, what should be invoiced, and when this asset needs service again.

Product philosophy

Not another tracker. An operating layer for work outside the office.

Attendance, GPS, visit logs and scheduling are each one piece. On their own, none of them tells you whether the business moved forward today. F1 Agent is designed around the connections between those pieces.

PlanningExecution

Plans are easy to make. Attendance, check in and check out, visit tasks and outcomes show whether the plan actually happened.

LocationBusiness context

A dot on a map helps nobody. Tied to the customer, visit, territory, route and work order, it becomes operational information.

ActivityOutcomes

Ten visits are not better than six if the six produced the orders. Orders, forms, shelf audits and dispositions measure what was accomplished.

AIAction

Lumina finds nearby customers and builds the beat, reads history and recommends the pitch, spots a bottleneck and notifies the employee.

ServiceInventory, revenue and cost

Work types know the parts a job needs, van stock and warehouses supply them, and products consumed flow into the invoice instead of ending as a technician note.

ReactivePreventive service

Cases handle what broke today. Maintenance plans generate tomorrow's work orders before anything breaks.

The questions we answer for sales

Who to visit When How to reach them What to do there What happened What happens next

The questions we answer for service

What needs fixing Who fixes it Skills and parts What happened on site What it cost What the asset needs next

From a system that records the field to one that helps run it.

01 · Record

Attendance, visits, orders, expenses and products consumed captured where they happen.

02 · Recommend

AI suggests who to visit, which day, which route, which product to pitch and which technician to send.

03 · Decide

People stay in control: AI recommends and the dispatcher decides, or you switch on auto dispatch.

04 · Act

Lumina builds the beat, notifies the employee or assigns the job from the same conversation.

How we make product decisions

Six principles we build by.

These are the rules we use when a feature request arrives. They explain why F1 Agent looks the way it does.

Test these principles against your process
  1. 1

    Live inside Salesforce, never beside it

    No second database to sync. Visits, orders, expenses and work orders sit on the accounts, cases and assets your teams already use, and actions are available from the Lightning record page.

  2. 2

    Configure to the business, do not impose one

    Territories, travel modes, odometer or map distance, city tier expense rules, hard and soft limits, visit forms, work types and units are settings, because no two field organizations run the same way.

  3. 3

    Intervene while it still matters

    Stagnation alerts, disconnected users and live visit status exist so a manager can act at 11 am, not discover the problem at 6 pm.

  4. 4

    Measure outcomes, and always ask why

    Every cancellation, reschedule and unused part carries a reason. Ten missed visits caused by customers and ten caused by a rep should never look the same in a report.

  5. 5

    Make the field user's day easier first

    Scan the bill, scan the odometer, scan the visiting card, speak to Lumina in your own language. If the app adds admin work, adoption fails and the data never arrives.

  6. 6

    Let AI act, keep people in control

    AI should shorten the distance between insight and execution. Each business chooses how far: recommendations only, or automatic action.

Milestones

From client patches to one platform.

  1. [Year]

    Salesforce projects

    Cloud Ingenious builds CRMs for sales and service teams and keeps meeting the same field blind spot.

  2. [Year]

    First field build

    Attendance, visit check in and check out, and expenses built for a client's sales team on Salesforce.

  3. [Year]

    F1 Agent Field Sales

    Beats, route optimization, orders, returns, visit forms and nearby prospecting ship as one product.

  4. [Year]

    Field Service and Inventory

    Work types, dispatch, van stock, product transfers, invoicing and maintenance plans join the platform.

  5. [Year]

    Lumina AI

    AI beat recommendations, multi day planning, sales coach, shelf audit, AI dispatch and the manager action planner.

  6. Today

    120+ companies

    25,000+ field users and 1.2M visits and service jobs captured every month.

120+companies run their field operations on F1 Agent
25,000+field reps and technicians using the mobile app
30%less travel time with AI beat and route planning
1.2Mvisits and service jobs captured every month

Leadership

The people who build it and stand behind it.

We are hiring ›

[Name]

[Role, e.g. Co-founder and CEO]

[Two lines on background, Salesforce experience and what they own at F1 Agent.]

[Name]

[Role, e.g. Co-founder, Delivery]

[Two lines on background and the client programs they have led.]

[Name]

[Role, e.g. Head of Product]

[Two lines on product background and the F1 Agent roadmap they run.]

[Name]

[Role, e.g. Head of Engineering]

[Two lines on platform, mobile and AI engineering experience.]

[Name]

[Role, e.g. Head of Customer Success]

[Two lines on rollout, adoption and support experience.]

[Name]

[Role, e.g. Head of Sales]

[Two lines on field sales and partner experience.]

Built by Cloud Ingenious

A product team and a Salesforce Summit Partner, under one roof.

The people who design F1 Agent are the same people who configure it on your org, train your users and support you after go-live. That is why it fits Salesforce the way your admins expect.

Meet the team behind F1 Agent ›
"They understood our Salesforce org before they showed us a single screen. F1 Agent felt like it was built for how our reps actually work, because it was built by people who had seen it."
[Client name]Head of Sales Operations, [Distribution company]

Questions about F1 Agent

What is F1 Agent?

F1 Agent (Field One Agent) is a Salesforce-native platform for field sales and field service. It covers attendance, live tracking, visits, beat planning, route optimization, orders, expenses, cases, work orders, AI dispatch, service inventory, invoicing and maintenance plans, with a built in AI called Lumina.

Who built F1 Agent?

F1 Agent is designed and built by Cloud Ingenious, a Salesforce Summit Partner. The product came out of the team's own Salesforce client projects, where the same field visibility gap kept appearing.

Why build it on Salesforce instead of as a separate app?

Because the customer, the case, the asset and the order already live in Salesforce. Keeping field execution on those same records means no second database, no sync jobs and no conflicting reports.

Is F1 Agent for field sales or field service?

Both. Field sales teams use it for attendance, beats, visits, orders and expenses. Service teams use it for cases, work orders, dispatch, van stock and invoicing. You can start with one and add the other on the same platform.

What does the AI in F1 Agent actually do?

Lumina recommends which customers to visit and on which day, briefs reps before a meeting, audits shelves from a photo, reads bills, recommends or auto assigns technicians, and lets managers ask about bottlenecks and notify the right person in one step. It works in multiple languages.

Which industries use F1 Agent?

FMCG and consumer goods, distribution, equipment and machinery, appliances and electronics, and medical equipment service. The configurable visit forms, expense rules and work types let one platform fit very different operations.

Do we need an existing Salesforce org?

F1 Agent runs on Salesforce. If you already have an org, it works with your existing accounts, cases and assets. If you do not, the Cloud Ingenious team can advise on the right Salesforce setup as part of the rollout.

How do companies usually start?

Most start with one team or one territory as a pilot, configured to their own process, then roll out in phases once the field data proves itself.

Cloud Ingenious, the Salesforce Summit Partner behind F1 Agent Field sales automation on Salesforce Field service management and AI dispatch Lumina, the AI that acts Customer stories from field teams Careers at F1 Agent

Show us your blind spot. We will show you the field day behind it.

A 30 minute walkthrough of F1 Agent on your Salesforce data, with the people who built it.

Book a walkthrough Talk to our team